Full-Time

Senior Financial Analyst

Posted on 12/10/2024

Clio

Clio

1,001-5,000 employees

Legal practice management software provider

Legal

Compensation Overview

CA$92.9k - CA$125.7kAnnually

Senior

Toronto, ON, Canada + 1 more

More locations: Calgary, AB, Canada

This role requires one day a week in either our Burnaby, Calgary, or Toronto office.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Data Analysis
Investment Banking
Excel/Numbers/Sheets
Financial Modeling
PowerPoint/Keynote/Slides

You match the following Clio's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.
  • 3-5 years of experience in FP&A, equity research, investment banking, or similar background.
  • Self-starter with strong analytical mindset, financial modeling, and reporting abilities.
  • Excellent communication and inter-personal skills, with the ability to work collaboratively across teams.
  • Proficiency with Excel and PowerPoint skills.
  • Strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
Responsibilities
  • Establish and maintain relationships with a broad base of key stakeholders (i.e., executives and staff) in the business and serve as a key point of contact for finance issues.
  • Support annual planning process, including generating well-vetted OPEX and HC plans.
  • Provide monthly and quarterly financial reporting, analysis and key metrics that enable business decision making.
  • Improve business performance by providing insightful reports, dashboards, analyses, and models.
  • Monitor KPIs, identify trends and proactively work with operational leaders on opportunities to grow the business.
  • Support month end close process in close partnership with Accounting.
  • Support the implementation of best practices in FP&A processes to deliver efficiency and improved business outcomes.
Desired Qualifications
  • CPA, CFA or MBA degree is a plus.
  • Experience with financial planning tools such as Pigment or similar is a plus.

Clio provides legal practice management software that helps law firms operate more efficiently. Its two main products, Clio Grow and Clio Manage, serve different purposes: Clio Grow is designed to enhance the client intake process and improve engagement with clients, while Clio Manage allows law firms to organize tasks, manage cases, handle documents, and process payments all in one platform. Clio caters to a diverse clientele, from solo practitioners to large law firms, and operates on a subscription model, charging users monthly or annually for access to its software. The goal of Clio is to streamline legal operations, reduce administrative tasks, and support the growth of legal practices.

Company Size

1,001-5,000

Company Stage

Series F

Total Funding

$1.3B

Headquarters

Burnaby, Canada

Founded

2008

Simplify Jobs

Simplify's Take

What believers are saying

  • Clio raised $900M to enhance AI and expand internationally in 2024.
  • Clio's valuation reached $3 billion, reflecting strong investor confidence.
  • Clio plans to deepen its presence in over 130 countries, boosting global reach.

What critics are saying

  • Emerging AI-driven startups could challenge Clio's market position.
  • Staying private may limit Clio's access to public market capital.
  • Significant investment in AI and expansion could strain Clio's resources.

What makes Clio unique

  • Clio offers a comprehensive suite of tools for law firm management.
  • Clio Grow and Clio Manage streamline client intake and case management.
  • Clio's subscription model provides consistent revenue from law firms of all sizes.

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Benefits

Company equity

401k

Parental leave options and stipend

Flexible paid time off

Stipend to support WFH

Various wellness benefitsand programs

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

-1%
BetaKit
Feb 14th, 2025
Clio Donates $3 Million To Create New Innovation Hub At The University Of British Columbia

Space will serve as the formal Vancouver home of Creative Destruction Lab

EIN News
Jan 6th, 2025
Clio Raises $1.23B in 2024 Financing

BC tech companies raised $4.47 billion in 2024 across 53 financing deals over $5 million, with the top 10 deals totaling $3.34 billion. Clio led with a $1.23 billion Series-F round, marking the largest in BC tech history. Other notable deals include NanoVation Therapeutics' $815 million partnership and Blockstream's $292 million financing. The average financing round was $44.26 million, with 29 companies raising over $20 million each.

BetaKit
Dec 19th, 2024
Clio raises $900M, stays private.

Clio, a legaltech company based in Burnaby, BC, raised a record-breaking $900 million USD Series F round at a $3 billion USD pre-money valuation in 2024. This round surpassed 1Password's previous record and accounted for nearly half of Canada's Q3 2024 tech funding. Clio's decision to stay private reflects a trend of Canadian tech companies avoiding the public market due to investor pressure and market conditions. Many companies, like Nuvei, have gone private, with IPOs expected to pick up in 2025-2026.

The Bridge
Jul 23rd, 2024
Clio Raises $900M in Series F

Canadian legal software company Clio raised $900 million in a Series F round led by NEA, valuing the company at $3 billion. The funds will enhance AI capabilities and expand international markets. Clio's CEO, Jack Newton, emphasized the integration of workflows and AI to boost lawyer productivity. The round included investors like Goldman Sachs and CapitalG. Clio plans further investment in AI and legal payment solutions, including the new AI solution "Clio Duo."

PR Newswire
Jul 23rd, 2024
Clio announces US $900M investment at US $3B valuation to transform the legal experience for all

NEA-led investment, the largest transaction ever in cloud legal technology, includes participation from Goldman Sachs Asset Management, Sixth Street Growth,...

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