Senior Financial Analyst

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Senior Financial Analyst

role at

Clio

Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.

Summary We are currently looking for a

Senior Financial Analyst

to join our Financial Planning and Analysis (FP&A) team. This position reports to the Manager, FP&A. The role is available to candidates across Canada, excluding Quebec.

What your team does Our Financial Planning & Analysis team is focused on driving stakeholder and shareholder value by developing the operating and financial plans required to achieve our company goals. You will help our business grow, help our customers succeed, and continuously improve the way we operate. Our GTM FP&A team collaborates with Sales, Marketing, and Customer Success leaders to develop investment strategy, understand potential outcomes, and iterate to ensure we deploy resources for maximum growth.

What you will work on

Business Partnering: Work closely with senior leaders in Sales, Marketing, and Customer Success to align GTM strategies with financial goals. Partner closely with the RevOps team on sales capacity planning.

Variance Analysis: Conduct monthly performance reviews, translating budget‑to‑actual variances into actionable insights and strategic recommendations for GTM leadership.

Strategic Financial Planning: Support the development of the GTM annual budgets, forecasts, and long‑term financial models, aligning with overall business strategy.

Forecasting and Reporting: Support the financial forecasting processes for GTM‑related expenses. Prepare and present monthly, quarterly, and annual financial reports, highlighting key variances, risks, and opportunities.

Cost Efficiency and ROI: Evaluate the ROI of GTM activities and provide recommendations for optimizing spend and resource allocation across sales, marketing, and customer success initiatives.

Process Improvement: Drive continuous improvement of GTM FP&A processes, systems, and tools to streamline reporting and enhance overall efficiency.

Strategic Analysis & Ad‑hoc Reporting: Conduct ad‑hoc reporting on business performance and build financial models to support key strategic initiatives.

What you bring

Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or relevant advanced degree is a plus.

3+ years of Financial Planning or Business Analyst experience.

Proven experience in Investment Banking, Financial Consulting, or finance within a high‑growth or SaaS‑driven environment, with a strong track record in financial modeling, forecasting, and strategic analysis.

Strong analytical mindset with the ability to transform complex data into actionable insights. Curious and passionate about having an impact on the business.

Excellent communication, leadership, and interpersonal skills, with the ability to work collaboratively across teams and influence cross‑functional teams.

Strong proficiency with financial systems and tools (e.g., Excel, Google docs, Pigment or similar).

Strong attention to detail and the ability to manage multiple priorities in a fast‑paced environment.

Demonstrated interest in improving your craft by using AI.

What you will find here Compensation is one of the main components of Clio’s Total Rewards Program. We have developed a series of programs and processes to ensure we create fair and competitive pay practices that form the foundation of our human and high‑performing culture.

Some highlights of our Total Rewards program include

Competitive, equitable salary with top‑tier health benefits, dental, and vision insurance.

Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office at least twice per week.

Flexible time off policy, with an encouraged 20 days off per year.

$2000 annual counseling benefit.

RRSP matching and RESP contribution.

Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years.

The expected salary range for this role is $100,300 to $118,000 to $135,700 CAD. Salary bands reflect the range of skills and experience needed for the position and allow room for growth. For experienced individuals, we typically hire at or around the midpoint of the band. The final offer will depend on region, experience, and skillset.

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility Our team shows up as their authentic selves and is united by our mission. We are dedicated to diversity, equity and inclusion. We build an environment where teams feel included, valued, and enabled to do their best work, wherever they choose to log in from. We encourage candidates from all backgrounds to apply.

Clio provides accessibility accommodations during the recruitment process. If you require accommodation, let us know and we will work with you to meet your needs.

Learn more about our culture at

clio.com/careers .

Disclaimer:

We only communicate with candidates through official @clio.com email addresses.

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