Senior Financial Analyst

Clio; Calgary; Hybrid; CAD 102,000 - 138,000; Full time

Benefits offered by this job

Hybrid work environment

Top-tier health benefits

Dental & vision insurance

20 days off per year

Job summary

Clio, a global leader in legal AI technology, seeks an experienced Senior Financial Analyst to own the annual operating plan and long-range forecasting. You will consolidate inputs into the company-level P&L, balance sheet, and cash flow, and deliver actionable variance analyses for executives and boards.

You’ll partner with cross-functional teams to improve forecasting accuracy, drive KPI reporting, and implement AI-enabled planning workflows in a high-growth SaaS environment.

Qualifications

• Bachelor’s degree in accounting, finance, or related field required.
• CPA designation preferred; US GAAP experience is a plus.
• 3+ years of FP&A experience in a high-growth SaaS/tech company; experience in accounting, audit, or financial consulting valued.
• Hands-on experience running budget and forecast cycles and producing management or Board-level reporting.
• Strong three-statement modelling and understanding of P&L, balance sheet, and cash flow.
• Deep knowledge of SaaS metrics and KPIs.
• Advanced Excel or Google Sheets; familiarity with connected planning tools (Pigment, Anaplan, Adaptive).
• Experience using AI tools (e.g., Claude, ChatGPT, Copilot) to improve forecasting and reporting.
• Data visualization expertise; data-driven, analytical mindset.

Responsibilities

• Annual operating plan and multi-year plan development; consolidate inputs into company-level P&L, balance sheet, and cash flow.
• Lead monthly/quarterly budget vs. actuals variance analysis with clear commentary on risks and opportunities.
• Prepare monthly/quarterly executive, Board, and investor materials with KPI reporting and benchmarking.
• Forecast cash flow and balance sheet items; collaborate with Accounting to improve forecast accuracy.
• Build scenario models to test strategic initiatives and investments.
• Own and improve planning model and data integrity across source systems (ERP, HRIS).
• Drive process improvements and AI-enabled workflows in planning and reporting.

Skills

Financial modelling

Advanced Excel/Google Sheets

Budgeting & forecasting

AI tools

SaaS metrics

Anaplan

Pigment

Adaptive

Education

Bachelor’s degree in accounting, finance, or related field

CPA designation preferred

Tools

Excel/Sheets

Job description

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.

What your team does

Corporate FP&A owns Clio’s consolidated view of the business. We lead the annual operating plan, rolling forecasts, and long-range plan, and we produce reporting that goes to our executive team, Board, and investors. Partnering with business leaders across Clio, we turn company strategy into a plan, track how we’re delivering against it, and make sure leadership has an accurate, timely read on performance.

Who you are

We are looking for an experienced and results-driven Senior Financial Analyst who takes numbers seriously, thrives in a rapid-growth, high-velocity environment, and lives and breathes our values.

What you’ll work on

• Annual operating plan and long-range plan: Build key components of the annual budget and multi-year plan, consolidating department inputs into a company-level P&L, balance sheet, and cash flow.
• Budget vs. actuals analysis: Lead monthly and quarterly budget vs. actuals variance analysis, pinpoint the drivers behind results, and deliver clear, actionable commentary on risks and opportunities to the executive team.
• Board and investor reporting: Prepare monthly and quarterly executive, Board, and investor materials, including KPI and metric reporting, performance commentary, and peer benchmarking.
• Cash flow and balance sheet: Forecast cash, working capital, and key balance sheet items to support capital planning and treasury decisions, working closely with Accounting to understand the drivers behind actuals and using those insights to improve forecast accuracy.
• Scenario modelling and strategic analysis: Build models that test scenarios and assess the financial impact of strategic initiatives and investments.
• Planning systems and data integrity: Help own and improve our planning model and its connections to source systems (ERP, HRIS), ensuring clean data, reconciled reporting, and a single source of truth.
• Process improvement: Continuously improve the speed, accuracy, and automation of the planning and reporting cycle, including through AI-enabled workflows.

What you bring

• Bachelor’s degree in accounting, finance, or related field
• CPA designation is preferred, and experience with US GAAP is an advantage
• 3+ years of FP&A experience, ideally in a corporate or consolidated FP&A role at a high-growth SaaS or technology company; experience in accounting, audit, or financial consulting is also valued
• Hands‑on experience running budget and forecast cycles and producing management or Board‑level reporting
• Strong three‑statement modelling skills and a clear understanding of how the P&L, balance sheet, and cash flow connect
• Strong understanding of SaaS business metrics and key performance indicators
• Advanced Excel or Google Sheets skills; experience with connected planning tools (e.g., Pigment, Anaplan, Adaptive) is an asset
• Hands‑on experience using AI tools (e.g., Claude, ChatGPT, Copilot) to find efficiencies and automate finance processes such as forecasting, variance commentary, reconciliations, or reporting
• Be passionate about effective and intuitive data visualization
• Be deeply data‑driven, analytical, and curious, with strong attention to detail
• Be self‑motivated, independent, and deadline‑oriented, and able to manage several planning and reporting deadlines at once
• Clear, articulate verbal and written reasoning and storytelling skills, to communicate effectively with audiences at all levels of the organization

This is a new role.

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 are creating 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, London, New York City and Sydney) to be in office min. 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 $101,700 to $137,700 CAD. Initial placement within the range is informed by geographic region, experience, and skillset, with room to progress as impact and tenure grow. Final offer amounts will vary based on candidate profile.

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility

Our team shows up as their authentic selves, and are united by our mission. We are dedicated to diversity, equity and inclusion. We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from. We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.

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

Learn more about our culture at clio.com/careers

We’re a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations. In recruitment, AI helps us streamline the process for greater efficiency. However, we’ve built our systems to ensure that a human always reviews AI-generated output, and we never make automated hiring decisions.

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