Senior Financial Analyst

Themis Solutions Inc.; Vancouver, Calgary, Toronto; Hybrid; CAD 95,000 - 113,000; Full time

Job summary

Join a dynamic FP&A team at a leading legal tech company, where you'll play a pivotal role in financial planning and analysis. As a Senior Financial Analyst, you will collaborate with the ShareDo team to drive budgeting, forecasting, and performance reporting. This is an exciting opportunity to impact strategic decision-making and enhance operational efficiency. With a strong commitment to diversity and inclusion, the company fosters a supportive environment that values your contributions. Embrace the chance to grow your career in a fast-paced, innovative setting that prioritizes work-life balance and employee well-being.

Benefits

Top-tier health benefits

Dental insurance

Vision insurance

Flexible time off policy

RRSP matching

RESP contribution

Clioversary recognition program

$2000 annual counseling benefit

Qualifications

• 3-5 years of experience in FP&A, equity research, or investment banking.
• Bachelor’s degree in Finance, Accounting, or Economics required.

Responsibilities

• Drive monthly and quarterly financial forecasts in Pigment.
• Prepare financial review presentations for senior leadership.
• Monitor KPIs and identify trends to grow the business.

Skills

Analytical mindset

Financial modeling

Reporting abilities

Communication skills

Excel proficiency

PowerPoint skills

Education

Bachelor’s degree in Finance

CA, CPA, CFA or MBA

Tools

Pigment

Job description

Clio is a global leader in cloud-based legal technology, revolutionizing the way law firms operate and deliver client service. With a mission to make legal practice more accessible, efficient, and client-centric, Clio offers a comprehensive suite of innovative tools that empower law firms to streamline their operations and drive growth in the digital era.

Following a landmark funding round in 2024, Clio is positioned for even greater impact in the legal tech space. This investment enables us to accelerate our mission, expand our platform’s capabilities, and enhance our commitment to supporting law firms of all sizes.

Clio has been featured in the 2024 Forbes Cloud 100 and Forbes Future 50 (only legal tech entity in the list) and has consistently been rated as Canada’s top employers across various publications. What makes life at Clio so special: talented people around the world and a values-driven culture that inspires us to do our best work.

More exciting news, this role will support Clio’s newest acquisition of ShareDo. ShareDo is a cutting-edge case and practice management software. It is highly scalable and enables firms to fully customize their system to match their unique needs, while centralizing operations from a unified platform—all critical requirements for large law firms. With a strong EMEA presence and the potential to scale globally, ShareDo brings deep expertise and a proven track record in servicing this segment.

About the FP&A team:

Our Financial Planning & Analysis (FP&A) team drives superior outcomes for Clio, financial and beyond. We are currently in our scale up phase which presents a very unique time to join one of Canada’s most successful tech companies and have an outsized impact from your efforts! We are on a mission to become a world - class FP&A team. That means we work hard, play for keeps, and dedicate ourselves to making sure #TeamMoney thrives as we scale.

About the role:

We are looking for a Senior Financial Analyst to join the FP&A team. In this role, you will work with the ShareDo team to deliver on our financial plans, support strategic decision-making, provide financial insight, and help build operational rigor and efficiency.

This role is also available to candidates remotely across Canada (excluding Québec).

What you’ll work on:

Budgeting and forecasting - Drive monthly and quarterly financial forecast in Pigment, ensuring accurate projections, appropriate level of reporting, analysis and communication.

Business partnering - Develop positive partnerships with business partners and support the entire expense portfolio for ShareDo and collaborate to support forecast activity, management of departmental budgets, and to maintain optimization of resources.

Performance reporting - Prepare monthly and quarterly financial review presentations (including collecting, formatting, and analyzing information) and assist in presenting the materials to senior leadership teams.

Ad-hoc, financial, and operational analysis - Combine quantitative and qualitative analysis to highlight business risks and opportunities for business units.

Business processes - Become a subject matter expert on your area’s business processes and highlight opportunities for automation and process improvement.

Improve business performance by providing insightful reports, dashboards, analyses, and models - Drive accountability for business results utilizing operational and financial metrics.

Monitor KPIs, identify trends and proactively work with operational leaders on opportunities to grow the business.

Financial close – Engage with the Accounting team to prepare / review journal entries related to Cloud Service Providers and R&D Software consumption.

What you bring:

Education:

Bachelor’s degree in Finance, Accounting, Economics, or a related field. CA, CPA, CFA or MBA degree is a plus.

Experience:

3-5 years of experience in FP&A, equity research, investmentbanking, orsimilar background. Deep understanding of bothfinancial and operationalmetrics.

Skills:

Self-starter with strong analytical mindset, financial modeling,andreporting abilities. Curious and passionate about having an impact on the business.

Interestinunderstanding beyond the "what" as tothe"why".

Excellent communication and inter-personal skills, with the ability to work. collaboratively across teams and to communicate effectively to audiences at all levels of the organization.

Proficiency with Excel and Powerpoint skills.

Experience with financial planning tools such as Pigment or similar is a plus.

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

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, and Dublin) to be in office minimum 2 days per week on our Anchor Days.

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

RRSP matching and RESP contribution

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

Clio is more than just a tech company–we are a global leader that is transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice .

Summary:

About Clio:

Clio is a global leader in cloud-based legal technology, revolutionizing the way law firms operate and deliver client service. With a mission to make legal practice more accessible, efficient, and client-centric, Clio offers a comprehensive suite of innovative tools that empower law firms to streamline their operations and drive growth in the digital era.

Following a landmark funding round in 2024, Clio is positioned for even greater impact in the legal tech space. This investment enables us to accelerate our mission, expand our platform’s capabilities, and enhance our commitment to supporting law firms of all sizes.

Clio has been featured in the 2024 Forbes Cloud 100 and Forbes Future 50 (only legal tech entity in the list) and has consistently been rated as Canada’s top employers across various publications. What makes life at Clio so special: talented people around the world and a values-driven culture that inspires us to do our best work.

More exciting news, this role will support Clio’s newest acquisition of ShareDo. ShareDo is a cutting-edge case and practice management software. It is highly scalable and enables firms to fully customize their system to match their unique needs, while centralizing operations from a unified platform—all critical requirements for large law firms. With a strong EMEA presence and the potential to scale globally, ShareDo brings deep expertise and a proven track record in servicing this segment.

About the FP&A team:

Our Financial Planning & Analysis (FP&A) team drives superior outcomes for Clio, financial and beyond. We are currently in our scale up phase which presents a very unique time to join one of Canada’s most successful tech companies and have an outsized impact from your efforts! We are on a mission to become a world - class FP&A team. That means we work hard, play for keeps, and dedicate ourselves to making sure #TeamMoney thrives as we scale.

About the role:

We are looking for a Senior Financial Analyst to join the FP&A team. In this role, you will work with the ShareDo team to deliver on our financial plans, support strategic decision-making, provide financial insight, and help build operational rigor and efficiency.

This role is also available to candidates remotely across Canada (excluding Québec).

What you’ll work on:

• Budgeting and forecasting - Drive monthly and quarterly financial forecast in Pigment, ensuring accurate projections, appropriate level of reporting, analysis and communication.

• Business partnering - Develop positive partnerships with business partners and support the entire expense portfolio for ShareDo and collaborate to support forecast activity, management of departmental budgets, and to maintain optimization of resources.

• Performance reporting - Prepare monthly and quarterly financial review presentations (including collecting, formatting, and analyzing information) and assist in presenting the materials to senior leadership teams.

• Ad-hoc, financial, and operational analysis - Combine quantitative and qualitative analysis to highlight business risks and opportunities for business units.

• Business processes - Become a subject matter expert on your area’s business processes and highlight opportunities for automation and process improvement.

• Improve business performance by providing insightful reports, dashboards, analyses, and models - Drive accountability for business results utilizing operational and financial metrics.

• Monitor KPIs, identify trends and proactively work with operational leaders on opportunities to grow the business.

• Financial close – Engage with the Accounting team to prepare / review journal entries related to Cloud Service Providers and R&D Software consumption.

What you bring:

• Education:

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field. CA, CPA, CFA or MBA degree is a plus.

• Experience:

  • 3-5 years of experience in FP&A, equity research, investmentbanking, orsimilar background. Deep understanding of bothfinancial and operationalmetrics.

• Skills:

  • Self-starter with strong analytical mindset, financial modeling,andreporting abilities. Curious and passionate about having an impact on the business.

  • Interestinunderstanding beyond the "what" as tothe"why".

  • Excellent communication and inter-personal skills, with the ability to work. collaboratively across teams and to communicate effectively to audiences at all levels of the organization.

  • Proficiency with Excel and Powerpoint skills.

  • Experience with financial planning tools such as Pigment or similar is a plus.

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

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, and Dublin) to be in office minimum 2 days per week on our Anchor Days.

• 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 full salary range* for this role is $95,700 to $112,600 to $129,500 CAD.Please note salary bands may differ based on location and local currency. Additionally, benefit offerings may differ depending on the employee's location.

* We aim to hire all candidates between the minimum and the midpoint of the full salary range. We reserve the midpoint to the maximum of the salary band for internal employees who demonstrate sustained high performance and impact at Clio. The final offer amount for this role will be dependent on individual experience and skillset of the candidate. Please note there are a separate set of salary bands for other regions based on local currency.

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

Our team shows up as their authentic selves, and are united by our mission. We are dedicated todiversity, 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

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At Clio, we’re creating a human and high performing culture. That means you’ll be encouraged and supported to do your best work. Find out what keeps us grounded. Learn more.

Every day I am surrounded by a group that keeps me laughing, but also inspires me with their hard work and ingenuity. Everyone here goes out of their way to help each other learn and grow.