Senior Financial Analyst

T-Net British Columbia; Vancouver; Hybrid; CAD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Senior Financial Analyst to join their dynamic FP&A team. In this role, you will collaborate with the ShareDo team to enhance financial planning and analysis, ensuring strategic decision-making is data-driven. This exciting opportunity allows you to engage with a variety of financial metrics while supporting a mission-driven organization that is transforming the legal tech landscape. With a commitment to diversity and inclusion, this company fosters a culture where innovation thrives, and your contributions will have a significant impact. If you are passionate about finance and eager to make a difference, this role is perfect for you.

Benefits

Top-tier health benefits

Dental insurance

Vision insurance

Flexible time off policy

RRSP matching

RESP contribution

Clioversary recognition program

Qualifications

• 3-5 years of FP&A experience or similar background required.
• Bachelor's degree in Finance or related field is essential.

Responsibilities

• Drive budgeting and forecasting using Pigment for accurate financial projections.
• Prepare financial review presentations for senior leadership.

Skills

Analytical Mindset

Financial Modeling

Reporting Abilities

Communication Skills

Interpersonal Skills

Attention to Detail

Self-Starter

Curiosity

Education

Bachelor's degree in Finance

CA, CPA, CFA or MBA

Tools

Excel

PowerPoint

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 Quebec).

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, investment banking, or similar background. Deep understanding of both financial and operational metrics.
• Skills:
  • Self-starter with strong analytical mindset, financial modeling, and reporting abilities. Curious and passionate about having an impact on the business.
  • Interest in understanding beyond the "what" as to the "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.

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.