Senior Financial Analyst, Subscriptions

Clio - Cloud-Based Legal Technology; Vancouver; Remote; CAD 95,000 - 113,000; Full time

Job summary

An established industry player is seeking a Senior Financial Analyst to join its dynamic Financial Planning and Analysis team. This role is crucial for driving insights and supporting strategic decision-making through in-depth analyses and revenue forecasting. The ideal candidate thrives in a fast-paced environment and possesses a strong understanding of SaaS business models. You will gather and analyze data, develop financial models, and collaborate with cross-functional teams to optimize revenue and support business growth. Join a company committed to transforming the legal experience while fostering a culture of diversity and inclusion.

Benefits

Top-tier health benefits

Dental and vision insurance

Flexible time off policy

$2000 annual counseling benefit

RRSP matching and RESP contribution

Clioversary recognition program

Qualifications

• 3+ years of experience in Financial Planning or Business Analysis.
• Proven experience in financial modeling and forecasting.

Responsibilities

• Prepare monthly, quarterly, and annual forecasts.
• Develop and maintain revenue forecasting models.
• Collaborate cross-functionally on strategic initiatives.

Skills

Financial Planning

Financial Analysis

SaaS Business Models

Data Visualization

Analytical Skills

Communication Skills

Education

Bachelor's degree in finance or accounting

CPA or CFA designation

Tools

Financial Modeling Software

Job description

Senior Financial Analyst, Subscriptions

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Locations: Remote - Canada (Toronto, Calgary, Vancouver), Remote - USA

Time Type: Full time

Posted on: Posted 8 Days Ago

Job Requisition ID: BF-REQ-3125

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:

We are currently looking for a Senior Financial Analyst to join our Financial Planning and Analysis (FP&A) team. This position reports to the Senior Manager, Revenue FP&A.

This role is available to candidates across Canada and the US, 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.

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 someone who lives and breathes our values.

As a Senior Financial Analyst, you will play a pivotal role in driving insights and supporting strategic decision-making through in-depth analyses, revenue forecasting, ad-hoc financial modeling, and strong stakeholder partnerships. This position requires a deep understanding of SaaS business models, strong analytical skills, and the ability to collaborate effectively with cross-functional teams.

What you’ll work on:

1. Gather data from various sources to prepare monthly, quarterly, and annual forecasts, and provide key analytics, analyses, and summaries as required.
2. Develop and maintain comprehensive revenue forecasting models, in collaboration with revenue-generating teams, focusing on SaaS business models.
3. Deeply analyze data and work closely with business partners to identify opportunities for revenue optimization and growth.
4. Provide insights and decision-making support for business partners and the leadership team. Examples of analyses: ROI, Unit economics scenario analysis, Lifetime value and customer acquisition cost, and Sales efficiency trends.
5. Develop and update financial models with actuals, conduct variance analysis, find and communicate insights, and forecast future performance.
6. Monitor and develop KPIs, identify trends and proactively work with operational leaders on opportunities to grow the business.
7. Collaborate cross-functionally on strategic initiatives. Examples: financial modelling and presentations of findings and strategic insights to stakeholders, including the executive leadership team.
8. Ensure we have strong data cleanliness and source of truth reporting.
9. Work closely with Accounting to ensure all financial information is accurate.

What you bring:

1. Bachelor's degree in a relevant field (finance, accounting)
2. CPA or CFA designation is preferred
3. Have 3+ years of Financial Planning or Business Analyst experience
4. 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
5. Strong understanding of SaaS business metrics and key performance indicators is a big asset
6. Be passionate about effective and intuitive data visualization
7. Be deeply data-driven, analytical, and curious
8. Be self-motivated, independent, and deadline-oriented
9. Be passionate about building data-driven organizations and having an impact on the business
10. Clear, concise, articulate, professional verbal and written reasoning and storytelling skills to communicate effectively to audiences at all levels of the organization

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:

1. Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
2. 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.
3. Flexible time off policy, with an encouraged 20 days off per year.
4. $2000 annual counseling benefit
5. RRSP matching and RESP contribution
6. 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 there are a separate set of salary bands for other regions based on local currency.

* 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 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