Senior Financial Analyst, Clio

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. CA, CPA, CFA or MBA degree is a plus
• 3-5 years of experience in FP&A, equity research, investment banking, or similar background. Deep understanding of both financial and operational metrics
• 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

• 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
• 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
• 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
• 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

• Company equity
• $500 contribution when you become a parent and/or guardian
• 4-week minimum vacation
• Work from home when you need to (role-specific)
• Parental leave options for moms and dads
• Customizable extended health benefits (including $2000 per year to spend on counseling)
• Wellness programs including an onsite naturopath physiotherapist, and RMT (location-dependent), healthy snacks, and exercise classes
• RRSP-matching

Modern law firms increasingly manage their work digitally but the lack of a specialised remote solution means that workflows have become fragmented. This leads to legal practice managers having to juggle multiple software solutions across various devices.