Senior Financial Analyst

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.

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
At Clio, R&D is the engine of our growth. We are looking for a Senior Financial Analyst to be the strategic navigator for our Engineering and Product organizations.

This is not a "maintenance mode" role. We need a builder. You will not just be reporting on the numbers; you will be hunting for the stories behind them. We are looking for someone who looks at a spiked cloud bill or a hiring variance and feels compelled to ask "Why?" until they find the root cause.

• Work with the team in supporting business partnering with Engineering & Product leadership.

• Go beyond the "what" (reporting) to the "why" (insights). Investigate anomalies in cloud spend (AWS), software tooling, and headcount utilization to drive efficiency.

• Translate complex financial concepts into clear, actionable language for non-finance stakeholders.

• Own the R&D P&L: Manage the end-to-end forecasting, budgeting, and month-end close processes for the R&D function.

• Headcount Management: Tracking the movement of our largest asset—our people. You will model hiring ramps, attrition, and capitalization with high precision.

• Cloud Cost Analysis/AI Cost analysis: Partner with Engineering and Product to model usage and forecast costs, ensuring our gross margins scale effectively as we grow.

• Design for Scale: Take unstructured data and ad-hoc spreadsheets and transform them into repeatable, scalable financial models and dashboards.

• Process Architecture: Identify broken or manual processes (e.g., how we track software licenses) and build automated, structured solutions to fix them permanently.

• Synthesize data from disparate systems (HRIS, ERP, Cloud Usage) to create a single source of truth.

• Build dynamic financial models that can handle scenario planning (Best Case / Worst Case) on the fly.

• You have extreme attention to detail. You have a strong motivation to make sure that the data that you are producing is as accurate as possible, while being scalable, and assumptions that are meticulously recorded.

• You are relentlessly curious. You aren't satisfied with surface-level answers. You enjoy "peeling back the onion" to understand the operational drivers behind a financial variance.

• You love the "Messy Middle." You don't need a perfect roadmap to get started. You thrive in ambiguous situations where you have to structure the data, define the metrics, and build the solution from scratch.

• You are a Data Wrangler. You are not intimidated by large datasets. You know how to pull, clean, and structure data to make it usable.

• You have an Ownership Mindset. You treat the business as if it were your own. You don't just flag a problem; you drive the solution until it is resolved.

• 4+ years of experience in FP&A, Strategic Finance, or a highly analytical Business Ops role. CPA, CFA or MBA degree is a plus

• SaaS Experience: Strong understanding of SaaS metrics (R&D as % of Revenue, CAC, Gross Margin, ARR).

• Technical Stack: Proficiency in Google Sheets and modeling  is mandatory. Experience with planning tools (Pigment, Adaptive, Anaplan) and visualization tools (Tableau, Looker) is highly preferred.

• The "Huge Plus": Experience with SQL or working with large datasets. If you can query your own data without waiting for a Data Engineer, we want to talk to you.

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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 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

*Our salary bands are designed to reflect the range of skills and experience needed for the position and to allow room for growth at Clio. For experienced individuals, we typically hire at or around the midpoint of the band. The top portion of the salary band is reserved for employees who demonstrate sustained high performance and impact at Clio. Those who are new to the role may join below the midpoint and develop their skills over time. The final offer amount for this role will be dependent on geographical region, applicable experience, and skillset of the candidate.

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.