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.
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 Manager, FP&A.
This role can be based in our Vancouver, Calgary, or Toronto offices, or remote across Canada (excluding Québec) or the US.
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.
Our Go-To-Market ("GTM") FP&A team partners with senior leaders and teams across our go-to-market organization to shape investment strategy, understand the range of potential outcomes, and continually iterate so we are deploying resources in the best way to sustain Clio's incredible growth.
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, resourcing forecasting, ad-hoc financial modelling, and strong stakeholder partnerships. This position requires strong analytical skills and the ability to collaborate effectively with cross-functional teams.
What you will work on:
- Strategic Business Partnering: Partner with senior leaders across our go-to-market organization to align GTM strategy with financial goals, bringing a financial lens to the decisions that shape how we invest and grow.
- Strategic Financial Planning: Support the development of GTM annual budgets, forecasts, and long-term financial models, aligned with overall business strategy and revenue goals.
- Strategic Projects: Contribute to higher-order analyses that shape how we understand the business, such as product and segment-level P&Ls, competitive and SaaS benchmarking, and defining what "great" looks like for GTM performance.
- ROI & Resource Optimization: Evaluate the return on investment of GTM activities and recommend how to optimize spend and resource allocation across the go-to-market organization to sustain growth.
- Process Improvement: Drive continuous improvement of GTM FP&A processes, systems, and tools to streamline reporting and sharpen decision-making.
- Budget Ownership & Variance Analysis: Own the budgeting and monthly budget-to-actual process for your areas of the GTM organization, translating variances into actionable insights and clear recommendations for GTM leadership to keep us aligned with our annual financial goals.
What you bring:
- Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or relevant advanced degree is a plus.
- Have 5+ years of Financial Planning or Business Analyst experience.
- 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.
- You enjoy operating as a strategic business partner, working across functions, and translating complex analysis into clear recommendations and decisions.
- Strong analytical mindset with the ability to transform complex data into actionable insights. Curious and passionate about having an impact on the business.
- Excellent communication, leadership, and inter-personal skills, with the ability to work collaboratively across teams and influence cross-functional partners.
- Strong proficiency with financial systems and tools (e.g., Excel, Google Docs, Pigment or similar).
- Strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
This is a new role.
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, London, New York City 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
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.
Skills Required
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- 5+ years of Financial Planning or Business Analyst experience
- Experience in investment banking, financial consulting, or finance within a high-growth or SaaS-driven environment
- Strong financial modeling, forecasting, and strategic analysis experience
- Ability to partner strategically across functions and translate complex analysis into recommendations
- Strong analytical, communication, leadership, and interpersonal skills
- Proficiency with financial systems and tools such as Excel, Google Docs, and Pigment or similar
- MBA or relevant advanced degree
Clio Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Clio and has not been reviewed or approved by Clio.
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Fair & Transparent Compensation — Public salary bands on job postings and a regional pay‑transparency report signal clear ranges and equity review practices. Pay‑range transparency is described as global, with internal ranges shared company‑wide.
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Healthcare Strength — Health, dental, and vision coverage are emphasized, with U.S. healthcare called out as strong and Canada‑based employees receiving a dedicated counseling benefit. Wellness programming and an Employee and Family Assistance Program complement core medical coverage.
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Leave & Time Off Breadth — Flexible paid time off with a stated four‑week minimum and paid volunteering time are part of the standard package. Parental leave is offered for birthing and non‑birthing parents.
Clio Insights
What We Do
Clio is the undisputed leader in cloud-based legal technology offering practice management, CRM and client intake software. Clio enables lawyers to be more client-centered and has earned the most 5 star reviews, the approval of over 65 bar associations and law societies around the world, and a global customers base of 150,000. Clio enables law firms to deliver better client experiences through cloud-based practice management, CRM and client intake software. Clio was the first to bring cloud-based legal practice management software to market, and has been leading the industry since 2008 with the first client-centered suite of cloud-based law firm solutions, the Legal Trends Report, and the Clio Cloud Conference, which is now the most widely attended legal tech conference in the industry. Clio is more than software. Clio is the only provider truly invested in the success of you and your clients. Clio’s team of client and firm success specialists combine their expertise on the Legal Trends Report, with their knowledge of Clio’s leading cloud-based legal practice management, CRM and client intake software to help lawyers run results-driven law firms using real time insights. Founded in Vancouver, Canada, Clio employs over 500 staff across five global offices and has been named one of Canada’s Best Managed Companies, a Deloitte Fast 50 company, and one of Canada’s Most Admired Corporate Cultures.
