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 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 is available to candidates across Canada, excluding Quebec.

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 collaborates with Sales, Marketing, and Customer Success senior leaders and teams to develop our investment strategy, understand the potential outcomes, and continually iterate to ensure we’re deploying resources in the best way to sustain Clio’s incredible growth. You’ll play a critical role in supporting GTM strategies through data‑driven financial analysis, establishing frameworks, forecasting and budgeting, ensuring that financial resources are optimized for maximum growth.

• Business Partnering: Work closely with senior leaders in Sales, Marketing, and Customer Success to align GTM strategies with financial goals. Partner closely with the Rev Ops team on sales capacity planning.
• Variance Analysis: Conduct monthly performance reviews, translating budget‑to‑actual variances into actionable insights and strategic recommendations for GTM leadership to ensure alignment with annual financial goals.
• Strategic Financial Planning: Support the development of the GTM annual budgets, forecasts, and long‑term financial models, aligning with overall business strategy and revenue goals.
• Forecasting and Reporting: Support the financial forecasting processes for GTM‑related expenses. Prepare and present monthly, quarterly, and annual financial reports, highlighting key variances, risks, and opportunities.
• Cost Efficiency and ROI: Evaluate the return on investment (ROI) of GTM activities and provide recommendations for optimizing spend and resource allocation across sales, marketing, and customer success initiatives.
• Process Improvement: Drive continuous improvement of GTM FP&A processes, systems, and tools to streamline reporting and enhance overall efficiency.
• Strategic Analysis & Ad‑hoc Reporting: Conduct ad‑hoc reporting on business performance and build financial models to support key strategic initiatives.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or relevant advanced degree is a plus.
• 3+ 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.
• 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 teams.
• 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.
• Demonstrate a keen interest in improving your craft by using AI.

• 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 at least twice per week.
• 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.

The expected salary range
* for this role is $100,300 to $135,700 CAD. For experienced individuals, we typically hire at or around the midpoint of the band. The top portion of the…