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.

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

This role is based out of our Vancouver office.

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 G&A FP&A team collaborates with senior leaders across Finance, Legal, People, and Business Operations to develop our investment strategy, understand potential outcomes, and continually iterate to ensure we are deploying resources in the most effective and efficient way. You'll play a critical role in supporting G&A functions through data-driven financial analysis, establishing scalable frameworks, and supporting forecasting and budgeting processes that ensure financial resources are allocated to drive operational excellence and sustainable growth.

• Consolidate financial results across FP&A functions, delivering month-end reporting and rolling forecast analysis to support data-driven decision-making and strategic planning
• Build and maintain robust financial models, incorporating actuals and performing variance analysis to identify, communicate, and forecast key performance drivers
• Review and approve G&A purchase requests and procurement workflows through Coupa
• Design, monitor, and continuously refine KPIs to track business performance, identify emerging trends, and proactively surface growth opportunities in partnership with operational leaders
• Work closely with cross-functional teams to validate and ensure the accuracy and integrity of all financial information used for planning and reporting purposes
• Champion data cleanliness and maintain source-of-truth reporting standards across all financial outputs, ensuring consistency and reliability
• Design and maintain financial dashboards that provide real-time visibility into G&A spend, headcount, and key operational metrics to support leadership decision-making

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or relevant advanced degree is a plus.
• Have 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.

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.

• 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

The expected salary range
* for this role is $79,100 to…