Clio is more than just a tech company–we are a global leader that is transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.

Summary:

What you’ll work on:

• Responsible for investor relations (IR) including reporting, financial modeling, and communication. 

• Provide market intelligence and benchmarking analysis for internal and external financial modeling purposes. 

• Own the process, reporting and analytics for corporate capital projects. 

• Lead all aspects of consolidated P&L reporting. Oversee the monthly close process, maintaining alignment with Accounting and FP&A business partners to ensure accurate company-wide financial statement reporting. Provide guidance and insight to deliver a cohesive, complete, and actionable financial narrative.

• Drive the monthly, quarterly, and annual planning cycles — bringing past experience to help scale our systems and tools, create more durable planning processes and timelines, and ensure continued accuracy and deeper analysis in each cycle.

• Oversee the preparation of analysis, commentary, and presentation materials for Board of Directors, and other Executive-level reviews. Execute and/or delegate recurring and ad-hoc analyses and special projects as requested by our CFO and Finance Leadership team.

• Lead and coach a team to continue to improve and expand their impact on the FP&A team 

What you bring:

• 7-10+ years of progressive experience in corporate FP&A, investment banking, private equity, or management consulting

  • Preference given to experience in private equity or investment banking 

  • Preference given to proven track record of success in a high-growth SaaS environment, with an expert understanding of subscription revenue models, key SaaS metrics. 

• Must be hands on, collaborative, detail-oriented, positive, highly organized, and able to multitask through a variety of periodically recurring activities as well as one-off projects 

• Ability to communicate clearly, timely, and effectively across all departments, particularly while collaborating with the Executive Team on a daily basis��

• Reliable and professional with strong accounting acumen, advanced financial modeling principles, broad knowledge of business operations, and ability to think outside the box 

• Experience handling sensitive financial information with a high level of discretion; respect for privacy and appropriate levels of access 

• Strong familiarity with Excel and its use in developing financial models 

• Growth mindset when it comes to process improvement and new technologies, especially AI

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, and Dublin) to be in office minimum 2 days per week on our Anchor Days.

• Flexible time off policy, with an encouraged 20 days off per year.

• EAP benefits for you and household members, including counseling and online resources

• 401k matching and Child Education Savings

• Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

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The full salary range* for this role is $148,800 to $186,000 to $223,200 USD.Please note salary bands may differ based on location and local currency. Additionally, benefit offerings may differ depending on the employee's location.

*We aim to hire all candidates between the minimum and the midpoint of the full salary