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 .

Corporate FP&A; owns Clio’s consolidated view of the business. Partnering with business leaders across Clio, we turn company strategy into a plan, track how we’re delivering against it, and make sure leadership has an accurate, timely read on performance.

We are looking for an experienced and results-driven Senior Financial Analyst who takes numbers seriously, thrives in a rapid-growth, high-velocity workplace, and lives and breathes our values.

As a Senior Financial Analyst on Corporate FP&A;, you will own key parts of Clio’s company-wide planning and reporting cycle, from the annual budget and monthly reforecast, to Board and investor materials. Build key components of the annual budget and multi-year plan, consolidating department inputs into a company-level P&L;, balance sheet, and cash flow.

actuals analysis: actuals variance analysis, pinpoint the drivers behind results, and deliver clear, actionable commentary on risks and opportunities to the executive team.

Prepare monthly and quarterly executive, Board, and investor materials, including KPI and metric reporting, performance commentary, and peer benchmarking.

Cash flow and balance sheet: Forecast cash, working capital, and key balance sheet items to support capital planning and treasury decisions,



working closely with Accounting to understand the drivers behind actuals and using those insights to improve forecast accuracy.

Scenario modelling and strategic analysis: Build models that test scenarios and assess the financial impact of strategic initiatives and investments.

Planning systems and data integrity: Help own and improve our planning model and its connections to source systems (ERP, HRIS), ensuring clean data, reconciled reporting, and a single source of truth.

Process improvement: Continuously improve the speed, accuracy, and automation of the planning and reporting cycle, including through AI-enabled workflows.

Bachelor’s degree in accounting, finance, or related field

- 3+ years of FP&A; experience, ideally in a corporate or consolidated FP&A; role at a high-growth SaaS or technology company; experience in accounting, audit, or financial consulting is also valued
- Strong three-statement modelling skills and a clear understanding of how the P&L;, balance sheet, and cash flow connect
- Strong understanding of SaaS business metrics and key performance indicators
- Advanced Excel or Google Sheets skills; experience with connected planning tools (e.g., Pigment, Anaplan, Adaptive) is an asset
- Claude,



ChatGPT, Copilot) to find efficiencies and automate finance processes such as forecasting, variance commentary, reconciliations, or reporting
- Be passionate about effective and intuitive data visualization
- Be deeply data-driven, analytical, and curious, with strong attention to detail
- Be self-motivated, independent, and deadline-oriented, and able to manage several planning and reporting deadlines at once
- 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. Flexible time off policy, with an encouraged 20 days off per year.
- $The expected salary range for this role is $101,700 to $137,700 CAD. Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility

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'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.

📌 Analyst Finance Senior (Toronto)
🏢 Clio
📍 Toronto