Financial Analyst supporting financial planning, budgeting, forecasting, and reporting. Building models and translating business data into actionable insights for growing businesses.
About the role
- Senior Financial Analyst owning corporate FP&A planning, forecasting, and Board reporting. Supporting Clio’s legal AI platform with financial modelling, SaaS metrics, and strategic analysis.
Responsibilities
- 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
- Lead monthly and quarterly budget-versus-actuals variance analysis
- Identify drivers behind results and deliver actionable commentary on risks and opportunities to the executive team
- Prepare monthly and quarterly executive, Board, and investor materials
- Report KPIs and metrics, performance commentary, and peer benchmarking
- Forecast cash, working capital, and key balance sheet items for capital planning and treasury decisions
- Work with Accounting to understand actuals drivers and improve forecast accuracy
- Build scenario models and assess the financial impact of strategic initiatives and investments
- Help own and improve the planning model and its ERP and HRIS connections
- Ensure clean data, reconciled reporting, and a single source of truth
- Improve the speed, accuracy, and automation of planning and reporting, including AI-enabled workflows
Requirements
- Bachelor’s degree in accounting, finance, or related field
- CPA designation is preferred
- Experience with US GAAP is an advantage
- 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 valued
- Hands-on experience running budget and forecast cycles and producing management or Board-level reporting
- Strong three-statement modelling skills and understanding of P&L, balance sheet, and cash flow connections
- Strong understanding of SaaS business metrics and key performance indicators
- Advanced Excel or Google Sheets skills
- Experience with connected planning tools such as Pigment, Anaplan, or Adaptive is an asset
- Hands-on experience using AI tools such as Claude, ChatGPT, or Copilot to find efficiencies and automate finance processes
- Passion for effective and intuitive data visualization
- Data-driven, analytical, curious, and attentive to detail
- Self-motivated, independent, deadline-oriented, and able to manage multiple planning and reporting deadlines
- Clear verbal and written reasoning and storytelling skills
- Ability to collaborate effectively with cross-functional teams
Benefits
- Competitive, equitable salary
- Top-tier health benefits, dental, and vision insurance
- Hybrid work environment
- 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
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