Senior Manager, Corporate Financial Planning and Analysis

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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Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility

Our team shows up as their authentic selves, and are united by our mission. 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 believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.

Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.

Learn more about our culture at clio.com/careers

Disclaimer: We only communicate with candidates through official @clio.com email addresses.