Senior Financial Analyst
Core
Own key parts of Clio's company-wide planning and reporting cycle, including annual budget, monthly reforecast, Board/investor materials, and cash flow forecasting.
Role type
Senior Financial Analyst (Corporate FP&A)
Builds
Annual operating plan, long-range plan, consolidated P&L/balance sheet/cash flow, and executive reporting materials.
Domain
SaaS / Legal Technology
Required skills
Three-statement financial modelling, SaaS business metrics, budget and forecast cycle management, variance analysis, strategic scenario modelling, data visualization, advanced Excel/Google Sheets, planning tools (Pigment, Anaplan, Adaptive), AI tool usage for automation
Preferred skills
CPA designation, US GAAP experience, experience in accounting/audit/financial consulting, experience with connected planning tools, experience using AI tools for finance processes
Technologies
Pigment, Anaplan, Adaptive, Excel, Google Sheets, Claude, ChatGPT, Copilot
Responsibilities
Build key components of the annual budget and multi-year plan; lead monthly and quarterly budget vs. actuals variance analysis; prepare executive, Board, and investor materials; forecast cash, working capital, and key balance sheet items; build models to test scenarios and assess financial impact of strategic initiatives; improve planning model connections to source systems (ERP, HRIS); continuously improve speed, accuracy, and automation of the planning and reporting cycle
Seniority
Senior, hands-on IC
