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Clio · 1 hour ago

Senior Manager, Corporate Financial Planning and Analysis

United States

Full-time

Remote

Senior Level

$149K/yr - $223K/yr

7+ years exp

Clio is a global leader transforming the legal experience for all. The Senior Manager of Corporate Financial Planning and Analysis will be responsible for investor relations, financial modeling, and leading the consolidated P&L reporting process, while also coaching a team to enhance their impact on the FP&A team.

Artificial Intelligence (AI)CRMLegalLegal TechSoftware

Responsibilities

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

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

Qualification

Corporate FP&AFinancial modelingSaaS metricsInvestor relationsExcel proficiencyTeam leadershipCommunication skillsDetail-orientedGrowth mindset

Required

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

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

Preferred

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

Benefits

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