Director, Financial Planning & Analysis

Clio is more than just a tech company–we are a global leader that is transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.

We are currently looking for a Director, Financial Planning & Analysis to join our Financial Planning and Analysis (FP&A) team across Canada or in the U.S. . This position will report to the VP, Finance.

Who you are:

• An experienced and results-driven financial leader with 10+ years of experience (including 3+ years in a management role).

• A strong understanding of SaaS business models and financial planning principles.

• Proven ability to build and lead high-performing teams.

• Excellent communication, collaboration, and presentation skills.

• A passion for data-driven decision making and strategic analysis.

• A CPA or CFA designation is a preferred qualification.

What your team does:

Our Financial Planning & Analysis team is focused on driving stakeholder and shareholder value by developing the operating and financial plans required to achieve our company goals. You will play a key role in developing financial plans, analyzing data, and providing insights to support strategic decision-making across the organization. This role will oversee the FP&A Business Partnerships team. 

What You'll Do:

• Business Partnership & Cost Management:

  • Partner with business leaders to identify cost-saving opportunities and optimize financial performance.

  • Develop and manage the annual budget and forecasting process, with a focus on operating expenses and cash flow and balance sheet management.

  • Analyze financial data to identify trends and risks, and provide insights to support strategic decision-making.

• Financial Modeling & Reporting:

  • Develop and maintain complex financial models that can be readily adapted to support external stakeholders with a deep understanding of financial metrics.

  • Ensure the accuracy and completeness of financial reports, and communicate financial results effectively to stakeholders.

  • Lead the FP&A Business Partnerships team in maintaining strong data governance, and reporting practices.

• Strategic Investments & Analysis:

  • Lead the evaluation of potential investments and acquisitions, conducting financial modeling and scenario analysis.

  • Monitor key performance indicators (KPIs) and develop new metrics to track progress towards strategic goals.

  • Support the leadership team with data-driven insights to inform strategic initiatives.

Serious bonus points if you:

• Experience in a leadership role within FP&A.

• Excellent communication and presentation skills to convey financial information to diverse stakeholders.

• Proven experience with cost management and headcount planning initiatives.

• Experience in developing and maintaining financial models that have been used to support external financial …