Clio - Cloud-Based Legal Technology
Clio is a cloud-based legal technology company that provides comprehensive legal practice management software for law firms. The platform offers a range of solutions including client intake, billing, document management, and calendaring to streamline law firms' operations. Clio is designed to improve the efficiency of legal practices by automating administrative tasks and providing secure, reliable data storage with a strong focus on data security. The software is enhanced with features that accommodate different areas of legal practice, and it integrates with over 250 other tools to optimize workflow for legal professionals. Clio serves solo practitioners as well as small to large law firms worldwide.
web-based software • legal • practice management • law firm management software • legal software
Senior Financial Analyst - Subscriptions
March 11
Clio - Cloud-Based Legal Technology
Clio is a cloud-based legal technology company that provides comprehensive legal practice management software for law firms. The platform offers a range of solutions including client intake, billing, document management, and calendaring to streamline law firms' operations. Clio is designed to improve the efficiency of legal practices by automating administrative tasks and providing secure, reliable data storage with a strong focus on data security. The software is enhanced with features that accommodate different areas of legal practice, and it integrates with over 250 other tools to optimize workflow for legal professionals. Clio serves solo practitioners as well as small to large law firms worldwide.
web-based software • legal • practice management • law firm management software • legal software
📋 Description
• Clio is a global leader transforming the legal experience • Role involves driving insights, revenue forecasting, and strategic decision-making • Analyze data to identify revenue optimization opportunities • Collaborate with cross-functional teams on strategic initiatives • Monitor KPIs and develop financial models with variance analysis
🎯 Requirements
• Bachelor's degree in a relevant field (finance, accounting) • CPA or CFA designation is preferred • Have 3+ years of Financial Planning or Business Analyst experience • Proven experience in Investment Banking, Financial Consulting, or finance within a high-growth or SaaS-driven environment, with a strong track record in financial modeling, forecasting, and strategic analysis • Strong understanding of SaaS business metrics and key performance indicators is a big asset • Be passionate about effective and intuitive data visualization • Be deeply data-driven, analytical, and curious • Be self-motivated, independent, and deadline-oriented • Be passionate about building data-driven organizations and having an impact on the business • Clear, concise, articulate, professional verbal and written reasoning and storytelling skills to communicate effectively to audiences at all levels of the organization
🏖️ Benefits
• 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. • $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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