Director role in Accounting and Finance Consulting practice. Overseeing financial planning, analysis, and client relationship management in a fast - paced setting.
About the role
- Senior Financial Analyst supporting GTM strategies through data-driven analysis at Clio. Collaborating with sales, marketing, and customer success to align financial goals.
Responsibilities
- Work closely with senior leaders in Sales, Marketing, and Customer Success to align GTM strategies with financial goals.
- Conduct monthly performance reviews, translating budget-to-actual variances into actionable insights and strategic recommendations for GTM leadership to ensure alignment with annual financial goals.
- Support the development of the GTM annual budgets, forecasts, and long-term financial models, aligning with overall business strategy and revenue goals.
- Support the financial forecasting processes for GTM-related expenses.
- Prepare and present monthly, quarterly, and annual financial reports, highlighting key variances, risks, and opportunities.
- Evaluate the return on investment (ROI) of GTM activities and provide recommendations for optimizing spend and resource allocation across sales, marketing, and customer success initiatives.
- Drive continuous improvement of GTM FP&A processes, systems, and tools to streamline reporting and enhance overall efficiency.
- Conduct ad-hoc reporting on business performance and build financial models to support key strategic initiatives.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- MBA or relevant advanced degree is a plus.
- 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 analytical mindset with the ability to transform complex data into actionable insights.
- Curious and passionate about having an impact on the business.
- Excellent communication, leadership and inter-personal skills, with the ability to work collaboratively across teams and influence cross-functional teams.
- Strong proficiency with financial systems and tools (e.g., Excel, Google docs, Pigment or similar).
- Strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
- Demonstrate a keen interest in improving your craft by using AI
Benefits
- Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
- Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office min. twice per week.
- 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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