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Clio - Cloud-Based Legal TechnologySenior Financial Analyst
Senior Financial Analyst supporting GTM strategies through data - driven analysis at Clio. Collaborating with sales, marketing, and customer success to align financial goals.
About the role
- Develop and maintain financial models for forecasting, budgeting, and reporting.
- Prepare monthly, quarterly, and annual financial reports and analysis.
- Prepare actual vs. target budget reports on a regular basis.
- Oversee and manage all aspects of fundamental financial planning and analysis, such as planning, spending, predicting, report generation, and other tasks.
- Support budgeting and forecasting processes, including variance analysis and cost control.
- Collaborate with cross-functional teams to provide financial support and analysis for business decisions.
- Work with various business units to forecast income and expenses for the next few years.
- Participate in the development of financial policies, procedures, and best practices.
- Assist investors with their queries and provide timely and accurate information.
- Research potential business expansion opportunities and present findings to senior management.
- Identify and comprehend business issues; propose and carry out solutions.
- Support other ad-hoc projects, reporting, and financial analysis.
- Build and manage dashboards that provide a single source of truth for regional KPIs, empowering leadership with actionable, real-time insights.
- Identify and eliminate points of friction in our financial and operational processes, creating a smoother and more efficient experience for our clients without compromising rigors.
- Develop and deploy automated workflows and scripts to streamline financial and business operations, including budgeting, forecasting, reporting, and reconciliations.
Requirements
- Bachelor’s degree in Finance, Accounting, Data Science, or a related analytical discipline.
- Proven experience in Financial Planning & Analysis (FP&A), Data Analytics, or Business Intelligence.
- Advanced proficiency in Excel/Google Sheets, with hands-on experience in SQL and Python for financial automation and analysis.
- Strong understanding of financial modeling, forecasting, and variance analysis.
- Hands-on experience with Google Apps Script to automate processes within the Google Workspace ecosystem.
- Demonstrated ability to use low-code/no-code automation platforms (e.g., n8n, Zapier) to connect systems and build efficient workflows.
- Practical experience leveraging AI/LLMs for complex reasoning, data analysis, or building decision-making tools.
- Familiarity with data visualization and analytics tools (e.g., Metabase, MixPanel, Segment, Google Analytics).
Benefits
- Strategic Exposure: Work closely with the Finance Director, gaining deep insight into financial strategy, capital planning, and growth management.
- Tangible Impact: Your analyses and models will directly inform decisions shaping the future of ethical fintech.
- Global Mission, Unified Team: Join a diverse, purpose-driven organization redefining the way finance serves humanity.
Job title
Job type
Experience level
Salary
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Degree requirement
Tech skills
Location requirements
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