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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
- Automate Core Business Operations: Develop and maintain automated scripts and workflows for routine data tasks, including compliance reporting, internal client reporting, and daily reconciliations (fees, client holdings, transactions).
- 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.
- Financial Planning & Analysis: Develop and deploy automated workflows and scripts to streamline financial and business operations, including budgeting, forecasting, reporting, and reconciliations.
- Prepare and automate monthly, quarterly, and annual financial reports, ensuring accuracy and timeliness in actual vs. target performance tracking.
- Support budgeting and cost-control processes, integrating AI tools for predictive analytics and real-time variance detection.
- Collaborate with cross-functional teams to provide financial insights that guide business and investment decisions.
- Research, analyze, and model potential business expansion or optimization opportunities using AI-enhanced financial modeling.
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
Not specified
Degree requirement
Tech skills
Location requirements
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