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Senior Financial Analyst
Clio - Cloud-Based Legal Technology. Partner with senior leaders across the go-to-market organization to align GTM strategy with financial goals .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Financial Planning and Analysis (FP&A), including budgeting, forecasting, and financial modeling within a SaaS-driven environment. Proven ability to partner with leadership to align go-to-market strategies with financial objectives and provide actionable insights based on complex data analysis.
Highest-signal resume keywords
Financial ModelingBudgetingForecastingStrategic AnalysisSaaS Financial Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningInvestment AnalysisP&L ManagementCompetitive BenchmarkingROI EvaluationData Analysis
Soft Skills
Analytical MindsetExcellent CommunicationLeadership SkillsInterpersonal SkillsCollaborative Work
Tools & Technologies
ExcelGoogle DocsPigment
Certifications & Qualifications
Bachelor's Degree in FinanceMBA or Relevant Advanced Degree
Industry Keywords
Go-To-Market StrategyHigh-Growth EnvironmentFinancial ConsultingInvestment BankingSaaS
About the role
Key responsibilities & impact- Partner with senior leaders across the go-to-market organization to align GTM strategy with financial goals
- Bring a financial lens to investment and growth decisions
- Support development of GTM annual budgets, forecasts, and long-term financial models
- Contribute to product and segment-level P&Ls, competitive and SaaS benchmarking, and GTM performance analysis
- Evaluate ROI of GTM activities and recommend optimization of spend and resource allocation
- Drive continuous improvement of GTM FP&A processes, systems, and tools
- Own budgeting and monthly budget-to-actual processes for assigned GTM areas
- Translate variances into actionable insights and recommendations for GTM leadership
- Report to the Manager, FP&A
Requirements
What you’ll need- Bachelor's degree in Finance, Accounting, Economics, or a related field
- MBA or relevant advanced degree is a plus
- 5+ 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
- Strong track record in financial modeling, forecasting, and strategic analysis
- Ability to operate as a strategic business partner and translate complex analysis into clear recommendations and decisions
- Strong analytical mindset
- Excellent communication, leadership, and interpersonal skills
- Ability to work collaboratively across teams and influence cross-functional partners
- Strong proficiency with financial systems and tools, including Excel, Google Docs, and Pigment or similar
- Strong attention to detail and ability to manage multiple priorities in a fast-paced environment
Benefits
Comp & perks- Competitive, equitable salary
- Top-tier health benefits
- Dental insurance
- Vision insurance
- Hybrid work environment
- Flexible time off policy, with an encouraged 20 days off per year
- $2000 annual counseling benefit
- RRSP matching
- RESP contribution
- Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years