Summary:

We are currently looking for a Director, Financial Planning & Analysis to join our Financial Planning and Analysis (FP&A) team. This position reports to the VP, Finance. This role is available to candidates in Canada or the United States.

Who you are:

• An experienced and results-driven financial leader with 10+ years of experience (including 3+ years in a management role).

• A strong understanding of SaaS business models and financial planning principles.

• Proven ability to build and lead high-performing teams.

• Excellent communication, collaboration, and presentation skills.

• A passion for data-driven decision making and strategic analysis.

• A CPA or CFA designation is a preferred qualification.

What your team does:

Our Financial Planning & Analysis team is focused on driving stakeholder and shareholder value by developing the operating and financial plans required to achieve our company goals. You will play a key role in developing financial plans, analyzing data, and providing insights to support strategic decision-making across the organization. This role will oversee the FP&A Business Partnerships team.

What You'll Do:

• Business Partnership & Cost Management:

  • Partner with business leaders to identify cost-saving opportunities and optimize financial performance.

  • Develop and manage the annual budget and forecasting process, with a focus on operating expenses and cash flow and balance sheet management.

  • Analyze financial data to identify trends and risks, and provide insights to support strategic decision-making.

• Financial Modeling & Reporting:

  • Develop and maintain complex financial models that can be readily adapted to support external stakeholders with a deep understanding of financial metrics.

  • Ensure the accuracy and completeness of financial reports, and communicate financial results effectively to stakeholders.

  • Lead the FP&A Business Partnerships team in maintaining strong data governance, and reporting practices.

• Strategic Investments & Analysis:

  • Lead the evaluation of potential investments and acquisitions, conducting financial modeling and scenario analysis.

  • Monitor key performance indicators (KPIs) and develop new metrics to track progress towards strategic goals.

  • Support the leadership team with data-driven insights to inform strategic initiatives.

Serious bonus points if you:

• Experience in a leadership role within FP&A.

• Excellent communication and presentation skills to convey financial information to diverse stakeholders.

• Proven experience with cost management and headcount planning initiatives.

• Experience in developing and maintaining financial models that have been used to support external financial audiences, such as potential investors or lenders.

What you will find here:

Compensation is one of the main components of Clio’s Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.

Some highlights of our Total Rewards program include:

• The expected new hire base salary range** for similar roles within Clio is $143,200 - $214,800 CAD. In addition, this role is eligible for variable pay that is based on company performance, with actual payout amounts calculated and paid on a quarterly basis.

• 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 min. once per week on our Anchor Day.

• 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

**Please note that the expected new hire salary range provided is derived from a group of like roles within Clio. Our salary bands are designed to reflect the range of skills and experience needed for the position and to allow room for growth at Clio. For experienced individuals, we typically hire at or around the midpoint of the band. The top portion of the salary band is reserved for employees who demonstrate sustained high performance and impact at Clio. Those who are new to the role may join below the midpoint and develop their skills over time. The final offer amount for this role will be dependent on geographical region, applicable experience, and skillset of the candidate.

What you will find here:

Compensation is one of the main components of Clio’s Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.

Some highlights of our Total Rewards program include:

• 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 min. once per week on our Anchor Day.

• 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​

The expected salary range* for this role is $143,200 to $214,800 CAD. Please note there are a separate set of salary bands for other regions based on local currency.

In addition, this role is eligible for variable pay that is based on company performance, with actual payout amounts calculated and paid on a quarterly basis.

*Our salary bands are designed to reflect the range of skills and experience needed for the position and to allow room for growth at Clio. For experienced individuals, we typically hire at or around the midpoint of the band. The top portion of the salary band is reserved for employees who demonstrate sustained high performance and impact at Clio. Those who are new to the role may join below the midpoint and develop their skills over time. The final offer amount for this role will be dependent on geographical region, applicable experience, and skillset of the candidate.

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility

Our team shows up as their authentic selves, and are united by our mission. We are dedicated to diversity, equity and inclusion. We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from. We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.

Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.

Learn more about our culture at clio.com/careers