Description:
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 help our business grow, help our customers succeed, and continuously improve the way we operate.
Our Go-To-Market (“GTM”) FP&A team collaborates with our Sales, Marketing and Customer Success senior leaders and teams to develop our investment strategy, understand the potential outcomes, and continually iterate to ensure we're deploying resources in the best way to sustain Clio’s incredible growth. You'll play a critical role in supporting GTM strategies through data-driven financial analysis, establishing frameworks, forecasting and budgeting, ensuring that financial resources are optimized for maximum growth.
What you will work on:
- Business Partnering: Work closely with senior leaders in Sales, Marketing, and Customer Success to align GTM strategies with financial goals. Partner closely with the RevOps team on sales capacity planning.
- Variance Analysis: 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.
- Strategic Financial Planning: Support the development of the GTM annual budgets, forecasts, and long-term financial models, aligning with overall business strategy and revenue goals.
- Forecasting and Reporting: Support the financial forecasting processes for GTM-related expenses. Prepare and present monthly, quarterly, and annual financial reports, highlighting key variances, risks, and opportunities.
- Cost Efficiency and ROI: 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.
- Process Improvement: Drive continuous improvement of GTM FP&A processes, systems, and tools to streamline reporting and enhance overall efficiency.
- Strategic Analysis & Ad-hoc Reporting: Conduct ad-hoc reporting on business performance and build financial models to support key strategic initiatives.
What you bring:
- 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