Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely.
We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.
Summary:The Role
We are seeking a Manager, Finance Strategy, to play a key role in driving
financial performance, margin optimization, and strategic decision-making across the business. This role will focus on understanding unit economics, cost structures, and profitability drivers, while partnering closely with cross-functional teams to provide insights that support growth and scalability.
The ideal candidate is highly analytical, comfortable working with complex financial models, and able to translate data into clear, actionable
recommendations for senior leadership. This is a hands-on, high-impact role within a fast-paced, evolving environment.
Own and drive financial analysis and strategic insights related to gross margin, unit economics, and cost structures across the business.
Develop and maintain financial models to evaluate profitability, cost drivers, and margin performance across products, customers, and initiatives.
Analyze cost of goods sold (COGS) and operating cost trends, identifying opportunities for efficiency, optimization, and margin improvement.
Lead cost management and margin improvement initiatives, supporting informed decision-making and long-term financial sustainability.
Own royalties and usage-based cost management, including agreement tracking, calculations, accruals, and compliance with contractual terms.
Prepare clear, concise analyses and present insights and recommendations to senior leadership to support pricing, investment, and strategic planning decisions.
Partner cross-functionally with leaders across Finance, Product, Operations, and Engineering to understand business drivers and translate them into financial implications.
Support ad hoc strategic analyses and leadership requests related to financial performance, profitability, and growth initiatives.
Own the AI enablement roadmap for Finance, identifying opportunities to improve efficiency, accuracy, and scalability across core financial processes.
Design and deploy AI-powered automation, agents, and workflows to streamline forecasting, budgeting, reporting, and financial close.
Leverage AI to generate deeper financial insights by analyzing performance data, benchmarking peers, and identifying key trends, risks, and cost drivers.
Track adoption and measure the business impact of AI tools within Finance, ensuring continuous improvement and clear linkage to cost savings, margin improvement, and cash efficiency.
What You’ll Bring
Bachelor’s degree in finance, Accounting, Business Administration, or a related field.
8+ years of progressive experience in finance roles within a fast-paced, high-growth environment, preferably at a SaaS or technology company.
Advanced financial modeling and analytical skills, with the ability to translate complex financial data into actionable insights.
Experience preparing analyses and clearly communicating results to stakeholders and management.
Highly independent and proactive, capable of delivering high-quality work with minimal supervision.
Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.
Extensive experience with financial systems and tools, including ERP systems and CRMS.
Proven ability to challenge assumptions, identify risks and opportunities, and drive innovative solutions to complex business problems.
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, Dublin and Sydney) to be in office minimum twice per week.
Flexible time off policy, with an encouraged 20 days off per year.
EAP benefits for you and household members, including counseling and online resources
401k matching and Child Education Savings
Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
The expected salary range* for this role is $0 to $0 to $0 USD. There are a separate set of salary bands for other regions based on local currency.*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
We're a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations. In recruitment, AI helps us streamline the process for greater efficiency. However, we've built our systems to ensure that a human always reviews AI-generated output, and we never make automated hiring decisions.
Disclaimer: We only communicate with candidates through official @clio.com email addresses.
Top Skills
Clio Burnaby, British Columbia, CAN Office
Suite 300, 4611 Canada Way, Burnaby, BC, Canada, V6C 3E2
Clio Vancouver, British Columbia, CAN Office
Vancouver, Canada
