Senior Financial Analyst, Fintech

About the position

Clio is more than just a tech company-we are a global leader that is transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice. We are currently looking for a Senior Financial Analyst, Fintech to join our Financial Planning and Analysis (FP&A) team. This position reports to Senior Manager, Revenue FP&A. This role is available to candidates across Canada, excluding Quebec, and can be performed remotely.

Responsibilities

• Reconcile daily and monthly Stripe reports, ensuring accuracy and identifying any discrepancies. Investigate and resolve any reconciliation issues promptly.
• Closely monitor and analyze basis points (bps) related to payment processing. Track bps across different payment methods, transaction types, and geographic regions.
• Analyze key performance indicators (KPIs) related to payment processing, such as authorization rates and chargeback rates. Proactively identify trends and provide insightful commentary explaining drivers of fluctuations in these metrics.
• Evaluate the financial performance of new fintech product features and experiments, including but not limited to the introduction of new payment methods and A/B testing. Develop financial models to assess the impact of these initiatives on revenue, costs, profitability, and customer retention.
• Develop and maintain comprehensive Fintech revenue forecasting models, in collaboration with revenue-generating teams.
• Gather data from payments reporting platforms (i.e. Stripe) and internal sources (Looker, SFDC) to prepare monthly, quarterly, and annual forecasts, and provide key analytics, analyses, and summaries as required.
• Conduct in-depth scenario analyses to evaluate the potential impact of various business strategies and market conditions.
• Deeply analyze data and work closely with business partners to identify opportunities for revenue optimization and growth.
• Monitor KPIs, identify trends and proactively work with operational leaders on opportunities to grow the business.
• Ensure strong data integrity and maintain accurate financial reporting.
• Work closely with Accounting to ensure all financial information is accurate.

Requirements

• Bachelor's degree in a relevant field (finance, accounting)
• CPA, CFA, or MBA designation is preferred
• Have 4+ years of Financial Planning or Business Analyst experience
• A strong understanding of Fintech business model is a must
• Experience working with Payments processing platforms (i.e. Stripe) and a solid understanding of settlement processes is a big asset
• Familiarity with Stripe reporting tools and Looker is a big asset
• Be passionate about effective and intuitive data visualization
• Be deeply data-driven, analytical, and curious
• Be self-motivated, independent, and deadline-oriented
• Be passionate about building data-driven organizations and having an impact on the business
• Clear, concise, articulate, professional verbal and written reasoning and storytelling skills to communicate effectively to audiences at all levels of the organization

Benefits

• 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 minimum 2 days per week on our Anchor Days.
• 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