Senior Financial Analyst, Fintech

Summary:

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 and the US, excluding Quebec, and can be performed remotely.

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 help our business grow, help our customers succeed, and continuously improve the way we operate.

Who you are:

We are looking for a highly motivated and experienced Senior Financial Analyst, Fintech who takes numbers seriously, thrives in a rapid-growth, high-velocity environment, and someone who lives and breathes our values.

As a Senior Financial Analyst, Fintech, you will play a critical role in driving strategic decision-making, developing complex financial models, and partnering cross-functionally on high-impact projects. This role requires a deep understanding of Fintech business models, exceptional analytical skills, and the ability to thrive in a fast-paced, dynamic environment.

What you’ll work on:

• 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.

What you bring:

• 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

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 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​

The full salary range* for this role is $95,700 to $112,600 to $129,500 CAD.Please note there are a separate set of salary bands for other regions based on local currency.

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