Job Description
We are seeking a Senior Fintech Analyst to join our Financial Services team. This role is available to candidates in either Calgary, Vancouver or Toronto.
Who you are:
You have excellent business acumen across all functional areas, enjoy a love for problem-solving in collaboration with others, and possess an innate curiosity and excitement in navigating ambiguity. You have outstanding communication and interpersonal skills and are comfortable forming and sharing opinions, but with an open mind to shift thinking as new information comes to light. You’re looking to join a high-impact, hard-working team that will undoubtedly grow you professionally.
What your team does:
We launched Clio Payments in late 2021, and it has quickly become one of the fastest-growing legal payments solutions globally, processing billions of dollars in client payments annually. As we expand at an increasingly fast pace, both domestically and internationally, we seek a highly skilled, ambitious, and energetic individual to strategy, growth, and operational initiatives for our Financial Services organization. Join us as we embark on a mission to revolutionize the legal industry and create the most comprehensive suite of financial products for lawyers.
What you’ll work on:
Synthesize business insights to help quantify, frame and evaluate tradeoffs to deviations from operational targets and prepare executive level presentations in support of key business reviews.
Identify hotspots in the business that require intervention and proactively investigate, strategize, and implement solutions with the respective business leaders.
Lead research on payments growth opportunities through market sizing, assessing the competitive landscape, collaborating on GTM strategy & differentiation and modeling the financials.
Support GTM Payments strategy by building short-term and long-term strategic plans and supporting payment operations & analytics to assess and manage performance.
Facilitate the synthesis of cross-functional research & analysis, summarize strategic insights to develop business cases and implementation plans.
Provide general analytical support for payments leadership team and strategic payments decisions across the Company.
Adding, maintaining, and adjusting risk and fraud rules based on performance statistics across all platforms.
Providing performance metrics for Payment Operations team, across fraud and risk, chargeback, and support data.
Conducting investigations on suspicious activity internally, and in collaboration with the Application Security team, including preparing investigative reports with findings and recommendations gathered from analysis.
Using technology-based fraud monitoring/detection tools and reports to monitor/analyze account activity for potential fraud and illegal activity.
Identifying and recommending new technology and/or new processes to detect and prevent fraud.
What you bring:
4-6 years work experience in a relevant field (e.g. strategy & operations, product/GTM strategy, management consulting, investment banking)
Experience with market sizing, competitive landscaping and financial modeling
Strong focus on strategic thinking and analytical problem solving
Strong interpersonal skills; excellent written and verbal communicator
Self-motivated, independent, and deadline-oriented
Understanding for how to measure and evaluate performance across all business functions
Strong ability to query, analyze, and synthesize insights using a variety of datasets
Intermediate to expert knowledge in developing complex data query languages, specifically SQL queries (Stripe Radar, Looker)
Beginner to intermediate knowledge in practically leveraging Python to automate tasks and execute data analysis
Comprehension of deploying the end result of analysis into a visualization solution (Looker)
Serious bonus points if you have:
MBA
CFA
CPA
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.
RRSP matching and RESP contribution
Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
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
.
Summary:
We are seeking a Senior Fintech Analyst to join our Financial Services team. This role is available to candidates in either Calgary, Vancouver or Toronto.
Who you are:
You have excellent business acumen across all functional areas, enjoy a love for problem-solving in collaboration with others, and possess an innate curiosity and excitement in navigating ambiguity. You have outstanding communication and interpersonal skills and are comfortable forming and sharing opinions, but with an open mind to shift thinking as new information comes to light. You’re looking to join a high-impact, hard-working team that will undoubtedly grow you professionally.
What your team does:
We launched Clio Payments in late 2021, and it has quickly become one of the fastest-growing legal payments solutions globally, processing billions of dollars in client payments annually. As we expand at an increasingly fast pace, both domestically and internationally, we seek a highly skilled, ambitious, and energetic individual to strategy, growth, and operational initiatives for our Financial Services organization. Join us as we embark on a mission to revolutionize the legal industry and create the most comprehensive suite of financial products for lawyers.
What you’ll work on:
Synthesize business insights to help quantify, frame and evaluate tradeoffs to deviations from operational targets and prepare executive level presentations in support of key business reviews.
Identify hotspots in the business that require intervention and proactively investigate, strategize, and implement solutions with the respective business leaders.
Lead research on payments growth opportunities through market sizing, assessing the competitive landscape, collaborating on GTM strategy & differentiation and modeling the financials.
Support GTM Payments strategy by building short-term and long-term strategic plans and supporting payment operations & analytics to assess and manage performance.
Facilitate the synthesis of cross-functional research & analysis, summarize strategic insights to develop business cases and implementation plans.
Provide general analytical support for payments leadership team and strategic payments decisions across the Company.
Adding, maintaining, and adjusting risk and fraud rules based on performance statistics across all platforms.
Providing performance metrics for Payment Operations team, across fraud and risk, chargeback, and support data.
Conducting investigations on suspicious activity internally, and in collaboration with the Application Security team, including preparing investigative reports with findings and recommendations gathered from analysis.
Using technology-based fraud monitoring/detection tools and reports to monitor/analyze account activity for potential fraud and illegal activity.
Identifying and recommending new technology and/or new processes to detect and prevent fraud.
What you bring:
4-6 years work experience in a relevant field (e.g. strategy & operations, product/GTM strategy, management consulting, investment banking)
Experience with market sizing, competitive landscaping and financial modeling
Strong focus on strategic thinking and analytical problem solving
Strong interpersonal skills; excellent written and verbal communicator
Self-motivated, independent, and deadline-oriented
Understanding for how to measure and evaluate performance across all business functions
Strong ability to query, analyze, and synthesize insights using a variety of datasets
Intermediate to expert knowledge in developing complex data query languages, specifically SQL queries (Stripe Radar, Looker)
Beginner to intermediate knowledge in practically leveraging Python to automate tasks and execute data analysis
Comprehension of deploying the end result of analysis into a visualization solution (Looker)
Serious bonus points if you have:
MBA
CFA
CPA
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 $85,000 to $115,100 CAD. Please note 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
At Clio, we are on a
mission
to transform the legal experience for all. As the world's leading provider of cloud-based legal software, we provide lawyers with low-barrier, affordable solutions to manage and grow their firms more effectively, more profitably, and with better client experiences. Through the cloud, we believe that we can help create a more inclusive legal community and a more equitable legal system.
This is a historic moment in the growth of legal technology! As the first legal practice management unicorn globally, and one of only a handful of Canadian unicorns, this is only the beginning.
If you’ve ever wanted to do the best work of your career, while having a meaningful impact in the lives of others, then Clio is the place for you.
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