Senior Systems Specialist, FP&A

Clio; Calgary; Hybrid; CAD 114,500 - 154,900; Full time

Benefits offered by this job

Hybrid work environment

Flexible time off

Counseling benefit

RRSP matching

RESP contribution

Clioversary program

Health benefits

Job summary

Clio, a global leader in legal AI, is seeking a Senior Systems Specialist, FP&A, to design, build, and optimize our EPM platform and related FP&A tooling. You will partner with FP&A, Accounting, and business leaders to improve budgeting, forecasting, and financial reporting across North America, with in-office requirements for Calgary hub twice per week.

Ideal candidates bring 4+ years designing EPM solutions, strong collaboration skills, and a passion for scalable processes, data integrity, and

Qualifications

• 4+ years designing and implementing EPM solutions.
• Experience modelling financial planning, budgeting, forecasting, and reporting.
• Experience aligning application development with business needs.
• Strong collaboration and communication with partners and stakeholders.
• Excellent analytical and problem-solving skills.
• Excellent leadership and interpersonal skills.

Responsibilities

• Serve as the architectural SME for our EPM Solution (Pigment).
• Maintain FP&A integrations with NetSuite, Workday, SFDC, Looker.
• Evaluate business processes and develop improvements for FP&A tooling.
• Create and manage roadmap issues with partners.
• Manage user tickets and resolve bugs in the EPM solution.
• Administer user licenses and controls to protect data integrity.
• Document development processes, procedures, and standards.
• Develop instructional materials to improve system adoption.
• Coordinate with stakeholders to scope and develop solutions.

Skills

EPM design

Forecasting

Collaboration

Analytical thinking

Leadership

Communication

Tools

Pigment

NetSuite

Workday

SFDC

Looker

Job description

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

We are looking for a Senior Systems Specialist, FP&A to join our FP&A Systems team. This role is for someone who is passionate about building innovative solutions and being exposed to new challenges and technologies while making an impact across the organization. This role is open to candidates across North America (US and Canada, excluding Quebec). If you are located near one of our hubs (Burnaby, Calgary, or Toronto), you will be expected to work in the office a minimum of twice per week on our designated Anchor Days.

We are looking for high-performing, creative, and collaborative people that bring care and curiosity to everything they do. If the idea of being an architectural subject matter expert and building out processes on a newly forming team, in an egoless environment where all ideas are valued is exciting to you, then this is the team for you!

What your team does

• Clio is looking for someone to join the FP&A Systems team to design, develop, maintain and administer our EPM platform and related systems.
• We partner with FP&A, Accounting, and business leaders to enhance financial planning, reporting, and forecasting processes.
• We configure and optimize our EPM platform to support budgeting, scenario modelling, and financial analysis.
• We develop scalable workflows and automation to improve efficiency and data integrity.
• We support end users by providing training, documentation, and troubleshooting for FP&A Systems.
• We collaborate with IT and other system teams to integrate EPM data across platforms.

What you’ll work on

• Serve as the architectural subject matter expert for our EPM Solution (Pigment).
• Responsible for maintaining FP&A integrations with other connected applications (NetSuite, Workday, SFDC, Looker).
• Evaluate Clio’s business processes and develop process improvements optimizing the use of FP&A tooling.
• Create and manage issues within our roadmap based on severity and work with your team and partners and resolve them in a timely manner.
• Manage user tickets, provide technical support and resolve bugs relating to our EPM Solution.
• Administer user licenses and permissioning for our EPM Solution while ensuring proper controls are in place to maintain the integrity of sensitive data.
• Document application development processes, procedures, and standards for use within the FP&A Systems team.
• Develop and deliver instructional materials for our users to better enable adoption of our systems.
• Coordinate with stakeholders and partners independently to scope and develop solutions.

What you should have

• Minimum of 4 years of experience in designing and implementing EPM solutions.
• Proven experience in developing models for financial planning, budgeting, forecasting, and financial reporting.
• Extensive experience in aligning application development with business needs.
• A solution-oriented personality with an emphasis on strong collaboration and communication among your partners and stakeholders.
• Exceptional analytical and problem-solving skills.
• Excellent leadership and interpersonal skills.

What you may have

• You are equally energized by both your own technical work as well as contributing to the career growth of your team.
• You have strong opinions that are weakly held, and foster that same attitude in others.
• You challenge and enable your team to take initiative, explore, and implement new improvements while balancing that work against satisfying the requirements as defined by the business.
• You believe in providing honest, actionable feedback to your team, and encourage your team to reciprocate.
• Demonstrate a keen interest in improving your craft by using AI.

Serious bonus points if you have

• Extensive experience developing and administering solutions in Pigment.
• Prior experience working within or working closely with FP&A teams.
• A strong understanding of finance and accounting principles.
• Experience designing systems with strong internal controls in mind.

This role is a backfill for an existing position.

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, London, New York City and Sydney) to be in office min. twice per week.
• 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

Expected salary range

The expected salary range for this role is $114,500 to $134,700 to $154,900 CAD. 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.