Senior Systems Specialist, FP&A

Clio; Quebec; Hybrid; CAD 117,000 - 158,000; Full time

Benefits offered by this job

Hybrid work environment

Top-tier health benefits

RRSP matching and RESP contribution

Flexible time off

Counseling benefit

Job summary

Clio is seeking a Senior Systems Specialist, FP&A to join the FP&A Systems team. You will design, implement, and maintain our EPM platform and related systems, partnering with FP&A, Accounting, and business leaders to enhance budgeting, forecasting, and reporting processes.

This role is North America-wide (US and Canada, excluding Quebec) with in-office expectations for hubs in Burnaby, Calgary, or Toronto a minimum of twice weekly on Anchor Days.

Qualifications

• Minimum 4 years designing and implementing EPM solutions.
• Proven experience building financial planning, budgeting, forecasting, and reporting models.
• Experience aligning development with business needs.
• Strong collaboration and communication with partners and stakeholders.
• Excellent analytical and problem-solving abilities.
• Strong leadership and interpersonal skills.

Responsibilities

• Serve as architectural SME for the EPM Solution (Pigment).
• Maintain FP&A integrations with NetSuite, Workday, SFDC and Looker.
• Evaluate business processes and improve FP&A tooling usage.
• Manage roadmap issues by severity with team and partners.
• Provide user support and resolve EPM bugs and tickets.
• Administer licenses and controls to protect sensitive data.
• Document development processes and standards for FP&A Systems.
• Develop instructional materials to enable system adoption.
• Coordinate with stakeholders to scope and deliver solutions.

Skills

EPM design

Financial modeling

Business alignment

Communication

Leadership

Analytical thinking

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 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. Please note that we have a separate Salary band for US candidates.
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.

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. Please note that we have a separate Salary band for US candidates.
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

The expected salary range for this role is $116,700 to $157,900 CAD. Initial placement within the range is informed by geographic region, experience, and skillset, with room to progress as impact and tenure grow. Final offer amounts will vary based on candidate profile.

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.