Senior Systems Specialist, FP&A

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

Benefits offered by this job

Health benefits

Dental & vision insurance

Hybrid work

20 days off

Job summary

Clio, the global leader in legal AI technology, is seeking a Senior Systems Specialist, FP&A to join our FP&A Systems team. This role supports budgeting, forecasting and financial analysis across North America, with hybrid work and in-office days near Burnaby, Calgary or Toronto.

You will architect and maintain our EPM platform (Pigment), integrate FP&A data with NetSuite, Workday, SFDC and Looker, and partner with FP&A, Accounting and business leaders to drive process improvements and data

Qualifications

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

Responsibilities

• Serve as architectural SME for our EPM Solution Pigment.
• Maintain FP&A integrations with NetSuite, Workday, SFDC, Looker.
• Evaluate and optimize FP&A processes and tooling.
• Create and manage roadmap issues with teams and partners.
• Manage user tickets and resolve EPM bugs.
• Administer licenses and data access controls for EPM.
• Document development processes and standards for FP&A Systems.
• Create training materials for users to enable adoption.
• Coordinate with stakeholders to scope and develop solutions.

Skills

EPM design

Financial modelling

Data integration

Stakeholder collaboration

Analytical skills

Problem solving

Leadership

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.

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.

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

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.