Senior Systems Specialist, FP&A at Clio

Vancouver, British Columbia, Canada

Clio Logo
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Legal Tech, TechnologyIndustries

Requirements

  • 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
  • Solution-oriented personality with an emphasis on strong collaboration and communication among partners and stakeholders
  • Exceptional analytical and problem-solving skills
  • Excellent leadership and interpersonal skills

Responsibilities

  • Serve as the architectural subject matter expert for our EPM Solution (Pigment)
  • Maintain 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 to 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

Skills

Pigment
NetSuite
Workday
Salesforce
Looker
EPM
Financial Planning
Budgeting
Forecasting
Scenario Modeling
Automation
Integrations
Workflows

Clio

Legal practice management software provider

About Clio

Clio provides legal practice management software that helps law firms operate more efficiently. Its two main products, Clio Grow and Clio Manage, serve different purposes: Clio Grow enhances the client intake process and engagement, while Clio Manage allows firms to organize tasks, manage cases, handle documents, and process payments in one platform. Clio caters to a diverse clientele, from solo practitioners to large firms, and operates on a subscription model, charging users monthly or annually for access to its software. The goal of Clio is to improve the efficiency of legal practices and reduce administrative burdens, ultimately supporting their growth.

Burnaby, CanadaHeadquarters
2008Year Founded
$1,279.9MTotal Funding
SERIES_FCompany Stage
LegalIndustries
1,001-5,000Employees

Benefits

Company equity
401k
Parental leave options and stipend
Flexible paid time off
Stipend to support WFH
Various wellness benefitsand programs

Risks

Emerging AI-driven legal tech startups could challenge Clio's market share.
Staying private may limit Clio's access to public market capital.
Significant investment in AI and expansion may strain Clio's resources.

Differentiation

Clio offers a comprehensive suite for law firm management, including client intake and payments.
Clio's products, Clio Grow and Clio Manage, streamline operations for legal professionals.
Clio's cloud-based platform supports solo practitioners and large law firms alike.

Upsides

Clio raised $900M in 2024, marking the largest Canadian software funding round.
Clio plans to enhance AI capabilities and expand into international markets.
Clio's subscription model generates $200M in annual recurring revenue.

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