Senior Systems Specialist, FP&A at Clio

Vancouver, British Columbia, Canada

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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

Key technologies and capabilities for this role

PigmentNetSuiteWorkdaySalesforceLookerEPMFinancial PlanningBudgetingForecastingScenario ModelingAutomationIntegrationsWorkflows

Questions & Answers

Common questions about this position

What is the work location or remote policy for this role?

The role is open to candidates across North America (US and Canada, excluding Quebec). If located near hubs in Burnaby, Calgary, or Toronto, you must work in the office a minimum of twice per week on designated Anchor Days.

What are the required skills and experience for this position?

Candidates need a 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, and extensive experience (inferred from context). Expertise in Pigment, NetSuite, Workday, SFDC, and Looker is also key.

What is the salary or compensation for this role?

This information is not specified in the job description.

What is the company culture like for this team?

The team values high-performing, creative, and collaborative people who bring care and curiosity to their work in an egoless environment where all ideas are valued.

What makes a strong candidate for this Senior Systems Specialist role?

A strong candidate is passionate about building innovative solutions, serves as an architectural subject matter expert for EPM (especially Pigment), has experience optimizing FP&A processes and integrations, and thrives on a newly forming team.

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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