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About the Role

Clio is looking for a Senior Systems Specialist, FP&A to join our FP&A Systems team. This role is for someone passionate about building innovative solutions and being exposed to new challenges and technologies while making an impact across the organization. This is an opportunity to be an architectural subject matter expert and build out processes on a newly forming team in an egoless environment where all ideas are valued.

Responsibilities

Design, develop, maintain, and administer our EPM platform and related systems.
Enhance financial planning, reporting, and forecasting processes in partnership with FP&A, Accounting, and business leaders.
Configure and optimize the EPM platform to support budgeting, scenario modeling, and financial analysis.
Develop scalable workflows and automation to improve efficiency and data integrity.
Support end users by providing training, documentation, and troubleshooting for FP&A Systems.
Collaborate with IT and other system teams to integrate EPM data across platforms.
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, 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 users to better enable adoption of systems.
Coordinate with stakeholders and partners independently to scope and develop solutions.

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.
A 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.

Skills

EPM solutions
Financial planning
Budgeting
Forecasting
Financial reporting
Application development
Process optimization
Technical support
Bug resolution
User license administration
Permissioning
Internal controls
Pigment
NetSuite
Workday
SFDC
Looker

Location

North America (US and Canada, excluding Quebec)
Burnaby
Calgary
Toronto

Work Type

Hybrid

Experience Level

Senior

Salary/Compensations

$114,500 to $134,700 to $154,900 CAD

Benefits

Competitive, equitable salary
Top-tier health benefits, dental, and vision insurance
Hybrid work environment
Flexible time off policy, with an encouraged 20 days off per year
$2000 annual counseling benefit
RRSP matching and RESP contribution
Clioversary recognition program

About the Company

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.
We are a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations.
Clio is on a mission to transform the legal experience for all.
Clio is the global leader in legal AI, building the platform that powers the future of legal work.
With the scale, data, and ambition to redefine how the legal industry operates, we are advancing a comprehensive strategy that spans the full lifecycle of legal work—from knowledge and insight to execution and outcomes.
At the center of this vision is the Intelligent Legal Work Platform, the legal industry’s first System of Action.
By combining Clio’s core product suite with Clio Work and AI-native capabilities, the platform turns information into insight and insight into action.
As we expand into the enterprise, Clio for Enterprise extends this foundation to support the complexity, scale, and operational rigor of global organizations through solutions like Clio Operate and Vincent by Clio.
Backed by industry-leading data and intelligence, Clio is building the infrastructure that enables legal teams to operate with greater speed, confidence, and impact.
Clio’s leadership and momentum have been recognized globally.
In 2022, we achieved Centaur status, a milestone reached by fewer than 200 private SaaS companies worldwide.
We are a proud honoree of the Forbes Cloud 100 and Fortune’s Future 50, have been named Innovator of the Year, and are a Platinum Club member of Canada’s Best Managed Companies.
We are consistently recognized as one of Canada’s Top 100 Employers and a Top Employer for Young People, with our international offices also earning placements on Great Place to Work’s Best Workplaces lists.
Headquartered in Vancouver, Canada, Clio has grown to more than 2,000 employees across offices in Toronto, Calgary, Dublin, Manchester, Sydney, Barcelona, and Bogotá—bringing together diverse perspectives to solve one of the world’s most complex and impactful professional challenges.
Join Clio and help define the future of legal work through AI.

Equal Opportunity

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.