Director of Finance Systems at Clio, a leader in legal AI, managing finance systems and team performance. Overseeing ERP, FP&A systems, and driving strategic financial initiatives.
Responsibilities
Own the multi-year vision and roadmap across Finance Systems and FP&A Systems, aligning delivery to business priorities and capacity.
Drive annual planning, budget ownership for the Finance Systems org
Lead and coach two managers and their IC teams; set clear outcomes, operating rhythms, and development plans.
Build a culture of accountability, customer-centricity, strong controls, and continuous improvement.
Scale the org as the company grows (headcount planning, hiring, leveling, capability building).
Strategic and architectural owner of the core Finance platforms (NetSuite, Pigment, Coupa, Leapfin, FloQast, Avalara, Workiva, Stripe), ensuring platforms and integrations scale appropriately with business growth and audit requirements
Ensure platform health, scalability, release management, and vendor performance.
Partner with Finance teams to map existing manual processes to proactively identify and execute automation initiatives to streamline operations and reduce human error.
Sponsor AI/automation capabilities across the portfolio
Own end-to-end financial data flows and integrations between ERP, EPM, HRIS, CRM, billing, and analytics platforms.
Establish reusable integration patterns, master data management, and reconciliation processes ensuring consistent “actuals vs. forecast” truth.
Set and enforce finance systems governance: access controls, segregation of duties, change management, ITGC/SOX controls, and evidence quality.
Lead SOX gap remediation and continuous control improvement across the portfolio.
Establish SLAs, intake triage, and support models (ticketing, training, enablement).
Improve user experience and company-wide adoption through documentation, and education.
Requirements
8-10+ years in finance systems / enterprise applications / business systems, including 4+ years leading managers and multi-team orgs.
Hands-on experience taking a company public or operating finance systems at a company that has recently gone public (IPO readiness, S-1, SOX scaling, first-year public close).
Deep expertise in ERP ecosystems (Netsuite) and adjacent finance tools (record-to-report, procure-to-pay, revenue lifecycle, expense, close, tax, compliance, order-to-cash).
Strong experience with EPM/FP&A platforms and planning processes (forecasting, budgeting, driver-based modeling, dashboards).
Proven ability to design and govern integrations across ERP, EPM, HRIS, CRM, and billing/data platforms.
Demonstrated ownership of SOX/ITGC controls, change management, and experience partnering with (internal and external) auditors through rapid growth and change.
Track record of leading enterprise programs with executive stakeholders, clear ROI, and on-time delivery.
Bachelor’s degree in Information Systems, Computer Science, Finance/Accounting, or equivalent practical experience.
Benefits
Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office minimum twice per week.
$2000 annual counseling benefit
RRSP matching and RESP contribution
Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
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