Senior Financial Analyst collaborating with employee benefits consulting team. Transforming data into compelling stories that drive strategic decisions for clients.
About the role
- 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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