Financial Planning Administrator supporting clients and Associate Directors in a privately owned financial planning firm. Ensuring efficient coordination of activities, client meetings, and administrative support.
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Hybrid Senior Systems Specialist, FP&A
Posted 3 months ago
About the role
- Senior Systems Specialist for Clio's FP&A Systems team focusing on EPM solutions and process improvements. Collaborating across teams to enhance financial planning, reporting, and forecasting processes.
Responsibilities
- Serve as the architectural subject matter expert for our EPM Solution (Pigment).
- Responsible for maintaining 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 and 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.
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 your partners and stakeholders.
- Exceptional analytical and problem-solving skills.
- Excellent leadership and interpersonal skills.
Benefits
- Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
- Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, and Dublin) to be in office minimum 2 days per week on our Anchor Days.
- Flexible time off policy, with an encouraged 20 days off per year.
- $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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