Director, Finance Systems

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 currently seeking a Director, Finance Systems to join our IT team in Canada. If you are local to one of our hubs (Burnaby, Calgary, or Toronto) you will be expected to be in office minimum twice per week on one of our Anchor Days.

The Director, Finance Systems owns the strategy, delivery, and operational excellence of the enterprise Finance Systems portfolio. This leader is accountable for both core financial platforms (ERP, close, spend, tax, equity, record-to-report, order-to-cash integrations, and procure-to-pay integrations) and FP&A/Planning platforms (EPM, modeling, forecasting, workforce planning, dashboards).

This role partners deeply with Finance, Accounting, FP&A, IT, RevOps, People Systems, and Data/Analytics to ensure finance data is accurate, secure, automated, compliant, and decision-useful. The Director is also the owner for finance systems governance, including SOX/ITGC readiness, segregation of duties, and audit relationships.

Finance Systems empowers the company through innovative, reliable, and user-friendly systems that improve accuracy, efficiency, internal controls, and strategic decision-making. The team’s vision is to mature the finance architecture so it not only streamlines processes but also enables predictive insights and scalable growth.

• 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.

• 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.

• Growth mindset when it comes to process improvement and new technologies, especially AI

What you will find here:

Compensation is one of the main components of Clio’s Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.
 

Some highlights of our Total Rewards program include:

• 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​

In addition, this role is eligible for variable pay that is based on company performance, with actual payout amounts calculated and paid on a quarterly basis.

*Our salary bands are designed to reflect the range of skills and experience needed for the position and to allow room for growth at Clio. For experienced individuals, we typically hire at or around the midpoint of the band. The top portion of the salary band is reserved for employees who demonstrate sustained high performance and impact at Clio. Those who are new to the role may join below the midpoint and develop their skills over time. The final offer amount for this role will be dependent on geographical region, applicable experience, and skillset of the candidate.

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility 

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.

Learn more about our culture at clio.com/careers

We're a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations. In recruitment, AI helps us streamline the process for greater efficiency. However, we've built our systems to ensure that a human always reviews AI-generated output, and we never make automated hiring decisions.

Disclaimer: We only communicate with candidates through official @clio.com email addresses.