Director of Finance Systems, Clio
CA$165.7-248.9k
+ Variable pay
2+ days a week in office
Legal practice management software
Be an early applicant
Legal practice management software
1001+ employees
Be an early applicant
CA$165.7-248.9k
+ Variable pay
2+ days a week in office
1001+ employees
Company mission
Clio's mission is to build cloud-based and client-centred technology that will transform the legal experience for all.
Role
Who you are
- 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
What the job involves
- 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
Our take
Modern law firms increasingly manage their work digitally but the lack of a specialised remote solution means that workflows have become fragmented. This leads to legal practice managers having to juggle multiple software solutions across various devices.
Clio provides a legal practice management platform designed for law firms, allowing users to manage billing for legal aid cases, access and manage documents and store files across multiple devices. Whilst other startups are operating in this niche, Clio has uniquely focussed on synchronisation across remote devices and on a wide range of integrations, allowing the user to access information from other industry standard software such as Xero and Klyant from within a single interface.
Clio has raised a large amount of investment capital and benefited from the COVID-era move to cloud technologies. Most recently, it raised a 2024 Series F round, which saw the company attain a valuation exceeding $3 billion. This funding is being used to accelerate AI development and to allow existing investors and employees to cash out their shares.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- Company equity
- $500 contribution when you become a parent and/or guardian
- 4-week minimum vacation
- Work from home when you need to (role-specific)
- Parental leave options for moms and dads
- Customizable extended health benefits (including $2000 per year to spend on counseling)
- Wellness programs including an onsite naturopath physiotherapist, and RMT (location-dependent), healthy snacks, and exercise classes
- RRSP-matching
Company HQ
Burnaby, BC
Leadership
Jack Newton
(Founder & CEO)Experience as Director of Product Development for Chenomx Inc. from 2004 to 2009. Advisor for Logikcull.com, dealcloser, and Athennian.
Rian Gauvreau
(Board Member)Experience developing legal technology for Gowling Lafleur Henderson LLP from 2000 to 2008. Graduated the University of British Columbia with an M.B.A. in Strategic Management in 2011.
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