Director, Finance Systems

Overview

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 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, Rev Ops, 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 (Net Suite, Pigment, Coupa, Leapfin, Flo Qast, 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…