Senior FP&A Systems Analyst, Pigment

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.

Clio is hiring a Pigment Model Builder to design, build, and maintain the planning models that our FP&A organization runs on. This is a hands-on individual contributor role reporting to the Director, FP&A Systems Strategy. The Director sets the systems roadmap, standards, and prioritization; this role does the building - translating documented requirements into working models, integrations, and reporting inside Pigment.

The ideal candidate is someone who has spent real time inside an enterprise planning platform doing configuration and calculation work, not just consuming reports out of one. They are comfortable working within an established architecture and change process, fluent enough in FP&A content to build models that hold up under scrutiny, and patient with finance users during peak planning cycles.

• Build and maintain planning models, modules, and calculation logic in Pigment across revenue, headcount, operating expense, and three-statement planning, following the agreed upon architecture and design standards.
• Configure and maintain dimensions, hierarchies, lists, and mappings - cost centers, accounts, departments, regions, entities, and business units - applying the master data standards defined by the broader finance systems governance process, including changes driven by reorganizations and newly acquired entities.
• Understand and monitor data integrations and scheduled loads between Pigment and core systems including NetSuite, Leapfin, Workday, Salesforce, and Databricks; monitor jobs, investigate failed loads, and validate data on arrival.
• Perform recurring reconciliations between Pigment and source-of-truth systems, document variances, and escalate unresolved discrepancies.
• Translate requirements documented in partnership with the FP&A business partners into model designs, then build, unit test, and iterate to sign-off.
• Build and maintain reporting templates, boards, and dashboards in Pigment, and support downstream reporting in tools where planning data is consumed.
• Execute test plans and coordinate user acceptance testing with FP&A stakeholders; log defects and track them to closure.
• Maintain model documentation, calculation logic dictionaries, change logs, and support runbooks in line with established documentation standards.
• Support planning cycle readiness and execution - version rollovers, actuals refreshes, scenario setup, template rollout, and user access assignment for budget, forecast, and close cycles.
• Provide day-to-day support and informal training to FP&A end users during planning cycles, troubleshooting model and data questions as they arise.
• Surface platform limitations, enhancement requests, and vendor-side defects, and raise or follow up on vendor support tickets as directed.

• Bachelor's degree in Finance, Accounting, Business, Information Systems, or a related field, or equivalent hands-on experience.
• 5+ years of experience in FP&A, finance systems, or EPM roles, including hands-on build responsibility in an enterprise planning platform. Pigment strongly preferred; Anaplan, Adaptive, Vena, Planful, or similar considered as adjacent experience.
• Demonstrated experience building models and calculation logic - dimensionality, formulas, mappings, and data flows - rather than only administering or reporting out of a planning tool.
• Able to work fluently with core FP&A content, including driver-based planning, headcount planning, three-statement modeling, and SaaS metrics such as ARR, churn, NRR, and pipeline conversion.
• Working knowledge of how ERP, HRIS, CRM, and billing or revenue data is structured and flows into planning systems (NetSuite, Workday, Salesforce, Leapfin, or equivalents).
• Experience configuring and troubleshooting data loads and integrations, including validation checks and reconciliation to source.
• Strong documentation discipline and attention to detail, with the ability to work inside standards, naming conventions, and change control processes set by others.
• Comfortable supporting non-technical finance users under time pressure during active planning cycles.
• Clear written and verbal communication, with the ability to explain model behavior to finance stakeholders and technical constraints to non-technical partners.

• Pigment certification, or experience on a Pigment/Anaplan implementation or migration.
• Experience through a full EPM implementation or a migration off Excel or a legacy planning tool.
• Familiarity with SQL, Python, or data warehouse concepts; exposure to Databricks is a plus.

#LI-Remote

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 to be in office minimum twice per week. (Find your Hub)
• 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

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.