Senior Finance Solutions Specialist – Hybrid (Chicago, New York, Boston, Louisville, Phoenix, Urbandale or London)

Senior Finance Solutions Specialist

📍 Locations: Chicago, IL | New York, NY | Boston, MA | Louisville, KY | Phoenix, AZ | Urbandale, IA | London, UK
🏠 Work Arrangement: Hybrid (3 Days Office / 2 Days Remote)
💼 Employment Type: Full-Time
🚫 Visa Sponsorship: Not Available
🚚 Relocation Assistance: No
💰 Compensation: $131,000 – $200,000

Overview

A global professional services organization is seeking a Senior Finance Solutions Specialist to serve as the techno-functional lead for enterprise finance systems, helping drive the evolution, integration, and optimization of cloud-based ERP and Professional Services Automation (PSA) platforms.

This role is ideal for someone who can bridge the gap between finance, technology, and business stakeholders—combining deep functional knowledge of financial processes with strong technical and solution architecture capabilities.

Key Responsibilities

Finance Systems & Solution Design

• Partner with Finance, Business, and Technology teams to gather requirements and define solutions.

• Translate business needs into user stories, functional requirements, and acceptance criteria.

• Design end-to-end ERP and PSA solutions.

• Conduct fit-gap analysis and provide recommendations on functionality, risks, and implementation approaches.

ERP & PSA Administration

• Serve as the subject matter expert for finance applications.

• Manage system enhancements, configuration, optimization, and troubleshooting.

• Support financial processes including:

• Revenue Recognition

• Billing & Invoicing

• Time Entry

• Work-in-Progress (WIP)

• Backlog Reporting

• Month-End Close

Integration & Technical Leadership

• Define integration architecture and data flows.

• Support API and system integrations.

• Guide development teams and troubleshoot complex issues.

• Ensure solution quality and scalability.

Stakeholder Management

• Act as liaison between business users and technical teams.

• Lead User Acceptance Testing (UAT) and change management initiatives.

• Deliver training, documentation, and ongoing support.

• Communicate effectively with both technical teams and senior leadership.

Required Qualifications

Education

• Bachelor's Degree in:

• Computer Science

• Information Systems

• Related Technical Field

Experience

• 5+ years of ERP, finance systems, or finance technology experience.

• Strong enterprise finance and accounting process knowledge.

• Experience delivering solutions in Agile (Scrum/SAFe) environments.

• Experience working directly with business leaders and senior stakeholders.

Required Functional Expertise

✔ Revenue Recognition

✔ Billing & Invoicing

✔ Work-in-Progress (WIP)

✔ Backlog Reporting

✔ Month-End Close

✔ Enterprise Finance / ERP Systems

✔ Business Process Analysis

✔ Solution Design

Strongly Preferred

Certinia (formerly FinancialForce)

• 3–4+ years supporting:

• Certinia ERP

• Certinia PSA

• Project Accounting

• Resource Management

• Financial Management

• Time & Expense

• Billing

• Multi-Currency Environments

• Project Economics

Note: Certinia is highly desired but not mandatory.

Candidates with strong experience in:

• Salesforce Platform

• ERP Implementations

• Financial Systems

• Revenue Recognition

• Billing Solutions

• Finance Transformation

will also be considered.

Technical Skills

✔ Salesforce Platform

✔ Enterprise ERP Systems

✔ Certinia / FinancialForce (Preferred)

✔ Jira

✔ ServiceNow

✔ Azure DevOps

✔ API & Data Integrations

✔ Agile Delivery Methodologies

✔ Solution Architecture

✔ UAT & Change Management

Ideal Candidate

The ideal candidate is a highly technical, hands-on finance systems expert who can both solve complex system problems and communicate effectively with executive stakeholders.

They will possess:

• Strong finance ERP implementation experience.

• Deep understanding of accounting processes and revenue recognition.

• Ability to work independently and "get into the weeds" technically.

• Strong troubleshooting and analytical skills.

• Ability to explain technical concepts in business language.

• Experience leading discussions with Finance leadership and C-suite stakeholders.

• Strong techno-functional consulting background.

Candidate Profile

Requirement

Details

Experience

5+ Years

Seniority

Mid-Senior

Education

Bachelor's Degree

Work Arrangement

Hybrid

ERP Experience

Required

Revenue Recognition

Required

Billing & WIP

Required

Certinia

Strongly Preferred

Salesforce

Preferred

Sponsorship

Not Available

Screening Questions

1. What ERP or finance systems have you implemented or supported?

2. Describe your experience with revenue recognition, billing, WIP, and backlog reporting.

3. Have you worked with Certinia (FinancialForce) ERP or PSA solutions?

4. What role have you played in finance system implementations or transformations?

5. Have you worked directly with senior business stakeholders or executives?

6. What Agile methodologies and delivery tools have you used (Jira, ServiceNow, Azure DevOps, etc.)?

7. Can you describe a complex finance systems issue you personally diagnosed and resolved?

What Makes Someone Successful in This Role?

• Strong blend of technical and functional finance expertise.

• Ability to lead discussions with both developers and executives.

• Deep understanding of ERP systems and accounting processes.

• Hands-on problem solver, not purely a project manager.

• Comfortable designing solutions, troubleshooting issues, and driving adoption.

• Able to translate business requirements into scalable technology solutions.

ServiceNow Business Process Analyst – ITSM / Digital Transformation | Abu Dhabi

Job Title: ServiceNow Business Process Analyst

Location: Abu Dhabi (Onsite)
Employment Type: Permanent

About Kaptius

Kaptius is a fast-growing ServiceNow Partner delivering enterprise-scale digital transformation programmes across the Middle East. We work closely with public sector and enterprise customers to design, implement, and optimise ServiceNow solutions that drive real business outcomes.

As our UAE practice continues to grow, we are looking for an experienced ServiceNow Business Process Analyst to support complex, customer-facing programmes in Abu Dhabi.

Role Summary

The ServiceNow Business Process Analyst plays a critical role in bridging business requirements and ServiceNow platform delivery. You will work closely with customer stakeholders, architects, and delivery teams to understand current-state processes, define future-state operating models, and translate requirements into clear functional designs aligned to ServiceNow best practice.

This role is well suited to a functional consultant or business analyst with strong ServiceNow experience who enjoys stakeholder engagement, workshop facilitation, and shaping solutions that drive adoption and long-term value.

Key Responsibilities

• Lead requirements gathering and process discovery workshops with business and IT stakeholders.

• Analyse as-is and to-be processes across ServiceNow modules such as ITSM, ITOM, HRSD, CSM, or GRC.

• Translate business needs into functional requirements, user stories, and acceptance criteria.

• Work closely with architects and developers to ensure requirements are feasible, aligned to platform best practice, and delivered correctly.

• Support solution design reviews, validating that configurations meet business outcomes.

• Lead or support UAT planning, execution, and defect management.

• Assist with change management and adoption activities, including documentation and knowledge transfer.

• Contribute to process governance, standards, and continuous improvement initiatives.

• Support pre-sales and discovery activities where functional input is required.

Experience Required

• Proven experience as a Business Process Analyst or Functional Consultant on ServiceNow programmes.

• Hands-on functional experience across one or more ServiceNow modules (ITSM, ITOM, HRSD, CSM, GRC, ITBM).

• Strong background in process analysis, requirements definition, and stakeholder engagement.

• Experience working in consulting or enterprise environments, ideally on large-scale transformation initiatives.

• Familiarity with Agile delivery and ITIL-aligned service management practices.

• Experience supporting UAT and post-go-live adoption activities.

Skills & Capabilities

• Strong understanding of ServiceNow functional capabilities and how they support business processes.

• Excellent workshop facilitation and communication skills.

• Ability to translate complex business requirements into clear, structured documentation.

• Comfortable working with senior stakeholders and cross-functional delivery teams.

• Analytical, detail-oriented, and outcome-focused mindset.

Certifications (Preferred)

• ServiceNow Certified System Administrator (CSA)

• ServiceNow Certified Implementation Specialist (any module)

• ITIL or Agile certifications (advantageous but not mandatory)

Why Join Kaptius

• Join a growing ServiceNow Partner with a strong Middle East presence.

• Work on high-impact enterprise and public sector programmes.

• Competitive, tax-free compensation aligned to experience.

• Opportunity to grow into Lead Functional, Product Owner, or Transformation roles.