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
What ERP or finance systems have you implemented or supported?
Describe your experience with revenue recognition, billing, WIP, and backlog reporting.
Have you worked with Certinia (FinancialForce) ERP or PSA solutions?
What role have you played in finance system implementations or transformations?
Have you worked directly with senior business stakeholders or executives?
What Agile methodologies and delivery tools have you used (Jira, ServiceNow, Azure DevOps, etc.)?
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.