Financial Technology

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.

 

Risk & Governance Lead – AI & Data Governance | $150K–$165K | McLean, VA / Plano, TX / NYC (Hybrid)

Risk & Governance Lead – Investments & Capital Markets (AI & Data Governance)

📍 Location: Hybrid – 3 days onsite in McLean, VA, Plano, TX, or New York, NY
💼 Employment Type: Full-Time | Mid-Senior Level
💲 Salary Range: $150,000 – $165,000 USD (eligible for annual incentive program)
🎁 Benefits: Comprehensive total rewards package, health coverage, retirement plan, paid time off, and professional development opportunities
🚚 Relocation: Not available
🛂 Visa Sponsorship: Not available
✈️ Travel: None

Shape the Future of AI Risk & Data Governance

Are you passionate about safeguarding the responsible use of AI and ensuring the integrity of critical financial data? This is your opportunity to step into a high-impact leadership role at the intersection of risk management, data governance, and emerging technology.

As the Risk & Governance Lead for Investments & Capital Markets, you will champion data security and compliance for AI-driven models, working closely with senior leaders, technology teams, and compliance experts. Your mission: build a governance framework that balances innovation with regulatory rigor—ensuring AI and data assets are managed ethically, securely, and strategically.

Your Impact

  • Partner Across the Enterprise – Work with legal, technical, and business teams to identify model data risks and influence decision-making

  • Drive Risk Assessments – Evaluate and mitigate risks in divisional data management and AI initiatives

  • Develop & Enforce Policies – Shape governance standards for model data in line with industry regulations and best practices

  • Champion Ethical AI – Advocate for transparency, fairness, and accountability in AI model design and use

  • Enhance Security – Collaborate with InfoSec teams to address vulnerabilities in model data management

  • Ensure Compliance – Oversee adherence to AI and data governance policies, providing guidance and oversight

  • Build Awareness – Lead training programs on AI ethics, data management, and risk best practices

  • Measure What Matters – Create KPIs, KRIs, and reporting frameworks to track governance effectiveness

What You Bring

  • Bachelor’s degree (or equivalent experience)

  • 8+ years in relevant fields, including at least 6 years in operational risk management, compliance, or technology risk

  • Strong understanding of data management best practices and AI technologies (machine learning, NLP, large language models, computer vision)

  • Knowledge of regulations such as GDPR, CCPA, and industry standards (e.g., IEEE, NIST, ISO/IEC)

  • Proven ability to build and maintain cross-functional relationships

  • Exceptional communication skills—able to bridge technical and business audiences

Preferred:

  • 2–5 years of leadership experience

  • Experience with model risk management in financial services

  • Familiarity with housing finance or capital markets

Why This Role?

  • 💡 High-Impact Work – Influence AI governance across a major financial institution

  • 🌐 Cross-Functional Exposure – Collaborate with leaders across legal, compliance, risk, and technology

  • 📈 Career Development – Access to training, mentorship, and advancement opportunities

  • 🏦 Mission-Driven Organization – Be part of a team making housing more accessible and affordable nationwide

The Ideal Candidate

You’re a risk leader with a passion for AI governance, a deep understanding of data security frameworks, and the ability to balance compliance with innovation. You think strategically, act decisively, and know how to turn complex governance requirements into actionable, enterprise-wide practices.

 

Your new job awaits.

Start the process →