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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.

 

Technical Lead – ServiceNow | London | CSM, CMDB, ITSM, ITOM Expert

Job Title: Technical Lead – ServiceNow

Location: London, UK (Remote / Hybrid)

Salary: Competitive (based on experience & certifications)

About the Role

We are looking for a highly skilled Technical Lead to drive and oversee technical delivery across the full ServiceNow ecosystem. This individual will act as the senior technical authority across multiple implementations, ensuring best-practice architecture, high-quality delivery, and seamless execution of client engagements.

You will lead technical strategy, run workshops, guide architecture decisions, and work closely with consultants, developers, and clients to ensure the platform is designed, built, and delivered to the highest standard.

This role requires strong hands-on expertise across CSM, CMDB, ITSM, and ITOM, with broader module knowledge being a significant advantage. A Certified Master Architect (CMA) or ServiceNow Certified Technical Architect (CTA) is strongly preferred.

Key Responsibilities

Technical Leadership & Architecture

  • Act as the technical authority across ServiceNow engagements, ensuring architectural best practice.

  • Lead architecture reviews, platform design sessions, and technical governance.

  • Define and maintain technical standards, patterns, and frameworks.

  • Ensure platform scalability, performance, and maintainability.

Client Engagement

  • Lead technical workshops with clients to understand requirements, challenges, and business outcomes.

  • Run roadmap planning sessions and solution design discussions.

  • Translate business goals into technical solutions aligned with ServiceNow best practice.

Delivery Oversight

  • Oversee end-to-end technical delivery across multiple projects.

  • Ensure solution quality, technical integrity, and alignment with client requirements.

  • Review and validate stories, configurations, and custom development.

  • Provide hands-on support for complex configuration, integrations, and troubleshooting.

Team Leadership

  • Guide and mentor developers, technical consultants, and architects.

  • Support skills development, certifications, and capability building within the technical team.

  • Act as an escalation point for complex technical issues.

Collaboration & Continuous Improvement

  • Work closely with engagement managers, solution consultants, and project teams.

  • Contribute to pre-sales, solution proposals, and technical scoping.

  • Stay ahead of new ServiceNow releases, features, and product capabilities.

  • Promote continuous improvement in delivery processes, tools, and methodologies.

Required Skills & Experience

  • Strong technical leadership background within ServiceNow professional services or partner environments.

  • Proven expertise across CSM, CMDB, ITSM, and ITOM (mandatory).

  • Hands-on experience architecting and delivering complex ServiceNow solutions.

  • Strong stakeholder engagement and workshop facilitation skills.

  • Excellent understanding of ServiceNow platform architecture, integrations, and governance.

  • Ability to translate business and technical requirements into scalable solutions.

  • Strong communication, documentation, and presentation skills.

Preferred Qualifications

  • ServiceNow Certified Master Architect (CMA) – ideal.

  • OR Certified Technical Architect (CTA) / Certified Application Architect (CAA) / Certified Implementation Specialist (multiple modules).

  • Additional certifications in ITOM, CSM, CMDB, HRSD, SPM, or other modules.

  • ITIL certification, Agile/Scrum certification, and cloud knowledge (Azure/AWS) are beneficial.

  • Prior experience mentoring technical teams and leading large-scale enterprise implementations.

Ideal Candidate Profile

  • A senior ServiceNow expert with a strong blend of architectural expertise, delivery oversight, and client-facing leadership.

  • Comfortable leading discussions with senior stakeholders and technical teams alike.

  • Passionate about platform excellence, innovation, and raising technical standards.

  • Able to operate autonomously, own complex client problems, and drive outcomes.