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.

Salesforce Solution Architect | Health Cloud & OmniStudio | Toronto, Canada (Hybrid)

Salesforce Solution Architect

📍 Location: Toronto, Ontario, Canada (Hybrid – 3 Days Onsite)
💼 Employment Type: Full-Time
💰 Salary Range: $105,200 – $175,300 USD (commensurate with experience)
🎁 Benefits: Full benefits package including health & wellbeing perks. No relocation assistance or bonus.
🛂 Visa Sponsorship: Not available
🔐 Security Clearance Required: No

Step Into Innovation – Architect the Future of Patient Services

Join a purpose-driven, tech-forward healthcare organization on a mission to redefine patient experience through data, AI, and bold innovation. We're seeking a Salesforce Solution Architect who will play a pivotal role in designing and implementing cutting-edge Salesforce Health Cloud solutions that support patient journeys, improve outcomes, and drive operational excellence.

As a technical leader on the Patient Services Architecture team, you’ll bridge complex business needs with robust, scalable technology. If you're excited about transforming healthcare through smart systems and human-first experiences — this is your opportunity to make a lasting impact.

What You’ll Do

• Lead the architecture and implementation of Salesforce Health Cloud solutions tailored to large-scale Patient Support Programs (PSPs).

• Define, document, and communicate technical designs and architecture blueprints to cross-functional stakeholders.

• Drive seamless integration with platforms such as Snowflake, Informatica, AWS S3, Python, and other healthcare services (e.g., Benefits Verification, Co-Pay).

• Oversee solution design aligned with enterprise standards and regulatory compliance (GxP, HIPAA, GDPR).

• Deliver Proof of Concepts (PoCs) to validate and iterate new ideas rapidly.

• Continuously enhance system performance, simplify architecture, and identify reusable components.

• Collaborate globally with product teams, developers, and enterprise architects.

• Maintain documentation including C4 models and solution roadmaps.

What You Bring

Required Skills & Experience:

• Bachelor’s degree in a relevant field.

• Salesforce certifications (Application and/or System Architect) strongly preferred.

• Proven hands-on experience with Salesforce Health Cloud, OmniStudio, OmniScripts, Data Raptors, and complex patient workflows.

• Deep knowledge of FHIR integration, data privacy, and consent management.

• Strong understanding of cloud platforms and APIs (Snowflake, AWS, Informatica, Python).

• Demonstrated ability to lead architecture design, articulate technical vision, and influence cross-functional teams.

• Experience with agile methodologies and DevOps best practices.

• Excellent communication skills – both technical and business-facing.

Nice to Haves:

• Industry knowledge in life sciences or pharma.

• Familiarity with Veeva, Salesforce Marketing Cloud, Advanced Therapy Management.

• Experience with Microsoft PowerBI/Tableau and AI/ML capabilities.

• Experience using tools like AutoRabbit, GitHub, Terraform.

• Understanding of C4 architecture modeling.

• Data masking, anonymization, and encryption experience.

Why Join Us?

• 💡 Lead Innovation – Influence major technical decisions in next-gen healthcare platforms.

• 🌍 Global Impact – Your work will directly enhance patient experience and health outcomes.

• 🚀 Career Growth – Endless opportunities to advance, laterally or vertically, across a global organization.

• 💼 Comprehensive Benefits – Health and wellbeing programs for you and your family.

• 🧠 Future-Ready Tech – Work with AI, cloud-native platforms, and advanced data analytics.

Our Commitment to Diversity & Inclusion

We value the unique perspectives each individual brings to our team. We are committed to building a workplace that reflects the diverse communities we serve. If you require accommodation at any stage of the recruitment process, please let us know – we’re happy to help.

Progress is powered by people. Be the architect of better.
Apply now and let’s build something extraordinary — together.