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.

CRM / Salesforce Solution Architect – Health Cloud & OmniStudio | Patient Support Services | $150K–$175K | Morristown, NJ or Cambridge, MA

CRM/Salesforce Solution Architect – Patient Support Services – Health Cloud/Omnistudio

📍 Location: Morristown, NJ (Hybrid – 3 Days Onsite) or Cambridge, MA
💼 Employment Type: Full-Time
💲 Salary Range: $150,000 – $175,000 USD (commensurate with experience)
🎁 Benefits: Full healthcare, wellness programs, generous parental leave, retirement plans, and career development opportunities
🚚 Relocation: Not available
🛂 Visa Sponsorship: Not available
✈️ Travel: Occasional

Architect the Future of Patient Experience

If you’re a Salesforce CRM expert passionate about improving lives through better healthcare technology, this role offers the perfect opportunity to combine technical mastery with meaningful impact. As a CRM Solution Architect for Patient Support Services, you’ll design, lead, and deliver enterprise-grade solutions that transform how patients connect, receive care, and stay engaged throughout their healthcare journey.

In this high-visibility role, you’ll collaborate across business, technology, and partner teams to ensure solutions are scalable, secure, and fully aligned with organizational goals—while making a measurable difference for patients.

What You’ll Do

• Lead Solution Design – Architect and implement Salesforce Health Cloud solutions for large-scale Patient Support Programs (PSPs)

• Enhance Patient Journeys – Define technology strategies for case management, engagement tools, and integrated partner services (e.g., benefits verification, co-pay programs)

• Integrate & Optimize – Oversee integrations with platforms such as Snowflake, Informatica, AWS S3, and Python-based services

• Drive Best Practices – Ensure architecture aligns with enterprise standards, compliance requirements (HIPAA, GDPR, GxP), and security protocols

• Proof of Concept Leadership – Run PoCs to validate solution feasibility, presenting findings to stakeholders

• Improve Performance – Streamline architecture for reusability, scalability, and cost efficiency

• Collaborate Globally – Work closely with enterprise architects, cross-functional teams, and project managers to deliver robust, compliant solutions

• Documentation & Roadmaps – Maintain architecture diagrams, solution blueprints, and technology roadmaps

What You Bring

Must-Have Qualifications

• 5+ years architecting Salesforce solutions with a focus on OmniStudio

• Proven track record in Salesforce Health Cloud design and implementation

• Strong experience with Integration Procedures, OmniScripts, and Data Raptors

• In-depth understanding of FHIR data integrations, data privacy, and consent management

• Bachelor’s degree in a relevant field

• Exceptional communication skills for both technical and non-technical audiences

• Knowledge of encryption, data masking, and anonymization techniques

• Agile methodology experience and ability to work across global time zones

Preferred Experience

• Salesforce certifications (Application Architect, System Architect)

• Exposure to Marketing Cloud, Veeva, Service Cloud Voice, Advanced Therapy Management

• Familiarity with AWS, Azure, Snowflake, Tableau, PowerBI, AI/ML solutions

• Experience with DevOps tools like AutoRabbit, GitHub, Terraform

• Background in life sciences or pharma data architecture

Why You’ll Love This Role

• 💡 Innovative Environment – Work on cutting-edge CRM and cloud solutions that directly improve patient care outcomes

• 🌍 Meaningful Impact – Your designs will help patients navigate complex healthcare systems with ease and confidence

• 📈 Career Growth – Opportunities for advancement, cross-functional projects, and skill expansion

• 🧑‍🤝‍🧑 Supportive Culture – Join a diverse, inclusive, and globally connected team

• 🏥 Comprehensive Benefits – Full healthcare coverage, wellness programs, at least 14 weeks’ gender-neutral parental leave, and retirement plans

The Ideal Candidate

You’re a hands-on Salesforce architect with deep Health Cloud and OmniStudio experience, a passion for building patient-first solutions, and the ability to work seamlessly between business requirements and technical execution.