3+ years of experience with ERP or financial systems, specifically Certinia/FinancialForce
Proven track record in configuring and enhancing Certinia in a live environment
Strong grasp of finance and accounting processes including billing and financial close
Familiarity with Salesforce data structures and integrations
Ability to translate finance needs into effective system designs and workflows
Experience in diagnosing and improving ERP environments
Bachelor's degree in Accounting, Finance, Information Systems, or related field, or equivalent experience
Responsibilities
Serve as the primary owner for Certinia, identifying gaps in configuration and processes
Lead hands-on enhancements across financial workflows including billing and reporting
Improve quote-to-cash processes by integrating Salesforce and Certinia
Translate finance requirements into practical system designs and test cases
Identify automation opportunities to reduce manual processes
Oversee testing, documentation, and training for system enhancements
Support acquisition integrations through data mapping and validation
Benefits
High-impact role as the Certinia subject-matter expert
Ownership of Certinia enhancements from assessment to support
Direct collaboration with finance and IT leadership
Opportunity to improve financial workflows and reporting
Influence the Certinia roadmap and enhance system adoption
Exposure to acquisition integrations and financial systems standardization
Full Job Description
The Team You Will Be Joining
Growing, private equity-backed services organization with approximately $100M in annual revenue
Acquisition-driven business continuing to invest in its financial systems, processes, and technology infrastructure
Collaborative environment partnering across Finance, IT, Operations, and business leadership
Salesforce-native environment leveraging Certinia as a core platform for financial and operational workflows
Finance team focused on improving automation, reporting, data quality, and overall utilization of its ERP environment
What They Offer You
A visible, high-impact role serving as Finance`s primary Certinia subject-matter expert
Hands-on ownership of Certinia enhancements from assessment and requirements through configuration, testing, deployment, and support
Direct partnership with the Controller, Finance leadership, IT, Operations, and other business stakeholders
Opportunity to improve billing, financial close, reporting, integrations, and operational-to-financial workflows
Ability to help shape the Certinia roadmap while reducing manual processes and improving system adoption
Exposure to acquisition integrations, data migrations, and financial systems standardization as the organization continues to grow
Why This Role Is Important
Serve as the functional and technical owner for Certinia, assessing the current environment and identifying configuration, process, integration, and data gaps
Lead hands-on Certinia configuration and enhancements across general ledger, accounts receivable, billing/invoicing, revenue, financial close, reconciliations, and reporting
Improve quote-to-cash and work-order-to-billing processes across Salesforce and Certinia
Translate Finance requirements into practical system designs, configurations, workflows, test cases, and reporting solutions
Identify opportunities for automation, standardized configurations, improved controls, and reduced reliance on spreadsheets and manual workarounds
Lead testing, UAT, documentation, deployment readiness, training, and post-launch support for system enhancements
Support acquisition integrations through data mapping, migration requirements, validation, and standardized system onboarding
Partner with IT and external Certinia consultants on integrations, security, Salesforce dependencies, architecture, and change governance
The Background That Fits
3+ years of ERP, financial systems, or enterprise business applications experience with significant hands-on Certinia/FinancialForce ownership
Demonstrated experience configuring, implementing, or materially enhancing Certinia in a production environment
Strong understanding of finance and accounting processes, including billing, accounts receivable, general ledger, financial close, reconciliations, and reporting
Working knowledge of Salesforce, including data structures, permissions, integrations, platform dependencies, and release/change management
Proven ability to translate Finance requirements into system configurations, workflows, functional designs, and test plans
Experience diagnosing underutilized or poorly configured ERP environments and independently delivering improvements
Experience with data migration, integrations, reporting, financial controls, and workflow automation strongly preferred
