Senior Financial Systems Solutions Specialist (ERP & Salesforce)

About the job Senior Financial Systems Solutions Specialist (ERP & Salesforce)


Our client is seeking a Senior Finance Solutions Specialist to serve as a techno-functional lead across its enterprise financial systems landscape. This role supports the evolution, integration, and optimization of cloud-based ERP and PSA platforms, partnering closely with Finance, Technology, and senior business stakeholders.

The ideal candidate combines deep finance process knowledge , hands-on technical problem-solving , and the ability to communicate clearly with executive-level audiences. This is not a managerial role - the team needs someone who can get into the weeds, troubleshoot complex issues, and design scalable solutions.

No Visa Sponsorship | No Relocation Assistance

Work Schedule: Hybrid (3 days onsite / 2 days remote)

Locations: NYC, Boston, Chicago, Louisville, Phoenix, Urbandale (IA), or London (UK)

Responsibilities:

• Provide hands-on technical support, including SQL-based analysis, data validation, and issue resolution.
• Lead UAT cycles, change management efforts, and user enablement through documentation and training.
• Maintain system configurations, monitor performance, and ensure compliance with IT controls and security standards.
• Develop and support API-based and data integrations; guide troubleshooting and ensure high-quality technical delivery.
• Collaborate with cross-functional teams in Agile environments (Scrum/SAFe) to deliver enhancements and continuous improvements.
• Design end-to-end solutions across ERP/PSA platforms, leading fit-gap analysis and advising on functionality, risks, and cost considerations.
• Serve as a subject-matter expert for finance systems, including billing, revenue recognition, time entry, WIP, and project accounting processes.
• Partner with Finance, Technology, and business teams to gather requirements, assess complexity, and translate needs into clear user stories and acceptance criteria.

Qualifications (Must-Haves)

• Full professional proficiency in written and spoken English.
• Familiarity with tools such as ServiceNow, Jira, or Azure DevOps.
• Able to balance multiple priorities in a fast-moving environment.
• Collaborative team player with a neutral, solution-oriented mindset.
• Experience delivering solutions in Agile environments (Scrum or SAFe)
• Strong communicator who can interface confidently with senior stakeholders.
• Analytical, detail-oriented, and comfortable owning complex technical challenges.
• Hands-on problem solver who can dive deep into data, integrations, and system logic.
• Experience working with Salesforce platform and enterprise ERP/financial systems.
• Hands-on proficiency with Oracle SQL for analysis, troubleshooting, and data validation.
• Bachelor's degree in Computer Science, Information Systems, Finance, Accounting, or related field.
• Strong expertise in revenue recognition, billing/invoicing, month-end close, and core accounting processes.
• Demonstrated ability to explain complex technical concepts to non-technical stakeholders, including senior leadership.

Strongly Desired (Not Required)

• 3-4 years of experience with Certinia PSA or Certinia ERP.
• Background supporting multiple ERP/PSA implementations.
• Experience coaching or mentoring analysts or administrators.
• Experience with multi-currency, project accounting, resource management, or PSA/ERP financial modules.

Please Note: Candidates without Certinia experience will still be considered if they meet the core requirements (Salesforce platform experience, ERP/finance systems knowledge, revenue recognition/billing expertise, SQL proficiency, and strong techno-functional skills)