Senior Finance Solutions Specialist — Certinia ERP/PSA

Work Arrangement: Hybrid — 3 Days Onsite / 2 Days Remote

Job Type: Direct Hire

Experience Level: Mid-Senior

Experience Required: 5+ Years Overall Experience

Education: Bachelor's Degree

Industry: Insurance

Relocation Assistance: Not Available

Visa Sponsorship: Not Available

U.S. Locations:

New York City, NY

Boston, MA

Chicago, IL

Louisville, KY

Phoenix, AZ

Urbandale, IA

Job Summary

We are seeking an experienced Senior Finance Solutions Specialist with hands-on Enterprise Financial Management/ERP implementation experience to serve as a techno-functional leader bridging finance, business, and technology.

This position is ideal for someone who understands both sides of an ERP implementation: the technical architecture and configuration required to deliver the solution and the finance and business processes the technology must support.

The successful candidate will have hands-on experience with Certinia ERP and/or PSA, multiple implementation initiatives, finance and accounting processes, integrations, application administration, and stakeholder engagement.

Just as importantly, we're looking for someone comfortable working directly with senior and C-suite stakeholders, translating complex business requirements into technical solutions, and leading business-facing discussions.

The role will help drive the evolution, integration, and management of Certinia ERP and PSA, encompassing solution architecture, technical support, application administration, stakeholder engagement, and team leadership.

This is a hybrid position requiring three days per week in the office and two days remote.

Duties

• Collaborate with business, finance, and technical teams to assess requirements and estimate solution complexity.

• Translate business requirements into clear user stories and acceptance criteria.

• Design end-to-end solutions using Certinia capabilities.

• Lead fit-gap analyses and provide recommendations regarding functionality, costs, risks, and implementation considerations.

• Define and oversee custom solution architectures, including API and data integrations.

• Guide development and troubleshooting activities to support high-quality solution delivery.

• Serve as a subject-matter expert for Certinia applications supporting Finance.

• Monitor application performance and troubleshoot functional and technical issues.

• Identify, recommend, and implement system enhancements.

• Serve as a liaison between finance, business, technical, and executive stakeholders.

• Lead and support continuous-improvement initiatives.

• Support and lead User Acceptance Testing (UAT) activities.

• Support change-management initiatives associated with system implementations and enhancements.

• Develop training and documentation to support user adoption.

• Provide advanced technical and application support.

• Maintain comprehensive system and process documentation.

• Help ensure solutions comply with applicable IT controls and security policies.

• Work with internal teams and external partners or vendors to support successful delivery.

QualificationsRequired Qualifications

• Bachelor's degree in Computer Science or a related field.

• Approximately 5+ years of relevant professional experience, including significant Finance ERP/enterprise financial-management experience.

• 3–4 years of hands-on experience with Certinia PSA and/or Accounting ERP solutions.

• Experience working across multiple ERP or enterprise financial-management implementation initiatives.

• Strong understanding of accounting and finance processes.

• Experience with Time Entry, Revenue Recognition, Work in Progress (WIP), and backlog reporting.

• Experience partnering directly with business stakeholders to define requirements and deliver technical solutions.

• Ability to operate effectively as a techno-functional bridge between finance, business, and technology teams.

• Experience working in Agile environments such as Scrum or SAFe.

• Familiarity with project-management and delivery platforms such as ServiceNow, Jira, or Azure DevOps.

• Full professional proficiency in written and spoken English.

• Strong communication skills with the ability to explain technical concepts to non-technical and executive stakeholders.

Preferred Qualifications

Candidates may stand out with deeper experience involving:

• Certinia ERP and PSA implementations.

• Certinia project accounting.

• Resource management.

• Financial-management functionality.

• Time and expense management.

• Billing.

• Revenue recognition.

• Multi-currency environments.

• Project economics.

• Enterprise finance and ERP architecture.

• API and data integrations.

• Salesforce platform environments.

• User Acceptance Testing.

• Change management.

• Application administration.

• IT controls and security requirements.

• Coaching or mentoring administrators and analysts.

• Managing relationships with external implementation partners or vendors.

What We're Looking For

This position requires more than technical Certinia knowledge.

The ideal candidate should be comfortable moving between technical implementation discussions, finance and accounting processes, and executive-level business conversations.

We're particularly interested in candidates who can:

• Understand complex finance and ERP requirements.

• Translate those requirements into scalable technical solutions.

• Lead conversations with senior and C-suite stakeholders.

• Communicate technical concepts in clear business language.

• Identify implementation risks and recommend practical solutions.

• Troubleshoot complex functional and technical issues.

• Manage multiple priorities with a high degree of accountability.

• Collaborate effectively across business, finance, technology, and vendor teams.

• Coach or mentor administrators or analysts when appropriate.

Work Arrangement & Locations

This is a hybrid position requiring three days per week in the office and two days remote.

Candidates may be considered for the following U.S. locations:

• New York City, NY

• Boston, MA

• Chicago, IL

• Louisville, KY

• Phoenix, AZ

• Urbandale, IA

Candidates should be able to meet the hybrid requirement for the applicable office location.

Relocation assistance is not available.

Compensation

Compensation is commensurate with experience, qualifications, and applicable work location.

Important Candidate Requirements

This is not a fully remote position. Candidates should be prepared to work in an office three days per week.

Visa sponsorship is not available for this opportunity.

Candidates should carefully review the Certinia, Finance ERP, stakeholder-management, location, and hybrid-work requirements before applying.

Recruiting Process

Candidates selected to continue in the recruiting process may be asked to complete an initial role-specific pre-screen using Ashley Hughes-Jefferson Consulting LLC's proprietary Consulting Onboarding App.

Completion of the pre-screen is part of the recruiting evaluation process and does not guarantee submission to the hiring organization, an interview, an offer, placement, or employment.

Candidates are not charged a fee to participate in the recruiting process.

Recruiting Disclosure

Ashley Hughes-Jefferson Consulting LLC provides recruiting and referral services for this opportunity. Candidate consideration does not guarantee submission to the hiring organization, an interview, an employment offer, placement, or employment.

Candidates are not charged a fee for recruiting consideration.

Pay: $130,000.00 - $199,000.00 per year

Application Question(s):

• Are you willing to complete the required candidate pre-screen for this opportunity using Ashley Hughes-Jefferson Consulting LLC's proprietary Consulting Onboarding App?

Work Location: In person