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

• Certinia implementation, consulting, solution architecture experience, or relevant Certinia/Salesforce certifications preferred

• Experience within multi-entity, private equity-backed, acquisition-driven, or field-services organizations is a plus

• Bachelor’s degree in Accounting, Finance, Information Systems, Business, or a related field; equivalent experience considered