Senior Finance Solutions Specialist

Recruiter Note The client is seeking someone who can bridge both the technical and business sides of the role. The ideal candidate must have strong Finance ERP implementation expertise while also being comfortable working directly with C-suite stakeholders and leading business-facing discussions.

Target Job locations (Hybrid – 3 days a week in office, 2 days remote):

• New York City, NY
• Boston, MA
• Chicago, IL
• Louisville, KY
• Phoenix, AZ
• Urbandale, IA
• We are also open to someone sitting in London, UK Job Description:

We are seeking a Senior Finance Solutions Specialist with hands?on experience with an Enterprise Financial Management/ERP system. The ideal candidate will have experience across multiple implementations and the ability to collaborate effectively with business and technical teams to deliver scalable, efficient solutions. As the techno-functional lead, you will drive the evolution, integration, and management of Certinia ERP and PSA within Oliver Wyman. This role encompasses solution architecture, technical support, application administration, stakeholder engagement, and team leadership, bridging business, finance, and technology to optimize our cloud-based service operations.

We will count on you to

• Collaborate with business, finance, and technical teams to assess requirements, estimate complexity, and translate business needs into clear user stories and acceptance criteria.
• Design end-to-end solutions using Certinia capabilities, leading fit-gap analysis and advising on functionality, costs, and risks.
• Define and oversee custom architectures including API and data integrations, guiding development and troubleshooting to ensure high-quality delivery.
• Serve as the subject-matter expert on Certinia applications for Finance, monitoring performance, troubleshooting, and implementing system enhancements.
• Act as liaison between stakeholders, driving continuous improvement, spearheading UAT and change management, and fostering adoption through training and documentation.
• Provide advanced technical support and maintain comprehensive documentation while ensuring compliance with IT controls and security policies.

What you need to have

• Degree in Computer Science or a related field.
• 3-4 years of experience with Certinia PSA or Accounting (ERP) solutions.
• Proven expertise in accounting processes including Time Entry, Revenue Recognition, WIP, and backlog reporting.
• Full professional proficiency in written and spoken English.
• Experience partnering with business stakeholders and delivering technical solutions in Agile (Scrum/SAFe) environments.
• Familiarity with project management and delivery tools such as ServiceNow, Jira, or Azure DevOps.

What makes you stand out

• Deep knowledge of Certinia ERP/PSA modules including project accounting, resource management, financials, time/expense, billing, multi-currency, and project economics.
• Strong analytical, diagnostic, and troubleshooting skills with high attention to detail and organization.
• Ability to communicate complex technical concepts clearly to non-technical stakeholders.
• Collaborative team player with experience coaching or mentoring admin or analyst teams and working with external partners/vendors.
• Proactive, self-motivated, accountable, and able to manage multiple priorities effectively.
• Neutral, solution-oriented technical mindset focused on business outcomes rather than vendor or platform preferences.

Additional Information Certinia is NOT a hard requirement which means that if a candidate meets the majority of our core criteria (Salesforce platform experience, enterprise finance/ERP knowledge, Billing/Revenue Recognition familiarity, month?end close exposure, and strong techno?functional skills) we should still engage them even if they don’t have hands?on Certinia experience. Certinia should remain listed as “strongly desired” on screening rubric.

IMP Avoid candidates who are "more on the management side or dealing with the people who develop the solution but not actually contributing anything to the development."

Specific deficiencies included failing revenue recognition formulas, basic Oracle SQL queries, and struggling to explain technology concepts.

This role requires a high level of expertise, autonomy, and strong functional skills in financial areas like "revenue recognition and billing and invoicing."

The ideal candidate must be able to "get into the weeds" technically but also "speak intelligently upwards" to senior stakeholders, avoiding overly technical jargon.

Must Have Degree in Computer Science or a related field.

Proven expertise in accounting processes including Time Entry, Revenue Recognition, WIP, and backlog reporting.

Full professional proficiency in written and spoken English.

Experience partnering with business stakeholders and delivering technical solutions in Agile (Scrum/SAFe) environments.

Familiarity with project management and delivery tools such as ServiceNow, Jira, or Azure DevOps.

Nice to Have 3-4 years of experience with Certinia PSA (Strongly Desired) or Accounting (ERP) solutions.