- Company Name
- Marsh Risk
- Job Title
- Senior Certinia Solutions Specialist
- Job Description
-
Job Title: Senior Certinia Solutions Specialist
Role Summary: Design and deliver end‑to‑end Certinia PSA solutions focused on Finance and Operations, acting as the primary functional and technical lead. Own architecture, integration strategy, governance, and continuous improvement to ensure scalable, high‑quality implementations.
Expactations: Deliver a clear target state and road‑map, produce detailed functional specifications, govern data and integration, maintain security and compliance, provide expert guidance on configuration, mentor staff and contribute to a Center of Excellence, and communicate effectively with business and technical stakeholders.
Key Responsibilities
• Lead PSA solution design for Project & Resource Management, Time/Expense, Billing, Revenue Recognition/WIP, aligning with Finance & Operations outcomes.
• Own functional ownership of initiatives: gather requirements, produce BRDs/functional specs, translate business needs into technical design, and define acceptance criteria for Dev and QA handoffs.
• Define and govern integration and data strategy: API/ETL design, data mapping, data quality, migration planning, and ongoing data integrity across the technology landscape.
• Serve as Certinia PSA subject‑matter expert: Apex, LWC, flows, data loader, code reviews, and advanced configuration.
• Produce and maintain documentation: functional specs, configuration guides, runbooks, support processes, governance artifacts, and training materials.
• Monitor performance, troubleshoot issues, lead root‑cause analysis, and implement improvement initiatives.
• Engage stakeholders: facilitate workshops, produce status reports, manage expectations, and govern change across business units, finance, and IT.
• Mentor admins/analysts, contribute to Certinia Center of Excellence, and collaborate with external partners/vendors.
• Ensure security, control, and compliance: access reviews, data protections, auditability within Certinia PSA environments.
Required Skills
• 8+ years of Salesforce administration and Certinia (PSA/ERP) deployment experience, including configuration and implementation.
• Certified Certinia PSA Consultant (mandatory); additional Certinia ERP, Salesforce, or related certifications are a plus.
• Deep knowledge of PSA processes and financial outcomes: Project & Resource Management, Time/Expense, Billing, Revenue, WIP, reporting.
• Strong analytical, diagnostic, and troubleshooting abilities.
• Excellent written and spoken English; capability to present complex concepts to non‑technical audiences.
• Proven experience in Agile (Scrum/SAFe) environments and use of project‑management tools (ServiceNow, Jira, Azure DevOps).
Required Education & Certifications
• Bachelor’s degree in Computer Science, Accounting/Finance, or related field.
• Certified Certinia PSA Consultant (required).
• Additional certifications in Certinia ERP, Salesforce, or related fields are highly desirable.