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Lead Financial Systems Analyst
Lead Financial Systems AnalystStepStone Group • Needham, Massachusetts, USA
Lead Financial Systems Analyst

Lead Financial Systems Analyst

StepStone Group • Needham, Massachusetts, USA
[job_card.1_day_ago]
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  • [job_card.full_time]
[job_card.job_description]

The Lead Financial Systems Analyst will serve as the product owner and hands-on technical lead for Appcasts financial systems ecosystem centered on Certinia (FinancialForce) and its connected platforms including Salesforce and related financial integrations. This role owns the architecture configuration and ongoing operations of the financial ERP environment ensuring accuracy automation and scalability across all finance processes.

Working across Finance Sales Operations and IT this position will bridge business needs and system capabilities driving operational efficiency through process improvement system governance and product roadmap ownership. The role combines strategic product management and direct technical execution ensuring Appcasts financial infrastructure remains stable compliant and optimized for growth.

Job Responsibilities

Platform Ownership & Strategy

  • Serve as the Product Owner for Appcasts Certinia platform defining roadmap priorities and leading platform enhancements in collaboration with Finance IT and Operations.
  • Own the end-to-end architecture configuration and performance of Certinia and its integrated Salesforce environment.
  • Partner with Finance leadership to design implement and optimize systems supporting billing revenue recognition accounting and financial reporting.
  • Evaluate and plan platform upgrades releases and service packs ensuring minimal business disruption and strong adoption.
  • Manage relationships with Certinia Salesforce and consulting partners ensuring platform best practices are followed.

System Administration & Technical Execution

  • Perform hands-on configuration and administration of Certinia and Salesforce including automations workflows roles profiles and permissions.
  • Maintain data integrity and financial accuracy including validation data updates and merges across connected systems.
  • Design manage and optimize integrations between Certinia Salesforce and third-party platforms (e.g. Conga Avalara Stripe Asperato) to ensure seamless data flow and process alignment.
  • Oversee system security compliance and access controls managing provisioning auditing and permissions for financial users and sensitive data.
  • Develop and maintain custom financial reports and dashboards ensuring accuracy consistency and actionable insights for Finance and leadership.
  • Implement and manage change management release processes and testing protocols ensuring quality control and traceability across environments.
  • Proactively monitor system performance resolving data or operational issues before they impact business processes.
  • Provide first-level support for Certinia and Salesforce end-users resolving incidents troubleshooting issues and assisting with system requests.

    • Month-End & Financial Operations

  • Partner with Finance leadership to support month-end and year-end close activities ensuring accurate and timely system-driven processing.
  • Manage accounts receivable and accounts payable close within Certinia ensuring proper posting reconciliation and reporting.
  • Execute revenue recognition processes including ensuring all PSA timecards are submitted approved and accurately reflected for proper revenue recognition.
  • Complete manual billing data uploads portal spend approvals adjustments background cash matching posting and batch emailing as part of the close cycle.
  • Process and review credit requests ensuring accuracy approval compliance and clear documentation of financial impact.
  • Validate and process daily order entries from the Deal Desk and Purchasing teams ensuring accuracy and readiness for Billing Central or PSA posting.
  • Coordinate and support the Certinia Year-End Close process managing reconciliations system rollovers and audit preparation in.
  • Partner with accounting and operations teams to identify document and automate recurring manual month-end processes for efficiency and control.

    • Business Partnership & Process Optimization

  • Partner with Finance Sales and Operations teams to streamline financial processes enhance automation and strengthen data flow across systems.
  • Serve as the primary liaison to Finance leadership advising on system improvements data governance and reporting strategy.
  • Conduct training and enablement sessions for Finance and Operations users ensuring adoption of best practices and proper use of Certinia and Salesforce.
  • Stay current on new Certinia Salesforce and financial ecosystem releases recommending innovative solutions that improve process efficiency and accuracy.

    • Qualifications :

  • Proven experience as a hands-on product owner or system administrator for Certinia (FinancialForce) and Salesforce.
  • Deep understanding of Certinia modules including Accounting Billing Central Fixed Asset Management Order & Inventory Management and Professional Services Automation (PSA).
  • Background in Project Management Information Systems Finance Accounting or related field.
  • Proficiency in system configuration process automation (Flows workflows) and data management.
  • Knowledge of core financial areas including GAAP accounting rules standards and procedures.
  • Highly analytical and communicative with a strong ability to translate business objectives into technical solutions.
  • Strong attention to detail organization and capable of performing multiple complex tasks simultaneously and on tight deadlines.
  • Ability to capture and fully understand the complete business end to end as the Certinia system is interdependent on several other systems and business processes.
  • Self-motivated with a hunger for continuous learning and improvement.

    • Education and Experience

  • Bachelors degree in Finance Accounting Information Systems or Business Administration or equivalent experience.
  • 5 years of experience in Financial Systems Finance Operations or ERP administration roles.
  • 3 years of hands-on Certinia (FinancialForce) administration experience required.
  • 2 years of experience with Salesforce Administration. Deep understanding of the Salesforce platform as well as the ability to teach basic Salesforce functions.
  • Experience with financial integrations and automation including API or managed connectors.
  • Demonstrated success owning and enhancing ERP systems supporting billing accounting and financial operations.

    • Travel Requirements

  • Travel for this position is occasional typically occurring a few times a year to attend internal and external meetings.

    • Supervisory Responsibilities

  • This position does not supervise others.

    • Additional Information :

    Appcast recognized as one of Inc Magazines Best Workplaces for 2024!

  • Were the best at what we do. Were the global leader in programmatic recruitment advertising. With advanced technology unmatched market data and a team of the industrys best recruitment marketers.
  • We have an amazing culture driven by great people. Headquartered in Lebanon N.H. with offices in the U.S. Canada and Europe Appcast is part of the Stepstone group. To better understand our company culture readOur Storyand check outWorking at Appcaston our website.
  • We take care of our employees. Were dedicated to creating an inviting environment where individuals from diverse backgrounds can thrive and develop. We believe in providing competitive compensation and comprehensive benefits ensuring our team can support their loved ones and one another. We enjoy fostering a sense of community through dedicated employee networks fun gatherings delicious food and even welcoming furry friends into our workspace. We live our values each day including volunteering and giving back to our communities.

    • All your information will be kept confidential according to EEO guidelines.

    Appcast is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race color religion age sex national origin disability status genetics protected veteran status sexual orientation gender identity or expression or any other characteristic protected by federal state or local laws.

    This employer participates in E-Verify. The employer will provide the Social Security Administration (SSA) and if necessary the Department of Homeland Security (DHS) with information from each new employees Form I-9 to confirm work authorization.

    E-Verify is a registered trademark of the U.S. Department of Homeland Security. This employer does not use E-Verify to pre-screen job applicants and will not discriminate based on national origin citizenship or immigration status.

    Remote Work : No

    Employment Type : Full-time

    Key Skills

    Fund Management,Information Technology,Conveyancing Paralegal,Corporate Sales,Asic

    Experience : years

    Vacancy : 1

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