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Lead Financial Systems Analyst
Lead Financial Systems AnalystAppcast • Needham Heights, MA, US
Lead Financial Systems Analyst

Lead Financial Systems Analyst

Appcast • Needham Heights, MA, US
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  • [job_card.full_time]
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Job Description

Job Description

Company Description

Appcast is the global leader in programmatic recruitment advertising technology and services. With advanced technology, unmatched market data and a team of the industry’s best recruitment marketers, Appcast’s technology and services manage job advertising annually for enterprise clients across industries. Headquartered in Lebanon, N.H. with offices in the U.S., Canada and Europe. Appcast is part of the Stepstone group, a leading digital recruitment platform that connects companies with the right talent and helps people find the right job.

Job Description

The Lead Financial Systems Analyst will serve as the product owner and hands-on technical lead for Appcast’s 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 Appcast’s financial infrastructure remains stable, compliant, and optimized for growth.

Job Responsibilities

Platform Ownership & Strategy

  • Serve as the Product Owner for Appcast’s 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

  • Bachelor’s 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 Magazine's "Best Workplaces" for 2024!

  • We’re the best at what we do.  We’re the global leader in programmatic recruitment advertising. With advanced technology, unmatched market data and a team of the industry’s 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, read Our Story and check out Working at Appcast on our website.
  • We take care of our employees.  We're 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 employee's 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.

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