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Senior Business Analyst / Solution Architect - Certinia (former finantialforce)

Posted 5 days ago
5-10 years experience
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AI Summary

Lead requirements discovery, solution design, and platform implementation initiatives for Certinia and Salesforce environments. Act as a primary advisor to stakeholders while managing end-to-end business process design and configuration.

Role Overview

We are seeking an experienced Certinia (formerly FinancialForce) Solution Architect / Senior Business Analyst to lead requirements discovery, solution design, and platform implementation initiatives. The ideal candidate combines strong business analysis and consulting skills with hands-on Certinia administration and configuration expertise, enabling them to bridge business needs and technical execution.

This role will work closely with business stakeholders, project teams, and technical resources to design scalable solutions across Professional Services Automation (PSA), ERP, Revenue Management, Billing, and associated Salesforce platform capabilities.

Key Responsibilities

Lead workshops and stakeholder interviews to gather, analyze, and document business requirements.
Translate business requirements into solution designs, functional specifications, and implementation roadmaps.
Act as the primary solution advisor for Certinia implementations and enhancements.
Design end-to-end business processes leveraging Certinia and Salesforce platform capabilities.
Configure and administer (or lead a team of) Certinia applications, including workflows, security, data structures, automation, and reporting.
Identify process improvement opportunities and recommend industry best practices.
Collaborate with technical teams to ensure successful solution delivery and integration design.
Support solution testing, user acceptance testing (UAT), training, and change management activities.
Provide guidance on platform governance, scalability, and future-state architecture.
Serve as a trusted advisor to business and project stakeholders throughout the project lifecycle.
Required Qualifications

Proven experience with Certinia (FinancialForce) implementations and solution design.
Strong knowledge of one or more Certinia modules:
Professional Services Automation (PSA)
ERP / Accounting
Billing & Revenue Management
Resource Management
Experience leading requirements gathering and business process analysis workshops.
Ability to create high-quality functional and solution design documentation.
Hands-on experience with Certinia configuration and administration.
Strong understanding of the Salesforce platform, including:
Security model
Reports and dashboards
Flows and automation
Data model design
Experience working directly with business stakeholders and executive sponsors.
Excellent communication and stakeholder management skills.
Fluent English.
Preferred Qualifications

Experience as a Solution Architect or Lead Consultant on Certinia transformation projects.
Salesforce certifications (Administrator, Business Analyst, Advanced Administrator, Application Architect, or equivalent).
Certinia certifications or demonstrable implementation experience.
Knowledge of professional services, project accounting, resource planning, or financial operations processes.
Experience with integrations involving ERP, CRM, HR, or external financial systems.

Work Model: Full Remote (Portugal)
Languages: Portuguese (Fluent) and English (Fluent)

What can you expect from us?

Mind-blowing workplace culture. You will be integrated in a professional, dynamic and collaborative team.

100% Remote opportunities

We want you to have the flexibility to work where you feel most comfortable and productive.

International Career

  • You can expect professional growth and to be connect with the world.

  • We are represented in Portugal, Belgium, Luxembourg, and Denmark.

  • And with projects in many other countries: Netherlands, Luxembourg, Singapore and in the United States of America (and a lot more is coming…)

Extra Benefits & Perks

If you wish to work with us and you are outside European Union (good news…) we are a Tech Visa Company, We will help!

As a plus, we provide Health and Life Insurance.

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