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Key skills for this role
Act as the main owner and subject-matter expert for Certinia PSA - resource management, projects, timecards, expenses, milestones, and billing events as they relate to PSA processes
Own the PSA configuration: project templates, assignment and scheduling logic, approval processes, and PSA-specific automation
Translate requirements from services, finance, and delivery stakeholders into well-structured Certinia processes and configuration
Maintain PSA data integrity and keep the application aligned with evolving business and reporting needs
Own declarative configuration on the Certinia side - objects, fields, flows, validation rules, page layouts, and permissions relevant to PSA
Assess Certinia release notes and seasonal updates, plan for impact, and coordinate testing before changes reach production
Identify and deliver continuous improvements and automation to streamline PSA workflows
Maintain configuration documentation so the Certinia setup is transparent and supportable
Manage user provisioning, licences, profiles, and permissions for Certinia users
Run data quality checks, imports, and validation, and support periodic backups
Monitor queues, background jobs, and system health; review audit trails and resolve access/permission issues
Work closely with the Salesforce Architects, Developers, and Admins - flagging where custom development is needed and handing off cleanly rather than building it yourself
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Provide day-to-day support and training to Certinia/PSA users across the business
Support sandbox management, release cycles, and UAT for Certinia-related changes
5+ years of hands-on experience administering and configuring Certinia (FinancialForce), with strong functional depth in PSA
Proven track record as the owner of a Certinia/PSA environment - not just supporting it, but shaping and improving it
Firm grasp of core Salesforce concepts (data model, security model, flows, validation rules, sharing) - enough to work confidently within a Salesforce team, without needing to write code
Certinia PSA certification
Ability to translate business processes into clean, maintainable Certinia configuration
Sound data management practices: imports, deduplication, backups, and quality controls
Clear communicator able to support and train business users and collaborate with a technical team
Salesforce Certified Administrator certification
Experience assessing and managing Certinia seasonal releases and their business impact
Exposure to integrations between Certinia/Salesforce and finance or ERP systems
Basic reporting/analytics or SOQL familiarity for data validation
Market Leadership: Join a global leader where our agile culture and innovative spirit allow you to shape the future of financial stability .
International Scope: Take ownership of high-profile international projects and benefit from our global internal mobility initiatives .
Growth & Mentorship: Access a wide range of our technical and functional training opportunities.
Culture of Inclusion: We foster a supportive, transparent atmosphere with frequent team events and a commitment to diversity .
To get a first impression, we only need your CV and look forward to meeting you in a (personal/virtual) interview! Recognizing the benefits of working in diverse teams, we are committed to equal employment opportunities regardless of gender, age, nationality, ethnic or social origin, disability, and sexual identity. Are you interested? Apply now! https://www.regnology.net
Apply now!
Private regulatory-technology software company serving financial institutions, regulators, and tax authorities with reporting and data solutions.
Visit company websiteJobs and hiring trendsFull-time
Senior · 5+ years experience
Onsite
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