Job description

Presidio, Where Teamwork and Innovation Shape the Future At Presidio, we're at the forefront of a global technology revolution, transforming industries through cutting-edge digital solutions and next-generation AI. We empower businesses - and their internal customers - to achieve more through innovation, automation, and intelligent insights. The Role We are seeking a highly motivated and detail-oriented Certinia Administrator to join our team. This role is key to ensuring the smooth operation and ongoing optimization of our Certinia (formerly FinancialForce) applications on the Salesforce platform. As the Certinia Administrator, you will partner with finance, operations, and IT teams to maintain system performance, streamline business processes, and enable better decision-making through accurate data and reporting. Travel Requirements: This is a remote role based in the Continental US. Associated travel will be 5%. Responsibilities Include: • System Administration: Manage user access, roles, profiles, and permissions while ensuring platform stability and security. • Certinia Configuration: Support and maintain modules such as PSA, ERP, Accounting, and Revenue Management; configure page layouts, workflows, and approval processes. • Data Management: Maintain data integrity, perform imports/exports, and conduct routine audits to ensure accuracy and compliance. • Business Process Optimization: Collaborate with stakeholders to gather requirements, design scalable solutions, and enhance workflows to support project, financial, and operational needs. • Reporting & Insights: Build and maintain dashboards, reports, and analytics to enable leadership to make data-driven decisions. • Continuous Improvement: Stay current with Salesforce and Certinia updates, recommend process improvements, and coordinate with developers or consultants for customizations and integrations. • Training & Support: Provide user support, develop documentation, and deliver training to ensure adoption and effective use of Certinia tools. Required Skills and Professional Experience: • Bachelor’s degree in information systems, Computer Science, Business, Finance, or a related field (preferred). • 3+ years of experience as a Salesforce or Certinia (FinancialForce) Administrator. • Exposure to finance, accounting, or professional services industries is a plus. • Strong knowledge of Salesforce platform administration. • Experience with Certinia ERP and/or PSA modules. • Proficiency in creating reports, dashboards, workflows, and approval processes. • Experience with project accounting, billing, or revenue management systems. • Strong analytical and problem-solving skills. Excellent communication and collaboration abilities. • Ability to manage competing priorities in a fast-paced environment. Additional Desired Skills and Professional Experience: • Salesforce Certified Administrator. • Certinia PSA or ERP certification (preferred). Your future at Presidio Joining Presidio means stepping into a culture of trailblazers - thinkers, builders, and collaborators - who push the boundaries of what's possible. With our expertise AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world. Here, your impact is real. Whether you're harnessing the power of Generative AI, architecting resilient digital ecosystems, or driving data-driven transformation, you'll be part of a team that is shaping the future. Ready to innovate? Let's redefine what's next-together. About Presidio Presidio is committed to hiring the most qualified candidates to join our amazing culture. We aim to attract and hire top talent from all backgrounds, including underrepresented and marginalized communities. We encourage women, people of color, people with disabilities, and veterans to apply for open roles at Presidio. Diversity of skills and thought is a key component to our business success. At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, and enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information visit presidio.com Applications will be accepted on a rolling basis. Presidio has a strong commitment to the community we serve and our employees. As an Equal Opportunity Employer, we strive to have a workforce that includes the community we serve. Presidio is an Equal Opportunity Employer Disability/Vets. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories. The "Know Your Rights" Poster is available here: eeoc.gov Presidio EEO Policy Statement is available here: presidio.com Presidio is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to recruitment@presidio.com and let us know the nature of your request and your contact information. Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to. Notice of Massachusetts Candidates: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Recruitment Agencies, Please Note: Presidio does not accept unsolicited agency resumes/CVs. Do not forward resumes/CVs to our career's email address, Presidio employees or any other means. Presidio is not responsible for any feeds related to unsolicited resumes/CVs. #LI-PH1

Requirements

Must-haves

Presidio, Where Teamwork and Innovation Shape the Future
This is a remote role based in the Continental US. Associated travel will be 5%.
System Administration: Manage user access, roles, profiles, and permissions while ensuring platform stability and security.
Certinia Configuration: Support and maintain modules such as PSA, ERP, Accounting, and Revenue Management; configure page layouts, workflows, and approval processes.
Data Management: Maintain data integrity, perform imports/exports, and conduct routine audits to ensure accuracy and compliance.
Business Process Optimization: Collaborate with stakeholders to gather requirements, design scalable solutions, and enhance workflows to support project, financial, and operational needs.
Reporting & Insights: Build and maintain dashboards, reports, and analytics to enable leadership to make data-driven decisions.
Continuous Improvement: Stay current with Salesforce and Certinia updates, recommend process improvements, and coordinate with developers or consultants for customizations and integrations.
Training & Support: Provide user support, develop documentation, and deliver training to ensure adoption and effective use of Certinia tools.
3+ years of experience as a Salesforce or Certinia (FinancialForce) Administrator.
Strong knowledge of Salesforce platform administration.
Experience with Certinia ERP and/or PSA modules.
Proficiency in creating reports, dashboards, workflows, and approval processes.
Experience with project accounting, billing, or revenue management systems.
Strong analytical and problem-solving skills. Excellent communication and collaboration abilities.
Ability to manage competing priorities in a fast-paced environment.
Additional Desired Skills and Professional Experience:
Salesforce Certified Administrator.
Your future at Presidio
Here, your impact is real. Whether you're harnessing the power of Generative AI, architecting resilient digital ecosystems, or driving data-driven transformation, you'll be part of a team that is shaping the future.
Ready to innovate? Let's redefine what's next-together.

Nice-to-haves

Bachelor’s degree in information systems, Computer Science, Business, Finance, or a related field (preferred).
Exposure to finance, accounting, or professional services industries is a plus.
Certinia PSA or ERP certification (preferred).

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

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