Senior Product Manager - Finance Infrastructure & Operations

StepStone Group•Lebanon, NH

20d

About The Position

The Senior Product Manager - Finance Infrastructure & Operations 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.

Requirements

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.
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.

Responsibilities

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.
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.
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.
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.