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Certinia information

What are the key skills and qualifications needed to thrive as a Certinia (formerly FinancialForce) specialist, and why are they important?

To thrive as a Certinia specialist, you need a solid understanding of financial management, ERP processes, and Salesforce platform knowledge, often supported by relevant degrees or professional experience. Familiarity with Certinia (FinancialForce) modules, Salesforce certifications, and tools such as Salesforce Lightning and reporting systems is typically required. Strong analytical thinking, attention to detail, and effective communication skills help you collaborate with stakeholders and solve complex business challenges. These skills ensure successful implementation, optimization, and user adoption of Certinia solutions within organizations.

What does certinia do?

Certinia is a company that provides cloud-based enterprise resource planning (ERP) and financial management software for businesses. It offers solutions for revenue management, project management, and automation to improve operational efficiency. Job roles at Certinia may involve technical skills, software implementation, and customer support.

What jobs can I get with a CompTIA Network+ certification?

Certifications like CompTIA Network+ qualify individuals for roles such as network technician, network administrator, or help desk technician. These jobs involve managing, troubleshooting, and maintaining computer networks and often require knowledge of networking protocols, hardware, and security tools.

How much does Certinia cost?

Certinia is a cloud-based enterprise resource planning (ERP) software, and its pricing varies based on the size of the organization, modules selected, and deployment options. Typically, costs are provided through a custom quote after evaluating specific business needs. It is recommended to contact Certinia directly for detailed pricing information.

What is the difference between Certinia vs Financial Analyst?

CriteriaCertiniaFinancial Analyst
Required credentialsCertinia certifications, experience with cloud ERPBachelor's degree in finance, accounting, or related field; often CPA or CFA
Work environmentCloud-based software environment, SaaS platformsCorporate finance departments, accounting firms, investment firms
Employer and industry usageUsed by organizations implementing Certinia ERP solutionsFinancial departments across various industries
Common search and comparison intentUnderstanding roles related to Certinia softwareFinancial analysis, reporting, and planning roles

Certinia professionals focus on implementing and managing Certinia cloud ERP solutions, requiring specific certifications and experience with SaaS platforms. Financial Analysts analyze financial data, prepare reports, and support decision-making in various industries. While both roles involve finance and technology, Certinia roles are more technical and software-focused, whereas Financial Analysts concentrate on financial data analysis and reporting.

What are some common challenges faced by professionals working with Certinia (formerly FinancialForce) solutions, and how can I prepare for them?

Professionals working with Certinia solutions often encounter challenges related to integrating the platform with existing Salesforce environments and ensuring seamless data migration. It's common to collaborate closely with cross-functional teams, including finance, operations, and IT, to tailor the solution to unique business processes. To prepare, familiarize yourself with Salesforce basics, develop strong communication skills, and stay updated on Certinia's latest features and best practices to address client needs efficiently.

What is a Certinia consultant?

A Certinia consultant is a professional who specializes in implementing, configuring, and optimizing Certinia solutions for businesses. Certinia, formerly known as FinancialForce, is a cloud-based enterprise resource planning (ERP) and professional services automation (PSA) platform built on Salesforce. Consultants help organizations streamline financial management, project delivery, and resource allocation using Certinia products. Their work often involves business process analysis, system integration, user training, and ongoing support to ensure clients get the most value from their Certinia investment.

Is Certinia a good company to work for?

Certinia is a software company known for its cloud-based enterprise resource planning (ERP) solutions. Employee reviews often cite a collaborative environment and opportunities for professional growth, though experiences can vary by role and location.
More about Certinia jobs
What cities are hiring for Certinia jobs? Cities with the most Certinia job openings:
What states have the most Certinia jobs? States with the most job openings for Certinia jobs include:
Infographic showing various Certinia job openings in the United States as of July 2026, with employment types broken down into 89% Full Time, and 11% Contract. Highlights an 45% In-person, 22% Hybrid, and 33% Remote job distribution.
Salesforce Certinia Senior Consultant

Salesforce Certinia Senior Consultant

Deloitte

Salt Lake City, UT • On-site

Other

Posted 2 days ago


Deloitte rating

8.1

Company rating: 8.1 out of 10

Based on 90 frontline employees who took The Breakroom Quiz

58th of 150 rated financial services


Job description

Salesforce Certinia Senior Consultant
Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service organizations. Post sales activities including service, customer success and professional services is growing in importance because of the role it plays in customer retention and expansion. Across a number of industries including High-Tech, Media, and Energy, Professional Services and Customer Success is becoming a pressing need.

Certinia is a leading provider of Salesforce-based Professional Services Automation software. We are seeing growing opportunity to help our clients implement Certinia PSA and Services Estimator in many sectors where stronger Project and Resource Management capabilities are critical to connecting sales and services processes and supporting more mature operational management and invoicing and accounting processes. 

Recruiting for this role ends on July 30, 2026.

Work you'll do
As a PSA Implementation consultant, your role will be to orient our Professional Services Organisation clients. During the implementation, you will guide our clients to increase their awareness of the resources required to meet the needs of future opportunities, to understand the profitability of their operations and to help them optimise the occupancy levels of their resources so that their activities become more efficient. More precisely, you will:

  • Collaborate directly with decision-makers to better understand their business objectives, their reality and their goals in order to create the best solutions
  • Act as a trusted business advisor with the client and align business processes with industry best practices
  • Design and configure components of the solution following best practices
  • Participate in the implementation during each step
  • Perform gap analyses and build Certinia PSA roadmaps to address potential gaps
  • Work in collaboration with Project Managers, developers, and administrators
  • Assist customers during UAT (User Acceptance Testing)
  • Deliver Certinia PSA training to the end-user and/or power-user
  • Develop your skills through online certification (Certinia Training), shadowing, mentoring and daily interaction with your colleagues and clients

The team
Sales & Service
Our Sales & Service offering drives global customer transformation by designing and implementing innovative sales and service experiences. We blend strategy, technology, and creativity to solve complex challenges, bringing customer strategies to life and creating new markets.

Required Qualifications

  • 3+ years experience in Salesforce project consulting role
  • 1+ years experience with Certinia Professional Service Automation (PSA), Time Tracking Financial and/or Project Management software
  • 1+ years experience with Accounting, CRM, ERP and/or HCM system
  • Ability to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available
  • Bachelor's degree in computer science, information systems, or other technology-related field or equivalent number of years of experience

Preferred Qualifications

  • Certinia PSA Certified Implementation Consultant and/or Certinia PSA Sysadmin Certification
  • Salesforce Certified Administrator, App Builder and Platform Developer 1 certifications
  • Proven expertise in advising and supporting enterprise-scale technical solutions while meeting complex business requirements
  • Strong understanding of software development processes
  • Analytical mind and excellent communication skills
  • Responsible, methodical, organised and thorough
  • Knowledge of Agile methodology


Information for applicants with a need for accommodation: [1] https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $110,000 to $218,000.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Qualifications:

Salesforce Certinia Senior Consultant
Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service organizations. Post sales activities including service, customer success and professional services is growing in importance because of the role it plays in customer retention and expansion. Across a number of industries including High-Tech, Media, and Energy, Professional Services and Customer Success is becoming a pressing need.

Certinia is a leading provider of Salesforce-based Professional Services Automation software. We are seeing growing opportunity to help our clients implement Certinia PSA and Services Estimator in many sectors where stronger Project and Resource Management capabilities are critical to connecting sales and services processes and supporting more mature operational management and invoicing and accounting processes. 

Recruiting for this role ends on July 30, 2026.

Work you'll do
As a PSA Implementation consultant, your role will be to orient our Professional Services Organisation clients. During the implementation, you will guide our clients to increase their awareness of the resources required to meet the needs of future opportunities, to understand the profitability of their operations and to help them optimise the occupancy levels of their resources so that their activities become more efficient. More precisely, you will:

  • Collaborate directly with decision-makers to better understand their business objectives, their reality and their goals in order to create the best solutions
  • Act as a trusted business advisor with the client and align business processes with industry best practices
  • Design and configure components of the solution following best practices
  • Participate in the implementation during each step
  • Perform gap analyses and build Certinia PSA roadmaps to address potential gaps
  • Work in collaboration with Project Managers, developers, and administrators
  • Assist customers during UAT (User Acceptance Testing)
  • Deliver Certinia PSA training to the end-user and/or power-user
  • Develop your skills through online certification (Certinia Training), shadowing, mentoring and daily interaction with your colleagues and clients

The team
Sales & Service
Our Sales & Service offering drives global customer transformation by designing and implementing innovative sales and service experiences. We blend strategy, technology, and creativity to solve complex challenges, bringing customer strategies to life and creating new markets.

Required Qualifications

  • 3+ years experience in Salesforce project consulting role
  • 1+ years experience with Certinia Professional Service Automation (PSA), Time Tracking Financial and/or Project Management software
  • 1+ years experience with Accounting, CRM, ERP and/or HCM system
  • Ability to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available
  • Bachelor's degree in computer science, information systems, or other technology-related field or equivalent number of years of experience

Preferred Qualifications

  • Certinia PSA Certified Implementation Consultant and/or Certinia PSA Sysadmin Certification
  • Salesforce Certified Administrator, App Builder and Platform Developer 1 certifications
  • Proven expertise in advising and supporting enterprise-scale technical solutions while meeting complex business requirements
  • Strong understanding of software development processes
  • Analytical mind and excellent communication skills
  • Responsible, methodical, organised and thorough
  • Knowledge of Agile methodology


Information for applicants with a need for accommodation: [1] https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $110,000 to $218,000.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Education:Bachelor's DegreeEmployment Type:

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