Job description:

• Serve as the primary administrator for Certinia PSA within Salesforce for Professional Services organization.
• Administer and configure PSA objects (projects, resources, assignments, time entry, milestones, billing events, etc.) on the Salesforce platform and align with business needs.
• Analyze data within PSA to provide insights on resource utilization, project performance, and financial forecasting.
• Serve as the subject matter expert (SME) for PSA workflows, ensuring alignment with business operations and requirements.
• Collaborate with stakeholders across Professional Services, Finance, and IT to gather requirements and implement process improvements.
• Support integrations between PSA and other enterprise systems (e.g., ERP, HRIS, CRM).
• Implement and maintain process workflows, validation rules, page layouts, user guides and approval processes.
• Identify process gaps and propose solutions leveraging Salesforce and Certinia PSA features
• Configures & create dashboards, reports, and KPIs to enable effective decision-making and performance tracking.
• Train users on PSA functionality, process changes, and new features/releases.
• Assist in system upgrades, testing, and user acceptance testing (UAT).
• Guides the PS teams on strategies, processes and insights to achieve the Forecast, Utilization and Billing targets. Also provide recommendations on PSA Enhancements. This is a proactive role, not reactive.
• Ability to multi-task multiple priorities and adjust to changing priorities with a low level of productivity impact.
• Develop and update policies and procedures to improve performance.
• Work closely with PS management to achieve outcomes based on company goals.

• Bachelor’s degree in information systems, Business Administration, Finance, or related field (or equivalent experience).
• Minimum of 5 plus years of experience as a PSA Analyst, Business Systems Analyst or similar experience working in a large, cross functional organization.
• Hands-on experience with Certinia PSA (FinancialForce PSA)—project setup, resource management, billing, reporting and Salesforce administration.
• Experience with reporting & analytics (Salesforce Reports & Dashboard, CRM, BI, QLik).
• Excellent problem-solving and analytical skills.
• Excellent Business analytical skills with an ability to translate data into actionable insights.
• Proficiency in financial modelling and forecasting.
• A strategic thinker with a detail-oriented approach and a strong focus on results.
• Exceptional verbal and written communication skills.
• Excellent interpersonal skills, including mentoring, collaborating, conflict management, and negotiation. With the ability to work collaboratively across teams and different management levels.
• Must be able to work with minimal supervision.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Business Process Management and OPEX.
• Strong understanding of professional services operations (project accounting, time tracking, billing, resource planning).
• Experience in IT Service Delivery and or Supply Chain industries.