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Infor Finance Functional / Techno-Functional Consultant
LinkedIn Recruiter Post
Seeking an experienced Infor Finance Functional/Techno - Functional Consultant for finance system enhancements and integrations, focusing on AR and GL.
About the role
- Application Specialist managing Salesforce and Certinia at Fidus, a high-tech design firm in Ottawa. Bridging technology and process optimization in financial systems and automation.
Responsibilities
- Primary administrator for Salesforce and Certinia, overseeing configuration, upgrades, permissions and security.
- Support process improvement initiatives by implementing solutions within Salesforce and integrated platforms.
- Maintain and enhance data integrity, ensuring clean, consistent, and accurate data across leads, opportunities, projects, and financial records.
- Manage page layouts, calculated fields, and reporting tools to support functional teams (Sales, Project Management, Finance, HR).
- Oversee Certinia Professional Service Automation and Finance/Accounting updates, ensuring compatibility and feature adoption with each release.
- Support reporting and analytics through dashboards, integrations, and AI-driven insights.
- Coordinate system integrations between Salesforce, Microsoft 365, Certinia, ADP, IVO, Azure (EntraID & GraphAPI), and other business systems.
- Partner with Finance to streamline billing, expense, and collections automation within Certinia.
- Collaborate with HR and Operations on contract management, budget tracking, and employee/vendor record systems.
- Conduct permissions and security audits, maintaining compliance and ensuring least-privilege access.
- Provide training, support, and documentation for users to ensure high adoption and efficient system usage.
- Any other related duties as assigned.
Requirements
- Bachelor’s degree in Business, Information Systems, Computer Science, or the equivalent.
- Minimum of five (5) years of experience as a Salesforce Administrator or Application Specialist in a business systems environment.
- Salesforce certifications (e.g., Salesforce Administrator, Advanced Administrator, etc.).
- Experience with Certinia (FinancialForce) Professional Services and Financial Management modules strongly preferred.
- Solid understanding of Salesforce Flows, security model, and data relationships.
- Proven track record in business process optimization and automation.
- Familiarity with data integrations (APIs, middleware, or iPaaS solutions like Tray.io, MuleSoft, Boomi, or Zapier).
- Experience creating and maintaining custom reports and dashboards (Salesforce Reports, Tableau, or similar BI tools).
- Excellent communication skills and ability to collaborate across departments.
- Strong analytical mindset with attention to detail and user experience.
- Background in project management systems, financial systems and/or reporting tools.
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