StepStone Group · 1 month ago
Senior Product Manager - Finance Infrastructure & Operations
117 Kendrick St, Needham Heights, MA 02494, USA
Full-time
Onsite
Senior Level
5+ years expStepStone Group is a leading digital recruitment platform that connects companies with the right talent. The Senior Product Manager - Finance Infrastructure & Operations will serve as the product owner and technical lead for Appcast’s financial systems, ensuring operational efficiency and system governance across finance processes.
BankingFinancial ServicesFinTechReal Estate InvestmentVenture Capital
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
Qualification
Required
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
Benefits
Competitive compensation
Comprehensive benefits
Company
StepStone Group
StepStone Group provides investors with customized portfolios that integrate primaries, secondaries, and co-investments.
1001-5000 employees
H1B Sponsorship
StepStone Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (10)
2023 (9)
2022 (4)
2021 (6)
2020 (6)
Funding
Current Stage
Public CompanyTotal Funding
$205M2024-09-09Post Ipo Secondary· $205M
2020-09-16IPO
Leadership Team
Scott Hart
Chief Executive Officer
Andy Jones
Senior Managing Director
Recent News
2026-01-08
Social Media Today
2026-01-08
Doha News | Qatar
2026-01-08
Company data provided by crunchbase