PSA Analyst (Salesforce & Certinia PSA)

Role Description We are seeking a detail-oriented and tech-savvy PSA Analyst with experience in Salesforce and Certinia (formerly FinancialForce) PSA to support, optimize, and enhance our Professional Services Automation platform. The PSA Analyst will act as a liaison between business stakeholders and technical teams to ensure that our professional services operations—including project management, resource management, time tracking, billing, forecasting, and reporting—are running efficiently. This role involves configuration, data analysis, troubleshooting, process improvement, generating actionable insights, and ongoing support of PSA applications. The ideal candidate has hands-on experience managing PSA tools within the Salesforce ecosystem and can translate operational requirements into scalable solutions. The PSA Analyst is a position that requires proactive leadership to determine areas of improvement, areas of concern, and then proactively propose solutions to resolve those areas. Responsibilities • Serve as the primary administrator for Certinia PSA within Salesforce for the Professional Services organization • Administer and configure PSA objects (projects, resources, assignments, time entry, milestones, billing events, etc.) on the Salesforce platform • 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 improvements • Support integrations between PSA and other enterprise systems (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 • Configure & create dashboards, reports, and KPIs to enable effective decision-making • Train users on PSA functionality, process changes, and new features/releases • Assist in system upgrades, testing, and user acceptance testing (UAT) • Guide PS teams on strategies, processes, and insights to achieve Forecast, Utilization, and Billing targets • Develop and update policies and procedures to improve performance • Work closely with PS management to achieve outcomes based on company goals Required Qualifications • Bachelor’s degree in Information Systems, Business Administration, Finance (or equivalent experience) • 5+ years of experience as a PSA Analyst, Business Systems Analyst, or similar role 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) • Strong problem-solving and analytical skills with the ability to turn data into actionable insights • Proficiency in financial modelling and forecasting • Strong understanding of professional services operations (project accounting, time tracking, billing, resource planning) • Proficiency in Business Process Management and OPEX • Excellent interpersonal and communication skills with the ability to work across teams and management levels • Ability to manage multiple priorities in a fast-paced environment • Must be able to work with minimal supervision Preferred • Salesforce Administrator Certification (ADM-201 or higher) • Certinia PSA certification or equivalent hands-on experience • Project Management certification (PMP, Agile, or Prince2) • Experience in IT Service Delivery or Supply Chain industries Soft Skills • Tenacious, confident, and proactive mindset with proven ability to influence decisions • Strong analytical, planning, and organizational skills • Resilient, adaptable, and able to pivot when priorities change • Curious, investigative, and critical thinker • Strong collaboration and coalition-building skills • High standards of honesty and integrity • Proven negotiation and mediation skills Why Join Us? • Work with the global leader in a business-critical industry • Collaborate with some of the most talented and inspiring professionals in their fields • Leverage the power of a global team • Access comprehensive training and employee development programs • Be set up for success in a forward-thinking, results-driven culture Location: Fully Remote (USA Based) Rate: $60/hour