Finance leaders and end clients
Certinia that supports how you buy, stock, bill, close, and report, without a large agency team between you and the person doing the work.
Talk about your orgAvailable for new contracts
Senior Certinia consultant for Supply Chain Management, Financial Management, and PSA. I implement, fix, and automate Certinia and Salesforce, from first workshop to hypercare and beyond, so your team closes on time and trusts the numbers.
Engagement spec
Different starting points, same standard of work. Pick the one that sounds like you.
Certinia that supports how you buy, stock, bill, close, and report, without a large agency team between you and the person doing the work.
Talk about your orgSenior capacity for your projects, within your methodology and under your brand. Your client stays your client.
Discuss a projectHiring for a Certinia contract role? Send the brief and I'll tell you quickly and honestly whether it's a fit.
Share a roleEnd-to-end implementations, fixes to setups that aren't quite working, and the ongoing care in between. Each module, down to the package level.
SCMC__Purchasing, inventory, warehouse, and fulfilment flows that stay in step with finance.
Purchase orders and receiving, inventory and locations, sales orders and shipping, supplier invoice matching
c2g__A general ledger, dimensions, and period close your accountants can rely on.
Chart of accounts, dimensions, intercompany, period close, tax and VAT
pse__Projects, resourcing, time, and expenses flowing cleanly into billing.
Projects and resources, timecards, expenses, billing events, integrations
ffbc__Contracts, recurring billing, and invoices that go out right the first time.
Billing contracts, renewals and price increases, credit notes, revenue recognition
APXTConga4__Documents and reminders that build and send themselves.
Invoices and statements, automated payment reminders, quotes, e-signature workflows
Flow, ApexAutomations and admin that remove manual steps and keep the org healthy.
Record-triggered and scheduled Flows, Apex support, permissions, release updates
One of the automations I build: Certinia, Salesforce Flow, and Conga Composer working together, so overdue invoices are followed up on time, every time, without anyone writing letters by hand.
FlowAccountingConga ComposerSalesforceReportingExample schedule, configured per client
+7days overdue
Polite nudge with the invoice and payment details.
+21days overdue
Firmer wording with the full statement of account.
+45days overdue
Formal notice, copied to the account owner.
Then a task for the account owner to call the customer
A setup is only finished when finance can see it working. I build the reports and dashboards your finance leaders use to run the close, chase cash, and trust revenue.
Close progress
Day 3 of 5
Billed this month
€ 860k
+10% on August
Open receivables
€ 1.24M
DSO 38 days
Unposted documents
4
Review before close
Billed versus recognised revenue (€k)
BilledRecognised
Month-end close checklist
Receivables ageing
58%Current
22%1 to 30 days
11%31 to 60 days
5%61 to 90 days
4%Over 90 days
Certinia works best when each module hands off cleanly to the next. These are the core flows I design, fix, and automate, with the module responsible at each step.
From purchase order to paid supplier
SCM
Purchase order
SCM
Goods received
Accounting
Supplier invoice
SCM + Accounting
Three-way match
Accounting
Payment run
Accounting
Posted to ledger
From sales order to cash in the bank
SCM
Sales order
SCM
Picked and shipped
SCM + Accounting
Sales invoice posted
Conga Composer
Invoice sent
Flow + Conga
Reminders if overdue
Accounting
Cash matched
From staffed project to margin report
PSA
Project and resources
PSA
Timecards and expenses
PSA
Billing events
Billing + Accounting
Invoice posted
Revenue Recognition
Revenue recognised
Reporting
Project margin
From journals to the CFO's dashboard
Accounting
Journals and accruals
Accounting
Bank reconciliation
Accounting
Intercompany
Accounting
Period close
Accounting
Consolidation
Reporting
CFO dashboard
Go-live is a milestone, not the finish line. I stay through hypercare and keep improving the system as your business changes.
Phase 1
Workshops on how you buy, sell, bill, and close today, and how you want to.
Output: solution design
Phase 2
Configuration and automation in a sandbox, tested with your team.
Output: tested configuration
Phase 3
Data migration, cutover plan, and training so day one runs smoothly.
Output: live system
Phase 4
Close support after go-live: fast fixes and hands-on help through the first month-ends.
Output: stable first closes
Phase 5
New automations, reports, and changes as your business grows.
Output: a system that keeps up
New Certinia modules, from design to hypercare.
A setup that doesn't quite work, found and fixed.
Ongoing changes, automations, and month-end help.
A senior consultant for your project or delivery team.
Before I implemented Certinia, I ran the business side of a manufacturing company for nearly twenty years.
From 2000 to 2019, purchasing, inventory, production, invoicing, and cash were my daily work as a business manager. For the past seven years I've brought that experience to Salesforce and Certinia implementations, which is why I design systems around how a business really runs, not just how the software is configured.
When you work with Aventix, you work with me directly, from the first workshop through hypercare and beyond.
2000 to 2019
Purchasing, inventory, production, and finance operations
2019 to today
SCM, Financial Management, PSA, Billing Central, Conga, and Salesforce automation
Certified
Also Salesforce Certified Administrator
Regions
Remote first, on-site by arrangement
Placeholder
“Zeeshan understood our warehouse and our accounting, not just the system. Stock and finance finally agree.”
Placeholder
“He joined mid-project, picked up the SCM workstream within days, and our client never noticed a gap.”
Placeholder
“The reminder automation alone saved our team hours every week. Hypercare after go-live was excellent.”
Yes. I take on project contracts and longer-term roles, directly with companies or through partners and recruiters. Mention your start date in the form and I'll confirm availability.
Yes. I've delivered projects for clients in the US, the Middle East, Europe, and Asia. On-site workshops and go-live support can be arranged.
Close support straight after go-live: fixing issues quickly, helping users through their first transactions, and supporting the first month-end closes until things run smoothly.
Yes, and it's common work for me. I learn how the org is configured today, then fix or extend it without breaking what already works.
Yes. Your methodology, your tools, and your client relationship.
Projects can be fixed scope or time-based, and ongoing support runs monthly. After our first call, you'll get a clear written proposal.
Tell me a little about what you need. I'll reply by email, usually within one working day.
hello@example.com