Top Employers Institute

The challenge for Top Employers Institute

Outdated financial processes unable to support global growth

As Top Employers Institute expanded its global footprint, it became clear that their legacy finance systems could no longer support the scale, complexity, or speed required. Disconnected processes and rising reporting demands all exposed the need for a more modern, scalable foundation.

Their primary pain points were:

• Manual processing bottlenecks: Finance teams were weighed down by manual processes in billing, reconciliation, and reporting. 
• Time-consuming processing: Handling high volumes of transactions like invoicing and revenue recognition required time-consuming workarounds, often leading to processing delays and missed deadlines.
• Restricted global expansion: The finance platform lacked the flexibility to support their growing international presence and multi-entity structure.
• Lack of internal controls:Financial checks and balances are critical to compliance and data integrity. Without embedded financial controls, Top Employers Institute was vulnerable to human error.
• Disconnected systems and data silos: Critical customer and contract data resided in Salesforce, while financial operations ran separately. 

After relying on legacy systems, to successfully scale, the Top Employers Institute team required a unified financial platform that could seamlessly adapt to their expanding global operations—and they found that path with Certinia. 

How Certinia helps Top Employers Institute

Implementing a future-proof financial foundation with Certinia

To address mounting complexity and inefficiencies, Top Employers Institute partnered with Certinia and CBEE Remarkable to implement Certinia Financial Management and Analytics. The solution delivered seamless finance automation and advanced financial reporting solutions—laying a scalable foundation for accurate, efficient, and future-ready operations.

End-to-end finance automation

Certinia automated critical financial processes including billing, invoicing, and revenue management. This finance automation significantly reduced manual intervention, minimized errors, and increased operational efficiency across the organization’s expanding global footprint.

Embedded internal controls

Robust internal controls were embedded directly within the Certinia platform. This improved compliance, data integrity, and governance across global operations. Accuracy was enhanced and financial risk and errors were reduced.

Financial analysis and reporting

With Certinia, the team gained access to automated financial reporting capabilities through real-time dashboards and insights. The team shifted from spending hours on manual report generation to focusing on strategic financial analysis that supports better business decision-making.

Scalable revenue management for global transactions

With Certinia's multi-currency capabilities, Top Employers Institute now manages revenue smoothly across all their global markets. The system provides the flexible foundation they need for both current operations and future growth.

Smooth Salesforce connectivity

By connecting directly to Salesforce, the team eliminated silos and supported unified revenue management and customer records. It allowed contract and customer data to flow smoothly into finance for more connected operations and streamlined reporting.

Certinia's impact on Top Employers Institute

• Working with CBEE Remarkable, Top Employers Institute transformed its finance operations using Certinia Analytics. 
• Within three months, they completed year-end close entirely in the new system, while invoicing volume jumped 25% year-over-year.
• The finance team now enjoys cleaner data, better billing accuracy, and tighter internal controls. 
• Certinia's Salesforce-native platform has significantly improved their revenue management and enabled faster, more insightful financial analysis.