Note: The job is a remote job and is open to candidates in USA. Oracle NetSuite is a cloud applications pioneer transforming business operations globally. The Lead Consultant - NSPB FP&A Solutions is responsible for leading the implementation of Oracle NetSuite Planning and Budgeting solutions, providing solution leadership, and ensuring successful project delivery within scope, time, and budget.
Responsibilities
- Lead all phases of Oracle NetSuite Planning and Budgeting solution implementations, including business alignment workshops, discovery, solution design, configuration, testing, validation, data migration, cutover planning, and go-live readiness
- Serve as the Lead Consultant for NSPB implementation engagements, ensuring the solution is designed and configured according to Oracle NetSuite leading practices
- Analyze customer business needs and translate FP&A, accounting, reporting, and operational planning requirements into scalable NSPB solution designs
- Lead customer workshops with finance, accounting, FP&A, executive, and technical stakeholders to confirm business processes, requirements, assumptions, design decisions, risks, and project scope
- Design and configure NSPB planning models, including dimensions, hierarchies, metadata, forms, dashboards, reports, business rules, calculations, KPIs, security, and integration processes
- Provide Oracle NetSuite consulting expertise by applying previous experience in Financial Planning and Analysis functions, planning processes, and enterprise performance management technology solutions
- Act as a thought leader and advisor to customers by embedding leading practices into planning, budgeting, forecasting, and reporting processes to drive a high level of customer satisfaction
- Lead solution design and implementation activities to ensure high-quality, integrated software solutions are delivered within project constraints
- Exercise judgment and business acumen when selecting methods and techniques to deliver functional and technical solutions for non-routine and complex customer requirements
- Guide customers through NSPB standard functionality and advise on practical, maintainable solution approaches that minimize unnecessary customization
- Own and lead design decisions across planning areas such as financial planning, workforce planning, revenue planning, expense planning, capital budgeting, forecasting, balance sheet planning, cash flow planning, and management reporting
- Lead data strategy and data migration discussions, including metadata alignment, NetSuite ERP source data, saved searches, actuals loading, budget loading, exchange rates, trial balance validation, and recurring data load processes
- Provide guidance on NSPB / PBCS out-of-the-box cubes and application structures, including configuration, design, and testing of custom objects, forms, scripts, business rules, and interfaces where appropriate
- Lead configuration and review of NSPB planning forms, Smart View templates, reports, dashboards, scripts, business rules, and related artifacts
- Provide hands-on expertise with NSPB / PBCS data management, metadata loads, data loads, validation processes, and EPM Automate where applicable
- Partner with project managers and delivery leadership to manage workstream scope, project risks, timeline dependencies, customer obligations, decision logs, and escalation items
- Provide direction, coaching, mentoring, and quality oversight to project team members and consultants
- Effectively influence customer leadership on key design, process, and delivery decisions
- Support business development efforts by identifying new opportunities, extensions, and optimization needs where appropriate
- Collaborate with consulting sales and delivery teams by providing domain expertise during scoping, solution reviews, and customer discussions
- Resolve complex customer design and implementation issues by recommending and implementing practical solutions
- Demonstrate expertise across multiple business processes and the ability to assess solution design decisions based on cross-functional and downstream impacts
- Guide customers through UAT planning, test scenario definition, validation expectations, issue triage, defect resolution, and go-live readiness criteria
- Lead enablement strategy for administrators and business users, including training approach, adoption planning, process handoff, and maintainable solution practices
- Ensure the implemented NSPB solution is sustainable after go-live, including clear ownership of planning-cycle administration, metadata updates, recurring loads, reporting updates, security maintenance, and ongoing business process ownership
Skills
- Applicants are required to read, write, and speak the following languages: English
- Significant experience performing full lifecycle implementations of Oracle NetSuite Planning and Budgeting solutions, PBCS, EPBCS, Hyperion Planning, Oracle EPM Planning, or comparable enterprise planning platforms
- Full end-to-end NSPB / PBCS implementation experience
- Strong knowledge of NSPB / PBCS out-of-the-box cubes, application frameworks, configuration options, and implementation leading practices
- Extensive hands-on experience designing and developing NSPB / PBCS planning forms, scripts, business rules, reports, dashboards, Smart View templates, and related planning artifacts
- Sound knowledge of financial planning, workforce planning, capital budgeting, forecasting, reporting, and FP&A operating models
- Technical background with hands-on experience in NSPB / PBCS data management, metadata management, data loads, integrations, and EPM Automate
- Strong understanding of NetSuite ERP financial structures, including chart of accounts, subsidiaries, departments, classes, locations, customers, vendors, items, employees, custom segments, saved searches, and financial reporting structures
- Ability to evaluate customer requirements and recommend leading-practice solutions that balance business needs, scope, maintainability, and project constraints
- Deep capacity for influencing customers and guiding them toward industry and solution leading practices
- Excellent communication, facilitation, executive presence, and interpersonal skills
- Ability to manage multiple projects, competing priorities, and deadlines simultaneously
- Passion for helping customers find creative ways to more effectively run their businesses
- Outstanding client-facing skills with a history of building effective relationships with customers, colleagues, and project teams
- Ability to independently organize and perform complex work with minimal guidance and direction
- Proactive, results-oriented mindset with a can-do attitude in meeting critical deadlines
- The ideal candidate has 8–10 years of experience relevant to this position, including at least 4 years of consulting experience
- The candidate should have product or technical expertise relevant to NSPB, PBCS, Oracle EPM Planning, Hyperion Planning, FP&A transformation, or enterprise performance management
- They should be comfortable communicating with both business and technical audiences, building rapport with customer teams, mentoring consultants, and using strong influencing and negotiation skills to guide complex engagements
- Bachelor's degree preferred, ideally in Accounting, Finance, Management Information Systems, Business, or a related field
- Master's degree or postgraduate coursework is a plus
- Prior consulting experience strongly preferred
- Prior team leadership, solution leadership, or management experience preferred
- NetSuite, Oracle EPM, PBCS, EPBCS, or Oracle certification is a plus
Benefits
- Medical, dental, and vision insurance, including expert medical opinion
- Short term disability and long term disability
- Life insurance and AD&D
- Supplemental life insurance (Employee/Spouse/Child)
- Health care and dependent care Flexible Spending Accounts
- Pre-tax commuter and parking benefits
- 401(k) Savings and Investment Plan with company match
- Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
- 11 paid holidays
- Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
- Paid parental leave
- Adoption assistance
- Employee Stock Purchase Plan
- Financial planning and group legal
- Voluntary benefits including auto, homeowner and pet insurance
Company Overview