Consultant II, NetSuite Optimization

Posted 8 Hours Ago
Be an Early Applicant
Hiring Remotely in United States
Remote or Hybrid
66K-89K Annually
Junior
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
We are curious, inventive, perceptive and approachable.
The Role
Provides Oracle NetSuite optimization consulting for clients, including requirements analysis, discovery sessions, solution recommendations, configuration support, user acceptance testing, documentation, and client working sessions. Tracks project work, budgets, and deliverables; communicates status and issues; mentors junior consultants; and supports research, sales, marketing, and cross-selling initiatives.
Summary Generated by Built In
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Job Summary
Under the direction of a Senior Consultant or Manager/Director, the Consultant II will develop and provide solutions for clients pursuing operational excellence and technical solutions. Help lead and shape the delivery resources following firm policies and procedures and focus on expanding technical solutions across Wipfli's Oracle NetSuite Optimization ecosystem.
Responsibilities:
  • Complete tasks and projects in alignment with established Oracle NetSuite optimization delivery standards
  • Ensure all client work is properly created, tracked, and maintained through designated case management processes.
  • Analyze client business requirements, conduct discovery sessions, and recommend solutions that align with business objectives and NetSuite leading practices.
  • Lead working sessions with clients for assigned tasks and initiatives
  • Support configuration and user acceptance testing, including test scenarios and documentation when applicable
  • Communicates with clients on functional deliverables and work plan status and issues for both client and internal projects to Project Manager.
  • Monitors own time and budget on projects and communicates overages and availability in advance.
  • Trains and mentors Consultant I's. Delegates and leverages work to ensure staff development.
  • Participates in research and development and foundational efforts to position the team to learn, develop and deliver innovative solutions to the market.

Qualifications:
  • Bachelor's Degree or an equivalent combination of education and experience.
  • 1+ years' experience in a professional services firm or 3+ years of private industry experience focused on appropriate technical area
  • 2+ years of experience with Oracle NetSuite preferred.
  • Preferred experience with NetSuite financial processes, including Accounts Payable, Accounts Receivable, General Ledger, financial reporting, project accounting, revenue recognition, Multi-Book Accounting, Planning & Budgeting, and grant management.
  • Experience working in the manufacturing, healthcare or non-profit industries.
  • Works towards obtaining additional appropriate advanced certifications.
  • Ability to plan, prioritize, and organize of work under pressure, within budget and time deadlines.
  • Ability to manage multiple projects simultaneously while quickly responding to unexpected events or changing priorities.
  • Ability to work towards client management
  • Ability to support sales, marketing and cross selling through events, webinars, whitepapers, and knowledge of other Wipfli Consulting offerings.
  • Ability to get involved in projects aligned within industries of Interest and select an Industry of focus.
  • Excellent Written, Verbal and Presentation skills.
  • Proficient in Word, Excel, Outlook, PowerPoint and Visio.

Damian Kauffman, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect!
#LI-Remote
#LI-DK1
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [email protected]
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $66,000-$89,000 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Skills Required

  • Bachelor's degree or equivalent combination of education and experience
  • At least 1 year of experience in a professional services firm or 3 years of private industry experience in an appropriate technical area
  • At least 2 years of experience with Oracle NetSuite
  • Experience with NetSuite financial processes, including accounts payable, accounts receivable, general ledger, financial reporting, project accounting, revenue recognition, Multi-Book Accounting, Planning & Budgeting, and grant management
  • Experience in manufacturing, healthcare, or nonprofit industries
  • Ability to plan, prioritize, and organize work under pressure and within budget and deadlines
  • Ability to manage multiple projects and changing priorities
  • Ability to work toward client management responsibilities
  • Ability to support sales, marketing, cross-selling, events, webinars, and whitepapers
  • Excellent written, verbal, and presentation skills
  • Proficiency in Word, Excel, Outlook, PowerPoint, and Visio
  • Willingness to obtain additional appropriate advanced certifications

What the Team is Saying

Ryan
Jeannie
Amanda
Kate
Luis
Dane
Ryan

Wipfli Compensation & Benefits Highlights

  • Retirement Support — Employer matching and profit-sharing in the 401(k) are emphasized, with mentions of matching up to 6% plus additional profit sharing and relatively low fees. Feedback suggests this is one of the most attractive components of the package.
  • Leave & Time Off Breadth — Flexible Time Off (unlimited/flexible PTO) is highlighted as a strong perk, and the firm notes safeguards to encourage taking time away (e.g., alerts when no time off for 90 days). Feedback suggests employees can plan time off with fewer rigid caps.
  • Parental & Family Support — Offerings span paid parental leave, family-care leave, and family-formation benefits covering fertility, adoption, and surrogacy. These components are consistently described as relatively comprehensive.

Wipfli Insights

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The Company
HQ: Milwaukee, WI
2,900 Employees
Year Founded: 1930

What We Do

Wipfli is a leading national advisory and accounting firm with nearly 100 years of serving ambitious middle-market organizations. We understand our clients' unique challenges and help them succeed on their terms through assurance, tax, advisory, outsourcing and technology services. With 2,900+ associates and global alliances, we combine national capabilities with local relationships. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Why Work With Us

At Wipfli, people count. Our people are core to everything we do — the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all.

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Wipfli Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Freedom to work from anywhere! Wipfli takes a flexible approach in allowing employees to choose to be remote, hybrid, or in-office.

Typical time on-site: Not Specified
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