The Role
Lead the implementation and configuration of NetSuite for nonprofit clients, ensure smooth transition and training, and improve operational efficiency.
Summary Generated by Built In
Caravel BPM Technology Solutions – where caring and community is in our company DNA, we are always striving to be our best selves, and we’re compelled to ask the questions that lead to innovation. Our team of consultants is a smart and friendly team who enjoy working together in a collaborative and supportive work environment.
Working with Caravel BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.
BPM encourages applications from people with disabilities. Accommodations are available upon request for all aspects of the selection process.
What you get:
Total rewards package: In the US, BPM offers personalized benefit structures and financial compensation options that provide choice and flexibility. In Canada, we offer comprehensive benefits coverage for you and your dependents. Regardless of location, colleagues have access to flexible work arrangements and health and wellness programs.
Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.
Balance & flexibility: 14 Firm Holidays including 2 floating days, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself.
Professional development opportunities: A learning culture with CPA exam resources and bonuses, firm support for professional memberships/certification, a coach program, and live classes, workshops, and seminars through BPM University.
Who is successful at BPM:
· Caring people who put others first
· Self-starters who embody the BPM entrepreneurial spirit
· Authentic individuals with a diverse point of view
· Lifelong learners with a drive to excel
· Resilient people who rise to the occasion
What you get:
- Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility.
- Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.
- Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself.
- Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University.
Who is successful at BPM:
- Caring people who put others first
- Self-starters who embody the BPM entrepreneurial spirit
- Authentic individuals with a diverse point of view
- Lifelong learners with a drive to excel
- Resilient people who rise to the occasion
Responsibilities:
- Lead implementation of NetSuite for NFP clients, including system configuration, data migration, system testing and user training.
- Understand NFP business processes and requirements, translate those into NetSuite solutions and implement them effectively.
- Provide consultancy and technical support to our NFP clients during and after the NetSuite implementation process, ensuring that their needs and objectives are met.
- Generate value for our NFP clients by leveraging NetSuite to improve their operational efficiency and financial reporting.
- Develop NFP specific standardized procedures for operations with NetSuite.
- Coordinate with technical team and stakeholders during the design and testing processes of NetSuite functionalities.
- Provide training to NFP staff on the proficient usage of NetSuite.
- Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM’s values.
Requirements:
- Experience in end-to-end implementations in NetSuite
- Lead the implementation and configuration of NFP-specific modules in NetSuite, such as Fund Accounting, Grant Management, Revenue Restriction Management, Pledge Management, and Fundraising.
- An innate understanding of NFP Segmentation and overall financial structure.
- Experience with NFP SuiteApps such as but not limited to Labor Expense Allocation.
- Understand the unique needs and processes of the NFP sector and translate these into customized NetSuite solutions.
- Facilitate effective data migration from existing systems to NetSuite, ensuring that all NFP module requirements are adequately met and configured.
- Provide in-depth training to NFP staff on the use of NetSuite modules.
- Develop and standardize NFP-specific operation procedures within NetSuite.
- Leverage NetSuite to improve operational efficiency of NFPs, focusing specifically on modules like Donor Management, Nonprofit Financial, and Program Management.
- Coordinate with technical teams during the design, testing, and implementation process of NetSuite modules.
- Provide post-implementation support and consultancy to NFP clients to ensure smooth transition and optimal use of NetSuite modules.
- For applicants in Canada, this position may involve travel to the United States. Therefore, said candidates must be eligible to travel to the United States for client engagements
$100k/year - $200k/ year. The salary range provided is intended for candidates in the San Francisco Bay Area who meet the minimum requirements of the position. Candidates who do not reside in the San Francisco Bay Area, do not meet the minimum requirements, or exceed the requirements are encouraged to apply and a recruiter will provide you with a range specific to your location and qualifications.
Top Skills
Fund Accounting
Grant Management
NetSuite
Nonprofit Suiteapps
Pledge Management
Revenue Restriction Management
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The Company
What We Do
BPM LLP is one of the 50 largest public accounting and advisory firms in the country. With more than 800 professionals along the West Coast – as well as offices abroad – we help clients succeed around the world. We offer a cross-functional team approach that gives clients direct access to the best and most qualified resources.
With full-service capabilities in audit, tax and advisory services, we possess in-depth knowledge of the transactional industry—its key processes, challenges surrounding growth and performance, regulatory compliance and governance—and the many other complex accounting and reporting issues you face. Our collective knowledge representing a diverse client base allows us to serve as experts in over a dozen industries.
In 2021, we are proud to be named by Forbes “Best Tax and Accounting Firms” and #22 on Vault’s “Accounting 50” ranking! We invite you to learn more about us, visit bpmcpa.com
