Senior Consultant | NetSuite

Posted 6 Days Ago
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San Francisco, CA, USA
Hybrid
Senior level
Consulting • Financial Services
The Role
Lead end-to-end NetSuite ERP implementations, design/configure core modules, manage data migration and integrations, embed AI/automation, design reporting, drive change management, mentor junior staff, and partner with finance/operations to deliver scalable, audit-ready solutions.
Summary Generated by Built In

#LI-CF2 #LI-Hybrid

Responsibilities

We are seeking a NetSuite Functional Senior Consultant to lead ERP implementations and help clients modernize finance and operations through AI, automation, and data-driven insights.

This role extends beyond implementation—you’ll partner with clients to improve processes and operating models, connect business and technology, and deliver practical, scalable solutions.

 

Essential Functions and Primary Duties

  • Lead end-to-end NetSuite implementations (design, configuration, testing, go-live)

  • Co-create solutions with finance, operations, and IT stakeholders

  • Configure NetSuite across core modules (Financials, O2C, P2P, Inventory, etc.)

  • Drive delivery outcomes—managing scope, risks, and key decisions

  • Lead data migration, validation, and reconciliation across legacy and target systems for accurate, audit-ready deployments

  • Design reporting, dashboards, and insights for business decision-making

  • Identify and embed AI and automation opportunities (forecasting, workflows, copilots)

  • Partner with technical teams on integrations and solution architecture

  • Build client relationships and support change, training, and adoption

  • Mentor junior team members and support a collaborative team culture

  • 5–8+ years of NetSuite ERP implementation experience in functional consulting, solution design, or business transformation roles

  • Strong background in finance and operational processes, including record-to-report, order-to-cash, procure-to-pay, and inventory

  • Hands-on experience with NetSuite configuration, business process design, and workshop facilitation

  • Ability to translate business requirements into scalable, practical solution designs

  • Experience leading complex, cross-functional initiatives involving multiple stakeholder groups

  • Strong communication, documentation, and client-facing presentation skills

  • Industry subject matter expertise in one or more sectors such as software/SaaS, professional services, distribution, manufacturing, or nonprofit

  • Demonstrated ability to serve as a trusted advisor by bringing industry perspective and practical leading practices to client solution design

  • Experience with AI, automation, or analytics in business environments
  • Familiarity with Copilot, ChatGPT, Power Automate, Celigo, Power BI, Tableau, and MCP connectors to NetSuite

  • Ability to identify and apply AI use cases that drive business value

 

Preferred Qualifications

  • NetSuite ERP Consultant Certification preferred; additional NetSuite certifications beneficial

  • CPA Certification 

  • Industry Subject Matter Expertise 

  • Experience in consulting or advisory roles

  • Exposure to multi-subsidiary (OneWorld) environments

  • Experience in fast-paced or high-growth organizations

Why Join Us

  • Work on next-generation ERP + AI transformation

  • High-impact role with direct client ownership

  • Collaborative, people-first culture with strong mentorship

  • Opportunity to shape how businesses adopt ERP, data, and AI together

What Success Looks Like

  • High customer satisfaction reflected in strong feedback, trusted relationships, and repeat business opportunities

  • Successful, highly adopted implementations

  • Strong, trusted client partnerships

  • Practical AI and automation embedded in workflows

  • A team that grows stronger together

Qualifications

Minimum Qualifications

  • Bachelor’s degree in relevant field
  • 3 years of relevant work experience
  • Achieve professional certifications relative to area of expertise, must have and preserve required licenses
  • Must possess analytical skills
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Must be able to travel based on client and business needs
About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Skills Required

  • 5-8+ years of NetSuite ERP implementation experience in functional consulting, solution design, or business transformation roles
  • Hands-on experience with NetSuite configuration, business process design, and workshop facilitation
  • Strong background in finance and operational processes including record-to-report, order-to-cash, procure-to-pay, and inventory
  • Experience leading complex, cross-functional initiatives with multiple stakeholder groups
  • Lead end-to-end NetSuite implementations (design, configuration, testing, go-live)
  • Experience with AI, automation, or analytics in business environments
  • Familiarity with Copilot, ChatGPT, Power Automate, Celigo, Power BI, Tableau, and MCP connectors to NetSuite
  • Ability to translate business requirements into scalable, practical solution designs
  • Strong communication, documentation, and client-facing presentation skills
  • Industry subject matter expertise in one or more sectors (software/SaaS, professional services, distribution, manufacturing, nonprofit)
  • Bachelor's degree in relevant field
  • Must be able to travel based on client and business needs
  • Achieve and preserve professional certifications/licenses relevant to area of expertise
  • Must possess analytical skills and proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all organizational levels
  • NetSuite ERP Consultant Certification
  • CPA Certification
  • Exposure to multi-subsidiary (OneWorld) environments
  • Experience in consulting or advisory roles
  • Experience in fast-paced or high-growth organizations
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The Company
HQ: Cleveland, OH
3,512 Employees

What We Do

Named one of the "Best & Brightest Places to Work for"​ in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.

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