3 Netsuite Planning Jobs

As the leading technology platform for accelerating life and annuities growth, Zinnia simplifies the experience of buying, selling, and administering insurance products, allowing more individuals to secure their financial futures. With a commitment to core values like being bold, teaming up, and delivering value, Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. As an experienced NetSuite Planning and Budgeting (NSPB) Implementation Expert, you will play a crucial role in leading the implementation and configuration of NetSuite's Planning and Budgeting solution to align with the financial planning, forecasting, and reporting needs of the organization. Your responsibilities will include: - Leading the end-to-end implementation of NetSuite Planning and Budgeting modules, from requirements gathering to deployment. - Collaborating with finance, accounting, and IT teams to translate business processes into efficient NSPB solutions. - Designing and building budgeting, forecasting, and financial reporting models. - Customizing input forms, dashboards, calculations, and business rules in NSPB. - Developing integration strategies with NetSuite ERP and other third-party systems using Data Management tools and REST APIs. - Providing training, documentation, and ongoing support to end-users and administrators. - Ensuring system scalability, security, and performance optimization. - Leading UAT sessions and coordinating issue resolution. - Maintaining project documentation including process flows, design specs, and user manuals. - Keeping up to date with NetSuite releases and best practices for continuous improvement opportunities. Qualifications: - Bachelor's degree in Finance, Accounting, Information Systems, or related field; MBA or CPA preferred. - 5+ years of experience in NetSuite Planning and Budgeting or Oracle PBCS/EPBCS implementation. - Proven experience in financial planning, budgeting, forecasting, and modeling in a corporate setting. - Strong technical knowledge of NetSuite ERP and its integration with NSPB. - Hands-on experience with scripting, forms customization, Smart View, and data integration tools. - Proficiency in building and maintaining calculation scripts, business rules, and financial reports. - Excellent analytical, problem-solving, and project management skills. - Strong communication and stakeholder management abilities. - NetSuite certification (ERP Consultant or NSPB Specialist). - Experience in a consulting environment or multiple NSPB implementations. - Familiarity with tools like Oracle Smart View, NetSuite Data Management, and EPM Automate. Join our team at Zinnia, where you will collaborate with smart, creative professionals dedicated to delivering cutting-edge solutions in the industry.,

As an experienced NetSuite Planning and Budgeting (NSPB) Implementation Expert at Zinnia, you will be responsible for leading the implementation and configuration of NetSuite's Planning and Budgeting solution (formerly Oracle PBCS/EPBCS). Your role will be crucial in ensuring a successful deployment of NSPB that aligns with our financial planning, forecasting, and reporting needs. Your responsibilities will include: - Leading end-to-end implementation of NetSuite Planning and Budgeting modules, from requirements gathering to system design, configuration, testing, and deployment. - Collaborating with finance, accounting, and IT teams to understand business processes and translate them into efficient NSPB solutions. - Designing and building budgeting, forecasting, and financial reporting models. - Customizing input forms, dashboards, calculations, and business rules in NSPB. - Developing integration strategies with NetSuite ERP and other third-party systems using Data Management tools and REST APIs. - Providing training, documentation, and ongoing support to end-users and administrators. - Ensuring system scalability, security, and performance optimization. - Leading UAT sessions and coordinating resolution of identified issues. - Maintaining project documentation including process flows, design specs, and user manuals. - Keeping up to date with NetSuite releases and best practices to advise on continuous improvement opportunities. To qualify for this role, you will need: - A Bachelor's degree in Finance, Accounting, Information Systems, or a related field; MBA or CPA preferred. - 5+ years of experience in NetSuite Planning and Budgeting or Oracle PBCS/EPBCS implementation. - Proven experience with financial planning, budgeting, forecasting, and modeling in a corporate setting. - Strong technical knowledge of NetSuite ERP and its integration with NSPB. - Hands-on experience with scripting, forms customization, Smart View, and data integration tools. - Proficiency in building and maintaining calculation scripts, business rules, and financial reports. - Excellent analytical, problem-solving, and project management skills. - Strong communication and stakeholder management abilities. - NetSuite certification (ERP Consultant or NSPB Specialist). - Experience in a consulting environment or multiple NSPB implementations. - Familiarity with tools like Oracle Smart View, NetSuite Data Management, and EPM Automate. At Zinnia, we are seeking the best and brightest innovators in the industry to join our team. Collaborate with smart, creative professionals who are dedicated to delivering cutting-edge solutions.,

Manager of Financial Planning and Analysis (FP&A) JOB SUMMARY MGT is seeking a Manager, FP&A to join our Finance team. This is an excellent opportunity to work on a dynamic corporate finance and accounting team at a growing professional services firm. The Manager of FP&A will support the annual budget process; role requires strong financial reporting, planning, modeling skills and expert knowledge of NSPB (NetSuite Planning & Budgeting). The position also requires the ability to understand the big picture of the Company's financial model, while being detail oriented. MAJOR AREAS OF RESPONSIBILITY Admin role in NSPB which involves managing the NetSuite Planning and Budgeting module, ensuring its proper functioning, and supporting financial planning and budgeting processes. Responsible for configuring, customizing, and maintaining the NSPB module, as well as integrating it with other systems like SmartView and NetSuite. Troubleshooting NSPB for issues and implementing technical solutions. Own the report creation process for the FP&A function which includes refreshing, customizing and creating new reports for the monthly close process and any ad-hoc requests as needed. Strong report building skills in excel and PowerPoint with SmartView, Power BI and other tools to create visual reports for senior leadership. Responsible for creating the input templates for budget and loading the data into NSPB Great understanding of accounting and working with accounting lead during month-end close to ensure data load into NSPB is accurate for actuals Analyze complex financial data and extract relevant insights to support business decisions. Map financial data into our chart of accounts and load P&L data into NSPB for all acquisitions. Create reports for variance analysis to understand trends, risks, and opportunities in the business. Participate in continuous improvement activities to exceed customer expectations and promote a professional finance organization. Ad hoc and special projects as needed. MINIMUM QUALIFICATIONS BS/BA in Corporate Finance or Accounting CPA preferred Five (5) or more years of progressive professional experience in corporate finance Expert level with NSPB and NetSuite Ability to pursue information independently to self-educate and develop solutions Ability to manage, prioritize, and multi-task on multiple projects and priorities Self-starter who anticipates the needs of management Advance Microsoft Excel skills (macros, complex formulas, powerpivots, etc.)