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About the Role

Serve as a strategic advisor to Technology and Finance leaders, aligning enterprise technology decisions with business strategy, finance performance, and operating model objectives. Leverage enterprise application experience, including NetSuite, to guide clients toward scalable, future-ready solutions. This advisory-first role focuses on strategic guidance rather than system configuration, helping stakeholders determine optimal solutions and translating strategy into executable roadmaps.

Responsibilities

Cultivate relationships and serve as a subject matter expert, aiding organizations in implementing strategies to harness modern technology.
Lead structured discovery sessions and executive workshops to assess current-state technology, process, and operating model maturity.
Apply NetSuite implementation experience to assess ERP fit, architectural constraints, and ecosystem implications.
Evaluate optimize vs. replace vs. augment decisions across ERP, EPM, and adjacent enterprise platforms.
Conduct vendor evaluations and capability assessments grounded in business outcomes.
Develop future-state visioning materials, executive business cases, and phased transformation roadmaps.
Support the development of implementation strategies and lead execution of key phases, identifying and resolving issues.
Oversee project administration activities, including project setup, planning, budgeting, and account management.
Collaborate with cross-functional teams to develop comprehensive solution roadmaps.
Mentor team members by coaching colleagues, providing feedback, and helping resolve complex issues.
Cultivate new client relationships and deepen existing ones.
Stay informed about emerging AI tools and techniques and collaborate to identify compliant opportunities to enhance client solutions and internal processes.

Requirements

5+ years of experience in technology advisory, enterprise applications consulting, or finance transformation within a professional services environment.
Participation in 2–4 full-cycle NetSuite implementations (functional lead or core team member).
Strong knowledge of finance and accounting processes (close, reporting, revenue, inventory, consolidations, manufacturing accounting).
Experience engaging Technology and Finance leaders, and cross-functional stakeholders in structured assessment and strategy engagements.
Demonstrated ability to diagnose root causes before prescribing solutions.
Comfort operating in ambiguous environments and shaping direction without a predefined answer.
Experience mentoring and developing junior team members and assisting project teams in resolving multifaceted issues.
A strong track record of effectively communicating intricate concepts to both technical and non-technical stakeholders.
Consistent success in building and developing strong client relationships.
Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
Openness to learning and applying emerging technologies, including AI and automation, in alignment with firm policies and client standards.

Skills

NetSuite
ERP
EPM
AI tools and techniques
Technology advisory
Enterprise applications consulting
Finance transformation
Finance and accounting processes
Communication
Client relationship building

Location

Hybrid

Work Type

Hybrid
Full-time

Experience Level

5+ years of experience

Education Level

Bachelor’s degree in Accounting, Business, Finance, Information Systems, Information Technology, or other technical disciplines.

Salary/Compensations

$107,000 - $236,000 per year + annual bonus

Benefits

Comprehensive healthcare options, including medical, dental, and vision coverage
Flexible spending accounts
401(k) with company matching
Generous parental and maternity leave policies
Technology stipends
Wellness reimbursement programs

About the Company

An advisory firm grounded in Core Values, dedicated to creating a positive experience for clients and people.
Believes in the strength of collaboration, enthusiasm, generosity, and perseverance.
Offers advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions.
Has earned awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work.
Has a unique culture.

Equal Opportunity

Provides equal employment opportunities (EEO) to all employees and applicants for employment.
Believes that respect and fair treatment are critical to creating a productive and inclusive workplace.
Prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic.
Complies with pay transparency and labor laws applicable to all terms and conditions of employment.