Sr. Manager â NetSuite Planning and Budgeting
Sr. Manager â NetSuite Planning and Budgeting
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Job Description
WHO WE ARE:
Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights Zinnia simplifies the experience of buying selling and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold team up deliver value and that we do. Zinnia has over $180 billion in assets under administration serves 100 carrier clients 2500 distributors and partners and over 2 million policyholders.
WHO YOU ARE:
An experienced NetSuite Planning and Budgeting (NSPB) Implementation Expert to lead the implementation and configuration of NetSuites Planning and Budgeting solution (formerly Oracle PBCS/EPBCS). This role will be critical in ensuring a successful deployment of NSPB that aligns with our financial planning forecasting and reporting needs.
WHAT YOULL DO:
- Lead end-to-end implementation of NetSuite Planning and Budgeting modules including requirements gathering system design configuration testing and deployment.
- Partner with finance accounting and IT teams to understand business processes and translate them into efficient NSPB solutions.
- Design and build budgeting forecasting and financial reporting models.
- Customize input forms dashboards calculations and business rules in NSPB.
- Develop integration strategies with NetSuite ERP and other third-party systems using Data Management tools and REST APIs.
- Provide training documentation and ongoing support to end-users and administrators.
- Ensure system scalability security and performance optimization.
- Lead UAT sessions and coordinate resolution of identified issues.
- Maintain project documentation including process flows design specs and user manuals.
- Keep up to date with NetSuite releases and best practices to advise on continuous improvement opportunities.
WHAT YOULL NEED:
- Bachelors 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 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.
- Proficient 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.
WHATS IN IT FOR YOU
Were looking for the best and brightest innovators in the industry to join our team. At Zinnia you collaborate with smart creative professionals who are dedicated to delivering cutting-edge
technologies deeper data insights and enhanced services to transform how insurance is done. Visit our website more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race religion color national origin gender sexual orientation age marital status veteran status or disability.
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Required Experience:
Manager
Employment Type
Full Time
