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NetSuite Planning & Budgeting Implementation Consultant

Schedule: Part-time to full time, flexible hours
Work Environment: Collaborative team, and down-to-earth

About the Role

We’re seeking an experienced NetSuite Planning & Budgeting Implementation Consultant to support the build-out and optimization of NetSuite’s Planning and Budgeting module for a collaborative team. This is a part-time, project-based role ideal for someone who thrives in a flexible environment, enjoys working both independently and collaboratively, and is comfortable taking ownership of their work from day one.

In this NetSuite Planning & Budgeting Implementation Consultant role, you’ll partner with department heads, the NetSuite administrator, and the finance/accounting team to enhance budgeting processes and connect operational templates back into the financial system. You’ll also play a key part in building assumptions and income statement rollups, while helping the team make the most of NetSuite’s planning tools.

Key NetSuite Planning & Budgeting Implementation Consultant Responsibilities

• Build Budgeting Structure & Revenue Assumptions (40%)
• Develop and implement assumptions and capabilities within NetSuite’s Planning and Budgeting module
• Ensure revenue assumptions are dynamic and align with overall financial models
• Develop Operational Templates (30%)
• Create simple, functional Excel templates for department leads
• Design templates to plug back into NetSuite and align with broader budget goals
• Roll-Up into Financial Statements (20%)
• Integrate departmental inputs and assumptions into the income statement
• Help define and automate key financial and operational metrics
• Stakeholder Training & System Optimization (10%)
• Educate stakeholders on how budgeting data rolls into accounting outputs
• Partner with department heads and NetSuite administrator to enhance system workflows

What We’re Looking For

Must-Have NetSuite Planning & Budgeting Implementation Consultant Qualifications:

• Demonstrated experience implementing or enhancing NetSuite’s Planning and Budgeting module
• Proven ability to build bottom-up budgets in a collaborative, department-driven environment
• High degree of comfort working independently and driving conversations with department leads
• Strong understanding of how planning inputs roll up into financial statements
• Ability to create Excel templates that are clean, easy to use, and integrate with NetSuite

Nice-to-Have (Pluses):

• Previous experience partnering with NetSuite admins on module enhancements
• Familiarity with department-level budget education or change management

Work Environment & Culture

Our client's team is warm, collaborative, and relaxed. We work hard, communicate well, and support one another while maintaining a business casual, low-ego environment. We’re looking for someone who:

• Is a self-starter and thrives with autonomy
• Has a positive attitude and communicates professionally and clearly
• Can quickly get up to speed and is not afraid to ask thoughtful questions

Interested in being the NetSuite Planning & Budgeting Implementation Consultant?
We’d love to connect if you’re a NetSuite budgeting expert who enjoys solving problems, building scalable solutions, and working with good people. Let’s talk!

Please email your resume for immediate consideration.

Tia McKeen, Senior Managing Director - Staffing

Timing is everything. Whether you are aggressively in a job search or simply passive for the ideal position, we would like to have the chance to share our opportunities with you. We specialize in placement for accounting and finance professionals. Many of our positions are not posted on the internet. Please contact me for more information about this role as well as other opportunities.

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