Sr Principal Consultant – Financial Services – NetSuite Advanced Customer Support (ACS) - Managed Services

About the role

Oracle NetSuite's Advanced Customer Support (ACS) team is seeking a seasoned consultant with expertise supporting Financial Services organizations, including Consumer & Commercial Financial Services firms, specialty finance organizations, lending institutions, payment and financial technology providers, wealth and asset management firms, Investment Banks, Private Equity firms, venture capital organizations, and other financial institutions.

Responsibilities

• Help customers optimize financial operations, compliance, reporting, portfolio management, and operational processes within highly regulated environments.
• Advising customers on business process optimization across record-to-report, order-to-cash, procure-to-pay, project accounting, portfolio operations, and integration strategies while leveraging SuiteAnalytics, reporting, workflows, and automation to improve operational efficiency.
• Configuring and supporting NetSuite financial capabilities such as OneWorld, multi-subsidiary and multi-currency environments, financial reporting, saved searches, dashboards, workflows, approvals, SuiteAnalytics, and advanced accounting functionality.
• Gathering business requirements and translating them into scalable solutions through configuration, customizations, integrations, reporting, workflow automation, or business process improvements.
• Developing strategic roadmaps that deliver measurable business outcomes for customers.

Requirements

• 6+ years of relevant ERP consulting, Financial Services, finance, accounting, operations, or business process consulting experience.
• Strong NetSuite ERP functional consulting experience.
• Experience with other enterprise ERP platforms (Oracle Fusion Cloud ERP, SAP, Microsoft Dynamics, Workday Financials, Sage Intacct, etc.) will also be considered.
• Experience supporting Financial Services organizations, including Consumer & Commercial Financial Services, specialty finance, lending institutions, payments and fintech organizations, wealth and asset management firms, Investment Banks, Private Equity firms, venture capital organizations, or other financial institutions.
• Strong understanding of Financial Services business processes, including financial management, record-to-report, order-to-cash, procure-to-pay, budgeting and forecasting, cash management, regulatory reporting, compliance, audit controls, and operational reporting.
• Experience configuring and supporting NetSuite financial capabilities such as OneWorld, multi-subsidiary and multi-currency environments, financial reporting, saved searches, dashboards, workflows, approvals, SuiteAnalytics, and advanced accounting functionality.
• Experience gathering business requirements and translating them into scalable solutions through configuration, customizations, integrations, reporting, workflow automation, or business process improvements.
• 2+ years of external consulting or customer-facing advisory experience with executive stakeholders.
• Ability to analyze complex business requirements and develop strategic roadmaps that deliver measurable business outcomes.
• Strong communication, presentation, facilitation, and executive relationship management skills.
• Demonstrated passion for customer success, continuous improvement, and delivering measurable business value.
• Enthusiasm for adopting AI-enabled business processes and applying emerging AI capabilities to solve customer challenges.

Qualifications

• Required Experience:
  • 6+ years of relevant ERP consulting, Financial Services, finance, accounting, operations, or business process consulting experience.
  • Strong NetSuite ERP functional consulting experience.
  • Experience with other enterprise ERP platforms (Oracle Fusion Cloud ERP, SAP, Microsoft Dynamics, Workday Financials, Sage Intacct, etc.) will also be considered.
  • Experience supporting Financial Services organizations, including Consumer & Commercial Financial Services, specialty finance, lending institutions, payments and fintech organizations, wealth and asset management firms, Investment Banks, Private Equity firms, venture capital organizations, or other financial institutions.
  • Strong understanding of Financial Services business processes, including financial management, record-to-report, order-to-cash, procure-to-pay, budgeting and forecasting, cash management, regulatory reporting, compliance, audit controls, and operational reporting.
  • Experience configuring and supporting NetSuite financial capabilities such as OneWorld, multi-subsidiary and multi-currency environments, financial reporting, saved searches, dashboards, workflows, approvals, SuiteAnalytics, and advanced accounting functionality.
  • Experience gathering business requirements and translating them into scalable solutions through configuration, customizations, integrations, reporting, workflow automation, or business process improvements.
  • 2+ years of external consulting or customer-facing advisory experience with executive stakeholders.
  • Ability to analyze complex business requirements and develop strategic roadmaps that deliver measurable business outcomes.
  • Strong communication, presentation, facilitation, and executive relationship management skills.
  • Demonstrated passion for customer success, continuous improvement, and delivering measurable business value.
  • Enthusiasm for adopting AI-enabled business processes and applying emerging AI capabilities to solve customer challenges.
• Preferred Qualifications:
  • Experience with NetSuite Advanced Financials, Multi-Book Accounting, Advanced Revenue Management, SuiteTax, SuiteBilling, Fixed Assets, Planning & Budgeting (NSPB), EPM, SuiteProjects, SuiteAnalytics, or Analytics Warehouse.
  • Experience implementing or supporting Financial Services operational processes such as portfolio accounting, investor reporting, fund operations, treasury management, lending operations, payment processing, financial consolidations, or regulatory compliance.
  • Experience designing or supporting integrations using SuiteTalk (REST/SOAP), Celigo, middleware platforms, payment gateways, or third-party financial applications.
  • Familiarity with NetSuite AI capabilities such as Text Enhance, Prompt Studio, AI Connector Service, Exception Management, Narrative Reporting, Intelligent Bill Capture, Ask Oracle, or SuiteScript AI APIs.
  • Experience helping customers adopt AI-enabled workflows through governance, enablement, organizational change management, and business process optimization.
  • Working knowledge of advanced NetSuite platform capabilities, including custom records, custom transactions, workflows, SuiteApprovals, Copy to Account, advanced reporting, financial report customization, and security architecture.
  • Background in accounting, finance, banking, capital markets, investments, private equity, treasury, or financial operations.
  • NetSuite ERP Consultant certification or other relevant Oracle NetSuite certifications preferred.
  • Experience leading customer engagements, mentoring consultants, or serving as a functional lead on complex ERP implementations or optimization projects.
  • Proven ability to collaborate across functional consultants, technical consultants, developers, architects, project managers, and executive customer stakeholders.