NetSuite Senior Consultant in San Francisco, California

Netsuite Functional Senior Consultant

We are seeking a Net Suite Functional Senior Consultant to lead ERP implementations and help clients modernize finance and operations through AI, automation, and data-driven insights. This role extends beyond implementation-you'll partner with clients to improve processes and operating models, connect business and technology, and deliver practical, scalable solutions.

Essential Functions and Primary Duties

• Lead end-to-end Net Suite implementations (design, configuration, testing, go-live)
• Co-create solutions with finance, operations, and IT stakeholders
• Configure Net Suite across core modules (Financials, O2C, P2P, Inventory, etc.)
• Drive delivery outcomes-managing scope, risks, and key decisions
• Lead data migration, validation, and reconciliation across legacy and target systems for accurate, audit-ready deployments
• Design reporting, dashboards, and insights for business decision-making
• Identify and embed AI and automation opportunities (forecasting, workflows, copilots)
• Partner with technical teams on integrations and solution architecture
• Build client relationships and support change, training, and adoption
• Mentor junior team members and support a collaborative team culture
• 5-8+ years of Net Suite ERP implementation experience in functional consulting, solution design, or business transformation roles
• Strong background in finance and operational processes, including record-to-report, order-to-cash, procure-to-pay, and inventory
• Hands-on experience with Net Suite configuration, business process design, and workshop facilitation
• Ability to translate business requirements into scalable, practical solution designs
• Experience leading complex, cross-functional initiatives involving multiple stakeholder groups
• Strong communication, documentation, and client-facing presentation skills
• Industry subject matter expertise in one or more sectors such as software/SaaS, professional services, distribution, manufacturing, or nonprofit
• Demonstrated ability to serve as a trusted advisor by bringing industry perspective and practical leading practices to client solution design
• Experience with AI, automation, or analytics in business environments
• Familiarity with Copilot, ChatGPT, Power Automate, Celigo, Power BI, Tableau, and MCP connectors to Net Suite
• Ability to identify and apply AI use cases that drive business value

Preferred Qualifications

• Net Suite ERP Consultant Certification preferred; additional Net Suite certifications beneficial
• CPA Certification
• Industry Subject Matter Expertise
• Experience in consulting or advisory roles
• Exposure to multi-subsidiary (One World) environments
• Experience in fast-paced or high-growth organizations

Why Join Us

• Work on next-generation ERP + AI transformation
• High-impact role with direct client ownership
• Collaborative, people-first culture with strong mentorship
• Opportunity to shape how businesses adopt ERP, data, and AI together

What Success Looks Like

• High customer satisfaction reflected in strong feedback, trusted relationships, and repeat business opportunities
• Successful, highly adopted implementations
• Strong, trusted client partnerships
• Practical AI and automation embedded in workflows
• A team that grows stronger together

Minimum Qualifications

• Bachelor's degree in relevant field
• 3 years of relevant work experience
• Achieve professional certifications relative to area of expertise, must have and preserve required licenses
• Must possess analytical skills
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs

ABOUT US CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.

In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.