Senior Manager – NetSuite Planning and Budgeting

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 NetSuite’s 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 YOU’LL 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 YOU’LL NEED:

• Bachelor’s 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.

WHAT’S IN IT FOR YOU?

We’re 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 at www.zinnia.com for 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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