Senior Manager – NetSuite Planning and Budgeting

1 Month ago • 5 Years +

Job Summary

Job Description

Zinnia is seeking an experienced NetSuite Planning and Budgeting (NSPB) Implementation Expert to lead the implementation and configuration of NSPB solutions. The role involves driving end-to-end implementations, gathering requirements, designing, configuring, testing, and deploying NSPB modules. You will partner with finance, accounting, and IT teams to create efficient solutions, design budgeting, forecasting, and reporting models, and customize input forms, dashboards, and business rules. Responsibilities also include developing integration strategies with NetSuite ERP and other systems, providing user training and support, ensuring system scalability, and maintaining project documentation. The ideal candidate will have 5+ years of experience in NSPB or Oracle PBCS/EPBCS implementation, proven experience in financial planning and budgeting, strong technical knowledge of NetSuite ERP, and excellent analytical and communication skills.
Must have:
  • 5+ years of NetSuite Planning and Budgeting or Oracle PBCS/EPBCS implementation experience
  • Proven experience with financial planning, budgeting, forecasting, and modeling
  • Strong technical knowledge of NetSuite ERP and its integration with NSPB
  • Hands-on experience with scripting, forms customization, and data integration tools
  • Proficient in building calculation scripts, business rules, and financial reports
  • Excellent analytical, problem-solving, and project management skills
  • Strong communication and stakeholder management abilities
Good to have:
  • MBA or CPA preferred
  • 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
Perks:
  • Collaborate with smart, creative professionals dedicated to delivering cutting-edge technologies
  • Deeper data insights and enhanced services to transform how insurance is done

Job Details

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.

#LI-UM1

Similar Jobs

Electronic Arts - Director, Battlefield Performance Media

Electronic Arts

Los Angeles, California, United States (Hybrid)
3 Weeks ago
belka games - Senior Location Level Designer

belka games

Georgia (Remote)
1 Week ago
Spatial Studio - React UI Engineer

Spatial Studio

San Francisco, California, United States (Remote)
1 Year ago
Epic Games - IAM Director

Epic Games

(On-Site)
4 Months ago
Socialpoint - Manager, Events & Corporate Food & Bev

Socialpoint

Barcelona, Catalonia, Spain (On-Site)
4 Days ago

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

AECOM - Information Management Specialist

AECOM

Chicago, Illinois, United States (On-Site)
1 Month ago
TransUnion - Sr. Counsel- US Financial Services

TransUnion

Chicago, Illinois, United States (Hybrid)
2 Months ago
Remote - HCM Onboarding Analyst

Remote

United States (Remote)
1 Week ago
Nap nok games - Mechatronic Assembly Engineer

Nap nok games

Skopje, Greater Skopje, North Macedonia (On-Site)
3 Weeks ago
Ruselle Investments - Senior Research Analyst

Ruselle Investments

Seattle, Washington, United States (On-Site)
2 Weeks ago
Super.com - Manager, Data Analytics

Super.com

Canada (Remote)
5 Months ago
Nice - Senior Data Scientist Engineer

Nice

Pune, Maharashtra, India (Hybrid)
3 Weeks ago
Biblex games - Programmer

Biblex games

(Remote)
2 Months ago
Riot Games - Staff Software Engineer - League of Legends, Champions

Riot Games

Los Angeles, California, United States (On-Site)
5 Months ago
Coupa - Sr. Staff Accountant, LATAM Accounts

Coupa

Bogota, Colombia (Hybrid)
8 Months ago

Get notifed when new similar jobs are uploaded

Jobs in Pune, Maharashtra, India

FalconX - Senior DevSecOps Engineer (Cloud Security Implementation)

FalconX

Bengaluru, Karnataka, India (On-Site)
2 Weeks ago
Progress - Senior Database Administrator

Progress

India (Remote)
2 Weeks ago
Varaha - Senior Frontend Developer

Varaha

Bengaluru, Karnataka, India (On-Site)
10 Months ago
Tekion Corp - Senior Staff, Applied Science

Tekion Corp

Bengaluru, Karnataka, India (On-Site)
2 Months ago
Vigaet - Internship - Mechanical Engineer

Vigaet

Bengaluru, Karnataka, India (On-Site)
8 Months ago
Iksha Labs - Senior C++ Engineer

Iksha Labs

Gurugram, Haryana, India (On-Site)
10 Months ago
JDA - Senior Support Engineer

JDA

Bengaluru, Karnataka, India (On-Site)
4 Days ago
Aeries technology - Technical Partner Manager

Aeries technology

Bengaluru, Karnataka, India (On-Site)
2 Months ago
WebTech Corporation - Lead Engineer – Controls Engineering

WebTech Corporation

Bengaluru, Karnataka, India (On-Site)
4 Days ago
Qualcomm - Software Wlan Host -Lead Engineer Senior

Qualcomm

Bengaluru, Karnataka, India (On-Site)
1 Month ago

Get notifed when new similar jobs are uploaded

Similar Category Jobs

Looks like we're out of matches

Set up an alert and we'll send you similar jobs the moment they appear!

About The Company

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.

Pune, Maharashtra, India (On-Site)

Greenwich, Connecticut, United States (Hybrid)

Bridgewater, New Jersey, United States (Hybrid)

New York, New York, United States (Hybrid)

United States (Remote)

Alpharetta, Georgia, United States (Hybrid)

Pune, Maharashtra, India (Hybrid)

Gurugram, India (Hybrid)

New York, New York, United States (Hybrid)

Gurugram, Haryana, India (On-Site)

View All Jobs

Get notified when new jobs are added by Zinnia

Level Up Your Career in Game Development!

Transform Your Passion into Profession with Our Comprehensive Courses for Aspiring Game Developers.

Job Common Plug