Lead the implementation of NetSuite EPM modules (NSPB, NSAR, FCC) aligned with clients' strategic goals and operational needs
Conduct requirements gathering sessions with clients to define technical and functional requirements for planning, reconciliation, and close processes
Design and configure financial models, forecast templates, consolidation rules, intercompany eliminations, and reconciliation templates
Develop custom dashboards, workflows, and reports within NSPB and FCC to support visibility and decision-making
Coordinate the integration of EPM modules with NetSuite ERP, ensuring data accuracy and consistency
Support month-end and year-end close cycles by configuring and testing FCC workflows, journal entries, and validation rules
Assist clients in automating account reconciliation processes using NSAR, including rule setup, exception management, and compliance reporting
Troubleshoot issues during design and configuration; provide resolution guidance during user testing and post-go-live phases
Deliver end-user training and post-implementation support to optimize user adoption and ROI across the EPM suite
Support the pre-sales cycle by participating in discovery calls, scoping client needs, and preparing level-of-effort estimates for EPM-related engagements.

Requirements

3+ years of experience as an EPM Consultant ideally with NetSuite EPM
Hands-on experience with at least two of the following: NetSuite Planning & Budgeting (NSPB), NetSuite Account Reconciliation (NSAR), Financial Close & Consolidation (FCC)
Strong understanding of financial processes such as budgeting, forecasting, account reconciliation, and period-end close
Ability to translate business processes into configuration-driven EPM solutions
Excellent analytical skills and experience working with large datasets
Effective communication skills and the ability to work directly with stakeholders and executive sponsors.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

NetSuite EPMNetSuite Planning & Budgeting (NSPB)NetSuite Account Reconciliation (NSAR)Financial Close & Consolidation (FCC)financial modelingforecastingaccount reconciliationdata integrationworkflow configurationreport development

Soft Skills

analytical skillseffective communicationstakeholder managementproblem-solvinguser trainingcollaborationrequirements gatheringclient engagementadaptabilityattention to detail