- Lead the implementation and onboarding of new clients within the RSM Accounting Financial Consulting (AFC) practice.
- Participate in client design sessions to analyze requirements and redesign business processes in connection with AFC best practices in areas such as chart of account redesign, procure to pay, order to cash, record to report.
- Perform solution design in connection with the implementation of the FaaS-AFC technology stack, including NetSuite, BILL, Tallie and BlackLine.
- Lead client facing training sessions of AFC technology solutions.
- Collaborate with cross-functional teams throughout the implementation project to achieve business goals, including Project Management team, AFC technology support team, AFC client accounting team and other lines of business within RSM.
- Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects.
- Continuously identify opportunities to enhance the customer onboarding experience and collaborate with team members to successfully implement improvements.
- Actively assist with other project-based initiatives on an ad-hoc basis, including quality control review and technology/process optimization of current client base.
Optimize use of Oracle NetSuite system through the following activities:
- Business process evaluation
- Procedure development
- System process flow and requirements
- QA planning and testing
- Creation and oversight of documentation related to standard operating procedures.
- User training development and deployment
- Production support for problems and enhancements resulting from quarterly product releases.
- Ensures adequate communication and proper integration across entirety of AFC practice and our technology partners.
- Provide technical support to end-users to resolve issues with Oracle NetSuite use, including escalation through proper channels within RSM and with Oracle NetSuite support.
- Perform other duties/projects as required.
Required Qualifications:
- bachelors degree in accounting, Finance, MIS or IT
- Have 7+ years of Oracle NetSuite experience in either an IAP or VAR practice.
- Experience leading implementations of Oracle NetSuite
- Oracle NetSuite SuiteFoundation Certified
- Expertise in process analysis and redesign of business processes
- Excellent communication and presentation skills
- Strong time management and organizational skills with sensitivity to timeframes, budgets and outcomes across multiple clients and projects
- Ability to prioritize and stay organized/focused in a dynamic, multi-tasking environment with competing demands.
- Strong technology skills and ability to quickly learn and use new technology software applications.
- Dedication to lifelong learning, including staying abreast of best practices in financial management enabled by technology.
- Strong Microsoft Office skills
Preferred Qualifications:
- Oracle NetSuite Certified ERP Consultant
- Oracle NetSuite Certified Administrator
- Oracle NetSuite Certified Financial User
- Experience with NetSuite OneWorld, Advanced Revenue Management, and Inventory Management
- Experience with BILL, Tallie, BlackLine will be an added advantage
