- 5+ years of experience working with NetSuite, ERP systems, or CPA/financial systems in a consulting, advisory, implementation, or administration capacity.
- Experience with ERP implementations, integrations, system optimization, and business process improvement.
- Strong understanding of accounting operations, financial workflows, and business systems architecture.
- Experience with data flows, APIs, integrations, and automation tools.
- Strong communication and client relationship skills with the ability to translate technical concepts into business solutions.
- Organized, self-directed, and comfortable managing multiple projects and clients simultaneously.
- CPA licensed
- NetSuite certifications or experience as a NetSuite Administrator, Functional Consultant, or Solution Architect.
- Ability to write and troubleshoot code/scripts related to integrations, workflows, reporting, or system customizations.
- Experience with middleware/integration platforms and automation tools.
- Experience advising clients on software selection and technology strategy.
- Familiarity with AI tools, workflow automation, and operational efficiency initiatives.
- Lead ERP and business systems advisory engagements with a primary focus on NetSuite environments.
- Assist clients with software selection, implementation planning, system optimization, and digital transformation initiatives.
- Design and manage integrations between ERP systems and third-party applications.
- Develop and maintain workflows, automations, scripts, dashboards, and reporting solutions.
- Analyze and improve client operational processes through process engineering and systems alignment.
- Support clients with functional consulting, administration, troubleshooting, and ongoing system enhancements.
- Build and document scalable data flows and operational procedures.
- Collaborate with internal teams and client leadership to identify opportunities for AI and automation-driven efficiencies.
- Provide strategic recommendations that improve reporting, operational visibility, scalability, and decision-making.
- Stay current on emerging technologies, ERP trends, and AI-enabled business solutions.
- Successfully leading ERP and systems advisory projects that improve operational efficiency and scalability for clients.
- Building trusted advisor relationships with clients and internal stakeholders.
- Delivering high-quality technical and strategic solutions with strong client satisfaction.
- Identifying automation and AI opportunities that create measurable business value.
- Supporting the growth and expansion of Tanner’s Advisory and Technology Consulting capabilities.
- The best training through Tanner LLP, Allinial Global, and other quality providers
- Open PTO policy, paid holidays, and a company wide shut down between the week of