NetSuite Budgeting & Planning (NSPB) Functional Consultant
NetSuite Budgeting & Planning (NSPB) Functional Consultant
Nonprofit Organization | Contract | Fully Remote
Overview
We are seeking an experienced
NetSuite Budgeting & Planning (NSPB) Functional Consultant
to lead the
re‑implementation and full build‑out
of our Planning & Budgeting environment. NetSuite ERP is live and functioning well; this role focuses exclusively on
NSPB
following a prior implementation that went live but lacks critical functionality.
This consultant will act as a
stand‑alone functional resource
, partnering closely with our internal finance team and external implementation partner to design, configure, test, and deploy a fully functional NSPB solution aligned to nonprofit budgeting, forecasting, and reporting needs.
Key Responsibilities
NSPB Re‑Implementation & Build‑Out
• Lead the
redeployment and completion
of the NetSuite Planning & Budgeting (NSPB/SPB) module.
• Identify gaps from prior efforts and translate assessment findings into a complete solution design.
• Build and configure:
• Workforce Planning module
• Personnel and position‑level budgeting
• Scenario modeling and multi‑year forecasting
• Internal management reporting
• Budget and forecast dashboards for program and department leaders
• Replicate and/or redesign required
custom reports
currently missing from the system.
Data, Security & Integration Support
• Design and implement processes for personnel data loading and workforce data flow.
• Review and validate
security roles, access, and matrices
within NSPB.
• Support current NSPB data model (historical data limited to one year).
• Partner on longer‑term planning for integrations with
ADP Payroll
and
Salesforce
(future‑state; not immediate build).
Testing, Training & Stakeholder Enablement
• Own testing cycles (functional, UAT, and regression testing).
• Train finance and accounting users to ensure independence by
June
.
• Support pilot rollout to non‑finance users by
July
.
• Enable full budgeting cycle usage by
August/September
.
• Provide ongoing support, optimization, and advisory services post‑deployment.
Stakeholder & Partner Management
• Act as a liaison between internal stakeholders (Finance, Accounting, Program Leadership) and the external implementation partner.
• Collaborate with internal NSPB lead (currently functioning in a PM capacity).
• Communicate clearly with executive leadership, including the CFO.
Required Qualifications
• Deep, hands‑on experience with NetSuite Planning & Budgeting (NSPB/SPB) implementations.
• Strong functional consulting background.
• Accounting and finance background with applied budgeting expertise.
• Experience supporting nonprofit organizations.
• Familiarity with:
• Grant‑based budgeting and reporting
• Workforce planning in NSPB
• Scenario modeling and forecasting
Engagement Details
• Type:
Contract / Independent Consultant
• Hours:
~20 hours per week (ebb and flow based on project phase)
• Location:
Fully remote
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Nonprofit Organization | Contract | Fully Remote
Overview
We are seeking an experienced
NetSuite Budgeting & Planning (NSPB) Functional Consultant
to lead the
re‑implementation and full build‑out
of our Planning & Budgeting environment. NetSuite ERP is live and functioning well; this role focuses exclusively on
NSPB
following a prior implementation that went live but lacks critical functionality.
This consultant will act as a
stand‑alone functional resource
, partnering closely with our internal finance team and external implementation partner to design, configure, test, and deploy a fully functional NSPB solution aligned to nonprofit budgeting, forecasting, and reporting needs.
Key Responsibilities
NSPB Re‑Implementation & Build‑Out
• Lead the
redeployment and completion
of the NetSuite Planning & Budgeting (NSPB/SPB) module.
• Identify gaps from prior efforts and translate assessment findings into a complete solution design.
• Build and configure:
• Workforce Planning module
• Personnel and position‑level budgeting
• Scenario modeling and multi‑year forecasting
• Internal management reporting
• Budget and forecast dashboards for program and department leaders
• Replicate and/or redesign required
custom reports
currently missing from the system.
Data, Security & Integration Support
• Design and implement processes for personnel data loading and workforce data flow.
• Review and validate
security roles, access, and matrices
within NSPB.
• Support current NSPB data model (historical data limited to one year).
• Partner on longer‑term planning for integrations with
ADP Payroll
and
Salesforce
(future‑state; not immediate build).
Testing, Training & Stakeholder Enablement
• Own testing cycles (functional, UAT, and regression testing).
• Train finance and accounting users to ensure independence by
June
.
• Support pilot rollout to non‑finance users by
July
.
• Enable full budgeting cycle usage by
August/September
.
• Provide ongoing support, optimization, and advisory services post‑deployment.
Stakeholder & Partner Management
• Act as a liaison between internal stakeholders (Finance, Accounting, Program Leadership) and the external implementation partner.
• Collaborate with internal NSPB lead (currently functioning in a PM capacity).
• Communicate clearly with executive leadership, including the CFO.
Required Qualifications
• Deep, hands‑on experience with NetSuite Planning & Budgeting (NSPB/SPB) implementations.
• Strong functional consulting background.
• Accounting and finance background with applied budgeting expertise.
• Experience supporting nonprofit organizations.
• Familiarity with:
• Grant‑based budgeting and reporting
• Workforce planning in NSPB
• Scenario modeling and forecasting
Engagement Details
• Type:
Contract / Independent Consultant
• Hours:
~20 hours per week (ebb and flow based on project phase)
• Location:
Fully remote
Apply tot his job
Apply To this Job