#LI-CF2 #LI-Hybrid
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members'' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Minimum Qualifications
We are seeking a NetSuite Functional Senior Consultant to lead ERP implementations and help clients modernize finance and operations through AI, automation, and data-driven insights.
This role extends beyond implementation-you'll partner with clients to improve processes and operating models, connect business and technology, and deliver practical, scalable solutions.
Essential Functions and Primary Duties
Lead end-to-end NetSuite implementations (design, configuration, testing, go-live)
Co-create solutions with finance, operations, and IT stakeholders
Configure NetSuite across core modules (Financials, O2C, P2P, Inventory, etc.)
Drive delivery outcomes-managing scope, risks, and key decisions
Lead data migration, validation, and reconciliation across legacy and target systems for accurate, audit-ready deployments
Design reporting, dashboards, and insights for business decision-making
Identify and embed AI and automation opportunities (forecasting, workflows, copilots)
Partner with technical teams on integrations and solution architecture
Build client relationships and support change, training, and adoption
Mentor junior team members and support a collaborative team culture
5-8+ years of NetSuite ERP implementation experience in functional consulting, solution design, or business transformation roles
Strong background in finance and operational processes, including record-to-report, order-to-cash, procure-to-pay, and inventory
Hands-on experience with NetSuite configuration, business process design, and workshop facilitation
Ability to translate business requirements into scalable, practical solution designs
Experience leading complex, cross-functional initiatives involving multiple stakeholder groups
Strong communication, documentation, and client-facing presentation skills
Industry subject matter expertise in one or more sectors such as software/SaaS, professional services, distribution, manufacturing, or nonprofit
Demonstrated ability to serve as a trusted advisor by bringing industry perspective and practical leading practices to client solution design
Experience with AI, automation, or analytics in business environments
Familiarity with Copilot, ChatGPT, Power Automate, Celigo, Power BI, Tableau, and MCP connectors to NetSuite
Ability to identify and apply AI use cases that drive business value
Preferred Qualifications
NetSuite ERP Consultant Certification preferred; additional NetSuite certifications beneficial
CPA Certification
Industry Subject Matter Expertise
Experience in consulting or advisory roles
Exposure to multi-subsidiary (OneWorld) environments
Experience in fast-paced or high-growth organizations
Why Join Us
Work on next-generation ERP + AI transformation
High-impact role with direct client ownership
Collaborative, people-first culture with strong mentorship
Opportunity to shape how businesses adopt ERP, data, and AI together
What Success Looks Like
High customer satisfaction reflected in strong feedback, trusted relationships, and repeat business opportunities
Successful, highly adopted implementations
Strong, trusted client partnerships
Practical AI and automation embedded in workflows
A team that grows stronger together
We are seeking a NetSuite Functional Senior Consultant to lead ERP implementations and help clients modernize finance and operations through AI, automation, and data-driven insights.
This role extends beyond implementation-you'll partner with clients to improve processes and operating models, connect business and technology, and deliver practical, scalable solutions.
Essential Functions and Primary Duties
Lead end-to-end NetSuite implementations (design, configuration, testing, go-live)
Co-create solutions with finance, operations, and IT stakeholders
Configure NetSuite across core modules (Financials, O2C, P2P, Inventory, etc.)
Drive delivery outcomes-managing scope, risks, and key decisions
Lead data migration, validation, and reconciliation across legacy and target systems for accurate, audit-ready deployments
Design reporting, dashboards, and insights for business decision-making
Identify and embed AI and automation opportunities (forecasting, workflows, copilots)
Partner with technical teams on integrations and solution architecture
Build client relationships and support change, training, and adoption
Mentor junior team members and support a collaborative team culture
5-8+ years of NetSuite ERP implementation experience in functional consulting, solution design, or business transformation roles
Strong background in finance and operational processes, including record-to-report, order-to-cash, procure-to-pay, and inventory
Hands-on experience with NetSuite configuration, business process design, and workshop facilitation
Ability to translate business requirements into scalable, practical solution designs
Experience leading complex, cross-functional initiatives involving multiple stakeholder groups
Strong communication, documentation, and client-facing presentation skills
Industry subject matter expertise in one or more sectors such as software/SaaS, professional services, distribution, manufacturing, or nonprofit
Demonstrated ability to serve as a trusted advisor by bringing industry perspective and practical leading practices to client solution design
Experience with AI, automation, or analytics in business environments
Familiarity with Copilot, ChatGPT, Power Automate, Celigo, Power BI, Tableau, and MCP connectors to NetSuite
Ability to identify and apply AI use cases that drive business value
Preferred Qualifications
NetSuite ERP Consultant Certification preferred; additional NetSuite certifications beneficial
CPA Certification
Industry Subject Matter Expertise
Experience in consulting or advisory roles
Exposure to multi-subsidiary (OneWorld) environments
Experience in fast-paced or high-growth organizations
Why Join Us
Work on next-generation ERP + AI transformation
High-impact role with direct client ownership
Collaborative, people-first culture with strong mentorship
Opportunity to shape how businesses adopt ERP, data, and AI together
What Success Looks Like
High customer satisfaction reflected in strong feedback, trusted relationships, and repeat business opportunities
Successful, highly adopted implementations
Strong, trusted client partnerships
Practical AI and automation embedded in workflows
A team that grows stronger together
| Location | San Francisco, CA |