Planview Incorporated
Financial Systems Solution Architect - NetSuite
Planview Incorporated, Austin, Texas, us, 78716
Company Overview
Planview has one mission: to build the future of connected work, from ideas to impact.
As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. We provide the industry's most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including 59 of the Fortune 100.
At Planview, our people connections drive our innovation and success. Our global team of 1400+ work remotely and across our offices including Austin, Vancouver, Hod Hasharon, Bangalore, Sydney, and Stockholm. We're proud of our world-class, connected culture built on our shared values, that supports our teams to be successful from anywhere.
Learn more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and X.
#LI-CG1 #LI-Hybrid
The Opportunity
We're looking for a Financial Systems Solution Architect-NetSuite to join our IT Business Applications team in Austin, TX. This is a critical role that blends deep NetSuite and other key financial systems capabilities with a strong understanding of accounting business processes. You'll be the primary technical go-to person for our Chief Accounting Officer's team, focusing on optimizing NetSuite, iValua, and other integrated systems for financial reporting, consolidation, and overall system performance. This role requires a balance of hands-on technical execution and strategic thinking, ensuring our financial systems are robust, scalable, and meet the evolving needs of the business.
What You'll Do
NetSuite Architecture & Optimization Serve as the
primary technical architect and expert for our global NetSuite financials platform , including acting as a NetSuite Administrator as needed for configuration, maintenance, and optimization. Design, develop, and implement complex NetSuite solutions , including SuiteScripts (1.0 & 2.0), SuiteFlows, and custom modules to enhance system capabilities and automate processes. Lead
technical architecture decisions
for NetSuite customizations, ensuring scalability, performance, and maintainability. Configure and maintain NetSuite's chart of accounts structure, subsidiary hierarchy, and financial segments to support global reporting needs. Provide
technical leadership for NetSuite upgrades , patches, and new module implementations. Architect and execute
advanced NetSuite integrations
with third-party systems (e.g., iValua, Avalara, Box, Tesorio) using RESTful APIs, SOAP web services, and SuiteTalk. Optimize NetSuite performance through strategic script deployment, efficient saved searches, SuiteAnlaytics Workbooks and other optimization techniques. Create and maintain complex
role-based security models and access controls
to ensure system integrity and compliance. Design and implement custom record types, custom fields, and custom forms to extend NetSuite's native capabilities. Develop comprehensive
testing strategies
for NetSuite updates, including automated testing where appropriate. Financial Systems Administration & Support
Oversee
NetSuite user access controls
across all global users and ensure appropriate role-based permissions and security configurations. Serve as a
primary administrator and technical expert for the iValua Procure-to-Pay (P2P) system , including configuration, user management, workflow design, and ongoing support. Provide technical support and guidance for other financial applications (e.g., Avalara, Box, Tesorio), troubleshooting issues and ensuring optimal functionality. Collaborate with business stakeholders to understand and implement new features or enhancements within NetSuite, iValua, and other managed applications. Ensure data integrity and system stability across all financial systems, participating in system audits and compliance efforts. Financial Systems Enablement & Support
Partner with the accounting team on the
technical aspects of global financial statement preparation
(Balance Sheet, Income Statement, and Cash Flow Statement) in accordance with US GAAP. Collaborate with the accounting team to
optimize NetSuite for consolidation journal entries , supporting schedules, and financial calculations for monthly, quarterly, and annual reporting cycles. Provide
technical expertise and system optimization
to support the global month-end close and consolidation process within NetSuite. Guide the accounting team on
NetSuite best practices
for meeting reporting deadlines and deliverables for Executive Management and FP&A. Facilitate
user requirements sessions
to assess current-state accounting workflows across regions and translate them into NetSuite solutions. Build and enhance tailored reports and dashboards
for business unit leaders and management teams using SuiteAnalytics, Saved Searches, and custom reporting tools. Develop and deliver
technical training programs
for NetSuite and iValua users to maximize system adoption and efficiency. Scale user enablement as the business grows and evolves with sustainable technical solutions. What You'll Bring
Bachelor's degree in Information Technology, Computer Science, MIS, or a related field. (Accounting/Finance background is a strong plus). 5+ years of hands-on experience with NetSuite financials , demonstrating advanced knowledge of NetSuite modules, reporting, and customization capabilities,
including prior experience in a NetSuite Administrator capacity. Proven experience as an administrator or advanced user of enterprise-level procurement solutions , like iValua or Coupa, including configuration, user provisioning, workflow management, and support. Strong understanding of core accounting principles and financial processes
to effectively support accounting teams. Demonstrated experience with key financial business processes, including but not limited to: Record-to-Report (R2R):
Expertise in general ledger, financial consolidations, period close, financial reporting (e.g., Balance Sheet, Income Statement, Cash Flow), and intercompany accounting. Procure-to-Pay (P2P):
Familiarity with purchasing, accounts payable, expense management, and vendor management workflows. Order-to-Cash (O2C):
Understanding of order management, invoicing, accounts receivable, and revenue recognition. Tax Compliance:
Experience with sales tax, VAT, and other relevant tax configurations within NetSuite (e.g., Avalara integration). Experience providing technical support for month-end close processes and financial reporting in a multi-entity/global environment. Experience with NetSuite's GL Impact, Revenue Recognition, and Multi-Book Accounting features. Knowledge of NetSuite's subsidiary structure and consolidation capabilities. Preferred Qualifications
NetSuite Certified Administrator, NetSuite SuiteCloud Developer, or NetSuite Financial User certification. Experience with NetSuite's Advanced Financials, Advanced Revenue Management, and/or Fixed Assets modules. Proficiency with NetSuite's Account Reconciliation capabilities and GL Audit Numbering features. Knowledge of NetSuite's native financial reporting tools, including Financial Report Builder and Financial Statements. Familiarity with NetSuite's period close checklist features and intercompany transaction management. Experience with integration between NetSuite and other financial applications (e.g., iValua, Avalara, and Tesorio). Understanding of Audits and compliance requirements for financial systems. Key Competencies
NetSuite Technical Expertise:
Deep understanding of NetSuite configuration, customization, and integration. Financial Systems Administration:
Proficiency in configuring, managing, and supporting NetSuite, iValua (or similar), and other financial applications. P2P Process Expertise:
Strong understanding of Procure-to-Pay processes and their implementation in enterprise P2P systems Financial Process Acumen:
Ability to understand and technically support financial accounting processes (without ownership of those processes). Strategic & Hands-on:
Balances strategic thinking with practical, hands-on technical execution. Collaboration & Stakeholder Management:
Builds strong relationships and manages expectations across various teams. Problem-Solving & Solution Architecture:
Adept at identifying issues and designing effective system solutions. Training & Enablement:
Skilled in knowledge transfer and empowering users across multiple systems. Project Leadership:
Drives system implementation and enhancement initiatives. Attention to Detail & Accuracy:
Ensures precision in system configurations and data. Benefits at Planview
At Planview, you'll join our global team and culture which reflects the vibrant communities in which our employees live and work. To support you at Planview, you will enjoy:
Unplugged Days: 4 company-wide paid days off per year to recharge and relax. Generous PTO offerings (region dependent). Region specific competitive benefit plans to support you at any life stage including parental leave, retirement, medical plans, wellness support, and remote work support. Paid time to volunteer through Planview's Force for Good Week. Employee Referral bonus program. Weekly office lunches for hybrid team members and social events. Flexible work hours/environment.
Now is a great time to join our team. If you are looking for a place to grow your career, innovate with best-in-class solutions, and build the future of connected work, Planview is the right place for you!
Equal Employment Opportunity at Planview
Planview is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or Veteran status. As part of our efforts to build a diverse workforce, we encourage applications from Indigenous, Black, and other racialized communities, 2SLGBTQIA+ communities, people with neurodivergence, immigrants, people with disabilities, and other equity deserving groups. In addition to building a diverse workforce, we are committed to fostering an inclusive and accessible experience.
Reasonable accommodations for the interview process can be requested by emailing recruitment@planview.com.
Planview has one mission: to build the future of connected work, from ideas to impact.
As the global leader in work and resource management, Planview helps organizations accelerate the achievement of what matters most, supporting our customers from need to speed, from passion to progress, and from overhead to optimization. We provide the industry's most comprehensive solutions designed for strategic planning, portfolio and resource management, Lean and Agile delivery, product portfolio management, capability, and technology management (enterprise architecture), innovation management, and collaborative work and project management. Our connected platform of solutions underpins the business and digital transformations of more than 4,500 customers globally, including 59 of the Fortune 100.
At Planview, our people connections drive our innovation and success. Our global team of 1400+ work remotely and across our offices including Austin, Vancouver, Hod Hasharon, Bangalore, Sydney, and Stockholm. We're proud of our world-class, connected culture built on our shared values, that supports our teams to be successful from anywhere.
Learn more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and X.
#LI-CG1 #LI-Hybrid
The Opportunity
We're looking for a Financial Systems Solution Architect-NetSuite to join our IT Business Applications team in Austin, TX. This is a critical role that blends deep NetSuite and other key financial systems capabilities with a strong understanding of accounting business processes. You'll be the primary technical go-to person for our Chief Accounting Officer's team, focusing on optimizing NetSuite, iValua, and other integrated systems for financial reporting, consolidation, and overall system performance. This role requires a balance of hands-on technical execution and strategic thinking, ensuring our financial systems are robust, scalable, and meet the evolving needs of the business.
What You'll Do
NetSuite Architecture & Optimization Serve as the
primary technical architect and expert for our global NetSuite financials platform , including acting as a NetSuite Administrator as needed for configuration, maintenance, and optimization. Design, develop, and implement complex NetSuite solutions , including SuiteScripts (1.0 & 2.0), SuiteFlows, and custom modules to enhance system capabilities and automate processes. Lead
technical architecture decisions
for NetSuite customizations, ensuring scalability, performance, and maintainability. Configure and maintain NetSuite's chart of accounts structure, subsidiary hierarchy, and financial segments to support global reporting needs. Provide
technical leadership for NetSuite upgrades , patches, and new module implementations. Architect and execute
advanced NetSuite integrations
with third-party systems (e.g., iValua, Avalara, Box, Tesorio) using RESTful APIs, SOAP web services, and SuiteTalk. Optimize NetSuite performance through strategic script deployment, efficient saved searches, SuiteAnlaytics Workbooks and other optimization techniques. Create and maintain complex
role-based security models and access controls
to ensure system integrity and compliance. Design and implement custom record types, custom fields, and custom forms to extend NetSuite's native capabilities. Develop comprehensive
testing strategies
for NetSuite updates, including automated testing where appropriate. Financial Systems Administration & Support
Oversee
NetSuite user access controls
across all global users and ensure appropriate role-based permissions and security configurations. Serve as a
primary administrator and technical expert for the iValua Procure-to-Pay (P2P) system , including configuration, user management, workflow design, and ongoing support. Provide technical support and guidance for other financial applications (e.g., Avalara, Box, Tesorio), troubleshooting issues and ensuring optimal functionality. Collaborate with business stakeholders to understand and implement new features or enhancements within NetSuite, iValua, and other managed applications. Ensure data integrity and system stability across all financial systems, participating in system audits and compliance efforts. Financial Systems Enablement & Support
Partner with the accounting team on the
technical aspects of global financial statement preparation
(Balance Sheet, Income Statement, and Cash Flow Statement) in accordance with US GAAP. Collaborate with the accounting team to
optimize NetSuite for consolidation journal entries , supporting schedules, and financial calculations for monthly, quarterly, and annual reporting cycles. Provide
technical expertise and system optimization
to support the global month-end close and consolidation process within NetSuite. Guide the accounting team on
NetSuite best practices
for meeting reporting deadlines and deliverables for Executive Management and FP&A. Facilitate
user requirements sessions
to assess current-state accounting workflows across regions and translate them into NetSuite solutions. Build and enhance tailored reports and dashboards
for business unit leaders and management teams using SuiteAnalytics, Saved Searches, and custom reporting tools. Develop and deliver
technical training programs
for NetSuite and iValua users to maximize system adoption and efficiency. Scale user enablement as the business grows and evolves with sustainable technical solutions. What You'll Bring
Bachelor's degree in Information Technology, Computer Science, MIS, or a related field. (Accounting/Finance background is a strong plus). 5+ years of hands-on experience with NetSuite financials , demonstrating advanced knowledge of NetSuite modules, reporting, and customization capabilities,
including prior experience in a NetSuite Administrator capacity. Proven experience as an administrator or advanced user of enterprise-level procurement solutions , like iValua or Coupa, including configuration, user provisioning, workflow management, and support. Strong understanding of core accounting principles and financial processes
to effectively support accounting teams. Demonstrated experience with key financial business processes, including but not limited to: Record-to-Report (R2R):
Expertise in general ledger, financial consolidations, period close, financial reporting (e.g., Balance Sheet, Income Statement, Cash Flow), and intercompany accounting. Procure-to-Pay (P2P):
Familiarity with purchasing, accounts payable, expense management, and vendor management workflows. Order-to-Cash (O2C):
Understanding of order management, invoicing, accounts receivable, and revenue recognition. Tax Compliance:
Experience with sales tax, VAT, and other relevant tax configurations within NetSuite (e.g., Avalara integration). Experience providing technical support for month-end close processes and financial reporting in a multi-entity/global environment. Experience with NetSuite's GL Impact, Revenue Recognition, and Multi-Book Accounting features. Knowledge of NetSuite's subsidiary structure and consolidation capabilities. Preferred Qualifications
NetSuite Certified Administrator, NetSuite SuiteCloud Developer, or NetSuite Financial User certification. Experience with NetSuite's Advanced Financials, Advanced Revenue Management, and/or Fixed Assets modules. Proficiency with NetSuite's Account Reconciliation capabilities and GL Audit Numbering features. Knowledge of NetSuite's native financial reporting tools, including Financial Report Builder and Financial Statements. Familiarity with NetSuite's period close checklist features and intercompany transaction management. Experience with integration between NetSuite and other financial applications (e.g., iValua, Avalara, and Tesorio). Understanding of Audits and compliance requirements for financial systems. Key Competencies
NetSuite Technical Expertise:
Deep understanding of NetSuite configuration, customization, and integration. Financial Systems Administration:
Proficiency in configuring, managing, and supporting NetSuite, iValua (or similar), and other financial applications. P2P Process Expertise:
Strong understanding of Procure-to-Pay processes and their implementation in enterprise P2P systems Financial Process Acumen:
Ability to understand and technically support financial accounting processes (without ownership of those processes). Strategic & Hands-on:
Balances strategic thinking with practical, hands-on technical execution. Collaboration & Stakeholder Management:
Builds strong relationships and manages expectations across various teams. Problem-Solving & Solution Architecture:
Adept at identifying issues and designing effective system solutions. Training & Enablement:
Skilled in knowledge transfer and empowering users across multiple systems. Project Leadership:
Drives system implementation and enhancement initiatives. Attention to Detail & Accuracy:
Ensures precision in system configurations and data. Benefits at Planview
At Planview, you'll join our global team and culture which reflects the vibrant communities in which our employees live and work. To support you at Planview, you will enjoy:
Unplugged Days: 4 company-wide paid days off per year to recharge and relax. Generous PTO offerings (region dependent). Region specific competitive benefit plans to support you at any life stage including parental leave, retirement, medical plans, wellness support, and remote work support. Paid time to volunteer through Planview's Force for Good Week. Employee Referral bonus program. Weekly office lunches for hybrid team members and social events. Flexible work hours/environment.
Now is a great time to join our team. If you are looking for a place to grow your career, innovate with best-in-class solutions, and build the future of connected work, Planview is the right place for you!
Equal Employment Opportunity at Planview
Planview is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or Veteran status. As part of our efforts to build a diverse workforce, we encourage applications from Indigenous, Black, and other racialized communities, 2SLGBTQIA+ communities, people with neurodivergence, immigrants, people with disabilities, and other equity deserving groups. In addition to building a diverse workforce, we are committed to fostering an inclusive and accessible experience.
Reasonable accommodations for the interview process can be requested by emailing recruitment@planview.com.