Financial Systems Solution Architect

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

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The Opportunity

We're

looking for a

Financial Systems Solution Architect

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

.

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