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NetSuite Optimization Specialist

Aptara, Inc.Oakland, CA🇺🇸United States

Quick overview

SeniorityMid Senior
Work modeHybrid
LocationOakland, CA, United States
Microsoft ExcelCPANetSuiteComplianceGAAPInternal ControlsProcess Improvement

Job description

Experienced NetSuite Optimization Specialist for a mission-driven nonprofit to enhance financial operations, system functionality, and grant management processes. Serving as the internal NetSuite SME, you will lead system improvements while supporting core accounting functions (cash management, AP/AR, and grant reporting).

Key Responsibilities

  • NetSuite Optimization: Evaluate and optimize configurations, workflows, dashboards, and reporting; lead NetSuite Grant Management implementation; automate manual processes and strengthen financial controls.

  • Grant Management & Compliance: Configure grant accounting structures; track expenditures, budgets, and restrictions; ensure grantor/donor compliance; support audits and grant reporting.

  • Accounting Operations: Oversee cash reconciliations, support AP/AR operations, assist with month-end/year-end close, reconcile balance sheet accounts, and ensure GAAP/nonprofit accounting compliance.

  • Process Improvement: Assess workflows to recommend operational efficiencies, develop internal controls, support audit preparation, and train staff on NetSuite best practices.

Qualifications

  • Education & Experience: Bachelor's degree in Accounting, Finance, Information Systems, or related field; 5+ years in accounting/finance (nonprofit preferred); 3+ years of hands-on NetSuite administration, implementation, or optimization.

  • Technical Expertise: Strong proficiency in nonprofit, fund, and grant accounting within NetSuite (including Grant Management functionality); strong AP/AR and cash management knowledge; advanced Excel skills.

  • Preferred Credentials: CPA or NetSuite certification.

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