Zinnia - Manager - NetSuite Planning & Budgeting

Who We Are

Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

Who You Are

What Youll Do

- Partner with finance, accounting, and IT teams to understand business processes and translate them into efficient NSPB solutions.

- Design and build budgeting, forecasting, and financial reporting models.

- Customize input forms, dashboards, calculations, and business rules in NSPB.

- Develop integration strategies with NetSuite ERP and other third-party systems using Data Management tools and REST APIs.

- Provide training, documentation, and ongoing support to end-users and administrators.

- Ensure system scalability, security, and performance optimization.

- Lead UAT sessions and coordinate resolution of identified issues.

- Maintain project documentation including process flows, design specs, and user manuals.

- Keep up to date with NetSuite releases and best practices to advise on continuous improvement opportunities.

What Youll Need

- 5+ years of experience in NetSuite Planning and Budgeting or Oracle PBCS/EPBCS implementation.

- Proven experience with financial planning, budgeting, forecasting, and modeling in a corporate

setting.

- Strong technical knowledge of NetSuite ERP and its integration with NSPB.

- Hands-on experience with scripting, forms customization, Smart View, and data integration tools.

- Proficient in building and maintaining calculation scripts, business rules, and financial reports.

- Excellent analytical, problem-solving, and project management skills.

- Strong communication and stakeholder management abilities.

- NetSuite certification (ERP Consultant or NSPB Specialist).

- Experience in a consulting environment or multiple NSPB implementations.

- Familiarity with tools like Oracle Smart View, NetSuite Data Management, and EPM Automate.