Team Lead - NetSuite Consolidation & Reporting

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.

We are seeking a Team Lead to join Planview’s Austin-based corporate accounting team in a dynamic, fast-paced and high-growth environment. This role presents an exciting opportunity to own global consolidation and reporting responsibilities within NetSuite for a complex, multi-national, privately held SaaS company, that has grown through both organic expansion and strategic acquisitions. The position reports to the Senior Manager of Accounting.

The ideal candidate will bring extensive NetSuite experience in a global organization, including consolidations, preparation of consolidated worldwide financial statements and a strong understanding of foreign currency translation (FX), cumulative translation adjustments (CTA) and international VAT/GST compliance.

As Team Lead, you will collaborate closely with our global accounting teams (primarily based in Austin, Stockholm, Bangalore and Paris) to manage and coordinate the monthly close and consolidation process in NetSuite. You will also work in partnership with our FP&A team to deliver accurate and timely financial statements for both internal management and external stakeholders.

This is a hands-on, high-impact role that offers significant opportunities for professional development and long-term career growth in a thriving global finance organization.

• Serve as the primary NetSuite expert on the global accounting team, with focus on reporting, consolidation, and system optimization. Act as the main liaison between Accounting, the IT Business Applications team and the NetSuite Administrator.
• Own the consolidation and preparation global financial statements (Balance Sheet, Income Statement and Cash Flow Statement) in accordance with US GAAP, including consolidation journal entries, supporting schedules, and financial calculations for monthly, quarterly, and annual reporting cycles.
• Lead the global month-end close and consolidation process within NetSuite, including management of the close calendar and coordination with Executive Management and FP&A team on all reporting deadlines and deliverables.
  • Note: This role does not include detailed GL account level analysis financial content review, which is the responsibility of regional accounting directors and managers.
• Oversee NetSuite user access controls across all global users and ensure appropriate role-based permissions.
• Deliver training and ongoing support to new and existing NetSuite users, scaling enablement as the business grows and evolves.
• Partner with internal stakeholders to ensure the NetSuite environment meets the operational and reporting needs of the business.
• Facilitate user requirements sessions to assess current-state workflows across regions.
• Collaborate with NetSuite Administrators on implementation and enhancement projects across all subsidiaries.
• Build and enhance tailored reports and dashboards for business unit leaders and management teams.
• Identify and implement improvements to accounting processes and workflows globally.
• Act as a key point of contact for internal teams, with a strong understanding of business processes and the ability to map them effectively into NetSuite. Assist with the annual US GAAP audit, ensuring all reporting documentation is complete and accurate.
• Perform other corporate accounting tasks as needed, in support of the Chief Accounting Officer and broader accounting organization.

Education & Experience:

• Bachelor’s or Master’s degree in Accounting
• Advanced NetSuite proficiency with SuiteAnalytics, Saved Searches, Financial Report Builder and custom reporting tools.
• Experience in an international multi-entity, multi-book environment including intercompany and consolidation.
• Experience in Workday Adaptive Planning preferred (not required)
• CPA License preferred (or actively pursuing CPA certification)
• 4 years of relevant accounting experience (preference for candidates with a blend of industry and public accounting experience)
• Strong understanding of US GAAP and the ability to conduct technical accounting research
• Located in Austin, Texas, with the ability to work in-office on a hybrid basis

Knowledge, Skills, & Abilities:

• Strong analytical thinking, creativity, problem solving and time-management abilities, with a proven ability to plan and execute effectively.
• Advanced proficiency in Microsoft Excel, with solid skills in Microsoft Word, Outlook, and PowerPoint.
• Detail oriented, with excellent organization and communication skills.

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!

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.