NetSuite GL Implementation

A globally operating quantitative trading firm with over $200m in turnover and $400m in net assets needed to replace its legacy general ledger with a modern, scalable platform. Operating across multiple currencies and entities - with almost all revenue generated offshore - the firm's finance team faced a technically complex migration on a tight timeline with no appetite for disruption to its demanding close cycle.

I led the full NetSuite General Ledger implementation from business case through to go-live, including system selection, vendor negotiation, implementation, and end-to-end process reengineering. As part of the project, I conducted a thorough review of the existing chart of accounts - rationalising it from approximately 800 GL accounts down to fewer than 400, removing accumulated complexity that had made reporting, maintenance, and audit more difficult than necessary. The new GL was also integrated with the firm's existing data platform, ensuring all downstream reporting and automation processes were unaffected by the migration.

A data migration pipeline was built and fully tested in advance of go-live, so that the moment the final close was completed in the legacy system, migration into NetSuite could begin immediately - no delays, no last-minute surprises. The project was delivered in under six months with no interruption to live finance operations, the month-end close, or any dependent downstream process.