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Renae Steel

@renaesteel

Senior Solution Consultant at Oracle NetSuite, translating enterprise financial workflows into scalable ERP configurations.

United States

Message

At Oracle NetSuite, I advise enterprise clients evaluating and expanding their use of NetSuite ERP. I lead discovery engagements, translate business requirements into scalable configurations, and deliver executive-level product demonstrations.

At Aspen Art Museum, I support financial leadership and accounting operations, including reporting, internal controls, budgeting, and audit processes.

At Xero, Inc., I led cloud accounting migrations and financial system implementations, advising business owners and finance professionals on workflows and operational efficiency. Earlier, I prepared partnership and fund tax returns and analyzed financial data at Anton Collins Mitchell LLP and Spicer Jeffries LLP.

Experience

Work history, roles, and key accomplishments

Current

Financial Controller

Current

Aspen Art Museum

Oct 2025 - Present (1 year 1 month)

Oversee accounting operations, budgeting, forecasting, and financial reporting for a nationally recognized nonprofit arts institution. Ensure compliance with nonprofit accounting standards and support external audits.

Accounting Financial Reporting Budgeting Forecasting Internal Controls Nonprofit Accounting Audit Support

Current

Senior Solution Consultant

Current

Oracle NetSuite

Jan 2025 - Present (1 year 10 months)

Advise enterprise clients on NetSuite ERP solutions, lead discovery engagements, and design executive-level product demonstrations. Translate business requirements into scalable ERP configurations.

NetSuite Solutions Architect Product Demonstrations Enterprise Sales Business requirements analysis ERP Configuration

Partner Consultant

Xero, Inc.

Oct 2019 - Jun 2024 (4 years 8 months)

Advised business owners and accountants on cloud accounting adoption, led migrations and implementations, and managed full client lifecycle from discovery to ongoing advisory support.

Cloud Accounting Xero Financial Systems Implementation Client Advisory Training Change Management

Senior Tax Associate, Specialized Allocations & Real Estate

Anton Collins Mitchell LLP

Dec 2017 - Aug 2019 (1 year 8 months)

Prepared complex partnership tax returns, analyzed large financial datasets, and generated financial statements. Collaborated with clients and internal teams to ensure accurate and timely tax filings.

Tax Preparation Partnership Taxation Financial Analysis Financial Reporting Client Communication

Senior Tax Associate, Alternative Investments

Spicer Jeffries LLP

May 2017 - Dec 2017 (7 months)

Specialized in fund-of-funds capital accounting and hedge fund tax preparation. Prepared federal and state tax returns and drafted responses to tax authority notices.

Tax Preparation Hedge Funds Fund Accounting Compliance Process Improvement

Senior Accountant

Global Down Syndrome Foundation

Jul 2016 - Dec 2016 (5 months)

Managed accounts receivable and payable, supported budgeting and forecasting, and maintained financial records. Processed charitable donations ensuring accurate classification and reporting.

Accounts Payable Accounts Receivable Budgeting Forecasting Financial Reporting Donation Processing

Audit & Tax Accountant

RGP LLP CPAs & Consultants

Feb 2014 - May 2016 (2 years 3 months)

Performed tax preparation, audit support, and financial advisory services. Evaluated financial statements for regulatory compliance and managed multiple client engagements.

Tax Preparation Audit Support Financial Advisory Compliance Client Management