Melissa Morgan: NetSuite Administrator in San Marcos, CA

Developed and implemented NetSuite customizations to meet enhancement and maintenance requirements. Customized NetSuite fields, page layouts, record types, reports, and dashboards. Maintain users, roles, security, profiles, workflow rules. Managed mass imports and exports of data. Handled system integration testing procedures, prepared test scripts, prepared test data. Designed system enhancement process, developed materials for end-users, communicated with the clients to gather project requirements. Diagnosed and solved technical problems, providing end to end application support. Created bins, organized warehouse, inventory count, accounts receivables, accounts payables, bank reconciliation, implemented TaxJar, maintained TaxJar. Daily, weekly, and monthly reports. Daily maintenance of NetSuite, Integrator.io, WooCommerce and ShipStation.

Meet with senior management and department heads to determine system requirements and customize NetSuite to meet specific needs. Develop system policies and procedures, maintain system and associated documentation, and resolve system issues. Monitor system use, performance, access, and KPIs. Train and support staff in NetSuite use and customization. Monitor and ensure data integrity and resolve any issues. Interface with auditors and ensure SoX compliance. Develop custom forms and reports for a global company. • Hired as A/P Specialist, promoted to Lead NetSuite Administrator based on outstanding program knowledge.

Similar positions at these two companies. Processed customer accounts and ran weekly reports. Prepared employee reimbursements, audited vendor bills, reconciled bank, and credit card statements, resolved payment issues, and conducted billing audits. Managed warranty claims. Developed strong customer and vendor relationships.

Systematically merged/purged duplicate records and ensured accuracy of data. Used Microsoft Dynamics to understand current data structure and historical perspective. Collaborated with members of various teams to ensure required fields were met. Streamlined company operations.

Assisted in implementation of NetSuite system, and developed seminars to instruct staff on system use. Played a key role in the sales process by providing NetSuite demonstrations to senior management. Developed User Guides and provided extensive training to end users. Developed an internal steering committee with all department heads to manage and prioritize projects. Fully implemented NetSuite ERP and CRM modules along with full data migration of accounting, inventory, customer, and vendor data from legacy systems. Managed a remote service team of 8. On call 365 days a year.

Established new accounts, evaluated credit risk, and established credit limits and payment terms. Developed and maintained customer relationships and resolved any issues. Led physical audits. Created all finance invoices, and applied payments and credits in QuickBooks. • Employee of the Month.

Supervised two Accounts Receivable personnel. Worked with Sales and Production to resolve outstanding data and balances, prepared reports, and advised management as appropriate. Pro-actively operated and maintained a debtor tracking system. • Consistently exceeded sales quota, responsible for 70% of company's $600-$700 K monthly collections

Audited and repaired previous records, reconciled monthly billings, and resolved issues. Calculated commissions and processed invoices. Developed controls to ensure accurate billing.

Reconciled $15M-$20M daily rebates and discounts. Reviewed and repaired previous incorrect accounts. Developed a process to scan documents into editable format, allowing proper account reporting. • Successfully resolved many serious, long term company issues. • Employee of the Quarter of 500 employees.