Patrick Navarez π΅π
NetSuite Consultant (Morgan Franklin Consulting) at Remote- Claim this Profile
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Bio
Experience
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Remote
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United States
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Human Resources Services
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700 & Above Employee
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NetSuite Consultant (Morgan Franklin Consulting)
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Jun 2022 - Aug 2023
United States
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NetSuite
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United States
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Software Development
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700 & Above Employee
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Sr. Netsuite Functional Consultant
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Apr 2020 - Jan 2022
β’ Gather and document customerβs business requirements β’ Provides functional configuration/support on NetSuite Core Financials (Procure-to-Pay, Order-to-Cash, Design-to-Build, Record-to-Report) β’ Build reports, saved searches and dashboards that provide comprehensive and actionable business intelligence. β’ Create & manage custom fields, transaction forms, advanced PDF/html forms, workflows, and user roles to support business requirements β’ Provides training toβ¦ Show more β’ Gather and document customerβs business requirements β’ Provides functional configuration/support on NetSuite Core Financials (Procure-to-Pay, Order-to-Cash, Design-to-Build, Record-to-Report) β’ Build reports, saved searches and dashboards that provide comprehensive and actionable business intelligence. β’ Create & manage custom fields, transaction forms, advanced PDF/html forms, workflows, and user roles to support business requirements β’ Provides training to end-users β’ Work with technical teams to design and test automations
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Customer Success Manager
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Apr 2020 - Aug 2020
β’Develop a roadmap of priorities and implement based on the customerβs business goals β’Manage ongoing priorities/task and provide regular status updates to customer β’Maintain projects and project tasks, manage time entry and associated approvals β’ Lead kick-off meetings, review meetings, regular status calls, and project updates, handling queries, supporting, and manage all relevant teams. β’Collaborate with Developers and Consultants to ensure that the architectural vision isβ¦ Show more β’Develop a roadmap of priorities and implement based on the customerβs business goals β’Manage ongoing priorities/task and provide regular status updates to customer β’Maintain projects and project tasks, manage time entry and associated approvals β’ Lead kick-off meetings, review meetings, regular status calls, and project updates, handling queries, supporting, and manage all relevant teams. β’Collaborate with Developers and Consultants to ensure that the architectural vision is realized in the technical specifications and code created β’Observe any risks that arise during execution and elevate to Senior Management whenever necessary
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Mustard Seed Systems Corporation
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Philippines
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IT Services and IT Consulting
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100 - 200 Employee
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Netsuite Functional Consultant
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Aug 2018 - Feb 2020
Philippines β’ NetSuite Setup Configuration β’ Build up and Migration of Data β’ Documenting customerβs business requirements β’ Business Requirements Mapping β’ Conducts Training for the Core Users β’ Customization of Forms (HTML) and creating custom saved search reports. β’ Develops custom solutions using SuiteBuilder, SuiteFlow & SuiteAnalytics.
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SMB Project Manager
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Jan 2017 - Jul 2018
Philippines Key Responsibilities β’ People Management β’ Project Planning β’ Monitor the status of the projects β’ Conducts Accounting software training for new consultants.
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Functional Consultant (MYOB, QUICKBOOKS, SAGE50,XERO)
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Jun 2014 - Dec 2016
Philippines Key Responsibilities (End to End Implementation) β’ Software Installation β’ Build Up and Migration of Data β’ Configure the systems based on the requirements of the client β’ Conducts end user training β’ Customization of Forms β’ Help-desk / Remote Support
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Education
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First Asia Institute of Technology and Humanities
Bachelor of Science - BS, Information Technology