Comprehensive NetSuite Finance Training

My goal is to master Oracle NetSuite’s end-to-end financial close and FP&A workflow so I can run a fast, audit-ready close across multiple entities that process high transaction volumes.

Scope of the sessions
We will walk through every stage of the accounting calendar—from daily transaction reviews right through pre-close, month-end, quarter-end and year-end activities—using a live screen-share (or sandbox) so I can see each task performed in the system. I also want to dig into the core cycles (AP, AR, inventory and fixed assets) and extend that knowledge to lease accounting, revenue recognition, payroll, tax, treasury and project accounting.

FP&A coverage is equally important. Together we will build budgets, rolling forecasts, variance and scenario models, and turn those outputs into management-ready reports.

Reporting & dashboards
Show me how to design and automate NetSuite dashboards for the P&L, balance sheet, cash-flow, AP/AR aging, inventory, asset registers and KPI scorecards. I expect to leave with templates I can reuse and adapt.

Real-world context if possible
Please ground the training in examples drawn from multi-entity, global organisations so I gain practical insight into inter-company eliminations, consolidation and foreign-currency remeasurement.

Deliverables (to be provided as the engagement progresses)
• Recorded video of every session
• Close checklists tailored to daily, monthly, quarterly and annual cycles
• Sample journal entries and reconciliation templates
• Finished dashboards and saved-search/report definitions
• Budget, forecast and scenario-planning workbooks


***Deliverables: Hands-on NetSuite training (screen-share or sandbox), close checklists, sample journal entries/reconciliations, dashboards, and forecasting templates and Recorded video sessions required