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NetSuite Reporting for High Transaction Volume & Self-Serve Businesses
Computer Software and Applications

NETSUITE REPORTING FOR HIGH TRANSACTION VOLUME & SELF-SERVE BUSINESSES

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 20, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendCFO / Controller
CPA - medium firm
CPA - large firm
Other
Series: CFOs and Controllers
Course Description

NetSuite is the most widely adopted general ledger for finance teams at high-growth companies —but it is not without limitations. As digitization has created an explosion of data, both in volume and type, many finance teams are experiencing never-before-seen obstacles when using their NetSuite general ledger.

Join Emily Eagon, CPA (Controller at Medium) and Raymond Lau (Former Director Finance Operations at Zynga and current CEO at Leapfin) for a discussion on how high transaction volume and self-serve businesses can get the most out of NetSuite by supplementing with a subledger to streamline their finance operations. Learn tactically how Emily was able to avoid costly fees and a laggy NetSuite platform by addressing this issue at Medium.

Learning Objectives:


  • Identify financial data from fragmented financial systems (Stripe, Braintree, iOS/Android, etc.)

  • Organize NetSuite with a subledger to streamline finance operations

  • Determine if your subledger is in sync with NetSuite general ledger for smooth audits

  • Report on GAAP and Non-GAAP metrics

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Raymond Lau

Leapfin
Co-Founder & CEO
[email protected]

Leapfin

Ray is the CEO and Co-Founder of Leapfin, the leading Finance Operations Platform. Prior to Leapfin, Ray was the Director of Finance Operations at Zynga where he managed revenue reporting and financial planning. Most of the inspiration for Leapfin came from Ray’s experience at Zynga (think: everything in Excel, files so large they took 20+ minutes to open).

Prior to Zynga, Ray was the founder & CEO of PlayHaven, a leading mobile advertising network serving over 250M users. PlayHaven was acquired in 2014.

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Emily Eagon, CPA

Medium
Controller

Medium

As the Controller at Medium, Emily is responsible for leading the finance team with a strong focus on automation, scaling processes and systems, and streamlining finance operations.

Prior to Medium, she has led finance teams at both public and private companies. She is an expert in GAAP accounting, budgeting and forecasting, and process creation and improvement.

About Our Presenter

Leapfin
Leapfin is the #1 finance operations automation platform. For finance teams facing external pressure from new product launches, new financing, Public business units, M&A, IPO preparation, and GAAP compliance, Leapfin automates manual processes and ensures accurate and real-time financial insights. With its proprietary Financial Data Bus technology, Leapfin streamlines business processes including revenue recognition, cash reconciliation, and transaction matching. Leapfin helps companies such as Canva, Flexport, Patreon and many others manage high transaction volume, data silos, and process complexity.