PeopleSoft Financials Training Course

PeopleSoft Financials Training Course

Introduction

PeopleSoft Financials Training Course is meticulously designed to equip professionals with in-depth expertise in enterprise financial management, streamlined accounting processes, and comprehensive reporting solutions. This course empowers learners to leverage PeopleSoft Financials modules, optimize financial operations, and enhance organizational efficiency. Participants will gain practical knowledge in accounts payable, accounts receivable, general ledger, and asset management, ensuring they can drive financial transformation and support strategic decision-making in dynamic business environments.

With a focus on hands-on learning, real-time case studies, and practical application, this course transforms learners into PeopleSoft Financials experts. By integrating ERP best practices, automation strategies, and compliance frameworks, participants will master tools to manage complex financial processes. Our training methodology emphasizes interactive workshops, scenario-based learning, and process simulations, enabling professionals to confidently implement financial solutions, optimize workflows, and elevate organizational performance in both corporate and global business landscapes.

Course Duration

5 days

Course Objectives

1. Master PeopleSoft Financials modules for comprehensive financial management.
2. Streamline accounts payable and receivable processes with automation.
3. Optimize general ledger management for accurate reporting.
4. Implement asset management strategies for effective resource utilization.
5. Enhance financial reporting and analytics for data-driven decisions.
6. Apply budgeting and forecasting techniques using PeopleSoft tools.
7. Ensure regulatory compliance and audit readiness in financial operations.
8. Integrate ERP best practices into organizational financial workflows.
9. Leverage workflow automation to improve operational efficiency.
10. Utilize real-time dashboards and KPIs for financial monitoring.
11. Develop cost control and financial optimization strategies.
12. Solve complex accounting scenarios through hands-on case studies.
13. Build expertise to become a PeopleSoft Financials certified professional.

Target Audience

1. Financial analysts and accountants
2. ERP consultants and implementation specialists
3. Finance managers and controllers
4. Internal auditors and compliance officers
5. IT professionals supporting finance systems
6. CFOs and financial operations leaders
7. Business analysts in finance domains
8. Students and professionals seeking PeopleSoft Financials certification

Course Modules

Module 1: Introduction to PeopleSoft Financials

• Overview of ERP and PeopleSoft architecture
• Core modules and functionalities
• Navigation and user interface training
• Understanding financial data flow
• Case Study: Implementing PeopleSoft for a mid-size organization

Module 2: General Ledger Management

• Chart of accounts configuration
• Journal entry processing and adjustments
• Period-end and year-end closing procedures
• Financial reporting and reconciliation
• Case Study: Resolving complex GL discrepancies in a multinational company

Module 3: Accounts Payable

• Vendor setup and management
• Invoice processing and payment cycles
• Expense tracking and accruals
• Automation of AP workflows
• Case Study: Optimizing AP operations in a retail organization

Module 4: Accounts Receivable

• Customer setup and billing
• Cash application and collections
• Revenue recognition compliance
• AR reporting and aging analysis
• Case Study: Improving collections efficiency in a service-based firm

Module 5: Asset Management

• Asset creation and classification
• Depreciation calculation and reporting
• Asset transfers and disposals
• Integration with GL and AP modules
• Case Study: Streamlining asset tracking for a manufacturing company

Module 6: Budgeting and Forecasting

• Budget creation and approval workflows
• Forecasting methodologies
• Variance analysis and reporting
• Integration with GL and departmental budgets
• Case Study: Implementing budget controls in a non-profit organization

Module 7: Financial Reporting and Analytics

• Standard and custom report creation
• KPI dashboards and analytics
• Ad-hoc reporting using PeopleSoft Query
• Data visualization techniques
• Case Study: Real-time financial reporting for a global enterprise

Module 8: Compliance and Controls

• Audit and regulatory compliance setup
• Internal controls and risk mitigation
• SOX and IFRS alignment
• Workflow approvals and segregation of duties
• Case Study: Ensuring compliance in a financial services firm

Training Methodology

This course employs a participatory and hands-on approach to ensure practical learning, including:

• Interactive lectures and presentations.
• Group discussions and brainstorming sessions.
• Hands-on exercises using real-world datasets.
• Role-playing and scenario-based simulations.
• Analysis of case studies to bridge theory and practice.
• Peer-to-peer learning and networking.
• Expert-led Q&A sessions.
• Continuous feedback and personalized guidance.

Register as a group from 3 participants for a Discount

Send us an email: info@datastatresearch.org or call +254724527104 

Certification

Upon successful completion of this training, participants will be issued with a globally- recognized certificate.

Tailor-Made Course

 We also offer tailor-made courses based on your needs.

Key Notes

a. The participant must be conversant with English.

b. Upon completion of training the participant will be issued with an Authorized Training Certificate

c. Course duration is flexible and the contents can be modified to fit any number of days.

d. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and A Certificate upon successful completion of Training.

e. One-year post-training support Consultation and Coaching provided after the course.

f. Payment should be done at least a week before commence of the training, to DATASTAT CONSULTANCY LTD account, as indicated in the invoice so as to enable us prepare better for you.