Fcp Broch_v2
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*** Estimated Timeline for Completion:
2 - 6 months Fin Sys. Specialist (Basic) University DUHS
PREREQUISITES Courses must be completed prior to program enrollment - Intro to SAP (online) - Windows - Excel (beg, int) CURRICULUM Enrollment/Intro sessions Financial Systems Specialist enrollment course Payroll Specialist enrollment course Basic *** Intro to Duke Accounting and Business Processes *** Intro to Duke G/L Accounts Reporting/Analysis - SAP University Reporting: Sponsored Projects - SAP - Non-Restricted Reporting - Hospital and HS Reporting - Reconciliation and Documents Journal entries - SAP Journal Entry (with journal entry documentation) HR/Payroll - iForms - Payroll Overview (New Dept reps) - Report Xpress (HS, Univ where applicable) - Semi-Annual Payroll Update Electives (Also qualify as CE after initial certification) Payroll - Non Comp Payments - Payroll and Work Study - Secondary Positions at Duke - Foreign National Payment Process Certification Exam (required) Continuing Education - Annual Recertification (Under Construction) - Payroll Updates (Dept reps) # Classes required for certification (including exam)
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?
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Certified Payroll Specialist University DUHS
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? ? ?
?
?
? ?
? ?
? ? ?
? ?
?
?
Financial Certification Program
2 - 6 months
Website and Contact Information: Class Length
2.5 hrs 8 hrs 8 hrs
3 hrs 2.5 hrs 4 hrs 4 hrs 4 hrs 4 hrs 2.5 hrs
? ??? ?~ ???
? ? ? ?
(2 req for cert) ◊ ◊ ◊ ◊ ◊ ◊ X X
X
X
?
?
? ?
? ?
8
6
9 (10)
10
2 hrs 5 hrs 2 hrs
2 hrs 1 hr 1 hr 2.5 hrs
1 hr
Website: http://finsvc-dev.oit.duke.edu/fcp/ Contacts: • Stacey Flur Program Manager, FCP [email protected] • Christeen Butler Financial Systems Specialist Curriculum Leader, FCP [email protected] • Gwen Hall-DiFabio Certified Payroll Representative Curriculum Leader, FCP [email protected]
F inanCiaL C eRtiFiCation P RogRaM
~ Course required if course topic is part of your current job position *** Foundational courses; applicable across certification tracks Computer based training Classroom training
Paths for Professional Development
Financial Certification Program
the Financial Certification Program (FCP) is designed to provide certification opportunities to staff within all of Duke’s management centers, while clarifying career path options and requirements for Duke staff who wish to pursue advancement opportunities. the program will also help establish more clearly defined responsibilities for financial roles, which will create a stronger internal control environment across Duke. there are specific four specific tracks for certification. each track will include specific training led by Duke’s internal experts on topics of relevance for the defined responsibilities for the role. all tracks require a minimum of completion of three prerequisite courses, an online enrollment course, and a comprehensive certification exam. Program tracks include: 䡵 Financial Systems Specialists 䡵 Certified Payroll Representative 䡵 Procure to Pay 䡵 Certified Financial Manager
Program Details: Eligibility: eligibility and participation requirements: • Full time employees • Relevant professional responsibilities • Supervisor approval • Contract signature by employee and supervisor • Failure to attend Charge of $100 per class • Six (6) month completion requirement Test-out options: • individuals can test out of classes for prerequisite and foundational courses. • one time curriculum test out option – available for the first 6 months of program only.
Certification exam: • Must receive an 80 percent passing grade. • Held in designated computer lab open to all certification tracks. • Failure to pass will result in review by the curriculum leader. Recertification: • Certification is valid for one year. • Recertification available through general session to ensure proficiency in recent changes to relevant subject matter. • Certification revoked if renewal does not take place. Benefits for Staff: the FCP is designed to provide staff members with the knowledge, skills and experiences to fulfill their fiscal responsibilities at Duke. the training will help participants: • increase confidence with financial procedures and systems • ensure compliance with established policies and procedures • Reduce errors and improve efficiency • increase productivity • enhance career growth opportunities
Benefits for Departments: the Financial Certification Program will provide the departments with stronger staff commitment, a more stable workforce, better information on which to make hiring decisions and enhanced financial controls including fewer errors entered into the financial system and subsequent error corrections. Program goals include: • Develop a highly-qualified financial user • encourage and ensure an atmosphere of compliance • Contribute to a stronger environment of internal controls • Detail accountability and expected responsibilities • Clearly defined skills outcomes enhance hiring practices to ensure appropriate job fit for positions with financiallyrelated duties the FCP relies on a partnership with supervisors to ensure the objectives of the program are met. Supervisors can help support the program by allowing participants to assume additional responsibilities following certification, promoting participants continued growth and development in the department, and seeking new hires who have completed the certification program.
Financial Certification Program
the Financial Certification Program (FCP) is designed to provide certification opportunities to staff within all of Duke’s management centers, while clarifying career path options and requirements for Duke staff who wish to pursue advancement opportunities. the program will also help establish more clearly defined responsibilities for financial roles, which will create a stronger internal control environment across Duke. there are specific four specific tracks for certification. each track will include specific training led by Duke’s internal experts on topics of relevance for the defined responsibilities for the role. all tracks require a minimum of completion of three prerequisite courses, an online enrollment course, and a comprehensive certification exam. Program tracks include: 䡵 Financial Systems Specialists 䡵 Certified Payroll Representative 䡵 Procure to Pay 䡵 Certified Financial Manager
Program Details: Eligibility: eligibility and participation requirements: • Full time employees • Relevant professional responsibilities • Supervisor approval • Contract signature by employee and supervisor • Failure to attend Charge of $100 per class • Six (6) month completion requirement Test-out options: • individuals can test out of classes for prerequisite and foundational courses. • one time curriculum test out option – available for the first 6 months of program only.
Certification exam: • Must receive an 80 percent passing grade. • Held in designated computer lab open to all certification tracks. • Failure to pass will result in review by the curriculum leader. Recertification: • Certification is valid for one year. • Recertification available through general session to ensure proficiency in recent changes to relevant subject matter. • Certification revoked if renewal does not take place. Benefits for Staff: the FCP is designed to provide staff members with the knowledge, skills and experiences to fulfill their fiscal responsibilities at Duke. the training will help participants: • increase confidence with financial procedures and systems • ensure compliance with established policies and procedures • Reduce errors and improve efficiency • increase productivity • enhance career growth opportunities
Benefits for Departments: the Financial Certification Program will provide the departments with stronger staff commitment, a more stable workforce, better information on which to make hiring decisions and enhanced financial controls including fewer errors entered into the financial system and subsequent error corrections. Program goals include: • Develop a highly-qualified financial user • encourage and ensure an atmosphere of compliance • Contribute to a stronger environment of internal controls • Detail accountability and expected responsibilities • Clearly defined skills outcomes enhance hiring practices to ensure appropriate job fit for positions with financiallyrelated duties the FCP relies on a partnership with supervisors to ensure the objectives of the program are met. Supervisors can help support the program by allowing participants to assume additional responsibilities following certification, promoting participants continued growth and development in the department, and seeking new hires who have completed the certification program.
F inanCiaL C eRtiFiCation P RogRaM FinanCial SyStemS SpeCialiSt
䡵 apply broad knowledge of Duke systems and practices to financially related job duties, including general accounting Procedures (gaPs) general Ledger accounts (g/L), and financial terminology, forms and references. 䡵 Understand the correlations between various financial systems and applications to improve efficiency. 䡵 Be proficient in the execution of reports using specific criteria to narrow results and understand which reports are best for certain cost object types and/or informational requirements, including use of: o one line summaries for all funds and/or sponsored projects o Financial statements o Line item reporting for reconciliation o Cost element groups o Financial transaction details 䡵 analyze and interpret report results to ensure spending is compliant and consistent: o Use of cost element groups. o Understanding Duke practices and how it correlates with external sponsor requirements. 䡵 take appropriate action in the resolution of identified problems to ensure spending remains consistent with available funds: o Process JVs for corrections, ensuring that an adequate audit trail is established and maintained. o Process JVs to cover overdrafts on unrestricted cost objects. 䡵 access available resources, including websites and department names and phone numbers.
Financial Systems Specialist
Upon successful completion of this track, individuals will be certified to:
F inanCiaL C eRtiFiCation P RogRaM CertiFieD payroll repreSentative
䡵 apply the payroll schedules to department business processes to ensure transactions meet deadlines for the exempt and nonexempt payrolls and the noncompensatory payment system. 䡵 apply the fundamentals of the Payroll Structure as the foundation of position management within SaP. 䡵 Understand key terminology in order to better communicate payroll information within the department and between the department and corporate functions. 䡵 apply general Ledger accounting to payroll expenses. 䡵 Use iForms to process a variety of payroll master data transactions 䡵 Understand and apply the process for hiring secondary employees.* 䡵 Understand basic guidelines for work study recipients and parameters for issuing payments.* 䡵 Understand purpose and procedures for the different methods of issuing payments to nonexempt and exempt employees 䡵 Use a variety of reports to better understand payroll expenses for both exempt and nonexempt employees. 䡵 Maintain current understanding of new payroll processes, procedures, and Duke or governmental compliance requirements. 䡵 Serve as the liaison between the department and Corporate Payroll Services. 䡵 Understand the payroll polices and procedures that support ReportXpress, how to interpret a ReportXpress time report, reports available through ReportXpress, and how to request changes to system parameters in ReportXpress.* 䡵 Differentiate between compensatory and noncompensatory individuals and the process and parameters for processing payments for noncompensatory recipients.* 䡵 Support departmental efforts to issue payments to Foreign nationals while ensuring the department complies with immigration and tax regulations protecting both the institution and the individual employee.
Certified Payroll Representative
Upon successful completion of this track, individuals will be certified to:
• apply broad knowledge of Duke systems and practices to financially related job duties, including general accounting Procedures (gaPs) general Ledger accounts (g/L), and financial terminology, forms and references. • Understand the correlations between various financial systems and applications to improve efficiency. • Be proficient in the Text execution of reports using specific criteria to narrow results and to come understand which reports are best for certain cost object types and/or informational requirements, including use of: o one line summaries for all funds and/or sponsored projects o Financial statements o Line item reporting for reconciliation o Cost element groups o Financial transaction details • analyze and interpret report results to ensure spending is compliant and consistent: o Use of cost element groups. o Understanding Duke practices and how it correlates with external sponsor requirements. • take appropriate action in the resolution of identified problems to ensure spending remains consistent with available funds: o Process JVs for corrections, ensuring that an adequate audit trail is established and maintained. o Process JVs to cover overdrafts on unrestricted cost objects. • access available resources, including websites and department names and phone numbers.
F inanCiaL C eRtiFiCation P RogRaM proCure to pay
Procure to Pay
Upon successful completion of this track, individuals will be certified to:
• apply broad knowledge of Duke systems and practices to financially related job duties, including general accounting Procedures (gaPs) general Ledger accounts (g/L), and financial terminology, forms and references. Text tovarious comefinancial systems and applications to improve efficiency. • Understand the correlations between • Be proficient in the execution of reports using specific criteria to narrow results and understand which reports are best for certain cost object types and/or informational requirements, including use of: o one line summaries for all funds and/or sponsored projects o Financial statements o Line item reporting for reconciliation o Cost element groups o Financial transaction details • analyze and interpret report results to ensure spending is compliant and consistent: o Use of cost element groups. o Understanding Duke practices and how it correlates with external sponsor requirements. • take appropriate action in the resolution of identified problems to ensure spending remains consistent with available funds: o Process JVs for corrections, ensuring that an adequate audit trail is established and maintained. o Process JVs to cover overdrafts on unrestricted cost objects. • access available resources, including websites and department names and phone numbers.
F inanCiaL C eRtiFiCation P RogRaM CertiFieD FinanCial manaGer
Certified Financial Manager
Upon successful completion of this track, individuals will be certified to:
• apply broad knowledge of Duke systems and practices to financially related job duties, including general accounting Procedures (gaPs) general Ledger accounts (g/L), and financial terminology, forms and references. Text tovarious comefinancial systems and applications to improve efficiency. • Understand the correlations between • Be proficient in the execution of reports using specific criteria to narrow results and understand which reports are best for certain cost object types and/or informational requirements, including use of: o one line summaries for all funds and/or sponsored projects o Financial statements o Line item reporting for reconciliation o Cost element groups o Financial transaction details • analyze and interpret report results to ensure spending is compliant and consistent: o Use of cost element groups. o Understanding Duke practices and how it correlates with external sponsor requirements. • take appropriate action in the resolution of identified problems to ensure spending remains consistent with available funds: o Process JVs for corrections, ensuring that an adequate audit trail is established and maintained. o Process JVs to cover overdrafts on unrestricted cost objects. • access available resources, including websites and department names and phone numbers.
F inanCiaL C eRtiFiCation P RogRaM CertiFieD FinanCial manaGer
Certified Financial Manager
Upon successful completion of this track, individuals will be certified to:
*** Estimated Timeline for Completion:
2 - 6 months Fin Sys. Specialist (Basic) University DUHS
PREREQUISITES Courses must be completed prior to program enrollment - Intro to SAP (online) - Windows - Excel (beg, int) CURRICULUM Enrollment/Intro sessions Financial Systems Specialist enrollment course Payroll Specialist enrollment course Basic *** Intro to Duke Accounting and Business Processes *** Intro to Duke G/L Accounts Reporting/Analysis - SAP University Reporting: Sponsored Projects - SAP - Non-Restricted Reporting - Hospital and HS Reporting - Reconciliation and Documents Journal entries - SAP Journal Entry (with journal entry documentation) HR/Payroll - iForms - Payroll Overview (New Dept reps) - Report Xpress (HS, Univ where applicable) - Semi-Annual Payroll Update Electives (Also qualify as CE after initial certification) Payroll - Non Comp Payments - Payroll and Work Study - Secondary Positions at Duke - Foreign National Payment Process Certification Exam (required) Continuing Education - Annual Recertification (Under Construction) - Payroll Updates (Dept reps) # Classes required for certification (including exam)
? ? ?
? ? ?
?
?
? ?
? ?
Certified Payroll Specialist University DUHS
? ? ?
? ? ?
?
?
? ?
? ?
? ? ?
? ?
?
?
Financial Certification Program
2 - 6 months
Website and Contact Information: Class Length
2.5 hrs 8 hrs 8 hrs
3 hrs 2.5 hrs 4 hrs 4 hrs 4 hrs 4 hrs 2.5 hrs
? ??? ?~ ???
? ? ? ?
(2 req for cert) ◊ ◊ ◊ ◊ ◊ ◊ X X
X
X
?
?
? ?
? ?
8
6
9 (10)
10
2 hrs 5 hrs 2 hrs
2 hrs 1 hr 1 hr 2.5 hrs
1 hr
Website: http://finsvc-dev.oit.duke.edu/fcp/ Contacts: • Stacey Flur Program Manager, FCP [email protected] • Christeen Butler Financial Systems Specialist Curriculum Leader, FCP [email protected] • Gwen Hall-DiFabio Certified Payroll Representative Curriculum Leader, FCP [email protected]
F inanCiaL C eRtiFiCation P RogRaM
~ Course required if course topic is part of your current job position *** Foundational courses; applicable across certification tracks Computer based training Classroom training
Paths for Professional Development
2 - 6 months Fin Sys. Specialist (Basic) University DUHS
PREREQUISITES Courses must be completed prior to program enrollment - Intro to SAP (online) - Windows - Excel (beg, int) CURRICULUM Enrollment/Intro sessions Financial Systems Specialist enrollment course Payroll Specialist enrollment course Basic *** Intro to Duke Accounting and Business Processes *** Intro to Duke G/L Accounts Reporting/Analysis - SAP University Reporting: Sponsored Projects - SAP - Non-Restricted Reporting - Hospital and HS Reporting - Reconciliation and Documents Journal entries - SAP Journal Entry (with journal entry documentation) HR/Payroll - iForms - Payroll Overview (New Dept reps) - Report Xpress (HS, Univ where applicable) - Semi-Annual Payroll Update Electives (Also qualify as CE after initial certification) Payroll - Non Comp Payments - Payroll and Work Study - Secondary Positions at Duke - Foreign National Payment Process Certification Exam (required) Continuing Education - Annual Recertification (Under Construction) - Payroll Updates (Dept reps) # Classes required for certification (including exam)
? ? ?
? ? ?
?
?
? ?
? ?
Certified Payroll Specialist University DUHS
? ? ?
? ? ?
?
?
? ?
? ?
? ? ?
? ?
?
?
Financial Certification Program
2 - 6 months
Website and Contact Information: Class Length
2.5 hrs 8 hrs 8 hrs
3 hrs 2.5 hrs 4 hrs 4 hrs 4 hrs 4 hrs 2.5 hrs
? ??? ?~ ???
? ? ? ?
(2 req for cert) ◊ ◊ ◊ ◊ ◊ ◊ X X
X
X
?
?
? ?
? ?
8
6
9 (10)
10
2 hrs 5 hrs 2 hrs
2 hrs 1 hr 1 hr 2.5 hrs
1 hr
Website: http://finsvc-dev.oit.duke.edu/fcp/ Contacts: • Stacey Flur Program Manager, FCP [email protected] • Christeen Butler Financial Systems Specialist Curriculum Leader, FCP [email protected] • Gwen Hall-DiFabio Certified Payroll Representative Curriculum Leader, FCP [email protected]
F inanCiaL C eRtiFiCation P RogRaM
~ Course required if course topic is part of your current job position *** Foundational courses; applicable across certification tracks Computer based training Classroom training
Paths for Professional Development
Financial Certification Program
the Financial Certification Program (FCP) is designed to provide certification opportunities to staff within all of Duke’s management centers, while clarifying career path options and requirements for Duke staff who wish to pursue advancement opportunities. the program will also help establish more clearly defined responsibilities for financial roles, which will create a stronger internal control environment across Duke. there are specific four specific tracks for certification. each track will include specific training led by Duke’s internal experts on topics of relevance for the defined responsibilities for the role. all tracks require a minimum of completion of three prerequisite courses, an online enrollment course, and a comprehensive certification exam. Program tracks include: 䡵 Financial Systems Specialists 䡵 Certified Payroll Representative 䡵 Procure to Pay 䡵 Certified Financial Manager
Program Details: Eligibility: eligibility and participation requirements: • Full time employees • Relevant professional responsibilities • Supervisor approval • Contract signature by employee and supervisor • Failure to attend Charge of $100 per class • Six (6) month completion requirement Test-out options: • individuals can test out of classes for prerequisite and foundational courses. • one time curriculum test out option – available for the first 6 months of program only.
Certification exam: • Must receive an 80 percent passing grade. • Held in designated computer lab open to all certification tracks. • Failure to pass will result in review by the curriculum leader. Recertification: • Certification is valid for one year. • Recertification available through general session to ensure proficiency in recent changes to relevant subject matter. • Certification revoked if renewal does not take place. Benefits for Staff: the FCP is designed to provide staff members with the knowledge, skills and experiences to fulfill their fiscal responsibilities at Duke. the training will help participants: • increase confidence with financial procedures and systems • ensure compliance with established policies and procedures • Reduce errors and improve efficiency • increase productivity • enhance career growth opportunities
Benefits for Departments: the Financial Certification Program will provide the departments with stronger staff commitment, a more stable workforce, better information on which to make hiring decisions and enhanced financial controls including fewer errors entered into the financial system and subsequent error corrections. Program goals include: • Develop a highly-qualified financial user • encourage and ensure an atmosphere of compliance • Contribute to a stronger environment of internal controls • Detail accountability and expected responsibilities • Clearly defined skills outcomes enhance hiring practices to ensure appropriate job fit for positions with financiallyrelated duties the FCP relies on a partnership with supervisors to ensure the objectives of the program are met. Supervisors can help support the program by allowing participants to assume additional responsibilities following certification, promoting participants continued growth and development in the department, and seeking new hires who have completed the certification program.
Financial Certification Program
the Financial Certification Program (FCP) is designed to provide certification opportunities to staff within all of Duke’s management centers, while clarifying career path options and requirements for Duke staff who wish to pursue advancement opportunities. the program will also help establish more clearly defined responsibilities for financial roles, which will create a stronger internal control environment across Duke. there are specific four specific tracks for certification. each track will include specific training led by Duke’s internal experts on topics of relevance for the defined responsibilities for the role. all tracks require a minimum of completion of three prerequisite courses, an online enrollment course, and a comprehensive certification exam. Program tracks include: 䡵 Financial Systems Specialists 䡵 Certified Payroll Representative 䡵 Procure to Pay 䡵 Certified Financial Manager
Program Details: Eligibility: eligibility and participation requirements: • Full time employees • Relevant professional responsibilities • Supervisor approval • Contract signature by employee and supervisor • Failure to attend Charge of $100 per class • Six (6) month completion requirement Test-out options: • individuals can test out of classes for prerequisite and foundational courses. • one time curriculum test out option – available for the first 6 months of program only.
Certification exam: • Must receive an 80 percent passing grade. • Held in designated computer lab open to all certification tracks. • Failure to pass will result in review by the curriculum leader. Recertification: • Certification is valid for one year. • Recertification available through general session to ensure proficiency in recent changes to relevant subject matter. • Certification revoked if renewal does not take place. Benefits for Staff: the FCP is designed to provide staff members with the knowledge, skills and experiences to fulfill their fiscal responsibilities at Duke. the training will help participants: • increase confidence with financial procedures and systems • ensure compliance with established policies and procedures • Reduce errors and improve efficiency • increase productivity • enhance career growth opportunities
Benefits for Departments: the Financial Certification Program will provide the departments with stronger staff commitment, a more stable workforce, better information on which to make hiring decisions and enhanced financial controls including fewer errors entered into the financial system and subsequent error corrections. Program goals include: • Develop a highly-qualified financial user • encourage and ensure an atmosphere of compliance • Contribute to a stronger environment of internal controls • Detail accountability and expected responsibilities • Clearly defined skills outcomes enhance hiring practices to ensure appropriate job fit for positions with financiallyrelated duties the FCP relies on a partnership with supervisors to ensure the objectives of the program are met. Supervisors can help support the program by allowing participants to assume additional responsibilities following certification, promoting participants continued growth and development in the department, and seeking new hires who have completed the certification program.
F inanCiaL C eRtiFiCation P RogRaM FinanCial SyStemS SpeCialiSt
䡵 apply broad knowledge of Duke systems and practices to financially related job duties, including general accounting Procedures (gaPs) general Ledger accounts (g/L), and financial terminology, forms and references. 䡵 Understand the correlations between various financial systems and applications to improve efficiency. 䡵 Be proficient in the execution of reports using specific criteria to narrow results and understand which reports are best for certain cost object types and/or informational requirements, including use of: o one line summaries for all funds and/or sponsored projects o Financial statements o Line item reporting for reconciliation o Cost element groups o Financial transaction details 䡵 analyze and interpret report results to ensure spending is compliant and consistent: o Use of cost element groups. o Understanding Duke practices and how it correlates with external sponsor requirements. 䡵 take appropriate action in the resolution of identified problems to ensure spending remains consistent with available funds: o Process JVs for corrections, ensuring that an adequate audit trail is established and maintained. o Process JVs to cover overdrafts on unrestricted cost objects. 䡵 access available resources, including websites and department names and phone numbers.
Financial Systems Specialist
Upon successful completion of this track, individuals will be certified to:
F inanCiaL C eRtiFiCation P RogRaM CertiFieD payroll repreSentative
䡵 apply the payroll schedules to department business processes to ensure transactions meet deadlines for the exempt and nonexempt payrolls and the noncompensatory payment system. 䡵 apply the fundamentals of the Payroll Structure as the foundation of position management within SaP. 䡵 Understand key terminology in order to better communicate payroll information within the department and between the department and corporate functions. 䡵 apply general Ledger accounting to payroll expenses. 䡵 Use iForms to process a variety of payroll master data transactions 䡵 Understand and apply the process for hiring secondary employees.* 䡵 Understand basic guidelines for work study recipients and parameters for issuing payments.* 䡵 Understand purpose and procedures for the different methods of issuing payments to nonexempt and exempt employees 䡵 Use a variety of reports to better understand payroll expenses for both exempt and nonexempt employees. 䡵 Maintain current understanding of new payroll processes, procedures, and Duke or governmental compliance requirements. 䡵 Serve as the liaison between the department and Corporate Payroll Services. 䡵 Understand the payroll polices and procedures that support ReportXpress, how to interpret a ReportXpress time report, reports available through ReportXpress, and how to request changes to system parameters in ReportXpress.* 䡵 Differentiate between compensatory and noncompensatory individuals and the process and parameters for processing payments for noncompensatory recipients.* 䡵 Support departmental efforts to issue payments to Foreign nationals while ensuring the department complies with immigration and tax regulations protecting both the institution and the individual employee.
Certified Payroll Representative
Upon successful completion of this track, individuals will be certified to:
• apply broad knowledge of Duke systems and practices to financially related job duties, including general accounting Procedures (gaPs) general Ledger accounts (g/L), and financial terminology, forms and references. • Understand the correlations between various financial systems and applications to improve efficiency. • Be proficient in the Text execution of reports using specific criteria to narrow results and to come understand which reports are best for certain cost object types and/or informational requirements, including use of: o one line summaries for all funds and/or sponsored projects o Financial statements o Line item reporting for reconciliation o Cost element groups o Financial transaction details • analyze and interpret report results to ensure spending is compliant and consistent: o Use of cost element groups. o Understanding Duke practices and how it correlates with external sponsor requirements. • take appropriate action in the resolution of identified problems to ensure spending remains consistent with available funds: o Process JVs for corrections, ensuring that an adequate audit trail is established and maintained. o Process JVs to cover overdrafts on unrestricted cost objects. • access available resources, including websites and department names and phone numbers.
F inanCiaL C eRtiFiCation P RogRaM proCure to pay
Procure to Pay
Upon successful completion of this track, individuals will be certified to:
• apply broad knowledge of Duke systems and practices to financially related job duties, including general accounting Procedures (gaPs) general Ledger accounts (g/L), and financial terminology, forms and references. Text tovarious comefinancial systems and applications to improve efficiency. • Understand the correlations between • Be proficient in the execution of reports using specific criteria to narrow results and understand which reports are best for certain cost object types and/or informational requirements, including use of: o one line summaries for all funds and/or sponsored projects o Financial statements o Line item reporting for reconciliation o Cost element groups o Financial transaction details • analyze and interpret report results to ensure spending is compliant and consistent: o Use of cost element groups. o Understanding Duke practices and how it correlates with external sponsor requirements. • take appropriate action in the resolution of identified problems to ensure spending remains consistent with available funds: o Process JVs for corrections, ensuring that an adequate audit trail is established and maintained. o Process JVs to cover overdrafts on unrestricted cost objects. • access available resources, including websites and department names and phone numbers.
F inanCiaL C eRtiFiCation P RogRaM CertiFieD FinanCial manaGer
Certified Financial Manager
Upon successful completion of this track, individuals will be certified to:
• apply broad knowledge of Duke systems and practices to financially related job duties, including general accounting Procedures (gaPs) general Ledger accounts (g/L), and financial terminology, forms and references. Text tovarious comefinancial systems and applications to improve efficiency. • Understand the correlations between • Be proficient in the execution of reports using specific criteria to narrow results and understand which reports are best for certain cost object types and/or informational requirements, including use of: o one line summaries for all funds and/or sponsored projects o Financial statements o Line item reporting for reconciliation o Cost element groups o Financial transaction details • analyze and interpret report results to ensure spending is compliant and consistent: o Use of cost element groups. o Understanding Duke practices and how it correlates with external sponsor requirements. • take appropriate action in the resolution of identified problems to ensure spending remains consistent with available funds: o Process JVs for corrections, ensuring that an adequate audit trail is established and maintained. o Process JVs to cover overdrafts on unrestricted cost objects. • access available resources, including websites and department names and phone numbers.
F inanCiaL C eRtiFiCation P RogRaM CertiFieD FinanCial manaGer
Certified Financial Manager
Upon successful completion of this track, individuals will be certified to:
*** Estimated Timeline for Completion:
2 - 6 months Fin Sys. Specialist (Basic) University DUHS
PREREQUISITES Courses must be completed prior to program enrollment - Intro to SAP (online) - Windows - Excel (beg, int) CURRICULUM Enrollment/Intro sessions Financial Systems Specialist enrollment course Payroll Specialist enrollment course Basic *** Intro to Duke Accounting and Business Processes *** Intro to Duke G/L Accounts Reporting/Analysis - SAP University Reporting: Sponsored Projects - SAP - Non-Restricted Reporting - Hospital and HS Reporting - Reconciliation and Documents Journal entries - SAP Journal Entry (with journal entry documentation) HR/Payroll - iForms - Payroll Overview (New Dept reps) - Report Xpress (HS, Univ where applicable) - Semi-Annual Payroll Update Electives (Also qualify as CE after initial certification) Payroll - Non Comp Payments - Payroll and Work Study - Secondary Positions at Duke - Foreign National Payment Process Certification Exam (required) Continuing Education - Annual Recertification (Under Construction) - Payroll Updates (Dept reps) # Classes required for certification (including exam)
? ? ?
? ? ?
?
?
? ?
? ?
Certified Payroll Specialist University DUHS
? ? ?
? ? ?
?
?
? ?
? ?
? ? ?
? ?
?
?
Financial Certification Program
2 - 6 months
Website and Contact Information: Class Length
2.5 hrs 8 hrs 8 hrs
3 hrs 2.5 hrs 4 hrs 4 hrs 4 hrs 4 hrs 2.5 hrs
? ??? ?~ ???
? ? ? ?
(2 req for cert) ◊ ◊ ◊ ◊ ◊ ◊ X X
X
X
?
?
? ?
? ?
8
6
9 (10)
10
2 hrs 5 hrs 2 hrs
2 hrs 1 hr 1 hr 2.5 hrs
1 hr
Website: http://finsvc-dev.oit.duke.edu/fcp/ Contacts: • Stacey Flur Program Manager, FCP [email protected] • Christeen Butler Financial Systems Specialist Curriculum Leader, FCP [email protected] • Gwen Hall-DiFabio Certified Payroll Representative Curriculum Leader, FCP [email protected]
F inanCiaL C eRtiFiCation P RogRaM
~ Course required if course topic is part of your current job position *** Foundational courses; applicable across certification tracks Computer based training Classroom training
Paths for Professional Development
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Fcp Broch_v2
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Fcp-environmentpt1
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A8-fcp-so12f.pdf
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Soal Ekg Fcp-2.pdf
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