fcp broch_v2

8/14/2019 FCP broch_v2

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FinanCiaLCeRtiFiCation PRogRaM

Paths for Professional Development


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Certification exam:

Mus rcv n 80 prcn pssng grd. Hld n dsgnd cmpur lb pn ll crfcn

rcks. Flur pss wll rsul n rvw by h currculum

ldr.

Recertification:

Crfcn s vld fr n yr.

Rcrfcn vlbl hrugh gnrl sssn nsurprfcncy n rcn chngs rlvn subjc mr.

Crfcn rvkd f rnwl ds n k plc.

Benefits for Staff:

th FCP s dsgnd prvd sff mmbrs wh hknwldg, sklls nd xprncs fulfll hr fsclrspnsbls Duk. th rnng wll hlp prcpns:

incrs cnfdnc wh fnncl prcdurs nd sysms ensur cmplnc wh sblshd plcs nd

prcdurs

Rduc rrrs nd mprv ffcncy incrs prducvy

enhnc crr grwh ppruns

Benefits for Departments:

th Fnncl Crfcn Prgrm wll prvd hdprmns wh srngr sff cmmmn, mr sblwrkfrc, br nfrmn n whch mk hrngdcsns nd nhncd fnncl cnrls ncludng fwrrrrs nrd n h fnncl sysm nd subsqun rrrcrrcns. Prgrm gls nclud: Dvlp hghly-qulfd fnncl usr

encurg nd nsur n msphr f cmplnc Cnrbu srngr nvrnmn f nrnl cnrls Dl ccunbly nd xpcd rspnsbls Clrly dfnd sklls ucms nhnc hrng prccs

nsur pprpr jb f fr psns wh fnnclly-rld dus

th FCP rls n prnrshp wh suprvsrs nsurh bjcvs f h prgrm r m. Suprvsrs cn hlpsuppr h prgrm by llwng prcpns ssumddnl rspnsbls fllwng crfcn, prmngprcpns cnnud grwh nd dvlpmn n hdprmn, nd skng nw hrs wh hv cmpld hcrfcn prgrm.


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FinanCialSyStemSSpeCialiSt


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8/12FinanCiaLCeRtiFiCation PRogRaM


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CertiFieD FinanCial manaGer


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CertifiedFinan

cialManager

Up succssful cmpl f hs rck, dvduls wll b crfd :

apply brd kwld f Duk sysms d prccs fclly rld jb dus, cludgrl accu Prcdurs (gaPs) grl Ldr ccus (g/L), d fcl rmly, frms drfrcs.

Udrsd h crrls bw vrus fcl sysms d pplcs mprv ffccy. B prfc h xcu f rprs us spcfc crr rrw rsuls d udrsd whchrprs r bs fr cr cs bjc yps d/r frml rqurms, clud us f: o l summrs fr ll fuds d/r spsrd prjcs Fcl sms L m rpr fr rccl Cs lm rups Fcl rsc dls alyz d rpr rpr rsuls sur spd s cmpl d css:

Us f cs lm rups. Udrsd Duk prccs d hw crrls wh xrl spsr rqurms. tk pprpr c h rslu f dfd prblms sur spd rms csswh vlbl fuds: Prcss JVs fr crrcs, sur h dqu ud rl s sblshd d md. Prcss JVs cvr vrdrfs ursrcd cs bjcs. accss vlbl rsurcs, clud wbss d dprm ms d ph umbrs.

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Financial Certification ProgramWebsite and Contact Information:

Website:

http://finsvc-dev.oit.duke.edu/fcp/

Contacts:

StaceyFlur

Prrm Mr, [email protected]

ChristeenButler

Fcl Sysms SpclsCurrculum Ldr, [email protected]

GwenHall-DiFabio

Crfd Pyrll Rprsv

Currculum Ldr, [email protected]

*** Estimated Timeline for Completion:

University DUHS University DUHS

- Intro to SAP (online) ? ? ? ? 2.5 hrs

- Windows ? ? ? ? 8 hrs- Excel (beg, int) ? ? ? ? 8 hrs

Enrollment/Intro sessions

Financial Systems Specialist enrollment course ? ?

Payroll Specialist enrollment course ? ?

Basic

*** Intro to Duke Accounting and Business Processes ? ? ? ? 3 hrs

*** Intro to Duke G/L Accounts ? ? ? ? 2.5 hrs

Reporting/Analysis

- SAP University Reporting: Sponsored Projects ? 4 hrs

- SAP - Non-Restricted Reporting ? 4 hrs

- Hospital and HS Reporting ? 4 hrs- Reconciliation and Documents ? ? 4 hrs

Journal entries

- SAP Journal Entry (with journal entry documentation) ? ? 2.5 hrsHR/Payroll

- iForms ? ? 2 hrs

- Payroll Overview (New Dept reps) ??? ? 5 hrs

- Report Xpress (HS, Univ where applicable) ? ~ ? 2 hrs- Semi-Annual Payroll Update ??? ?

Payroll - Non Comp Payments 2 hrs

- Payroll and Work Study 1 hr

- Secondary Positions at Duke 1 hr

- Foreign National Payment Process 2.5 hrsCertification Exam (required)

Continuing Education

- Annual Recertification (Under Construction) ? ? ? ?

- Payroll Updates (Dept reps) ? ? 1 hr

# Classes required for certification (including exam) 8 6 9 (10) 10

~ Course required if course topic is part of your current job position

*** Foundational courses; applicable across certification tracks

Computer based training

Classroom training

Class Length

2 - 6 months

Fin Sys. Specialist

(Basic)

(2 req for cert)

2 - 6 months

Certified Payroll

Specialist

PREREQUISITES

Electives (Also qualify as CE after initial certification)

CURRICULUM

Courses must be completed prior to program enrollment

X X X X