Financial Administrator

The Financial Administrator Series is a 16-hour blended learning experience of training classes that build onto the Financial Basics Series by adding courses covering higher level accounting concepts as well as ledger review and budgeting. The series is sponsored by the Florida State University Controller's Office and designed to: -Build upon the understanding learned in the Financial Basics Series -Understand higher level accounting concepts as they are implemented at Florida State University -Learn and apply policies and procedures as they relate to ledger review and budgeting Certificate Curriculum: 1. Introduction to University Accounting: for users who are new to the OMNI Financials system or university accounting. Participants will learn about OMNI Financials, how money flows through FSU, and discuss important accounting topics like ledgers and chart fields. 2. Intermediate University Accounting: for users who have completed Introduction to University Accounting (BTAC01) and are ready to learn more about general ledger account usage. A significant portion of the course is devoted to reporting tools available to financial staff, such as OBI (Business Intelligence) and PS Query in OMNI Financials. 3. Advanced University Accounting: provides a deep dive into university accounting for those who have completed Introduction to University Accounting (BTAC01) and Intermediate University Accounting (BTAC02). Users will learn more about accrual accounting, general ledger accounts, and journal sources. 4. Procurement Policies: the fundamentals of the procurement process at Florida State University and helps departmental personnel understand their role in that process through an interactive, scenario-based structure. It covers common pitfalls, threshold limits when competition is required, types of solicitations and provides a brief overview of the Purchasing Card (PCard). 5. Travel Expense & Concur: trains travel representatives, Travel Cardholders, and approvers in the fundamentals of travel & expenses and the travel card in Concur. Participants will understand travel & travel card policy and Concur concepts such as: creating, submitting & approving travel requests, processing expense reports for travel reimbursements and Travel Card purchases. 6. Understanding Internal Billing: targets users from buying departments that order goods from internal auxiliaries or users new to OMNI Financials. Participants will gain an understanding of internal billing processes from the perspective of the buying department. Topics covered include understanding how to create internal purchase orders and researching invoice and payment data via queries and reports. Primarily geared towards PO requestors, budget managers, and staff responsible for processing financial transactions. 7. Internal Controls and Fraud Awareness: understand the role of internal controls and their importance in the workplace. Learn key indicators to increase awareness and assist in the prevention and detection of fraud. 8. Introduction to Accounts Payable: covers the fundamentals of accounts payable and topics such as expenditure guidelines, unencumbered vs. encumbered payments, and Purchasing Card compliance. 9. Departmental Ledger Review: the final course in the BTAC series equips users to perform their monthly ledger reviews by incorporating all the knowledge gained during the BTAC01 – BTAC02 courses and applying it to real-world examples. Users are encouraged to bring samples of confusing ledger data or questions related to the reconciliation process. Participants must complete all required training classes and associated knowledge checks to receive certificate recognition. To learn more about the FSU Controller's Office and training resources, please visit https://controller.vpfa.fsu.edu.