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Office of Human Resources

Training & Organizational Development


Financial Representative Certificate Series

This certificate series is designed to offer basic understanding of FSU financial policies and procedures to any employee with financial roles or interest. The program will provide tools and resources related to financial responsibilities at Florida State University.

The Financial Representative Program requirements are:

  • Complete all required classes within 1 year of the initial class date.
  • Complete an online (Blackboard) post-test within 14 days of completing each class. (Participants may reserve a time to test at the Training Center if they do not have access to a computer.)
  • Receive a minimum post-test score of 90% or above on each course post-test. If a minimum post-test score of 90% is not achieved, the participant will have three attempts to review their errors and retest.

Upon conclusion of the program, a certificate of completion is given to each participant. Participants must have their supervisor's approval to attend the classes if they occur during the employee's regular working hours. For additional program information, contact the Office of Training and Organizational Development at training@fsu.edu.

Participants must complete the following courses to receive a certificate of completion.

Curriculum

  1. Introduction to University Accounting (BTFA01): This course targets users who are new to university accounting and/or OMNI Financials. Participants will gain an understanding of OMNI Financials and concepts such as Ledgers, Chartfields and Journal Entries. They will also be given a number of resources that are useful for employees in Financial & Accounting positions at FSU.
  2. Financial Reporting Tools (BTFA02): General Ledger Journal Processing and Reporting. This course will provide guidance on the various financial reporting tools available to University personnel. Participants will gain an understanding of how to obtain financial data from reports produced out of the OMNI GL Module, OMNI Reporting Tools and OBI as well as via Queries.
  3. General Ledger Reconciliation (BTFA03): This course is designed for OMNI users responsible for reconciling departmental ledgers. Reconciliation objectives, guidelines and a detailed walk through of the reconciliation process will be covered. Guidance on the reconciliation process will include a review of the use of OMNI and OBI reports, instructions on how to locate the most common source documents and a review of how to correct errors that are discovered.
  4. Travel Expense & T-Card for Representatives & Approvers (BTTE03): This course trains travel representatives, Travel Card holders and approvers in the fundamentals of travel & expenses and the travel card in the OMNI system. Participants will gain an understanding of travel & Travel card policy and OMNI concepts such as: creating & submitting travel authorizations, cash advances, processing expense reports for travel reimbursements & Travel Card purchases. They will also learn how to budget check and approve/deny submitted documents.
  5. Procurement Policies (BTPUR2):This class outlines the fundamentals of the procurement process at FSU and helps departmental personnel understand their role in that process. It covers writing specifications, limits when competition is required, types of solicitations and provides a brief overview of the FSU EMarket and P-Card.
  6. Property Training (BTPT02): This course is designed for departmental Property Managers, Property Custodians, or departmental financial representatives seeking credit towards the Financial Representative Training Certificate. Property definitions and accounting, policies, procedures, and responsibilities will be covered. Forms, queries and resources will also be provided. Note: BTPT01 does NOT count toward Certificate.
  7. SRA Financial Management (SRA03): This session will encompass compliance requirements and OMNI inquiry/OBI reporting tools for managing Sponsored projects including looking up available balances by project/department and running monthly reports.
  8. Internal Controls and Fraud (COIC01): Learn what it takes to establish and maintain a sound system of checks & balances in your workplace, so that fraud and other forms of unethical behaviors are less likely to occur. This class is especially helpful for those offices that deal with fiscal matters.


To Register for a Training Session:

To register:
https://my.fsu.edu > HR > Main Menu > Self Service > Learning and Development > Request Training > Enrollment > Follow the prompts to search and submit your request.

Questions or information: training@fsu.edu or 850.644.8724. To view the course description, click the icon.