- Apply broad knowledge of Duke systems and operational practices to financially related job duties
- General Accounting Procedures (GAPs)
- Accounting Terminology and Concepts
- Use of General Ledger accounts (G/L)
- Fiscal Calendar
- Procurement terminology, forms and reference
- Disbursements terminology, forms and reference
- Introduction to sponsored research terms and concepts
- Understand the correlation(s) between various systems improve operational efficiency
- Microsoft Office (Windows, Excel)
- SAP
- Duke@Work Portal
- Online Expense Reports
- iForms
- Buy@Duke and SAP Requisitioning
- 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
- One line summaries
- Financial Statements - Cost Centers, Profit Centers, and WBS Elements
- Line item reporting for the purposes of reconciliation
- Know how to use Cost Element Groups
- Know how to drill down to acquire specific information associated with a transaction
- Analyze and interpret report results to ensure spending is compliant and consistent
- Take appropriate action in the resolution of identified problems to ensure spending remains consistent with available funds
- Process JVs for corrections, ensuring that an adequate audit trail is established and maintained
- Process JVs to cover overdrafts on unrestricted cost objects
- Know resources for future use
- Financial Services Website
- Department names and phone numbers
This certification does not provide a recipient with the following:
- The ability to make complex decisions regarding business practice
- Detailed understanding of all Duke Accounting Procedures and General Ledger Accounts
- Detailed understanding of individual Procurement and/or Sponsored Research policies
- Detailed understanding and knowledge of Budgeting at Duke, Duke@Work Reporting, Online Expense Reports, Buy@Duke/SAP Requisitioning, iForms