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July 7, 2015 New Principal Training Financial Analysis & Training.

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Presentation on theme: "July 7, 2015 New Principal Training Financial Analysis & Training."— Presentation transcript:

1 July 7, 2015 New Principal Training Financial Analysis & Training

2 Financial Services University Demonstration

3 The Team Debbie Randazzo Director, Internal Compliance 770426.3376 Nancy Tolbert Financial Business Analyst 770.590.4562 Jeff Crimm Financial Training Specialist 678.581.6772 Rhonda Walker Financial Training Coordinator 770.590.4564

4 Financial Analysis & Training Business Department Overview Implement strategies to support Financial Services’ strategic goals and stakeholder’s needs Financial Analysis and Reporting Financial Services Software Support, Training & Implementation

5 Financial Business Analyst Nancy Tolbert Manage the Financial Analysis and Training Department Evaluates and analyzes financial software solutions for the various Financial Services Departments Program Management of financial application development, implementation and maintenance Development of business cases and processes Liaison to functional teams and Information Technology Creation and management of project scope, plan and schedules/deadlines

6 Financial Training Specialist Jeff Crimm Provides design, development, and delivery of face-to-face, online and blended financial professional development courses Maintenance/management of the Financial Services University Website and Training Lab Researches functional/technical specifications to support financial application evaluations and needs assessment Primary contact to Financial Services Directors for training and documentation

7 Financial Training Coordinator Rhonda Walker Delivers training and technical support for local school accounting and After School Program (ASP) Online software Maintains Local School Accounting’s Financial Services University training documentation and forms Assists with local school accounting functions and ASP software reports Assists Financial Training Specialist with providing online and in-class financial development courses

8 Upcoming Training Events ASP Training New Bookkeeper Training New Secretary Training for CTMS & Munis


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