The Certified Financial Shared Services Operations Professional/Manager (CFSSOP)™/(CFSSOM)™ certification program is a prestigious and globally recognized qualification designed for professionals seeking to excel in managing financial shared services centers (FSSC) and centralized finance operations. In today’s global business environment, organizations are increasingly consolidating finance functions to streamline processes, enhance control, reduce costs, and improve service delivery. This program equips participants with advanced expertise in end-to-end finance process management, service-level governance, technology integration, and stakeholder engagement within a shared services framework.
Financial shared services operations go far beyond transactional processing—they encompass a strategic approach to standardizing finance functions such as accounts payable (AP), accounts receivable (AR), general ledger (GL), fixed asset accounting, payroll, treasury support, and management reporting. Participants will explore best practices for process automation, performance measurement, continuous improvement, and cross-border service delivery, as well as compliance with international financial regulations and corporate governance requirements. The curriculum emphasizes operational excellence, cost efficiency, and scalability to support evolving business needs.
Whether managing a regional FSSC, leading a global finance transformation, or optimizing outsourced financial operations, graduates of the CFSSOP™/CFSSOM™ program will be prepared to implement high-performance shared services models that deliver measurable business value.
Certification Program Objectives:
Upon completing the Certified Financial Shared Services Operations Professional/Manager (CFSSOP)™/(CFSSOM)™ program, participants will be able to:
- Understand Financial Shared Services Models – Gain in-depth knowledge of centralized and hybrid finance operations structures.
- Standardize and Optimize Finance Processes – Implement best practices for AP, AR, GL, and other core finance functions.
- Leverage Technology for Operational Efficiency – Integrate ERP systems, RPA, AI, and analytics for process improvement.
- Enhance Service Delivery and Stakeholder Engagement – Manage SLAs, KPIs, and customer satisfaction within shared services.
- Ensure Compliance and Governance – Align operations with regulatory frameworks, audit requirements, and risk management protocols.
- Drive Continuous Improvement and Cost Efficiency – Apply Lean and Six Sigma methodologies to enhance performance.
Certification Eligibility Criteria:
To apply for certification from The Operations Management Institute (OMI), candidates must meet the following criteria:
- A Bachelor’s degree from a recognized institution
And/or
- 0–4.9 years relevant experience for Professional level (CFSSOP)™, or 5+ years for Manager level (CFSSOM)™.
Note: Applicants who do not hold a Bachelor’s degree but possess exceptional professional experience and hold significant positions within their organizations in a relevant field may also be considered for certification on a case-by-case basis, subject to the approval of the OMI evaluation committee.
Certifying Examination:
- To be certified as CFSSOP™/CFSSOM™, student should take up a 1.5 hours online exam conducted by OMI.
- The qualifying exam would consist of 50 multiple choice questions, testing core certification modules.
- Professionals with relevant experience and other qualifying criteria may be exempted from the examination.
Certification Modules:
- Module 1: Fundamentals of Financial Shared Services Operations
- Module 2: Core Finance Processes – AP, AR, GL, Payroll, and Fixed Assets
- Module 3: Technology, ERP Integration, and Process Automation in Shared Services
- Module 4: Performance Management – KPIs, SLAs, and Continuous Improvement
- Module 5: Compliance, Risk Management, and Corporate Governance in Shared Services
- Module 6: Leadership, Change Management, and Global Service Delivery Models
* The Certification Title and its modules are regularly reviewed, updated and may change in alignment with evolving industry needs and regulatory standards.
Who Should Do This Certification:
The CFSSOP™/CFSSOM™ certification is ideal for professionals involved in centralized finance operations, including:
- Financial Shared Services Managers – Leading multi-function finance service centers.
- Finance Process Leads and Team Leaders – Managing specific transactional finance functions.
- ERP and Finance Technology Specialists – Implementing and optimizing systems for shared services.
- Accounts Payable/Receivable Managers – Driving process efficiency and compliance.
- Finance Transformation and BPO Managers – Overseeing outsourced or hybrid financial operations.
- Consultants and Advisors – Supporting finance process improvement and SSC implementation projects
Key Benefits of CFSSOP / CFSSOM Certification:
- Professional Recognition – Establishes you as an expert in financial shared services management.
- Career Growth – Opens pathways to leadership roles in global finance operations.
- Global Relevance – Skills applicable to shared services centers worldwide.
- Practical Learning – Case studies and real-world examples of high-performing finance operations.
- Professional Network – Access to a global community of finance and shared services leaders.
- Measurable Impact – Drive efficiency, compliance, and cost savings in finance operations.
- Best Practice Alignment – Based on globally recognized standards for finance and shared services excellence.
The CFSSOP™/CFSSOM™ certification equips professionals with the knowledge, skills, and strategies to excel in centralized finance operations. Whether your objective is to optimize processes, lead transformation initiatives, or scale global service delivery, this program provides the tools to achieve operational excellence.
