Position: Temporary Division Leader - Financial Planning and Analysis (FPA) - 12 to 18 months contract for leave coverage
Salary: Grade 10, Non Union ($122,049 to $142,778)
Reports to: Deputy Chief Administrative Officer/Chief Financial Officer (DCAO/CFO)
Purpose of Position:
Reporting to the DCAO/CFO, this position is required to work independently and must exercise significant discretion in the course of performing duties and will be required to coordinate information and service with various municipal departments. This position is responsible for financial planning, budget development, asset management and procurement. The Division Leader – FPA is one of the appointed Deputy Treasurer.
Qualifications:
- 4 year university degree (or equivalent) in business administration, accounting or a related field and experience.
- Must have a professional accounting designation (Chartered Professional Accountant (CPA)) and be a member in good standing with the respective association in Ontario.
- Minimum of 7 years progressively responsible experience and management level experience in a municipal environment, with experience in accounting and budgeting, tangible capital/fixed asset accounting, grant writing and reporting and financial analysis.
- Experience in purchasing is an asset
- Must be knowledgeable in regulations, statutes, by-laws and standards pertaining to municipal government, including PSAB.
- Demonstrated knowledge of municipal operating and capital budgeting, tangible capital asset inventory/accounting.
- Sound knowledge of budget and financial management theory, trend and statistical analysis, current and capital budgeting, fund accounting, public administration, Generally Accepted Accounting Principles (GAAP) and Public Sector Accounting Standards (PSAB)
- High proficiency in the use of various computer software, particularly Microsoft Office Excel, and accounting applications; experience in municipal financial and asset inventory systems is an asset.
- Effective written and verbal communication and interpersonal skills; public speaking and presentation skills
- Effective team leadership skills with the ability to work independently and as a team member
- Strong influential skills and the ability to liaise effectively with internal and external stakeholders
- Excellent project and time management, organization, strategic planning and decision-making skills - Excellent analytical and problem-solving skills
- Knowledge and experience in auditing and evaluative techniques and applications.
- Must hold a valid “G” Ontario driver’s license.
- Development, implementation, management and maintenance of an automated capital asset management program including related policies and procedures in accordance with the Public Sector Accounting Board’s (PSAB) Tangible Capital Asset Accounting requirements.
- Provide ongoing strategic budget planning, management and advisory services to Regional departments
- Ensure consistent budget interpretation, application and compliance with policies, procedures and best practices
- Provide budget related support to departments in the implementation of new programs
- Complete detailed, complex analysis of departmental budgets and long-term forecasts
- Preparing grant applications and reporting requirement in collaboration with various municipal departments
- Making recommendations on policy and procedures, particularly for capital asset accounting, budgeting and financial reporting, providing financial research and analysis, presentation, modeling and reporting as required.
- Managing the development and implementation of changes in other financial and related processes including procurement and capital budget management/ monitoring.
- This role must become competent within the meaning of the Occupational Health & Safety Act. In addition, this position must become capable of recognizing work hazards and be able to translate same into operational recommendations and requirements
- Asset management
- Procurement
- Acting as the Deputy Treasurer as required
- Other duties as assigned
- Work is performed under the general direction of the DCAO/CFO.
- Work is performed largely independently, and incumbent must exercise significant discretion in the course of performing duties and will be required to coordinate information and service with various municipal departments.
- Researching, developing and recommending accounting and financial policies and procedures to the DCAO/CFO for approval by Council.
- Researching, developing and recommending capital asset inventory/management/accounting and financial management policies and procedures to the Treasurer for approval by Council
- Overseeing and directing the daily operation of the Financial Planning Division.
- Supervising, delegating assignments, training and conducting performance reviews for reporting staff, ensuring maximum efficiency and productivity.
- Directly supervises the staff in Financial Planning and Analysis.
- Assist in establishing goals and objectives for the department.
- Plan, prioritize and assign work
- Accountable for health and safety responsibilities of staff; must ensure compliance with OHSA as well as Municipality of Lakeshore’s Health and Safety policies and procedures including WHMIS
- Assist in recruitment, training, setting objectives, performance management, vacation scheduling, lieu and flex time approval, etc.
- Identify and assist in addressing the professional needs of staff
- Assists in coordinating the development of corporate budget including an annual budget, reserve funds, and long term capital budgets.
- Prepares financial analysis and reporting on a cyclical and ad hoc basis.
- Approves expenditures in accordance with approved budgetary guidelines. Expenditures beyond established budget limit must be approved by the CAO and Council.
- Assists with the development of the budget for the department
- Monitors financial variances as part of the monthly or quarterly review; monitor and control budgets in conjunction with finance staff
- Administration and management of the Tangible Capital Asset (TCA) management program
- Grant writing and reporting
Excellent interpersonal skills to interact with members of Council, staff and the public. Must have proven ability to establish and maintain effective working relationships with a diverse group of stakeholders and must be able to effectively manage multiple projects concurrently.
Internal:
- With the DCAO/CFO and other members of the Senior Leadership Team and Municipal staff to provide advice, and to ensure that the Capital Asset and Financial Reporting functions are performed in an efficient manner.
- With the Director to discuss operational, management and policy issues and to receive policy direction
- With other municipalities and provincial ministries to exchange information, obtain assistance, etc.
- With vendors and service providers to respond to incoming enquiries and solve problems.
- With Auditor to exchange technical information
Environment
- Works within an office environment.
- Manual dexterity to operator a personal computer.
- Travel between worksites and other travel may be required.
- May be subject to adverse behaviour when communicating with the general public and others.
- Office hours being 8:30 a.m. to 4:30 p.m. (35 hours per week)
- Flexible work hours and overtime as required based on exigencies of service
- Work is subject to deadlines and may be required to work overtime to handle workload.
- Lieu time is capped at 35 hours per year
Core Competencies
Accuracy Confidentiality Communication
Problem Solving Prioritization Organizational
Teamwork Analytical thinking