Position Description

Transcription

1 Position Description Position Details Title Reports to Location Authorised by Management Accountant, Facilities Infrastructure Remediation Programme Finance Manager, Facilities & Development Grafton, Auckland District Health Board Director, Facilities & Development Date September 2018 Primary Function To provide sound management accounting and financial support and advice to the managers within the Facilities & Development Facilities Infrastructure Remediation Programme (FIRP) in a manner that enables decisions and actions which add value to the achievement of the organisation s vision and goals. Key Accountabilities Key Result Area Expected Outcomes/Performance Indicators Financial Management Provide effective business partnering with Quantity Surveyors (QS), Workstream Managers and Project Managers. This should result in building and maintaining effective working relationships with managers and staff Identify financial risks and implement appropriate mitigations Prepare monthly management accounts and reporting packages for projects and the programme as a whole Prepare monthly balance sheet reconciliations for the FIRP capital WIP Ensure reports are accurate, relevant, timely, with robust analysis, financial prudence and clear strategic intent Investigate variances of actual from budget/forecast and resolving the underlying issues with the managers Attend projects financial performance reviews with the managers Forecast monthly results, commitments and cashflow Ensure effective communication with the Finance Manager ensuring that communication channels are open, transparent and timely

2 Have effective systems, processes and controls in place to ensure adherence to delegations, budget limits and all ADHB policies Facilitate appropriate application of financial practices within Facilities & Development Business Planning Assist managers to establish realistic project budgets for the FIRP Tranches and projects ensuring that risks are covered and suitable contingencies agreed with the Programme Director Ensure that forecasting process including use of contingency is accurate and complete Contribute to the development of the financial component of business cases within the Facilities Infrastructure Remediation Programme which enable organisational objectives to be achieved Drive the capital planning and cashflow process within the Facilities Infrastructure Remediation Programme plan, assist and help manage the development of capital budgets with managers Liaise with the Director, the Finance Manager, and where appropriate Corporate Finance, to meet the requirements for budget/forecast Business Support Ensure integrity of all information provided Assist to resolve day to day financial issues Contribute to the development and implementation of capital planning model for the programme. Liaise with the Asset Planning Manager where appropriate to ensure that the allocation of Capex and Opex costs is accurate Assist managers to gain an understanding of their monthly financial position and ownership of their project(s) forecast Determine trends and suggest initiatives that may contribute to the overall effectives and efficiency of projects and the programme Develop and provide appropriate financial training Proactively identify and recommend areas for improvement that add value to the organisation in accordance with ADHBs goals and objectives Assist managers with the preparation of business cases and capital expenditure requests Assist managers with post implementation reviews Provide assistance to other members of the Finance team as required of requested by the Finance Manager Reporting Document and maintain complete and accurate supporting information for all financial transactions Maintain detailed project expenditure records for the use of contingencies Assist in the acquisition of capital assets and ensure that assets are properly recorded, amortised, and disposed of as required Provide guidance and support to managers to ensure accuracy, consistency and timeliness of project reporting

3 including use of contingency Assist Finance Manager to prepare the required Treasury draw-downs for Programme Owners approval Assist Finance Manager to prepare all supporting information for audits and liaise with the Board s Audit Committee and the external auditors as necessary Leadership Exhibit confidence in self and others; inspire and motivate others to perform well Display passion and optimism Set and achieve challenging goals Demonstrate persistence and overcome obstacles Ethics Treat people with respect Keep commitments Work with integrity and ethically Uphold organisational values Relationship Management Establish and maintain excellent relationships with the Facilities Infrastructure Remediation Programme team Foster cooperation and collaborative decision-making among staff with diverse backgrounds and interests Work effectively toward solutions and compromises that take the needs of all parties into account when conflict does arise Communications Establish and maintain positive working relationships with others both internally and externally to achieve the goals of the organisation Professional Development Establish annual goals, objectives, performance targets and strategies to meet these. Attend educational opportunities/conferences relevant to the role To Contribute To Overall Service Contribute to ensuring resources are used effectively at all times Contribute to ensuring all priorities are met Contribute to ensuring data integrity is maintained Complete other tasks and activities as directed by the Finance Manager of Facilities & Development Professionalism Works well as part of a large team Treats others with respect and consideration regardless of their status or position Accepts responsibility for own actions; follows through on commitments Reacts well under pressure Innovation Displays original thinking and creativity, meeting challenges with resourcefulness Develops innovative approaches and ideas and presents ideas and information in a manner that gets others' attention

4 Matters Which Must Be Referred To The Finance Manager Any emerging factors that could prevent achievement of the ADHB strategy and business/financial plan at year end Any matter that may affect the reputation of Facilities & Development or Auckland District Health Board Any significant risk to the organisation Authorities Direct Reports Budget Accountability (if applicable) Nil Nil Relationships External Project Management companies Quantity Surveyors Other Consultants healthalliance Other DHBs Central Agencies Legal firms Auditors External Suppliers External Customers Internal Chief Financial Officer Director Facilities & Development Senior Responsible Owner Finance Manager Workstream Managers Project Managers Facilities & Development staff Asset Planning Manager Directorate Finance Team Corporate Finance Team Other ADHB Directorates Committees/Groups Committees and groups relevant to the position

5 Person Specification Essential Professional Relevant tertiary qualification in accounting and/or business Experience/Knowledge Minimum 3 years experience in management accounting Demonstrated professional and personal credibility Demonstrated track record in building productive relationships with stakeholders Excellent communicator, both verbal and written Desired ACA or CA membership of CAANZ (or equivalent) Health sector experience Experience in supporting large project finances in a large organisation Oracle financials experience Our Shared Values and Competencies Required For The Role Competency Teamwork Organising Self-Management Analytical Ability Communication/Interpersonal Skills Description Collaborates with fellow team members and other work groups to achieve objectives for the good of the whole. Actively contributes to and accepts consensus decisions. Seeks out opportunities to support others in achieving goals. Recognises and respects individual differences. Establishes a plan of action and achieves priority goals. Manages workload/flow, recognises and addresses barriers, and takes account of changing priorities. Sets high standards and strives to achieve stretching goals. Displays drive and energy and persists in overcoming obstacles. Copes with stress, is resilient to change and understands personal limitations. Is proactive and displays initiative. Breaks complex information down logically to identify key aspects, causal factors and links between information from different sources. Actively listens, drawing out information and checking understanding. Expresses information effectively, both orally and in writing, adjusts language and style to the recipients and considers their frame of reference. Empathises with others and considers their needs and feelings.

6 Working for Auckland DHB Expectations of Employees Citizenship All employees are expected to contribute to the innovation and improvement of Auckland District Health Board as an organisation. This means: Using resources responsibly Modelling Auckland DHB values in all interactions Maintaining standards of ethical behaviour and practice Meeting Auckland DHB s performance standards Participating in organisation development and performance improvement initiatives Helping to develop and maintain Maori capability in Auckland DHB, including developing our understanding of the Treaty of Waitangi and ways in which it applies in our work Raising and addressing issues of concern promptly The Employer and Employee Relationship We have a shared responsibility for maintaining good employer/employee relationships. This means: Acting to ensure a safe and healthy working environment at all times Focusing our best efforts on achieving Auckland DHB s objectives A performance agreement will be reached between the employee and their direct manager and/or professional leader containing specific expectations. Consumer/Customer/Stakeholder Commitment All employees are responsible for striving to continuously improve service quality and performance. This means: Taking the initiative to meet the needs of the consumer/customer/stakeholder Addressing our obligations under the Treaty of Waitangi Involving the consumer/customer/stakeholder in defining expectations around the nature of the services to be delivered and the timeframe Keeping the consumer/stakeholder informed of progress Following through on actions and queries Following up with the consumer/customer/stakeholder on their satisfaction with the services Professional Development As the business of Auckland DHB develops, the responsibilities and functions of positions may change. All staff are expected to contribute and adapt to change by: Undertaking professional development Applying skills to a number of long and short term projects across different parts of the organisation Undertaking such development opportunities as Auckland DHB may reasonably require