Assistant Accountant

Transcription

1 Principles Vision Purpose Statement Assistant Accountant healthalliance Purpose, Vision and Principles To be right behind better healthcare. Our role as provider of non-clinical services to the Northern Region DHBs includes Information Services, Staff Services (Payroll and HR Administration), Regional Internal Audit and to the National DHB Sector Finance, Procurement, and Supply Chain (FPSC). To be the recognised experts in making the health dollar go further. We will assist the health sector to spend wisely, enabling DHBs to direct money to frontline clinical services, by providing savings, automating processes, enabling efficiencies and standardisation. Partnership Developing lasting partnerships through collaboration, working to a common goal, facilitating joint solutions within our means, recognising and celebrating success, open communication to share knowledge and information. Respect for people We respect others by; developing trust by being open and honest, listening to and understanding others views, valuing everyone s contribution, celebrating diversity and have fun and enjoy what we do as a team. Integrity We show integrity by; leading by example, open, fair, honest and transparent in everything we do, courage to speak up and challenge when things don t seem right, act ethically and professionally at all times, can do, will deliver our promises, obligations and commitments. Delivering Results We deliver results by; delivering exceptional results through high performance teams, enhance the customer experience, continually improve and add value, being action orientated, responsible and accountable, providing consistent and reliable services. Energised by Innovation We are energised by innovation when we; encourage forward thinking ideas and challenge status quo, measure our performance and see it as an opportunity to learn and grow, creating positive change by developing smarter ways to work, empowering people to maximise potential. Our principles define the expected behaviour of all staff and guide us on the behaviours that are important to us as an organisation. They underpin the way we do things at healthalliance, defining how we strive to move towards our vision

2 This position description provides an indicative outline of the purpose and key responsibilities and tasks of the role. Title and Reporting Relationships Position title: Assistant Accountant Reporting to: Finance Services Location: Penrose, Auckland Purpose of the Role The purpose of the role is to provide efficient provision of services to support the Business Performance Advisory team. The Business Performance Advisory team supports the Services of healthalliance NZ and healthalliance FPSC. The team works closely with their internal (and external) stakeholders to deliver Opex and Capex monthend results and performance analysis as well as budgeting and forecasting, and as trusted advisers adding value that assist in decision making. The key accountabilities of the role would include: Project and Fixed Asset accounting: assist with projects set up, accounting and reporting tasks; Portfolio s, Project and coordinators query resolution Management accounting: assist with month end processes, including data cleansing and validation; monthend and ad hoc reporting and analysis; assist with budgeting and forecasting. Personnel Dimensions (Employees reporting to this position directly and indirectly) Number of Staff: Direct: 0 Through subordinates: 0 Total: 0-2 -

3 Key Relationships People and organisations both inside and outside of the company that this position would be required to manage relationships with. Internal Stakeholders Financial Services healthalliance management healthalliance Staff Stakeholder representatives External Stakeholders DHB s Finance teams Service Providers and Key Suppliers Customer Groups Auditors Position in Organisation Finance Services Financial Control Eligibility Assessment Revenue Accounting Payables Business Performance Advisors (3) Assistant Accountant System Accountant - 3 -

4 Key Responsibilities and Tasks Expected Outcomes Management & Project Accounting Assist with project/fixed asset accounting and reporting tasks (Oracle project set up and updates, project journals, invoicing and receipting) Project database maintenance Portfolio s, Project and coordinators query resolution Assist with month end processes including invoicing Responsible for data cleansing and validation (e.g: contractors and recoveries, vendors support invoices, purchase orders validity and coding, non financial metrics) Assist with month end and ad hoc reporting and insightful analysis Accurate and timely month end processes Reconciled accounts Contractor costs and all recoveries reported at resource level by period Accurate and comprehensive Vendor costs Invoicing of on charges is accurate and up to date Monthly Operational and ad hoc Reports and insightful analysis provided to stakeholders in time Accurately reflect Project module updates Documentation, procedures up to date Errors are identified and corrected on a timely basis Databases are up to date Assist with budgeting and forecasting Grow the scope of the role and ultimately support one or several small size Services autonomously Develop and maintain procedures and user guides - 4 -

5 Continuous Improvement Strives for process improvement and efficiency at all times Ensures and demonstrates a serious commitment to continuous improvement by assisting in identifying, developing and disseminating new initiatives and ideas which support ha organisational strategies Constantly review processes and identify improvement opportunities Engage stakeholders and deliver on going improvement In business outcomes Professional Development Accept responsibility for own professional development Annually agree professional development plan with your Successfully complete formal training and share knowledge to up skill other team members Development and training plans are in place Knowledge sharing among team members Spirit of co-operation with other work areas/departments is maintained Liaise with all customers (internal and external) as required in a helpful and polite manner General Consistently displays the principles of the organisation and holds staff accountable for their behaviour Adheres to and observes all organisational policies, methodologies and practices Other duties as required in addition to or as a result of changing circumstances, that contributes to achieving the purpose of the role - 5 -

6 Relationship Management Develop and maintain effective relationships with stakeholders to foster and encourage collaboration. Develop and maintain effective relationships with other stakeholders to optimise the outcomes and mitigate risk to Finance initiatives. Quality business relationships are in place and demonstrable with stakeholders Demonstrable relationships with other stakeholders visible in results Positive customer and stakeholder feedback recognising effectiveness and contribution Demonstrable working relationships and communication across the finance team visible in end to end focus and outcomes Maintain strong relationships across the Finance team to ensure and optimise an end to end approach. Be an effective change agent in the introduction of new initiatives. Risk Management Assist your Line and General to identify, manage and report all significant risks and internal control weaknesses in a timely, accurate and consistent manner. Manage all business risks and mitigation plans assigned to you and maintain accurate and up to date risk registers. Assist to create and embed a culture of strong ethical behaviour, quality and continuous improvement. Early warning systems in place (no surprises ) which protect company from unforseen events and which notifies risks promptly Operational risks are identified and the control environment is optimised to: improve effectiveness, reduce costs and enhance business performance Risk discussions are embedded in operational planning, resource allocation etc. Activities related to compliance matters are efficient and effective Pro-actively seek opportunities to align strategy, risk and controls to optimise business performance. Adhere to the company s risk appetite and business risk management policies

7 Health, Safety and Wellbeing Support healthalliance health, safety and wellbeing culture and recognize individual responsibility for Workplace Health and Safety under the Health and Safety Employment in Act Support healthalliance health, safety and wellbeing culture by: Ensuring a safe working environment and safe working practices Planning, organising and managing Health and Safety activities directed at preventing harm in the workplace Reading and understanding healthalliance Health and Safety policies and relevant procedures and applying to own work activities Identifying, reporting & managing hazards where appropriate Assisting in identifying Health and Safety Representatives for your area Qualification, Experience and Training Requirements What is the typical background required to competently perform the responsibilities of the job? Essential is the minimum acceptable level for entry. Preferred indicates the desirable level, but may also expand on the nature, eg: industry related, level of previous supervisory experience. Essential Preferred Accounting qualification First experience (2-3 years) in similar role Health industry experience Customer/quality focus (service ethos) Knowledge/experience with ERP/Oracle Good written/oral communication skills Calmness under pressure Sound Excel skills to intermediate level Advanced level of Excel skills Achievement oriented Sense of humour Ability to operate in a team environment Confidence and sound relationship management skills with - 7 -

8 ability to build effective business relationships Competencies for the Role Technical/Functional Skills Learning on the Fly Customer Focus Problem Solving Time Management Has the functional and technical knowledge and skills to do the job at a high level of accomplishment Learns quickly when facing new problems; a relentless and versatile learner; open to change; analyses both successes and failures for clues to improvement; experiments and will try anything to find solutions; enjoys the challenge of unfamiliar tasks; quickly grasps the essence and the underlying structure of anything Is dedicated to meeting the expectations and requirements of internal and external customers; get first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gain their trust and respect Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn t stop at the first answers Uses his/her time effectively and efficiently; values time; concentrates his/her efforts on the most important priorities; gets more done in less time than others; can attend to a broader range of activities - 8 -

9 Peer Relationships Drive for Results Total Work Systems Is tolerant with people and process; listens and checks before acting; tries to understand the people and the data before making judgments and acting; sensitive to due process and proper pacing; follows established process Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for results Is dedicated to providing organization or enterprise wide common systems for designing and measuring work processes; seeks to reduce variances in organization processes; deliver the highest quality products and services which meet the needs and requirements of internal and external customers; is committed to continuous improvement through empowerment and management of data; leverages technology to positively impact quality; is willing to re-engineer processes from scratch; is open to suggestions and experimentation; creates a learning environment leading to the most efficient and effective work processes Note: The position needs to be reviewed by both parties annually. Signed as current and agreed: Employee - 9 -