Chief Financial Officer / Treasurer (Existing position)

Transcription

1 Edmonton Catholic Schools is now accepting applications for the position of Chief Financial Officer / Treasurer (Existing position) Edmonton Catholic Schools is a large urban school District whose mission is to provide a Catholic education that inspires students to learn and that prepares them to live fully and to serve God in one another. The District is comprised of over 42,000 students and 5,000 employees in 96 schools and other sites. The Chief Financial Officer (CFO) / Treasurer is accountable for the financial accountability framework for Edmonton Catholic School District and coordinates and facilitates the delivery of financial services through a team of management, professional and support staff. For additional information on this job opportunity please contact Joan Carr at joan.carr@ecsd.net. Please a letter of interest and resume by 4:00 p.m., Monday, November 13, 2017 to: Joan Carr, Superintendent, Edmonton Catholic Schools resumes@ecsd.net Prior to employment, successful candidates will be required to submit clear Vulnerable Sector Police Information Check and Intervention Record Check documents. We thank all candidates for their interest. Only applicants considered for the position will be contacted. The role provides leadership and direction for financial strategies, practices, policies, reporting and corporate planning. The job is also responsible for the development, implementation and operation of all fiscal activities of the District. The job oversees a budget in excess of $500 million and provides sound financial advice and strategic options to meet the complex business challenges of the District's leadership team. Key to this role is providing strategic advice, guidance, direction and feedback on the delivery of services to the Superintendent, Assistant Superintendents, Board of Trustees, school administrators and managers. The incumbent is a member of the District s Senior Administration Team. The position directly supervises two Senior Managers and manages a large team of support and professional staff. This is a permanent, full-time, Out of Scope, Level 11 position with a salary range of $141, $188, to commence January 15, The successful applicant s starting salary will be based on the individual s education, qualifications and directly related experience. Edmonton Catholic School District offers a comprehensive benefits program as part of its total compensation package. Primary Responsibilities: Provides primary support, and is accountable to the Superintendent for the fulfillment of all responsibilities assigned under the Alberta School Act for the stewardship of all resources allocated to the District; Ensures that the District's fiscal plan is in compliance with the general guidelines established by the Board of Trustees, and that financial affairs are conducted in accordance with good business practices and Public Sector Accounting Standards; Provides strategic leadership to the Audit and Finance Committee, Board of Trustees and Superintendent; Provides strategic leadership to the District Strategic Leadership Council and site-based management teams and fosters a positive working environment that supports communication, collaboration and high performance as well as staff engagement, satisfaction and professional development. Qualifications: Degree in Commerce or related area, plus five years of directly related management experience; accounting designation is mandatory; Advanced knowledge of financial management including budgets, forecasting allocation of funds, revenue and expenditures; Knowledge of financial policies and procedures and Human Resource management principles and theories; Strong commitment to the philosophy and pedagogy of Catholic education; Knowledge of Alberta Education policies, procedures and regulations related to finances and program funding; Understanding of collective agreements and Human Resource policies and procedures; Excellent written and oral communication skills including facilitation and presentation skills; Strong leadership, project management, time management, organizational skills and the ability to work under pressure and short time frames; Advanced consultation, facilitation and consensus building skills and the ability to mediate and influence decision-making. A complete job description is shown below.

2 JOB IDENTIFICATION: Incumbent: Vacant Current Classification Level: 11 Supervisor s Name: Joan Carr Location: Lumen Christi Catholic Education Centre Working Title: Chief Financial Officer/Treasurer Requested Classification Level: Supervisor s Working Title: Superintendent Department/Program: Corporate Services/Financial Services PRIMARY FOCUS/OVERALL ACCOUNTABILITY: Provide a brief summary of the job, covering the main responsibilities, the framework within which the job has to operate and the main contribution to the organization. As the financial and fiscal head of the District, the Chief Financial Officer (CFO) is responsible for the financial accountability framework for Edmonton Catholic School District and coordinates and facilitates the delivery of financial services through a team of management, professional and support staff. The job is responsible for the development, implementation and operation of all fiscal activities of the District. The CFO also provides leadership and direction for financial strategies, practices, policies, reporting and corporate planning. The job oversees a budget in excess of $500 million and provides sound financial advice and strategic options to meet the complex business challenges of the District s leadership team. Key to this role is providing strategic advice, guidance, direction and feedback on the delivery of services to the Board of Trustees, Superintendent, Assistant Superintendents, school administrators and managers. This role provides leadership to the Board of Trustees, Audit and Finance Committee. The CFO develops, implements, coordinates and facilitates the delivery of all financial activities and services for the District, including the leadership and direction of all financial strategies, practices, policies, reporting and corporate planning, which enable the District to meet its business plan objectives and strategies. JOB RESPONSIBILITIES AND ACTIVITIES: Normally a job has four to eight core responsibilities, each of which shows what the job is accountable for, within what framework, and what the added value is. For each responsibility, approximately four major activities should be described. List the core responsibilities in ascending order of importance. 1. Provides senior and executive management with comprehensive strategic advice, analysis, creative opinions and recommendations with regard to complex financial challenges, issues and strategies in the context of their impact on the District's ability to meet its business plan objectives and strategies 2. Provides primary support, and is accountable to the Superintendent, for the fulfillment of all responsibilities assigned under the Alberta School Act for the stewardship of all resources allocated to the District 3. Ensures that the District's fiscal plan is in compliance with the general guidelines established by the Board of Trustees, and that financial affairs are conducted in accordance with good business practices and Public Sector Accounting Standards 4. Leads the budgeting, forecasting and reporting processes and ensures all requirements are met in accordance with timelines established by legislation 5. Ensures that the appropriate internal control frameworks, financial strategies, policies, practices, plans, financial information systems and financial management forecasting systems are developed, implemented and operating effectively, using best practices, to support the District s multi-year fiscal plan and the effective management of resources 6. Provides strategic leadership to the District Strategic Leadership Council and site-based management teams and fosters a positive working environment that supports communication, collaboration and high performance as well as staff engagement, satisfaction and professional development 7. Supervises the department s management team and indirectly manages a team of professional and support staff 8. Participate in the District Strategic Leadership Council and Assistant Superintendents' Strategic Leadership Council and engage in dialogue with the team 1

3 JOB RESPONSIBILITIES AND ACTIVITIES: Normally a job has four to eight core responsibilities, each of which shows what the job is accountable for, within what framework, and what the added value is. For each responsibility, approximately four major activities should be described. List the core responsibilities in ascending order of importance. 9. Lead the annual budget process as a member of the District Core Budget Committee 10. Demonstrate, model and promote safe, prudent and healthy work behaviors and practices within the workplace 11. Maintain technical knowledge and credentials through a range of professional development activities 12. Lead department management team including short- and long-term strategic planning PROBLEM SOLVING: Describe difficult or challenging situations the position is typically expected to solve; the degree of originality of the solutions; assistance available; and any problems or decisions that must be referred to a supervisor for resolution or approval Managing the development and delivery of strategic and operational financial services in accordance with the Alberta School Act and within Public Sector Accounting Standards diverse stakeholders/clients who often have differing needs and objectives. Finding creative solutions to financial management issues in an environment of change and constraint requires innovative problem solving. Implement an equitable resource allocation and management framework that enables the delivery of approved programs and achievement of District priorities. Incorporate risk identification and management strategies into the budget planning and management practices of the District to ensure effective use of resources. Ensure the District s budgets, forecasts and multi-year fiscal plans are managed in a highly efficient manner. There are typically a very large number of active budget issues at any one time and issues often are highly fluid and have multi-year implications. ORGANIZATIONAL DATA: Identify any measurable areas upon which the job has either direct or indirect impact. Measures that may be included are: number of staff supervised, annual operating budget, number and size of projects, clients served or any other significant values. Include examples that indicate the size of the job. Attach a complete Organization Chart that includes supervisor, peers, direct reports and staff. The financial strategies and services that are developed, coordinated and implemented through this position have a significant impact on the overall performance and achievement of the district goals and objectives. The work directly impacts 11 departments, 96 schools and indirectly students and parents at the respective schools. The CFO is a strategic position with responsibility for leading the fiscal and budget planning, internal control frameworks and financial reporting operations within the District. In addition, the role will be responsible for the development of District specific financial policies and procedures. The work done for the Superintendent and Board of Trustees will have district-wide impact and potential impact on a widerange of external stakeholders. REPORTING RELATIONSHIPS: Identify the jobs and the number of incumbents within each job that report directly to you. Provide a brief summary of each subordinate job s purpose. Job Title Job Responsibilities Senior Manager, Financial Services The primary focus of the job is the preparation of budgets, delivery of purchasing services, financial reporting, accounts payable, accounts receivable, strategic planning, capital assets, and capital project funding through a team of managers, professional and support staff 2

4 Senior Manager, School Financial Operations and Puchasing Services Administrative Assistant The primary focus of the job is the delivery of school financial and accounting services, financial systems and training services and strategic planning through a team of managers, professional and support staff. The job is also responsible for oversight of Purchasing Services The job provides a wide-range of advanced support to the CFO and department management team Organizational Chart (attached) CONTACTS: Identify internal and/or external contacts such as co-workers, clients, stakeholders and partners. Indicate the nature and purpose of contact (i.e. to deliver information, present data, negotiate contracts, etc.) and frequency (daily, weekly, monthly etc.). Contact Nature and Purpose Frequency Superintendent To receive direction, provide and exchange information On-going To resolve problems and collaborate on district-wide projects Principals, administrators and To provide expertise, resolve problems and collaborate on the provision On-going managers of services Assistant Superintendents To provide expertise and guidance On-going To provide and exchange information To resolve problems To collaborate on cross-district strategies and initiatives Board of Trustees To provide and exchange information As needed To resolve problems To collaborate on cross-district initiatives Other school jurisdictions To resolve problems and obtain information As needed To share best practices Alberta Education To provide and exchange information As needed External Auditors To provide and exchange information To resolve problems As needed Job Qualifications: Include a list of the most important knowledge factors, including knowledge about practical procedures, specialized techniques etc. Outline specific training that is needed to do the work and any occupational certification/registration required for the job. Include a list of competencies (skills and abilities) critical in performing the job. Knowledge and Experience Competencies Degree in Commerce or related area, plus five years of directly related management experience Accounting designation is mandatory Advanced knowledge of financial management including budgets, forecasting allocation of funds, revenue and expenditures Knowledge of financial policies and procedures and Human Resource management principles and theories Knowledge of electronic financial reporting systems, spreadsheets and data bases Knowledge of Alberta Education policies, procedures and regulations related to finances and program funding Understanding of collective agreements and HR policies and procedures Excellent written and oral communication skills including facilitation and presentation skills Strong leadership, project management, time management, organizational skills and the ability to work under pressure and short time frames Advanced consultation, facilitation and consensus building skills and the ability to mediate and influence decision-making Effective presentation skills and the ability to communicate complex information and principles to varied audiences Strong needs assessment skills to provide guidance and advice relating to finances, budgets, and processes to clients 3

5 Knowledge of project management techniques, principles and practices Knowledge of workplace safety and awareness of Occupational Health and Safety regulations Knowledge of the district s programs, operations and business Advanced project management and negotiation skills and the ability to influence decision-making Signatures The signatures below indicate that the incumbent, supervisor and principal/director have read, discussed, and agreed that the information accurately reflects the work assigned. Incumbent Name Signature Date Superintendent Name Signature Date This information is being collected under the authority of Board Governance Policy EL# 5 relating to Freedom of Information and Protection of Privacy (FOIP) Act and will be used to allocate positions within a classification plan and to manage the Edmonton Catholic School District s human resources program. If you have any questions about the collection of this information, contact the Assistant Superintendent, Human Resource Services

6 Chief Financial Officer Senior Manager, School Financial Operations and Purchasing Services OOS 10 Senior Manager, Financial Services OOS 9 Administrative Assistant OOS 3 Manager, School Accounting OOS 7 School Accounting Coordinators (4 jobs) OOS 5 Senior Buyer 2, Capital Projects Senior Buyer 2 Purchasing Assistant AS 6 Manager, Financial Systems OOS 7 Financial Systems Coordinator (2 jobs) Business Analyst - Operations OOS 6 Manager, Financial Reporting OOS 8 Financial Reporting Coordinator OOS 5 Senior Financial Reporting Assistant AS 6 Financial Analyst OOS 6 Financial Reporting Coordinator School Accounting Instructor AS 6 Purchasing Assistant AS 4 (2 jobs) Business Analyst, Projects OOS 5 Financial Reporting Assistant (5 jobs) AS 4 School Accounting and Purchasing Services