University of Sunderland Role Profile Part 1

Transcription

1 University of Sunderland Role Profile Part 1 Job Title: Reference No. Reports to: Grade: Working Hours: Faculty/Service: Location: Overall Job Purpose: Finance Coordinator (Faculty/Service Accounting and Projects) FIN-COORDINATOR Finance Officer (Faculty/Service Accounting and Projects) D 37 hours a week Finance Edinburgh Building, City Campus To provide Management Accounting Services. The role will assist in activities including the supervision of a small team of staff to process monthly accounting adjustments, support the preparation of management accounts information and submit external claims to funders. Key Tasks and Results: Supervise and co-ordinate the work of a small team within Management Accounts. To ensure accounting transactions are carried out in accordance with accounting standards and legislation and appropriate University policies and procedures. To provide technical and financial advice and guidance to Project Managers and other key staff, tailoring such advice to the audience as required. Liaise with Business Partners and other Services to ensure information is accurately recorded in returns and reports, including external funding claims. Present information using a range of methods including , written reports and face to face meetings. Provide management information by extracting, manipulating and interpreting data from a range sources ensuring accuracy and completeness. Page 1 of 6

2 Interpret data for a range of uses including management accounts reporting and the preparation and submission of funding claims. Assist in the implementation of new or improved financial systems and procedures within the Management Accounts area. Assist in compiling information for University external returns and annual statutory accounts. Use a range of finance software packages (such as Oracle Financials, SITS, CHRIS21, pfact and Qlikview) to produce information as required. Other specific tasks as determined by the Management Accountant/ senior staff within Management Accounts. Special circumstances: The role holder occasionally may be required to attend meetings, conferences or events away from University premises. Evening or weekend work may be required at peak periods during the year. Page 2 of 6

3 University of Sunderland Role Profile Part 2 Part 2A Qualifications, Experience and Expertise: Essential Qualifications and Professional Memberships: Qualified Accounting Technician or equivalent experience Experience: Demonstrable experience of working for / with senior level staff in a customer focused financial management or accounting role. Key Knowledge and Expertise (specific): Demonstrable IT skills including experience of Microsoft office packages Ability to interpret guidelines such as legal contracts with funders and follow procedures with a high level of accuracy Demonstrable ability to prioritise, organise workload and meet accounting deadlines Demonstrable ability to supervise staff. Desirable Key Knowledge and Expertise (specific): CCAB part qualified or studying towards a recognised CCAB professional finance qualification Experience of working with computerised accounting systems Experience of working in a financial role within a Higher Education establishment Experience of the financial management of externally funded activities within a Higher Education establishment Part 2B Key Competencies: Analysis & Research Designs and uses data gathering and analytical methods appropriate for each investigation Recognises and accurately interprets patterns and trends Page 3 of 6

4 Competencies are assessed at the interview/selection testing stage Recognises when additional data is required and identifies appropriate sources Produces reports that identify key issues and findings Communication Oral Communication Delivery methods are chosen and tailored to aid understanding and meet the needs of others Takes action to correct any misunderstandings or mistakes Checks on recipient's understanding and takes action to remedy any miscommunications Adapts style in response to feedback Written Communication Anticipates the others' needs for information Adjusts the level of content to suit audiences with varying levels of understanding and ability Provides information in a suitable format so that the others' needs are met Uses a range of different formats, chosen to the diverse needs and ensure understanding Decision Making Independent Decisions Considers wider impact of decisions, assesses possible outcomes and their likelihood Uses judgement to make decisions with limited or ambiguous data and takes account of multiple factors Distinguishes between the need to make a decision, when to defer and when not to take a decision Collaborative Decisions Helps others to explore options that initially appear to be inappropriate or unfeasible and recognise when a decision is or is not needed Enables others to contribute to decisions Ensures that options are weighed, outcomes identified and chances of success considered Challenges decisions, appropriately to ensure consideration and processes are robust Provision of Advice Anticipates and highlights issues that need to be taken into account Page 4 of 6

5 Outlines possible impacting factors, assessing their degree of influence on the choice of options Ensures previous learning is included Initiative & Problem Solving Analyses problems to identify their cause Takes action to prevent recurrence of problems Considers possible solutions to identify those which offer wider benefits Obtains evidence to support intuition Initiates processes and procedures to resolve new problems Anticipates possible implementation difficulties and identifies practical ways of overcoming or preventing them Takes account of others and the broader context when generating options Liaison & Networking Ensures that accurate information is passed on to the most appropriate people in a timely fashion to improve working practices Co-ordinates own effort with that of others so the work is completed effectively in line with team objectives Promotes a positive image of the Institution Works across team boundaries to build and strengthen working relationships Shares information and ideas to help others develop their practice Is involved in networks to pursue a shared interest as a requirement of the role Pastoral Care & Welfare Calms and reassures those in distress Provides assistance recognising the limits of own ability and responsibility Refers to others when extra help is needed Planning and Organising Resources Suggests ways of improving working practice and use of resources Creates realistic plans to achieve own deadlines and objectives Monitors progress of self and or others so that corrective action can be taken if needed Service Delivery Has accurate and up to date knowledge of services available in own and related areas of work Correctly refers customers elsewhere Page 5 of 6

6 Ensures that the experience of each customer is positive and satisfactory Adapts services and systems to meet customer s needs and identifies ways of improving standards Learns from complaints and takes action to resolve them Collates feedback and views from customers and keeps up-to-date with market trends to inform service development and make changes Actively promotes services Team Development Provides induction material and early experience to help new colleagues learn their job and become part of the team quickly Acts as a buddy, coach and role model to new colleagues without waiting to be asked Teamwork & Motivation Helps to clarify priorities and ensure they are understood by all Supports colleagues in need of extra help Acknowledges the achievement of colleagues Date completed: June 2017 Page 6 of 6