POSITION DESCRIPTION MERCY HEALTH. Core Mercy Values: Employee name: Position title: Assistant Accountant - Entity/Group: Date: August 2017

Transcription

1 MERCY HEALTH POSITION DESCRIPTION Core Mercy Values: Compassion, Hospitality, Respect, Innovation, Stewardship, Teamwork Position title: Assistant Accountant - Entity/Group: Home and Community Care Employee name: TBA Date: August 2017 Business Unit/Department: Position reports to: Position Purpose: Finance & Business Services Positions reporting to Senior Management Accountant None Community Care this one: The Assistant Accountant will assist the Community Care Finance & Operational teams in the provision of accurate, reliable and timely financial & operational services for their designated regions. Specific tasks will include the following: Reviewing Home and Community Care documentation for accuracy, consistency and compliance with Home and Community Care legislation & policy. Liaising with Finance / Operational staff regarding day to day transactions / operational issues in line with Community Care legislation. Active involvement in monthly & regular reporting processes as required. Responsibility for the completion of balance sheet reconciliations as required. Responsibility for the creation of journals & amendment of documentation as directed by the Home and Community Care Finance team. Assistance in maintaining the integrity of the general ledger to ensure accurate, reliable and timely financial information. Responsibility for the invoice claiming of various funded programs including NDIS and VHC. Reconciliation of all funded programs including package clients with Consumer Directed Care (CDC) and non-cdc packages. Assist in the Home Care Package refunds process, ensuring they have occurred in a timely, accurate and compliant manner.

2 Qualifications: It is desirable, but not mandatory, that the be degree qualified in accountancy, business or a related field. It would be considered highly desirable to be actively studying towards a post graduate financial qualification. Resource management: Total staff management (FTE): Annual Operating Expenditure: Annual Capital Expenditure: 0.0 FTE N/A N/A Mandatory Organisational Competencies Personal competencies Orientation Strong principals that embrace the values of. Diversity Training A self-motivated and pro-active achiever who meets deadlines. Fire and Emergency Training Ability to gain the respect of colleagues and peers through commitment and a strong work ethic. OHS Training A team player who can contribute to the strategic direction of the Finance team of. Recruitment & Selection Training (Managers only) Job Competencies Excellent attention to detail & strong reconciliation skills. Previous experience in Home and Community Care information systems and the Home and Community Care industry an advantage. Able to comprehend and work within a high volume transaction and diverse business environment. Strong computer skills working with central systems and PC based applications, including on-line banking. Display a strong service delivery focus. Ability to manage multiple clients at one time and deliver the services they require. High level of computer literacy & ability to effectively operate business systems. Ability to apply Finance / Operational policies and procedures in the workplace. Demonstrates and upholds the Values and Mission of. Ensure the values of are incorporated into daily work practices for all staff. Be compassionate and provide support to staff and customers. Consistently shows respect and values each person s dignity. Seeks opportunities to be innovative for

3 improvement. Communicates openly and honestly as Quality review and information management Reviewing Home and Community Care admission, departure or any other documentation for accuracy, consistency and compliance with Home and Community Care legislation & policy. Ensuring Home and Community Care information is filtered, shared and stored in an effective manner. Proactively keeping up to date with Home and Community Care legislation. Stakeholder relations Liaising with Home and Community Care Operational staff regarding day to day transactions / operational issues in line with Home and Community Care legislation. Liaising with Finance staff to ensure accurate & timely financial / resident transactions. Travelling to Home and Community Care facilities as required Reporting support Active involvement & assistance in the delivery of financial and operational management, including: o Timely and accurate completion of internal reporting obligations. o Timely and accurate completion of external reporting obligations. Ad-hoc report preparation and query investigation. Business Analysis and support Active involvement in analysis, project & ad hoc tasks as required. This may include annual budget, forecast and other administrative & Home and Community Care business support tasks as required by the Management Accountant and the Senior Management an effective team member. Quality review ensures no errors found on amended documentation. Quality review ensures documentation complies with Home and Community Care legislation and is stored in an effective manner. Develop strong working relationships with the Home and Community Care Operational team, Finance team and other relevant stakeholders measured by stakeholder feedback. Client satisfaction with issue resolution and engagement. Internal management reporting delivered in line with timetable and review confirms accuracy. External reporting delivered in line with timetable and review confirms accuracy. Prompt assistance as required. Ensure timely, accurate, reliable and relevant information is made available to key stakeholders as required measured by response time, client satisfaction and stakeholder feedback. Contribute to the profile of the Home and Community Care financial services team

4 Accountant. Reconciliations Responsibility for the completion of balance sheet reconciliations in conjunction with the Management Accountant. Processing general ledger journals to correct balance sheet reconciliation differences. Journals & amendments Responsibility for the creation of journals & amendment of documentation as directed by the Home and Community Care Finance team. Preparation and posting of general journals, resolution of queries from stakeholders, including the reallocation of expenses as required. as trusted business and financial support resources to the executive and management team measured by stakeholder feedback. Reconciliations are prepared within the required timeframe. All differences are reconciled and explained. Balance sheet reconciliation differences are escalated appropriately and are eliminated in an agreed timeframe. All reconciliations are reviewed and authorized in line with the agreed policy and timeframes. Timely and accurate posting of journals measured by adherence with month end timetable and no late adjustments being required. All journals are independently reviewed and authorized in line with Mercy policy. General Ensure compliance requirements are established and maintained at all times. Ensure flexibility within the role in order to respond to the changing needs of our stakeholders. Audit and performance review confirms compliance with all the regulations and policies that are in place at as well as any relevant legislation. Performance review confirms that stakeholders needs have been met. Takes reasonable care to protect the health and safety of themselves, fellow staff and others in the workplace. Complete incident reports. Elect and support health and safety representatives. Contribute to risk assessments. Participate in training and meetings regarding safety. Reports hazards, near misses and injuries immediately. Uses personal protective equipment. Comply with risk management policies and procedures and instruction. Attend all safety meetings and training sessions.

5 Employee s Signature: Date: Print Name: Line Manager Signature: Date: Print Name: