34 Systems and Procedures Analyst

Transcription

1 34 Systems and Procedures Analyst Position Description Qualifications OVERVIEW The Financial Systems, Policies and Procedures Section of the Financial Services Department is responsible for reviewing, verifying and identifying improvements to financial systems, controls and processes throughout the District. The Manager, Financial Systems, Policies and Procedures develops and maintains a long range strategic plan for the integration of financial systems to meet the current and future financial management requirements of the District. The position works with representative staff from throughout the District to lead and encourage change management efforts, develop and deliver training and information sessions and maintain a balance between organizational change requirements and individual workloads and requirements. Reporting to the Manager, Financial Systems, Policies and Procedures, the Systems and Procedures Analyst works on a project basis to determine the most effective financial management function for the District. The position uses considerable independence of action and judgment to assist in defining and redefining financial management processes and workflows. This position helps to identify workflow, methods and processes which will streamline operations and realize efficiencies, meet internal control objectives, and fully utilize computer systems to meet operational requirements. The position contributes to the development of the financial management function for the district and through change management methodologies, leads and provides support services including Joint Application Design sessions. The Systems and Procedures Analyst is responsible for small projects and cooperates with and assists the Manager with larger and politically sensitive projects. The position is required to obtain high quality results without formal authority over the people impacted by systems and procedural changes. POSITION DESCRIPTION SYSTEMS AND PROCEDURES ANALYST SYPA 1 This position works on a project basis to determine the most effective

2 financial management function for the District. This is accomplished by close attention to detail and process in each of the following project management steps. Step 1 Analysis Analyzes and defines financial management processes and workflow by: analyzing and defining existing financial management workflow, methods and processes with the ultimate objective being to streamline operations, realize efficiencies, meet internal control objectives, and fully utilize computer systems to meet operational requirements; flowcharting current workflow; reviewing current financial management and systems functionality; examining analyzing and summarizing gathered data. Step 2 Producing options Cooperates with the Manager to determine the most effective financial services work and process structure to better support the District by: researching financial management and systems functionality and reporting requirements that would best support the financial management function. studying and examining systems and methods utilized outside the District; flowcharting alternative workflow; examining and testing alternative systems and methods. Step 3 Communicating for approval Prepares reports, briefing notes, correspondence, presentation material, flow charts and other documents to communicate options and recommendations. Step 4 Pre planning Contributes directly to the Financial Services change implementation effort by: leading, or assisting the manager to lead, Joint Application Design sessions (Tasks required include but are not limited to taking notes, facilitating sessions,

3 flowcharting current and proposed workflow and drafting policies, procedures and forms.); building and developing team approaches to problem solving where individual skills and abilities are pooled to address and resolve change issues; demonstrating initiative and tenacity in understanding the needs of impacted staff; communicating change issues to the impacted personnel in a manner that is clear, complete and anticipates objections; fostering and facilitating a professional approach to working relationships and conflict resolution within the team during the change process. Step 5 Implementation Supports the effective functioning of the department when requested and participates in the financial analysis by; supporting District /Program level committees in analyzing work flow and developing new or improved models and options. This requires liaison with individual committee members, getting feedback and suggestions, critiquing and recommending approaches and, once approved, incorporating into work processes; flowcharting current and proposed workflow and drafting policies, procedures, forms and operations manuals. Step 6 Post implementation maintenance Monitors and recommends changes to new financial management processes and workflow and helps to identify workflow, methods and processes which will further streamline operations, realize efficiencies, meet internal control objectives, and fully utilize computer systems to meet ongoing and changing operational requirements. SYPA - 2 Develops and maintains security access matrices for financial systems to meet basic internal controls, while providing staff with the functions required to effectively perform their jobs. SYPA - 3 Instructs or assigns work to casual staff engaged in general accounting activities. SYPA - 4 Performs other assigned comparable or transient duties which are

4 within the area of knowledge and skills required by this job description. QUALIFICATIONS SYSTEMS AND PROCEDURES ANALYST EDUCATION Grade 12 or equivalent and completion of level 3 of a designated accounting program (CMA, CA or CGA). OTHER RELATED COURSES Financial systems specific courses at an advanced level. Introductory workshop in supervisory skills. EXPERIENCE 2 to 4 years of specific experience OR 4-6 years of related experience. JOB SPECIFIC REQUIREMENTS Broad Experience effecting change in financial functions of large organizations. Experience testing and implementing new releases to financial systems including making recommendations for changes or new processes. Experience writing procedures. KNOWLEDGE Working knowledge of financial systems and processes including legislative and GAAP related requirements. JOB SPECIFIC REQUIREMENTS Broad knowledge of the operation of computerized financial systems and specific knowledge of District Systems. SKILLS AND ABILITIES INTERPERSONAL REQUIREMENTS The demonstrated ability to build and develop team approaches to problem solving where individual skills and abilities are pooled to address and resolve issues that individuals could not solve on their own. The ability to construct thoughts in a logical and convincing

5 fashion and express them in discussion, writing and formal oral presentation is a key skill requirement. Highly effective oral and written communications skills and the ability to influence, convince and persuade others are essential to fulfill the basic purpose of the job. The ability to handle high volumes of work with constantly changing priorities. PROBLEM SOLVING REQUIREMENTS The requirement for analytical and reasoning skills are such that the incumbent selects and applies innovative techniques and methods which together provide a logical interpretation of gathered data utilizing sophisticated analytical concepts and models and applies them within accepted practice. The ability to demonstrate motivation and determination in understanding the needs of others while ensuring that legislative and financial control requirements are also addressed. WORKING CONDITIONS OCCUPATIONAL REQUIREMENTS Sufficient vision and hearing to perform related job duties. Able to lift up to 18 kg and operate related equipment. High volumes of work where detailed accuracy is extremely important.