POSITION DESCRIPTION Position Title: Finance Manager - NZ Date: May 2015 Department: Group Sub department: Location: Wellington Reports to: Senior Finance Manager Australia & New Zealand Direct Reports: Finance Administration Assistant Size of role: $11M revenue, 1 direct report Critical relationships: Position code: Position level: Geographic scope: Senior Finance Manager ANZ, Country Manager-New Zealand, Group Finance, Group human resources, External Auditors, External Accountants Overall job purpose: The Finance Manager NZ role is a vital part of the NZ Finance team and sits on the NZ Leadership Team along with other senior colleagues from Isentia. The role provides the ANZ Finance /Country Manager with accurate and timely financial information; including forecasting throughout the month, completing management accounts and metrics reporting and fulfilling financial compliance obligations. This role is a vital support role for the Country Manager NZ, providing insights and advice based on the story behind the numbers. Finance Manager NZ will look at ways to maximize growth, impact of business change, opportunities to make certain business functions more efficient etc based on the strategic imperatives of the business. Also the role is to provide professional and efficient customer service to all Isentia business partners, clients, suppliers and employees. KEY RESULT AREAS 1 Management Accounts Good performance defined Weighting Produce the Management Accounts for Isentia NZ Management reports Produce the Monthly Revenue Dashboard for NZ Management Team completed on time. 25% Produce financial reporting package for the monthly Board meeting of Isentia (in Australia) 2 Metrics Reporting and Modeling Good performance defined Weighting Provide informative and insightful information Passionate and curious Goes beyond reporting the numbers, understands how certain financial outcomes are derived and the impact on objectives about revenue rather than just reporting it i.e. 25% Creates and manages Pricing Models demonstrates underlying Metrics reports are delivered efficiently and in a timely manner trends with which Management can act upon Implements reporting that enhances the understanding of the business Understands Operating expenses and their drivers to ensure they deliver optimal 1
revenue i.e. incentives plans linked to revenue performance Assists Sales with pricing of service offerings to maximise revenue opportunities 4 Forecasting Good performance defined Weighting Provides timely and accurate rolling Forecast to ensure the Identify risks by business is on track to deliver to budget expectations. Product/Teams that may 20% Examines product lines and reports on trends and performance. adversely impact achieving Budget Identify opportunities that will improvement revenue leakage or assist sales to identify upsell opportunities 3 Compliance Good performance defined Weighting Co-ordinate the financial statements and audit of ISentia with Annual Audit successfully the external accountants and auditors completed with minimal 10% Monthly and annual cash flow projection and analysis adjustments required Manage Business Planning and Budget Process Ensure Cash flow is managed effectively with minimal funding required from group Underlying Budgets are based on an understanding of key business drivers which help identify any variances 4 Tax Obligations Good performance defined Weighting Company tax obligations such as FBT, GST, terminal tax and Payments made to tax PAYE authorities by due date 5% Identify Tax strategies to minimize effective tax rate 5 Providing a professional service to the business Good performance defined Weighting Work is completed on-time with a high level of accuracy Consistently high quality work 10% Management reports are created with the end audience in output mind, with a good understanding of what the information will be High level of accuracy used for and how it should be presented. Expectations are wellmanaged Relationships with key stakeholders are well-managed across the business Reliable and trustworthy Expectations for work requested are well-managed, deadlines are managed well and work is prioritized optimally. Develops good internal relationships with key stakeholders 2
6 Ensures compliance with isentia values, policies and standards, and ensures compliance will all local statutory requirements. Complies with all local legislative requirements. Adheres to company policies and procedures and the corporate Code of Conduct. Where appropriate keeps up to date with legislative requirements through membership of industry organisations. Ensures personal adherence to workplace health and safety requirements and either addresses or brings to management s attention when others are in breach of these requirements. Acts in an ethical way when dealing with company assets and other people. Good performance defined Understands and complies with all company and legislative requirements. Can be relied upon to act respectfully and ethically. Weighting 5% 3
CAPABILITIES Capability description Good performance defined Weighting Lives the isentia values: Enterprising: smart people doing things better Action Oriented Enjoys working hard. Demonstrates energy & drive for things seen as challenging. Is not fearful of taking action & seizes more opportunities than others. Operating Environment Awareness Understands how the business works. Is knowledgeable about current policies, practices, trends & information affecting the organisation. Is aware of competitor activities & approach. Process Management Understands the processes necessary to get things done. Knows how to separate & combine tasks into efficient work flow. Gets more out of fewer resources. Priority Setting Spends time on what's important. Quickly understands the critical tasks & puts the trivial aside. Can quickly sense what will help or hinder accomplishing a goal. Is focused. Is seen to: Be curious, to challenge their own and other s thinking, be resourceful and innovative, where applicable to lead and grow the industry, region and/or staff, and to keep informed. Seizes more opportunities than most. Responds to problems/ situations energetically Exhibits a sense of urgency in relation to goal achievement & performance Looks for novel experiences Is self-motivated & delivers on promises Understands relationships, issues & culture, both within & external to isentia & uses this understanding to anticipate impacts or outcomes, frame communication, develop strategy, positions, networks, partnerships & alliances to achieve goals &/or "win-win" outcomes Seeks to change culture & methods of operating, if counterproductive to success Maintains a broad network of people within the industry & related areas Understands competitor activity, development & strategy Acquires as much information as possible on issues that could impact the business Ensures that policies & procedures are applied fairly & consistently Achieves objectives within allocated resources; reviews & reallocates resources where & when necessary In consultation sets measures & goals & regularly reviews progress against budget/targets Understands how to get things done Plans for contingencies Takes timely action to review & amend priorities & plans in the light of emerging issues Manages conflicting priorities when they emerge Identifies critical & less critical activities & projects Prioritises activities/objectives making adjustments when appropriate Spends time & the time of others on what's important Meets goals & deadlines Stays focused on the agreed objectives/goals 30% 20% 20% 15% 15% 4
JOB SPECIFICATION Position title: Finance Manager - NZ Education: Technical Skills: Industry experience: Management skills: Personal qualities: Technology skills: Language skills: Communication skills: Degree qualified CPA/Chartered Accountant Good understanding of payroll process and record keeping. Previous experience in a fast paced and dynamic industry is vital Ability to work under pressure and to deadlines. Ability to work without supervision and in a team environment Attention to detail is key, but equally so is the ability to think strategically at a high level. Excellent Excel skills are essential Experience in Great Plains and COGNOS an advantage English Strong communication and organizational skills to influence 5