Finance Partner â Systems & Payment Services (Final April 2015
Transcription
Finance Partner â Systems & Payment Services (Final April 2015
Work Profile Position Title: Finance Partner – Systems & Payment Services This role has been identified as a Business Partner role under the Business Support Model. Position Number: Responsible To: Council Program: Classification Level: Manager Financial Planning & Analysis Finance & Risk Level 8 Overview of Program The Finance and Risk Program will ensure public resources and assets fund long term financially sustainable outcomes while maximising opportunities through responsible risk management. Key Relationships / Interactions Internal General Manager – Strategic Finance & Business Services Program & Corporate Managers Finance & Risk team members ICT team members People & Culture Business Partners ICT Business Partners Strategic Procurement Business Partners External Council benchmarking networks Professional peer networks State Government departments Financial institutions and transactional intermediaries Enterprise systems vendors Enterprise systems user groups Business Intelligence systems vendors and reference sites Finance Partner – Systems & Payment Services (Final April 2015) Page 1 Job Specification Primary Purpose The Business Partner is responsible for supporting the business goals of the Portfolios and Programs that they support. This is achieved through providing support at a strategic level, helping to resolve complex problems, supporting long-term planning and identifying synergies across Council Programmes. As part of the Finance & Risk Program, the Finance Partner Systems & Payment Services will: Strategic Advice – Develop finance and risk strategies that leverage the long term efficiencies and capabilities of integrated financial management systems. System/Process Improvements – Working across the Finance and Risk program review identify, investigate and make recommendations to drive process improvements and associated efficiencies. Payment Services – Establish payment services excellence by focusing on the standardisation, efficiency and effectiveness of end-to-end processes for Accounts Payable and Payroll and an ongoing focus on continuous improvement. Financial Analytics – Project manage the design and delivery of a Finance Analytics solution. Finance Systems – Lead the team providing financial information systems support and implementation of system/process improvement initiatives. Responsibilities Business Partner responsibilities: All Business Partners (i.e. Finance Partners) within the Business Support Model are responsible for: Developing a close understanding of the strategic goals and priorities of their partners. Providing strategic advice that supports the achievement of their partners’ objectives. Assisting their partners with long term planning (2-5 years typically). Operating as a valued member of their partners’ team, sharing accountability for their results. Identifying synergies across the ACC, enabling improved service delivery or efficiency. Aligning corporate initiatives. Providing leadership to the Business Advisers (i.e. Systems Accountants). Function-specific responsibilities: Establishing and delivering a Finance Analytics solution on a hindsight, insight and foresight basis (including the Long Term Financial Plan) to support corporate decision making and in particular the delivery of the Finance Partner service and Corporate Financial reporting within agreed timeframes. Provide effective leadership and direction to the Payment Services team in delivery of best practice transactional processing functions for the organisation. Acting as the technical expert (Finance Analytics/Intelligence) to Programs to support Finance Partner – Systems & Payment Services (Final April 2015) Page 2 consistent approaches and opportunities for benchmarking across local government. Working with key stakeholders to integrate finance analytics and financial reporting frameworks and outputs into the Long Term Financial Plan and Annual Budget processes. Ensuring a strong knowledge of emerging Finance Analytical concepts and incorporate these into the continuous improvement methodology for the Financial Planning & Analysis function. In collaboration with the Financial Planning & Analysis team, identify, investigate and recommend process improvement changes. Co-ordinate the development, refinement and delivery of the Finance for NonFinance Managers course and roll-out as part of induction training. Development and refinement of the Finance Framework that will support a consistent approach to the provision of financial support for projects across the organisation. Assisting the organisation with cost management initiatives and initiate, investigate, evaluate and negotiate proposals to maximise synergies across portfolios and the organisation as a whole. Provision of assistance and support to the Manager Financial Planning & Analysis with other Finance & Risk related tasks and projects as required. Ensure training and career development needs of self and direct reports are managed proactively, through ongoing coaching and the annual Performance Planning and Review (PPR) process. Corporate responsibilities: Supporting the application of and demonstrably engaging in the ACC’s Equal Employment Opportunity, cultural diversity and ethical practice policies. Ensuring WHS legislative compliance is maintained within the program or area of corporate responsibility. Implementing the ACC WHS management system within the program or area of corporate responsibility. Undertaking activities to achieve WHS objectives and targets. Identifying and allocating the human and financial resources to ensure a safe working environment is maintained. Scheduling all reasonably foreseeable hazards for assessment and control by elimination if possible. Finance Partner – Systems & Payment Services (Final April 2015) Page 3 Selection Criteria/Competencies Required for the Role (*) Candidates should ensure that their application clearly demonstrates their ability to meet the Essential Criteria detailed below. Qualifications Tertiary qualification in Commerce or Accounting Essential CA or CPA professional qualification (or equivalent) Essential Project Management certification (PRINCE2 or equivalent) Desirable Business Partner Competencies • Strategic thinking involving understanding the implications of social, economic, political, and global trends •Takes a long-term perspective on problems and opportunities •Applies insight and creativity to the development of strategies that help the organization gain or sustain competitive advantage •Proposes innovative strategies that leverage the ACC's position and open up new opportunities •Understands the ACC's strategic plan and takes a corporation wide approach in delivering to outcomes •Prioritizes actions based on what is best for the organization. Strategic and Innovative Thinking • Demonstrates knowledge of customer needs and uses this information to help determine the way forward, builds on others' ideas. Essential • Understands and drives toward increasing the work unit’s financial performance (e.g., understands the financial impact of plans and decisions). • Anticipates strategic problems and opportunities and makes strategic decisions to address them. • Continuously identifies and evaluates viable future opportunities for the organization. • Demonstrates creative thinking to solve strategic issues (e.g., proposes innovative strategies that capitalize on the unique qualities and core competencies of the organization, explores better ways). •Proactively monitors industry trends and benchmarks appropriately to gain insights on optimal practice/innovation that can be shared to the benefit of the organization. Finance Partner – Systems & Payment Services (Final April 2015) Page 4 • Customer focus such that employees understand the priorities of the Programs that they support and the priorities of the ACC's customers. Is able to build effective relationships with the Programs that they support •Establishes a clear understanding of the Program's underlying drivers and strategic outcomes, creates a shared vision of future success •Interprets the interdependencies between projects and prioritises in line with customer requirements •Establishes and maintains effective relationships with customers, inspires trust and respect Customer Focus •Agrees stretch goals Essential • Educates customers—Shares information with customers to build their understanding of issues and capabilities • Takes action to meet customer needs and concerns—takes ownership, considers how actions or plans will affect customers, responds quickly to meet customer needs and resolve problems and avoids over-commitments • Acts consistently and ethically. •Sets up customer feedback systems—implements effective ways to monitor and evaluate customer concerns, issues, and satisfaction and to anticipate customer needs. •Demonstrable business and financial acumen and the technical and organizational knowledge needed to make the best decisions for the organization •Understands how the organization works •Assesses the financial implications of business based decisions and actions •Balances data analysis with judgment, experience and common sense. Business and Financial Acumen • Understands how their role contributes to the overall success of the organization, the City and the community • Understands the financial and community impact of decisions and actions. Essential • Analyzes data to identify trends and issues that are important to the organization and interprets the results to make recommendations for how the organization should address the issues. • Understands how internal and external business measurements are defined and influenced. • Continuously learns and demonstrates an in-depth understanding and knowledge of the organization’s core business and how the organization operates (e.g., has a thorough understanding of overall organization Finance Partner – Systems & Payment Services (Final April 2015) Page 5 structure, processes, policies, functions, and their interrelationships). • Assesses existing talent base to determine whether the right mix of skills/competencies is in place to ensure the current and future success of the work unit. • Has a working knowledge of profit and loss and other key financial measurements used in the organization in terms of current performance, forecasting, and longer-term organization planning. • Skilled at detecting and interpreting subtle clues, often nonverbal, about others’ feelings and concerns •Displays and acts in line with empathy and sensitivity to the needs and concerns of others and proactively offers support to others when they are facing difficult tasks •Seeks out people and actively shares information instead of waiting for others to connect • Promptly returns all forms of communication to others including e-mail, voicemail, and more traditional forms. • Displays empathy when a person is dealing with a difficult problem or situation. • Understands and adapts to the different working styles, personalities, and cultural backgrounds of the people he or she works with. Interpersonal Skills and Resilience • Offers to provide advice and support when a person is facing a difficult problem or issue. • Listens actively to detect both verbal and nonverbal cues in conversation Essential •Sets a positive example and reinforces the goals of the ACC's culture program •Demonstrates resilience and stress tolerance by continuing to perform effectively when faced with time pressures, adversity, disappointment, or opposition •Remains focused, composed, and optimistic in difficult situations and bounces back from failures or disappointments by focusing on the opportunity to learn and clear line of sight to the desired outcome •Maintains progress (while maintaining quality) when handling multiple tasks and projects, even under stressful situations or when faced with competing deadlines. •Is patient, tenacious, and resourceful when seeking information to satisfy a request or complete a project •Sees issues and problems through to completion. Finance Partner – Systems & Payment Services (Final April 2015) Page 6 • Able to influence other people using a range of adaptive techniques that appeal to reason, values, or emotion to generate enthusiasm for the work, support for or commitment to a task objective, or compliance with a request. This includes using appropriate tactics to alter a person’s attitude, beliefs, or behaviors •Talks in a persuasive manner about the importance of achieving tasks or objectives. • Describes a clear and appealing vision of what can be accomplished with a person’s cooperation and support. Influencing Skills • Develops enthusiasm for a task or project by appealing to a person’s needs or values. Essential • Adapts style or approach to meet the other person’s style. • Explains the benefits of the task objectives to others. • Demonstrates willingness to incorporate input from others. • Listens to others’ points before making their own points. • Does not rely primarily on position power to influence others. •Generating and evaluating data and options/alternatives before making a decision or taking action and considering the opportunities and risks associated with each option •Able to select the appropriate option or pursue a course of action by balancing risk and reward and consulting with or encouraging input from others when it is appropriate •Prepared to act consistently with a decision once made without wavering (unless information or circumstances make it necessary to do so and while remaining willing to consider appropriate alternatives) and proactively evaluating the effectiveness of decisions after they have been implemented and ensuring the learning is shared Decision Making •Understands the reasoning behind a decision and educates others to gain a corporate wide understanding and build a consistent, principles based approach Essential •Decisions are evaluated for effectiveness and improved approaches are considered •Anticipates the consequences and implications of decisions. • Involves people appropriately in decisions that may impact them. • Makes decisions, sets priorities, and chooses goals based on risks and rewards. Finance Partner – Systems & Payment Services (Final April 2015) Page 7 • Quickly responds with a back-up plan if a decision goes amiss. • Proactively identifies and prioritizes the key issues involved to facilitate the decision-making process for the team or group. • Considers alternative positions and remains flexible, but committed to a decision where appropriate, even when faced with resistance or opposition • Delivers on agreed priorities • Coaching others through sharing information and insight to support their development of new skills •Remains clear about expectations, offering direction and advice on the development that would support their potential, and providing support and timely, example based feedback to enhance performance •Reinforces positive performance, provides constructive feedback and advice on opportunities for development •Empowers and supports people, offering to provide advice or assistance when others need help with a difficult task or problem. • Provides extra instruction or coaching to others to help improve job skills or learn new ones. Develops and Coaches People • Encourages others to create a personal development plan. Essential • Provides feedback both on the spot and through periodic meetings to monitor progress against goals. • Helps others understand the impact of their behavior on their peers, the work unit, the customer, and others involved. • Remains available as a resource to direct reports (e.g., provides information, helps to remove barriers to their effectiveness, acts as a sounding board to generate ideas). • Is patient and helpful when giving complicated explanations or instructions. • Offers helpful advice on how team members can advance their careers. Function Specific Competencies Technical Knowledge & Experience Significant senior accounting experience incorporating analysis and problem solving principles within a medium to large organisation. Significant working knowledge of accounting and business disciplines including, but not limited to, management and cost accounting, statutory reporting, transactional processes (payroll/accounts payable) and financial management system improvements. Able to demonstrate prior experience in their ability to identify trends in data and highlight areas requiring focus. Finance Partner – Systems & Payment Services (Final April 2015) Essential Page 8 Project Management Highly developed project and consultant management skills which underpin the timely development of strategies, projects and programs and assist in cross functional collaboration. Ability to act as “Change Champion” and have the ability to effectively communicate with and influence others towards acceptance and understanding of change programs. Demonstrable experience driving process improvement programs to deliver tangible benefits in medium to large organisations. Essential Government Experience (if external) A working knowledge and understanding of the Local Government Act 1999, the City of Adelaide Act 1998, and related Regulations. Desirable Finance Partner – Systems & Payment Services (Final April 2015) Page 9 I make a difference – Our Leadership Framework underpinned by our values, and based on the concept of collective leadership – we are all leaders and we all can make a difference, captures the essence of what will guide us on our journey of future success; growing and developing ACC. Our Values - will guide us towards becoming a stronger, more effective organisation with a positive and mutually beneficial work environment for everyone. Achievement - Delivering Council’s outcomes we celebrate our successes and recognise the achievements of our people we promptly deliver the services, policy and assets that realise the goals of Council we set clear achievement goals and give people what they need to deliver on them we continually give and accept performance feedback Collaboration - Working with others we work across divisions to achieve outcomes that require a team effort we make the effort to support, understand and value others we focus on sharing information with others to achieve shared goals we support our community Customer commitment - Understanding and meeting the needs of others we deliver on our promises we take ownership and follow through we listen to our customers and have empathy we will provide exceptional service to all Integrity - Honesty, trust, respect and ethics we do what we say we will do we listen to and value the perspectives of others we display behaviours that reflect our organisational Values we respect each other Innovation - Finding a better way to deliver we look for options and ways to say yes instead of no we have the courage to put forward bold proposals if they will deliver the results we want we reward new ideas for delivering outcomes and people who take calculated risks we will always identify the solution, never just the problem Finance Partner – Systems & Payment Services (Final April 2015) Page 10 Our Guiding Principles The following principles will guide how we plan, set policy, make decisions, manage risks and allocate resources to deliver lasting results for the City of Adelaide and its people. Our Focus – we develop place-based and community-specific plans, which mesh with city-wide policies and strategies Our Service – we listen to our community, understand its expectations and deliver services that respond to its needs Our Openness – we value and facilitate community involvement in what we do, which includes making information about our policies, plans and decisions easy to access Our Approach – we work with our community to build capability, entrepreneurship and innovation to achieve positive outcomes for the community and the city as a whole Our Stewardship – we ensure all expenditure and the management of assets provides value for money and grows community wealth now and into the future Our Sustainability – we ensure our actions do not compromise the ability of future generations to achieve appropriate economic, social and environmental outcomes for the city Our Purpose Is to be: ‘One City One Team’ – this means we will work together as one team with Council and the community to achieve our dream of making Adelaide a great city. We will achieve this by being an organisation that is a: Brilliant service provider who puts the customer first and gives each customer a great experience of Council’s service Trusted partner who actively engages with others to combine expertise and resources and to produce the best possible outcome for each party and the city Professional administrator who provides great advice to Council and consistently delivers on the things that matter High-achieving team full of creative people who inspire and bring out the best in each other to deliver what is promised Best practice organisation which leverages our knowledge, systems, assets and resources to deliver current priorities, and innovates to create future wealth and capability Finance Partner – Systems & Payment Services (Final April 2015) Page 11 Special Conditions: Performance will be based upon the delivery of the agreed goals recorded in your Performance Review documentation. Some out of hours work may be required in order to meet the requirements of your role. Physical Demands: While performing the duties of your job, you are required to regularly: Sit Stand This Position Description is only descriptive of the type of duties to be undertaken by you during your employment and you accept the Corporation may require you to carry out any duties which are within your skills and competence. Manager/Team Leader Signature: .............................................. Date: ...../...../..... Manager/Team Leader Name: .............................................. Employee Signature: ............................................................... Employee Name: ............................................................... Finance Partner – Systems & Payment Services (Final April 2015) Date: ...../...../..... Page 12