Director, Financial Services (New position)

Transcription

1 Edmonton Catholic Schools is now accepting applications for the position of Director, Financial Services (New position) Edmonton Catholic Schools is a large urban school district whose mission is to provide a Catholic education that inspires students to learn and that prepares them to live fully and to serve God in one another. The District is comprised of over 40,000 students and 3,500 employees in 89 schools and other sites. The primary focus of the job is to provide leadership in financial administration services throughout the district. The district budget is $466 million. The job is responsible for the delivery of financial reporting, accounts payable, accounts receivable, treasury function, strategic planning, financial information technology, capital assets, and capital project funding through a team of management, professional and support staff. The incumbent will participate on the department s management team and provide expertise to the District Strategic Leadership Council. As an integral part of leadership within a large Catholic organization, the incumbent must be a practicing Catholic. The successful candidate will also have extensive experience in an executive management role. Note: As part of a succession plan, the Director, Financial Services will work in conjunction with the Chief Financial Officer (CFO) to learn the business operations and acquire a thorough knowledge of all financial activities and operational strategies for the district. The successful candidate is encouraged to apply for the position of Chief Financial Officer upon the retirement of the incumbent on August 31, This is a full-time, Out of Scope position with a salary range of $124,284 - $155,379 (Level 10) commencing as determined with the successful candidate. For additional information please contact Joan Carr, Superintendent, at joan.carr@ecsd.net. To apply, please a letter of interest and resume with the names of three references by 9:00 a.m., Friday, February 12, 2016 to: Corinne King, Manager, Staffing Human Resource Services resumes@ecsd.net Prior to employment, successful candidates will be required to submit Police Information Check and Intervention Record Check documents. We thank all candidates for their interest. Only applicants considered for the position will be contacted. Key Job Responsibilities: Lead a team of management, professional and support staff including assigning and evaluating work; training and coaching; recruitment and selection; workforce and succession planning; Advise senior management of budget variances and of schools and departments that are outside of district guidelines; Participate in the annual budget process by providing expertise to the District Budget Committee; Determine staff fixed costs for certificated and classified employees and monitor these costs on a regular basis; Provide leadership to, and work with, district and department staff on a broad-range of financial monitoring and reporting activities; Participate with department and district staff, in changing, developing and implementing policies, procedures, controls, and other initiatives to address recommendations of the external auditor. Qualifications and Competencies: Degree in Business Administration, Commerce or related, with ten years finance experience along with a proven record in a Chief Financial Officer/Vice President Finance leadership capacity is required; Professional accounting designation - Chartered Professional Accountant (CPA) is essential; Advanced knowledge of Public Sector Accounting Standards (PSAS), budgeting, financial administration, and financial forecasting and costing theories, techniques and processes; complex financial statements and notes; Advanced leadership skills with effective management skills to integrate planning with organizational business functions; Advanced research analytical and problem solving skills and the ability to collect, analyze and report on financial data; Advanced project management, consultation and negotiation skills with the ability to influence decision-making. A complete job description is shown below:

2 JOB IDENTIFICATION: Incumbent: Vacant Current Classification Level: 10 Supervisor s Name: Location: Catholic Education Services Working Title: Director, Financial Services Requested Classification Level: Supervisor s Working Title: Chief Financial Officer Department/Program: Financial Services PRIMARY FOCUS/OVERALL ACCOUNTABILITY: Provide a brief summary of the job, covering the main responsibilities, the framework within which the job has to operate and the main contribution to the organization. The primary focus of the job is to provide leadership in financial administration services throughout the district. The job is responsible for the delivery of purchasing services, financial reporting, accounts payable, accounts receivable, strategic planning, capital assets, and capital project funding through a team of managers, professional and support staff. The job has full supervisory responsibilities for the Manager, Financial, Manager, Purchasing Services and the Business Manager, Capital Projects. The job indirectly manages teams of professional and support staff members. The incumbent participates on the department s management team and provides expertise to the District Strategic Leadership Council. JOB RESPONSIBILITIES AND ACTIVITIES: Normally a job has four to eight core responsibilities, each of which shows what the job is accountable for, within what framework, and what the added value is. For each responsibility, approximately four major activities should be described. List the core responsibilities in ascending order of importance. 1. Lead a team of management, professional and support staff including assigning and evaluating work; training and coaching; recruitment and selection; workforce and succession planning 2. Advise senior management of budget variances and of schools and departments that are outside of district guidelines 3. Participate in the annual budget process by providing expertise to the District Budget Committee 4. Provide expert advice, consultation, and input relating to financial administration issues to district staff and other stakeholders 5. Provide leadership to, and work with, district and department staff on a broad-range of financial monitoring and reporting activities 6. Work with Financial Services management team to align operational needs with district and Alberta Education accounting policies, procedures, practices and compliance requirements 7. Oversee the delivery of Financial services to ensure accurate, timely and meaningful internal and external financial statements and comparison to budgets 8. Oversee Facilities Services capital projects financial management to ensure transactions are properly recorded, accurately represented and in alignment with approved budgets and Alberta Government funding 9. Oversee the delivery of Purchasing Services to ensure cost effective, quality goods and services are provided in compliance with district policy, federal agreements and legislation to meet the needs of district programs 10. Participate with other department and district staff, in changing, developing and implementing policies, procedures, controls, and other initiatives to address recommendations of the external auditor 11. Determine staff fixed costs for certificated and classified employees and monitor these costs on a regular basis 12. Lead the management team in planning and coordinating processes and initiatives to ensure the department and district staff are provided with instructions, guidance, and support required for short- and long- term budgeting, and current year revenue/expenditure forecasting. 13. Demonstrate, model and promote safe, prudent and healthy work behaviours and practices within the workplace January 11,

3 JOB RESPONSIBILITIES AND ACTIVITIES: Normally a job has four to eight core responsibilities, each of which shows what the job is accountable for, within what framework, and what the added value is. For each responsibility, approximately four major activities should be described. List the core responsibilities in ascending order of importance. 14. Participate in the short- and long-term strategic planning at the department and district levels 15. Maintain technical knowledge through a range of professional development activities PROBLEM SOLVING: Describe difficult or challenging situations the position is typically expected to solve; the degree of originality of the solutions; assistance available; and any problems or decisions that must be referred to a supervisor for resolution or approval This position is responsible for working with district staff on budgetary and financial matters. The incumbent takes a comprehensive view of budget, forecast and financial matters in resolving problems and making recommendations to the Chief Financial Officer, District Strategic Leadership Council, Budget Committee, principals and managers to assist in the decision-making process. ORGANIZATIONAL DATA: Identify any measurable areas upon which the job has either direct or indirect impact. Measures that may be included are: number of staff supervised, annual operating budget, number and size of projects, clients served or any other significant values. Include examples that indicate the size of the job. Attach a complete Organization Chart that includes supervisor, peers, direct reports and staff. The job works closely with the Director, Financial Operations and the Chief Financial Officer in the development, implementation and operation of all fiscal activities of the district. The incumbent also provides leadership and direction for financial strategies, practices, policies, reporting and corporate planning. The district s current operating budget is $466 million for 88 schools, 11 departments, 3600 staff and 40,000 students. The job has district-wide impact and significant impact on a large group of external stakeholders. Organizational Chart Chief Financial Officer Administrative Assistant OOS 3 Director, Financial Services OOS 10 Director, Financial Operations OOS 10 Manager, Financial OOS 8 Manager, Purchasing Services Business Manager, Capital Projects Manager, School Financial Operations P.Q. OOS 10* Manager, Financial Systems OOS 7 OOS 5 Financial Analyst Purchasing Assistant AS 6 Manager, School Accounting OOS 7 Systems (2 jobs) Senior Assistant, Accounts Payable AS 6 Buyer 1 OOS 3 Coordinator, School Accounting (4 jobs) Assistant, Accounts Payable (5 jobs) AS 4 Buyer 2 Purchasing Assistant (2 jobs) AS 4 Financial Services 11-Jan-16 January 11,

4 REPORTING RELATIONSHIPS: Identify the jobs and the number of incumbents within each job that report directly to you. Provide a brief summary of each subordinate job s purpose. Job Title Job Responsibilities Manager, Financial This job provides a comprehensive range of financial services to district managers and external organizations including preparation of accurate, timely and meaningful internal and external complex financial statements and comparison to budgets. Manager, Purchasing Services This job provides a comprehensive range of services to maintain a continuous inventory of goods and services, at the lowest possible cost, consistent with the best quality to enhance the education process. The job is accountable for conducting a fair and open procurement process. Business Manager, Capital The job plans, coordinates and reports on capital projects for the district Projects including tracking and monitoring the application of prescribed project management principles and methodologies. CONTACTS: Identify internal and/or external contacts such as co-workers, clients, stakeholders and partners. Indicate the nature and purpose of contact (i.e. to deliver information, present data, negotiate contracts, etc.) and frequency (daily, weekly, monthly etc.). Contact Nature and Purpose Frequency Principals, administrators and managers Assistant Superintendents, District staff Service providers Federal, Provincial and Municipal Government External Auditors Other school jurisdictions Network of professional contacts Human Resource Services Facilities Services To provide expertise, resolve problems and collaborate on the provision of services To provide expertise on financial matters To provide expertise on financial matters To obtain services and resolve problems To negotiate contracts and fee for service arrangements To provide and obtain information To comply with legislative requirements To provide and obtain information To share best practices To share best practices To provide expertise and obtain information To collaborate on resolution of problems To provide information, advice and technical expertise On-going Daily On-going Job Qualifications: Include a list of the most important knowledge factors, including knowledge about practical procedures, specialized techniques etc. Outline specific training that is needed to do the work and any occupational certification/registration required for the job. Include a list of competencies (skills and abilities) critical in performing the job. Knowledge and Experience Competencies Degree in Business Administration, Commerce or related, plus extensive directly related management experience Professional accounting designation - Chartered Professional Accountant (CPA) is essential Strong leadership skills and the ability to coach, mentor and train staff Strong conflict management and interpersonal communication skills January 11,

5 Advanced knowledge of accounting principles (Public Sector Accounting Standards) Advanced knowledge of budgeting, financial administration, and financial forecasting and costing theories, techniques and processes; complex financial statements and notes, including consolidated financial statements and working papers; reporting and integrated financial information systems; accounting concepts used in the education/greater public sector In-depth knowledge of accounting systems and internal controls is required Knowledge of Alberta Education policies, procedures and regulations related to finances and program funding Knowledge of human resource management theory, policies and procedures, collective agreements and terms and conditions, electronic financial reporting, attendance management and HR data management systems Knowledge of electronic records management principles, Freedom of Information and Protection of Privacy (FOIPP) Legislation and project management principles General knowledge of Occupational Health and Safety regulations and legislation General knowledge of the district s operations and business Strong verbal and written communication skills Advanced research analytical and problem solving skills and the ability to collect, analyze and report on financial data Strong organizational and time management skills and ability to manage multiple tasks and balance priorities Strong presentation skills and the ability to communicate highly complex financial information to varied audiences Strong consultation and needs assessment skills to provide guidance and advice Advanced project management, consultation and negotiation skills with the ability to influence decisionmaking Signatures The signatures below indicate that the incumbent, supervisor and principal/director have read, discussed, and agreed that the information accurately reflects the work assigned. Incumbent Supervisor Manager This information is being collected under the authority of Board Governance Policy EL# 5 relating to Freedom of Information and Protection of Privacy (FOIP) Act and will be used to allocate positions within a classification plan and to manage the Edmonton Catholic School District s human resources program. If you have any questions about the collection of this information, contact the Assistant Superintendent, Human Resource Services January 11,

6 JOB IDENTIFICATION: Incumbent: Vacant Current Classification Level: 10 Supervisor s Name: Location: Catholic Education Services Working Title: Director, Financial Services Requested Classification Level: Supervisor s Working Title: Chief Financial Officer Department/Program: Financial Services PRIMARY FOCUS/OVERALL ACCOUNTABILITY: Provide a brief summary of the job, covering the main responsibilities, the framework within which the job has to operate and the main contribution to the organization. The primary focus of the job is to provide leadership in financial administration services throughout the district. The job is responsible for the delivery of purchasing services, financial reporting, accounts payable, accounts receivable, strategic planning, capital assets, and capital project funding through a team of managers, professional and support staff. The job has full supervisory responsibilities for the Manager, Financial, Manager, Purchasing Services and the Business Manager, Capital Projects. The job indirectly manages teams of professional and support staff members. The incumbent participates on the department s management team and provides expertise to the District Strategic Leadership Council. JOB RESPONSIBILITIES AND ACTIVITIES: Normally a job has four to eight core responsibilities, each of which shows what the job is accountable for, within what framework, and what the added value is. For each responsibility, approximately four major activities should be described. List the core responsibilities in ascending order of importance. 1. Lead a team of management, professional and support staff including assigning and evaluating work; training and coaching; recruitment and selection; workforce and succession planning 2. Advise senior management of budget variances and of schools and departments that are outside of district guidelines 3. Participate in the annual budget process by providing expertise to the District Budget Committee 4. Provide expert advice, consultation, and input relating to financial administration issues to district staff and other stakeholders 5. Provide leadership to, and work with, district and department staff on a broad-range of financial monitoring and reporting activities 6. Work with Financial Services management team to align operational needs with district and Alberta Education accounting policies, procedures, practices and compliance requirements 7. Oversee the delivery of Financial services to ensure accurate, timely and meaningful internal and external financial statements and comparison to budgets 8. Oversee Facilities Services capital projects financial management to ensure transactions are properly recorded, accurately represented and in alignment with approved budgets and Alberta Government funding 9. Oversee the delivery of Purchasing Services to ensure cost effective, quality goods and services are provided in compliance with district policy, federal agreements and legislation to meet the needs of district programs 10. Participate with other department and district staff, in changing, developing and implementing policies, procedures, controls, and other initiatives to address recommendations of the external auditor 11. Determine staff fixed costs for certificated and classified employees and monitor these costs on a regular basis 12. Lead the management team in planning and coordinating processes and initiatives to ensure the department and district staff are provided with instructions, guidance, and support required for short- and long- term budgeting, and current year revenue/expenditure forecasting. 13. Demonstrate, model and promote safe, prudent and healthy work behaviours and practices within the workplace January 11,

7 JOB RESPONSIBILITIES AND ACTIVITIES: Normally a job has four to eight core responsibilities, each of which shows what the job is accountable for, within what framework, and what the added value is. For each responsibility, approximately four major activities should be described. List the core responsibilities in ascending order of importance. 14. Participate in the short- and long-term strategic planning at the department and district levels 15. Maintain technical knowledge through a range of professional development activities PROBLEM SOLVING: Describe difficult or challenging situations the position is typically expected to solve; the degree of originality of the solutions; assistance available; and any problems or decisions that must be referred to a supervisor for resolution or approval This position is responsible for working with district staff on budgetary and financial matters. The incumbent takes a comprehensive view of budget, forecast and financial matters in resolving problems and making recommendations to the Chief Financial Officer, District Strategic Leadership Council, Budget Committee, principals and managers to assist in the decision-making process. ORGANIZATIONAL DATA: Identify any measurable areas upon which the job has either direct or indirect impact. Measures that may be included are: number of staff supervised, annual operating budget, number and size of projects, clients served or any other significant values. Include examples that indicate the size of the job. Attach a complete Organization Chart that includes supervisor, peers, direct reports and staff. The job works closely with the Director, Financial Operations and the Chief Financial Officer in the development, implementation and operation of all fiscal activities of the district. The incumbent also provides leadership and direction for financial strategies, practices, policies, reporting and corporate planning. The district s current operating budget is $466 million for 88 schools, 11 departments, 3600 staff and 40,000 students. The job has district-wide impact and significant impact on a large group of external stakeholders. Organizational Chart Chief Financial Officer Administrative Assistant OOS 3 Director, Financial Services OOS 10 Director, Financial Operations OOS 10 Manager, Financial OOS 8 Manager, Purchasing Services Business Manager, Capital Projects Manager, School Financial Operations P.Q. OOS 10* Manager, Financial Systems OOS 7 OOS 5 Financial Analyst Purchasing Assistant AS 6 Manager, School Accounting OOS 7 Systems (2 jobs) Senior Assistant, Accounts Payable AS 6 Buyer 1 OOS 3 Coordinator, School Accounting (4 jobs) Assistant, Accounts Payable (5 jobs) AS 4 Buyer 2 Purchasing Assistant (2 jobs) AS 4 Financial Services 11-Jan-16 January 11,

8 REPORTING RELATIONSHIPS: Identify the jobs and the number of incumbents within each job that report directly to you. Provide a brief summary of each subordinate job s purpose. Job Title Job Responsibilities Manager, Financial This job provides a comprehensive range of financial services to district managers and external organizations including preparation of accurate, timely and meaningful internal and external complex financial statements and comparison to budgets. Manager, Purchasing Services This job provides a comprehensive range of services to maintain a continuous inventory of goods and services, at the lowest possible cost, consistent with the best quality to enhance the education process. The job is accountable for conducting a fair and open procurement process. Business Manager, Capital The job plans, coordinates and reports on capital projects for the district Projects including tracking and monitoring the application of prescribed project management principles and methodologies. CONTACTS: Identify internal and/or external contacts such as co-workers, clients, stakeholders and partners. Indicate the nature and purpose of contact (i.e. to deliver information, present data, negotiate contracts, etc.) and frequency (daily, weekly, monthly etc.). Contact Nature and Purpose Frequency Principals, administrators and managers Assistant Superintendents, District staff Service providers Federal, Provincial and Municipal Government External Auditors Other school jurisdictions Network of professional contacts Human Resource Services Facilities Services To provide expertise, resolve problems and collaborate on the provision of services To provide expertise on financial matters To provide expertise on financial matters To obtain services and resolve problems To negotiate contracts and fee for service arrangements To provide and obtain information To comply with legislative requirements To provide and obtain information To share best practices To share best practices To provide expertise and obtain information To collaborate on resolution of problems To provide information, advice and technical expertise On-going Daily On-going Job Qualifications: Include a list of the most important knowledge factors, including knowledge about practical procedures, specialized techniques etc. Outline specific training that is needed to do the work and any occupational certification/registration required for the job. Include a list of competencies (skills and abilities) critical in performing the job. Knowledge and Experience Competencies Degree in Business Administration, Commerce or related, plus extensive directly related management experience Professional accounting designation - Chartered Professional Accountant (CPA) is essential Strong leadership skills and the ability to coach, mentor and train staff Strong conflict management and interpersonal communication skills January 11,

9 Advanced knowledge of accounting principles (Public Sector Accounting Standards) Advanced knowledge of budgeting, financial administration, and financial forecasting and costing theories, techniques and processes; complex financial statements and notes, including consolidated financial statements and working papers; reporting and integrated financial information systems; accounting concepts used in the education/greater public sector In-depth knowledge of accounting systems and internal controls is required Knowledge of Alberta Education policies, procedures and regulations related to finances and program funding Knowledge of human resource management theory, policies and procedures, collective agreements and terms and conditions, electronic financial reporting, attendance management and HR data management systems Knowledge of electronic records management principles, Freedom of Information and Protection of Privacy (FOIPP) Legislation and project management principles General knowledge of Occupational Health and Safety regulations and legislation General knowledge of the district s operations and business Strong verbal and written communication skills Advanced research analytical and problem solving skills and the ability to collect, analyze and report on financial data Strong organizational and time management skills and ability to manage multiple tasks and balance priorities Strong presentation skills and the ability to communicate highly complex financial information to varied audiences Strong consultation and needs assessment skills to provide guidance and advice Advanced project management, consultation and negotiation skills with the ability to influence decisionmaking Signatures The signatures below indicate that the incumbent, supervisor and principal/director have read, discussed, and agreed that the information accurately reflects the work assigned. Incumbent Supervisor Manager This information is being collected under the authority of Board Governance Policy EL# 5 relating to Freedom of Information and Protection of Privacy (FOIP) Act and will be used to allocate positions within a classification plan and to manage the Edmonton Catholic School District s human resources program. If you have any questions about the collection of this information, contact the Assistant Superintendent, Human Resource Services January 11,