Performance Expectations:

Transcription

1 Position Reports to Senior Business Analyst Corporate Finance Manager Company Synlait Milk Ltd Date: May 2015 Location 1028 Heslerton Road, Dunsandel, Canterbury Purpose To develop and provide leadership through high quality reporting that provides insight into the business - a key position in a rapidly growing and complex business. This role supports and reports directly into the Corporate Finance Manager. Your primary focus is to work alongside the Financial Analyst and Senior Financial Analyst in order to help understand, improve and report on business performance. Working closely with a wide range of people across the organisation, you will help develop and deliver management reporting to best practice standards. Key Responsibilities: Manage the preparation and distribution of the monthly reporting cycle including Flash, Cost Centre Reporting, and Business Performance Reporting Lead the management of the annual budget preparation and associated reporting requirements Assist in continued development of Investor Relations reporting to stakeholders Preparation of Dashboard/Balanced Scorecards that align to the business strategy Support HR on all financial matters relating to short term plan and cost centre support Champion for Business Intelligence / Reporting Tools and system solutions for management reporting Senior Business Analyst PD May 2015 Page 1 of 7

2 Key Performance Areas Monthly Reporting Cycle Manage the preparation of the monthly management reporting cycle. This includes Flash reporting, Cost Centre Report distribution, consolidation of the Business Performance Reporting ensuring that we provide a critical evaluation of business performance for month, year to date and estimated full year forecast. Work closely and develop business relationships to ensure that best practice and efficiencies are delivered. Design reports to a high standard for use by all stakeholders including; management, senior leadership, board and external stakeholders. Lead continual improvement processes with Business Intelligence Team to ensure development and delivery of reporting is best practice. Lead the design framework of management reporting to ensure consistency in reporting (including common look and feel). Investor Relations Support the Corporate Finance Manager in the preparation of the 6 monthly investor relations presentations. This will involve working closely with various teams including Finance, Marketing & Comms, and Legal. Assist in continued development of Investor Relations reporting to elevate to market leading standards. Integrate Investor Relations reporting to the relevant data sources for completeness and accuracy of information. Annual Budget Plan Facilitate the management of the annual budget cycle, developing timetables and ensuring management against this plan in line with expectations. Lead the update of reporting structures (including reporting hierarchies) and development of consolidation of cost centre budget submissions through to financial analyst. Work with wider business (including commercial managers) to ensure that reporting structures are embedded into budget templates and continue this development to support the financial analyst with rolling this into forecast methodologies. Senior Business Analyst PD May 2015 Page 2 of 7

3 Key Performance Areas Dashboard/Balanced Scorecard Business Partnering Assist in the development and lead the management of balanced scorecard reporting. Ensure that these are kept up to date with latest strategic objectives and translated into business segmented scorecards. Review underlying data and work closely with Business Intelligence Team to help drive reporting solutions. Manage regular reporting of weekly management information (as required), working closely with key stakeholders. Lead the development of automated dashboard reporting through reporting tool. Lead the support for monthly cost centre variance analysis and commentary for HR cost centres. Lead financial modelling for resource planning (approval, budget, long range planning). Ensure we develop a system based approach to analysis and reporting for accuracy and timeliness. Lead the development of reporting linked to payroll source system to assist the wider business on cost transparency for monthly reporting cycle. Systems/Projects Assist in RFP, vendor selection and implementation with relation to reporting and performance management software solutions (as relevant). You will be the champion of reporting tool (e.g. Tableau) and assist in development of reports for management reporting purposes and executive dash-boarding. Support Corporate Finance Manager in any financial business case appraisals providing relevant information / analysis when required. Undertake specific analysis and investigations at own initiative and as directed, to enhance business profitability in an accurate and timely manner. Senior Business Analyst PD May 2015 Page 3 of 7

4 Key Performance Areas Team Work Work with all others in the Corporate Finance Team to contribute to team and group outcomes Provide support to forecast modelling as required in order to help deliver short term and long term strategic plans Demonstrate active support of Synlait Milk values and exhibit behaviours that are consistent with them Keep up-to-date with business developments in the company and gain an understanding of the company s vision, mission and strategy Compliance/Risk Management Health & Safety Comply with all relevant company policies, delegations and relevant legislation / statutory requirements. Keep up-to-date with information on changes to your health and safety responsibilities. Engage in regular conversation with your team leader/manager with regards to health and safety. Actively contribute to improving health and safety at Synlait Milk. Ensure all health and safety training is completed. Attend team meetings in which health and safety information is communicated. Ensure actions assigned to improve health and safety are completed in a timely manner. Participate in the development and implementation of rehabilitation plans following a workplace Injury or illness. Follow all applicable safe work behaviours. Professional & Personal Development Undertake identified personal training / development with the prior approval of the Corporate Finance Manager Remain abreast of current industry related trends, practices and disciplines and undertake regular updates in either competency training or changes in law as required Keep up-to-date and demonstrate awareness of relevant legislation and best practice Build networks with relevant organisations, professionals and associations Senior Business Analyst PD May 2015 Page 4 of 7

5 Key Relationships Internal External CFO, CEO Corporate Finance Manager Commercial Managers, Financial Analysts HR Finance Team Business Systems / IT teams Senior Management Team Consultants Budget Operating Expenses Nil Authorities Delegated authorities within the Synlait Delegated Authorities Policy. Decision making in scope of this position. Organisational Structure Chief Executive Executive Assistant Chief Financial Officer GM Culture, Capability & Strategy GM Sales GM Supply Chain GM Manufacturing GM Quality & Technical Services Corporate Finance Manager Senior Reporting Analyst Senior Financial Analyst Financial Analyst Senior Business Analyst PD May 2015 Page 5 of 7

6 Behaviours Adhering to Principles and Values Presenting and Communicating Information Writing and Reporting Applying Expertise and Technology Analysing Delivering Results and Meeting Customer Expectations Coping with Pressure and Setbacks Entrepreneurial and Commercial Thinking Upholds ethics and values, demonstrates integrity, promotes and defends equal opportunities, builds diverse teams, encourages organisational and individual responsibility towards the community and the environment. Speaks clearly and fluently, expresses opinions, information and key points of an argument clearly, makes presentations and undertakes public speaking with skill and confidence, responds quickly to the needs of an audience and to their reactions and feedback, projects credibility. Writes clearly, succinctly and correctly in a structured and logical way which meets the needs and understanding of the intended audience, writes convincingly in an engaging and expressive manner, avoids the unnecessary use of jargon or complicated language. Applies specialist and detailed technical expertise, develops job knowledge and expertise through continual professional development, shares knowledge with others, uses technology to achieve work objectives, and demonstrates an understanding of different organisational departments and functions. Analyses numerical and verbal data and all other sources of information, breaks information down into component parts, patterns and relationships, probes for further information or understanding, makes rational judgements using the available information and analysis, produces workable solutions, demonstrates and understanding of how one issue may be a part of a much larger system. Focuses on customer needs and satisfaction, sets high standards for quality, quantity and productivities, monitors and maintains standards, works in a systematic, methodical and orderly way, consistently achieves work goals. Works productively in a high pressure environment, keeps emotions under control during difficult situations, balances the demands of work and personal life, maintains a positive outlook at work, handles criticism well and learns from it. Keeps up to date with competitor information and market trends, identifies business opportunities for the organisation, demonstrates financial awareness, controls costs and thinks in terms of profit, loss and added value. Senior Business Analyst PD May 2015 Page 6 of 7

7 Qualifications, Skills and Experience Qualifications: Tertiary qualification at a minimum is required. CA membership of the Institute of Chartered Accountants NZ (or equivalent) is essential. Experience: 3-5 years plus accounting experience in corporate reporting environment with proven results in providing robust and timely analysis, support and reporting is essential. Prior use of Lawson M3 (or equivalent ERP system) would be advantageous. Experience with use of reporting tools (e.g. Tableau) is essential. Experience with system enhancement or implementation projects (e.g. performance management software) is essential. Skills: Strong ability to organise and prioritise. Excellent excel modelling and analysis skills (prior experience of building excel based financial models is advantageous). Proven ability to create dashboards and scorecards. Understand business needs, evaluate and design potential process or technical solutions. Ability to efficiently gather data from various sources for reporting and analysis. Proven ability to effectively utilise data and systems tools available. Strong verbal, written, and presentation skills with demonstrated reporting experience. Experience leading projects with necessary follow up. Proven ability to collaborate to produce results; work well in team situations. Excellent written and oral communication skills. Proven ability to work under pressure and meet deadlines in a multi-tasking environment. Non-Limitation Clause This job description is not intended to be a complete or limiting description of the functions that the employee may reasonably be requested to undertake both within and outside of the normal hours of work. ACKNOWLEDGMENT I have read and understand the above job description. Employee Name Signature Date Senior Business Analyst PD May 2015 Page 7 of 7