Chief Financial Officer 2014 - Vincent de Paul

[Pages:6]Chief Financial Officer Position Description

Position Title: Chief Financial Officer

Reports To: Chief Executive Officer

Primary Objective

Location

Commencement Date:

191 Invermay Road, Invermay

Direct Reports: Accounts Administrators

Position Status: 1 FTE

The Chief Financial Officer has responsibility for the effective and efficient management of all aspect of St Vincent de Paul Society (Tasmania) finances and administration. Key outcomes for this role are:

? Ensure the Society meets all financial, legal, governance and legislative requirements.

? Effective management of the Society's cash flow, budget and balance sheet, in accordance with instructions from the CEO and State Council.

? Ensure finance functions are informed of and fulfill the relevant objectives in the Strategic Plan, are delivered in accordance with our policies, mission, values and ethos.

? Develop and maintain effective stakeholder relationships related to finance and admin, in particular with; State Council and its committees, Conferences, CEO, Special Works, managers, staff and external funding bodies.

? Effective management of all internal and external resources related to finance. ? Other responsibilities appropriate to the role as requested by the CEO.

Our Vision

The Society aspires to be recognised as a caring Catholic charity offering "a hand up" to people in need. We do this by respecting their dignity, sharing our hope, and encouraging them to take control of their own destiny.

Our Mission

The St Vincent de Paul Society is a lay Catholic organisation that aspires to live the gospel message by serving Christ in the poor with love, respect, justice, hope and joy, and by working to shape a more just and compassionate society.

Our Aspiration

An Australia transformed by compassion and built on justice. The Society advocates on several pressing social justice issues such as homelessness, poverty and asylum seekers.

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Commitment Compassion Respect

Integrity Advocacy

Courage

Organisational Values Loyalty in service to our mission, vision and values Welcoming and serving all with understanding and without judgment.

Service to all regardless of creed, ethnic or social background, health, gender or political opinions.

Promoting, maintaining and adhering to our mission, vision and values.

Working to transform the causes of poverty and challenging the causes of human injustice.

Encouraging spiritual growth, welcoming innovation and giving hope for the future.

Chief Financial Officer Position Description

Position Context

Line Management Responsibility

This role reports to the CEO and has management responsibility for internal and external resources directly involved in the finance and admin functions.

Key Interactions / Relationships

State Council, Council Executive Committee, CEO, Conferences and Managers / Supervisors

Australian Taxation Office, Office of Consumer and Business Affairs, banking institutions, external auditor, St Vincent de Paul National Office and various Government bodies / agencies.

Authority to Act / Delegations

Authorised Signatory for bank accounts, payment of wages, account transfers and other financial transactions as approved and within delegated limits.

Authority to enter into contracts approved by the Society and within the approved budget.

Credit card holder for Society purchases with the limit of financial delegation.

Special Conditions

Flexible approach to work as some tasks will require after hours work

Valid TAS driver's licence and some country travel

Employment is subject to a satisfactory National Police Check and Medical Assessment.

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Chief Financial Officer Position Description

PRIMARY OUTCOMES AND ACCOUNTABILITES

KEY RESULT AREA

PERFORMANCE OUTCOMES

Budget

Prepare the monthly and annual budget for the Society, noting risks, significant variations, issues for attention, preparing forecasts and recommendations for improved financial performance.

Identify and promptly communicate cash flow matters to the CEO, State Council and Managers.

Advise, assist and empower Conferences, Special Works and Managers in relation to budget matters and activities which impact on work areas / functional budgets.

Ensure general donations, program specific and event specific donations are allocated and processed efficiently in accordance with our legal responsibility as a charity.

Responsible for asset management, including appropriate controls to safeguard the financial assets, in the area of property and leasing advice, vehicle fleet, insurance policy for all aspects of our operation and `best value' purchasing arrangements.

Prepare financial analyses and proposals for change, initiatives and special projects.

Financial Reporting

Prepare informative, internal financial reports, including monthly, end of FBT / financial year and annual reports for the CEO, State Council, Conferences and Mangers as required.

Provide direction and assistance to work areas regarding information required for reporting.

Prepare annual statutory financial statements and lodge these with external bodies as required.

Manage all taxation matters and liaise with the Society's external auditor.

Payroll

Ensure all payroll responsibilities, including the timely and accurate payment of wages, and communication regarding pay conditions, arrangements and regulatory requirements are met.

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Accounting systems and improvements

Accounts Payable

Investments Relationship Management

Ensure accounting systems and processes are up to date, maintained and delivering outcomes which enable the Society to manage its finances, initiatives and organizational changes effectively.

Design and develop integrated and accountable financial processes through evaluation, collaboration, staff and volunteer training and quality improvement.

Collaborate in the development / implementation of National Council strategies related to finance.

Ensure financial delegations are communicated and applied correctly.

Ensure all accounts for payment are correctly authorised, journals processed, promptly paid and take into account discounts and GST.

Where necessary, prepare authorizing documentation for presentation to the CEO, Chair, Treasurer, Conference President, Manager, Special Works Supervisor or Committee.

Responsible for daily investment monitoring and information to assist decision making.

Develop and maintain positive working relationships by applying effective communication strategies with Society members and those in the wider community.

Respond to all information requests from stakeholders in a responsive and professional manner.

Ensure timely and valuable advice and reporting within the organization.

Negotiate in fair and respectful manner that recognizes the goals of both parties and aims, wherever practicable to achieve mutual benefits.

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Workplace Health Safety and Welfare

All employees have a responsibility for their own health and safety to avoid adversely affecting the health and safety of any other person with a connection to their work. Your responsibility is to:

? Support the development and maintenance of WHS&W best practice within the workplace.

? Adhere to safe work and welfare practices, policies and procedures.

? Participate in relevant WHS&W training programs. ? Follow any reasonable instruction and training provided in

relation to health and safety at work. ? Report hazards, accidents and unsafe workplace practices

in the workplace. ? Participate in workplace WHS&W inspections/audits, and

proactively assist in the maintenance of WHS&W facilities, resources, equipment and information.

Chief Financial Officer Position Description

POSITION COMPETENCY PROFILE

TECHNICAL

DESCIPTION

Finance and Accounting Management

Sound knowledge of accounting practices and standards, gained through practical experience, qualification and personal development

Knowledge of the financial environment for a charity.

Relevant knowledge of Australian Taxation requirements, Office of Consumer and Business Affairs requirements, contemporary financial management systems and audit processes.

Working knowledge of contracts, asset management and insurance.

Appreciation of the Society's goals, activities and organisational challenges as they impact on finance, admin and IT.

Office Procedures and Practices and Administrative Skills

Experience in an office environment is essential.

Highly competent in the use of office technology including all Microsoft Office applications.

Demonstrated commitment to sound financial management and general management practices, including OHS&W, performance management and professional development of staff.

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Organisational Skills Communication

BEHAVIOURAL Interpersonal Relations Self Management

Customer Service

Demonstrated experience in analyzing problems, identifying and initiating workable solutions, with the typical constraints of limited resources and skills in organization. Effectively manage multiple priorities and deadlines to achieve High level written, electronic and verbal communication skills with the ability to liaise efficiently and effectively with a Board, CEO, Managers, external bodies and stakeholders Sound ability to negotiate effectively and find solutions to difficult problems.

DESCRIPTION

Establish and maintain effective working relationships with internal and external stakeholders. Apply appropriate discretion and maintain confidentiality in dealing with sensitive and confidential information.

Effective management of emotions and challenging situations. On-going commitment to professional development. Maintain flexibility in managing work situations, workloads and changing proprieties. Drive for achievement.

Understand the needs of a diverse range of customers and culture, and deliver services that meet these needs. A willingness to assist other areas facing high workloads is desirable.

Professional Accountability

Be a role model for performing work at a consistently high standard.

Accept responsibility for actions and consequences of decisions.

Other Requirements Attributes

Degree in accounting, commerce, economics or similar, relevant discipline.

Knowledge of the Society, it's services and values.

Understanding of, and commitment, to the Ethos and Mission of the Society.

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