Job Descriptions and Qualifications



|[pic] |#102-2957 Jutland Road, |

| |Victoria, B.C. |

| |V8T 5J9 |

| |Toll Free: 1-800-387-9853 |

| |Local: 250-940-9780 |

| |Fax: 250-590-6614 |

Job Description

Finance Officer

Purpose

The Finance Officer, Habitat Conservation Trust Foundation, reports to the Chief Financial Officer (CFO) and provides a range of financial services, for the management team and the Board of Directors, that contribute to the achievement of the Foundation’s vision as well as its mandate to invest in projects that maintain and enhance the health and biological diversity of British Columbia’s fish, wildlife and their habitats so that people can use, enjoy, and benefit from these resources. The Financial Officer:

I. Provides general financial and contract management services and advice;

II. Manages financial requirements for grant processing and land acquisition initiatives;

III. Manages HCTF’s court award portfolio including general accounting and budget functions for this area; and

IV. Assumes responsibility for assigned administrative projects.

Accountabilities

Contributes to the promotion of habitat conservation

• Provides input to the management team during the preparation of strategic and operational plans to enhance habitat conservation within British Columbia;

• Applies financial expertise to support the maintenance of existing, and the development of new, partnerships to secure and increase funding for conservation initiatives;

• Provides financial input respecting the management and refinement of processes for the grant and education programs to support successful implementation of the Foundation’s mandate; and

• Maintains familiarity with the habitat conservation efforts of the Foundation.

Develops relationships

• Builds and maintains effective working relationships with internal clients, funding recipients, shareholders, stakeholders, financial institutions, auditors, Crown Counsel, Conservation Officers and other representatives essential to providing financial services for the Foundation.

Provides general financial management services

• Investigates issues and makes recommendations to the CFO respecting the Foundation’s financial and operational policies;

• Handles various accounting transactions and processes including but not limited to preparing journal entries, maintaining capital asset schedules, and preparing bank reconciliations;

• Assists with preparation of annual financial statements and provides support during the audit;

• Analyses financial challenges, develops and implements recommendation for resolution;

• Assists the CFO with the design, implementation and maintenance of an effective and efficient financial system, administrative procedures, and controls;

• Assist the CFO with the design and maintenance of the Chart of Accounts

• Advises the heads of each business line on the general requirements and constraints for the preparation on their annual budgets;

• Assists the CFO in the preparation of budgets and forecasts for Board review and approval;

• Develops and implements standard monitoring reports and ad hoc financial reports;

• Provides financial decision support and advice to the management team;

• Ensures complete financial records are maintained;

• Provides advice on options for, and implements, budget reallocations;

• Is responsible for leading the accounts receivable and payable function, including reviewing and posting the work of other employees; and

• Monitors best practices, evaluates and advises the management team on the insurance needs of the Foundation, negotiates policies and co-ordinates client requests for Certificates of Insurance.

Advises on contract management

• Monitors and evaluates best practices and advises the CFO with respect to standard contract content, formats and language;

• Assists staff in tailoring standard contracts to meet their specific needs;

• Develops and implements improvements to the contract commitment system to assure pro-active management; and

• Follows up on outstanding issues and provides clarification and advice to contractors and recipients.

Manages the financial aspect of Grant processing

• Assures appropriate processes, systems and controls are in place to manage the flow of funding to recipients;

• Designs and implements financial monitoring and reporting processes for grant payments;

• Assures funding payments are compliant with the terms and conditions of grants;

• Liaises with grant recipients over the term of their projects, advising on the financial and administrative requirements of their grants; and

• Resolves recipient issues related to grant payments and their processing.

• Participates in project site evaluations and financial audits of grant recipients, which can involve travel around BC

Provides financial expertise to support land acquisition initiatives for conservation purposes

• Oversees and co-ordinates the financial aspects of implementing approved land acquisition partnerships with conservation organizations; and

• Develops and maintains management reporting on acquisitions.

Develops and implements revenue management solutions for charitable donations initiatives

• Evaluates, recommends and implements financial solutions for the Foundation to collect and account for charitable donations; and

• Advises on and designs financial arrangements and controls to implement joint fundraising programs with other non-profit organizations.

Develops and implements revenue solutions for court awards

• Liaises with Crown Prosecutors, Conservation Officers, Fish and Wildlife staff and Court Registries on issues related to awards that are ear-marked by the judiciary for remedial or restorative action as a result of violations of the Wildlife Act;

• Establishes reports and tools to assist stakeholders in the award process;

• Establishes policies and procedures for the collection of court ordered awards;

• Develops and manages strategies for the budgeting of available funds as a result of awards;

• Advises on the allocation of awards so they meet any court ordered restrictions on use; and

• Establishes and manages the tracking and reconciliation of awards.

Takes responsibility for administrative tasks and projects

• As assigned by the CEO or the CFO, assumes responsibility for administrative initiatives such as acquisition of new systems, facilities, equipment and the like; and

• Provides administrative services for issues related to the maintenance and upgrading of information technology infrastructure

• Participates in the evaluation of staff needs and the identification of solutions related to systems requirements, upgrades to hardware and software, general troubleshooting, etc.

• Liaises with systems service providers to pro-actively manage office needs and resolve issues

• Conducts business process mapping reviews and implements improvements to workflow.

Contributes to the Foundation team

• Supports a culture that reflects Foundation values of exceptional performance, continuous improvement, and ongoing learning and development;

• Contributes to open and effective communication links between staff and the management team; and

• Supports a healthy and safe working environment.

Dimensions

• Revenues $6M to 10M per annum (varies year to year)

• Expenditures (current FY) $9.4M

• Expenditure profile

o Programs (grants) 86%

o Operations 14%

• Endowments and investments $21M approx.

Behavioral Competencies

See

• Analytical Thinking is the ability to comprehend a situation by breaking it down into its components and identifying key or underlying complex issues. It implies the ability to systematically organize and compare the various aspects of a problem or situation, and determine cause-and-effect relationships ("if...then…") to resolve problems in a sound, decisive manner. Checks to ensure the validity or accuracy of all information.

• Business Acumen is the ability to understand the business implications of decisions and the ability to strive to improve organizational performance. It requires an awareness of business issues, processes and outcomes as they impact the client's and the organization's business needs.

• Managing Organizational Resources is the ability to understand and effectively manage organizational resources (e.g., people, materials, assets, budgets). This is demonstrated through measurement, planning and control of resources to maximize results. It requires an evaluation of qualitative (e.g., client satisfaction) and quantitative (e.g., service costs) needs.

• Partners with Stakeholders is the desire to work co-operatively with all stakeholders to meet mutual goals. It involves an awareness that a relationship based on trust is the foundation for success in delivering results.

• Results Orientation is a concern for surpassing a standard of excellence. The standard may be one’s own past performance (striving for improvement); an objective measure (achievement orientation); challenging goals that one has set; or even improving or surpassing what has already been done (continuous improvement). Thus, a unique accomplishment also indicates a Results Orientation

|[pic] |#102-2957 Jutland Road, |

| |Victoria, B.C. |

| |V8T 5J9 |

| |Toll Free: 1-800-387-9853 |

| |Local: 250-940-9780 |

| |Fax: 250-590-6614 |

Qualifications

Finance Officer

A diploma in a field related to the responsibilities of this position such as business, accounting, or financial management; or, for persons without the forgoing, an equivalent combination of education, training and experience

This job requires some experience as well as demonstrated success in:

• Supporting the delivery of financial services such as development and administration of budgets, development and maintenance of systems, preparation of management reports, management of accounts processing and financial reporting in a current financial system environment;

• Assisting an organization with the management of contracts; and

• Evaluating financial and administrative issues and developing solutions.

The successful candidate must have the ability to:

• Build effective relationships with internal clients, external stakeholders and service providers;

• Implement operational plans in a timely and effective manner;

• Make modifications to business practices to improve the effectiveness of processes;

• Apply strong analytical skills in support of effective financial management; and

• Make a contribution to habitat conservation within BC.

There is a preference that applicants have:

• 2-5 years of relevant work experience

• Experience preparing or working with financial statements

• Experience in supporting policy development, audit and review activities, and risk and controls management; and

• Familiarity with operations and administration within a non-profit organization.

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