This position is located in the Finance Sub-Program which is within Finance and Investment Services. Finance and Investment Services provides services to the Public Trustee, the executive leadership team and staff to support decision making, advance accountability and deliver high quality services.
The Finance Sub-Program consists of three work units which provide key organisational support to all areas of the office. The three teams which comprise the Finance Sub-Program are:
- Financial Accounting
- Management Accounting
- Transactional Processing
Management Accounting provides quality business reporting and forecast data to senior management to enable strategic decision-making.
With the objective of streamlining operations and assisting effective decision making, your specific role will be the annual preparation of the budget, preparation and co-ordination of budget briefing notes and whole-of-government reporting, creation and presentation of management reports on a monthly and ad hoc basis, financial and performance reviews utilising the business intelligence functionality, and the execution and implementation of systems initiatives and continuous improvement.
This role reports directly to the Business Planning & Reporting Manager.
Your Key Responsibilities
- The preparation and co-ordination of the annual budget process, including liaison with key stakeholders;
- Preparation and co-ordination of the annual service delivery statement and estimates briefing notes including liaison with external and internal stakeholders;
- Whole of government reporting and reconciliation with internal financial reports;
- Undertake statistical and business analysis and provide advice to the Executive Management Team to enable the efficient and effective allocation of resources;
- Significantly contribute to the annual strategic, financial and operational planning and annual reporting processes;
- Investigation, interpretation, modelling and analysis of both financial and business statistical data;
- The development, maintenance and presentation of Activity Based Costing (ABC), including the calculation of the Community Service Obligation (CSO) contributions;
- Reconciliation of financial and non-financial data;
- Preparation of the Investment reconciliation and journals;
- Provide advice on cost minimisation and performance improvement measures;
- Assist Client Services with establishing cost recovery positions used for the purpose of establishing Fees and Charges;
- Create and deploy business intelligence reports, dashboards and business analytics;
- Actively participate in or manage special projects as required.
Your Key Capabilities
In the context of the duties described above, the ideal applicant will be someone who is capable of contributing to the Public Trust Office across the following core capabilities:
- Supports strategic direction by drawing on information from diverse sources and using experience to analyse what information is important and how it should be used.
- Achieves results by committing to achieving quality outcomes and working to agreed priorities and time constraints.
- Supports productive working relationships by building and sustaining positive relationships with internal stakeholders and team members. Actively participating in teamwork and group activities.
- Displays personal drive and integrity by taking personal responsibility for meeting objectives and progressing work.
- Communicates with influence by confidently presenting messages in a clear, concise and articulate manner.
Mandatory Requirements/Special Conditions
- Professional accounting qualifications and CPA/CA qualified will be well regarded, as will BI tools, advanced Excel skills and experience with Technology One Financials.
- Knowledge of Investment instruments would be an advantage.