Financial Controller. Position description. Position overview

Transcription

1 Psitin descriptin Financial Cntrller Psitin title: Financial Cntrller Divisin/Department: Finance Psitin reference: WEHI/TWJC Classificatin: al= Wrk lcatin: Parkville Emplyment type: Full time Remuneratin range: $130,000 Further infrmatin: Mr Jel Chibert Psitin reprts t: Chief Financial Officer Clsing date: 23 April 2018 Psitins reprting t this ne: Psitin verview Reprting t the Chief Financial Officer (CFO), the Financial Cntrller (FC) will be a key member f the institute s finance management team and will perate as Deputy CFO. The FC will play a critical rle in ensuring the institute emplys rbust peratinal, budgeting, frecasting and reprting prcesses and delivers accurate and cmprehensive reprts and analysis t internal and external stakehlders. The FC will ensure the timely and accurate prcessing f the institute s financial transactins in the general ledger and supprting systems. The FC will be primarily respnsible fr preparing timely and reliable mnthly management reprts and annual financial statements fr the institute tgether with balance sheets and cash flw statements. The FC will fcus n prviding excellent custmer service n financial matters t internal and external custmers f the institute. The FC will be an active member f the senir finance leadership team and cllabrate clsely with the CFO in develping a chesive, efficient and value adding finance functin fr the institute. The FC will strive fr cntinual imprvement in finance activities and greater alignment and integratin with the ther functins within the Prfessinal Services prtfli. The FC will play an imprtant rle, in cnjunctin with the CFO, in advising the Directr and Deputy Directrs n financial perfrmance and sustainability issues and prvide financial input int strategic planning. The FC will, n ccasin, be required t present t senir institute frums and Bard/Bard Cmmittee meetings as determined by the CFO. The FC will lead all peratinal financial activities including management and financial accunting and reprting. Leading a team f apprximately 13 peple, the FC will als manage accunting and financial cmpliance fr the institute, including grants, cmmercialisatin and fundraising financial administratin, banking, investment management, tax cmpliance, insurance and finance risk management activities. Page 1 f 5 Financial Cntrller PD April 2018.pdf (002)

2 Psitin descriptin Financial Cntrller Organisatinal envirnment The Walter and Eliza Hall Institute f Medical Research The institute, established in 1915, currently huses 15 research divisins, cntaining arund 81 labratries and arund 1,000 staff and students, with an annual budget f apprximately $100 millin (AUD). The institute s research fcuses n cancer (breast, cancer, leukaemia, lymphma, multiple myelma, lung cancer, cln cancer, and varian cancer), infectius disease (malaria, tuberculsis, HIV, and hepatitis) and chrnic inflammatry and immune diseases (celiac disease, type 1 diabetes, rheumatid arthritis and transplantatin) and cntinues a strng traditin f cllabratin and interdisciplinary prgrams. The institute has a strng natinal and internatinal reputatin fr perfrming highly influential research and fr translatin that leads t lng term imprvements in disease, diagnsis and treatment. The institute s main labratries are lcated within the Parkville precinct, a vibrant hub fr life science research, educatin and healthcare prvisin. In additin, the Walter and Eliza Hall Institute Bitechnlgy Centre is lcated 30 minutes frm Parkville at La Trbe University s R&D Park in Bundra. The Bitechnlgy Centre features facilities fr high-thrughput chemical screening, medicinal chemistry, antibdy prductin and malaria cntainment. The centre als functins as an incubatr fr the institute s bitechnlgy cmpanies. Organisatinal bjectives Discvery and translatin T make discveries that shape cntemprary scientific thinking, increase understanding and imprve preventin, diagnsis and treatment f cancer, immune disrders and infectius diseases. Educatin and training T educate and train wrld class scientists and t attract, develp and retain the best and brightest wrkfrce. Organisatinal culture T prvide a vibrant and inspiring rganisatinal culture that encurages, prmtes and rewards excellence, cllabratin, innvatin, creativity and respect. Engagement T engage with ur stakehlders t imprve utcmes, building supprt and secure resurces fr medical research. Sustainability T build infrastructure, prfessinal services and funding that sustains ur research and maximises the time ur scientists can spend making discveries. Organisatinal values Pursuit f excellence Integrity and mutual respect Cllabratin and teamwrk Creativity Cntributin t sciety Accuntability Page 2 f 5 Financial Cntrller PD April 2018.pdf (002)

3 Psitin descriptin Financial Cntrller Key Accuntabilities Financial Operatinal Management 1. Prvide verall management f the transactin prcessing functins and recnciliatins prcesses within the Finance functin, including applicatin f rigrus mnth-end/year-end clse timetable and prcesses. 2. Develp and maintain effective and well-cntrlled finance prcesses that supprt the timely and accurate prcessing f the Institute s financial transactins 3. Apply apprpriate financial cntrl standards t the Institute s peratins, including adherence t the Institute s delegated authrities. 4. Ensure that the Financial Operatins team is psitined t deliver a pr-active service and lead the team t build n and imprve service delivery. 5. Ensuring that the Institute is cmpliant with all applicable legal, tax (GST, FBT, BAS, etc) and regulatry requirements frm a financial perspective and transactins are recrded in accrdance with Australian accunting standards. 6. Prvide versight and directin fr the institute s banking, insurance and salary packaging arrangements. 7. Ensure maintenance f adequate insurance cverage fr the institute s risks within the Risk Appetite apprved by the Bard. 8. Implement and versee prcesses fr managing and frecasting the institute s cash flw and ensure that investment earnings frm surplus cash are ptimised. Financial Perfrmance Management 1. Develp and implement mdern financial prcesses including budgeting, frecasting, financial analysis and strategic planning t guide the institute s future directin. 2. Cntributing t the lng term strategic planning fr the institute, including prviding financial analysis f alternative plans and ptins. 3. Develp and reprt against key perfrmance indicatrs. 4. Deliver accurate and timely finance reprts t key stakehlders including the Bard, the senir leadership team and t the institute s research leaders divisin and labratry heads - and Prfessinal Services department heads. 5. Lead the Finance Partners t perate as trusted finance advisrs t the divisin heads, lab heads and department heads. 6. Respnsible fr preparatin f key financial submissins fr Bard/Bard Cmmittee apprval: a. Annual budget b. Five-year strategic financials c. Frecasts d. Statutry accunts e. Annual Reprt financial sectins 7. Respnsible fr ensuring that financial reprting and ther financial requirements f grants, cllabrative and fundraising agreements are met within stipulated deadlines. 8. Prvide strategic financial advice t the CFO, Deputy Directrs and Directr. 9. Maintain effective wrking relatinships with the institute s external financial auditrs and investment advisrs. Page 3 f 5 Financial Cntrller PD April 2018.pdf (002)

4 Psitin descriptin Financial Cntrller Financial Leadership 1. Prmulgate a custmer relatinship fcus that delivers timely, reliable and value add service and advice t Institute management and staff. 2. Instil a culture f cntinuus imprvement within the Finance functin and, in cnjunctin with the Finance Change Manager, effectively implement finance and prfessinal services imprvement initiatives. 3. Manage the finance team in a manner that mtivates and empwers each t realise their ptential and deliver effectively t the Institute. 4. Determine best practice financial management principles fr nt-fr-prfit rganisatins and lead applicatin within the institute t imprve efficiency and relevance f the finance functin. Key selectin criteria Leadership - clearly and cnvincingly articulate a visin; create a sense f trust and value; act as a rle mdel t inspire and mtivate thers and seek ways t imprve their wn cntributin and increase the level f respnsibility f themselves and thers. Cgnitive skills - be perceptive, intelligent, and quick t understand mre cnceptually demanding ideas; be able t reasn thrugh prblems and demnstrate their ability t intrduce imprved and innvative ways f ding things. Persuasin/negtiatin win cncessins withut damaging relatinships; cnvince thers f yur pint f view; listen t and assimilate infrmatin frm thers t identify their needs; identify and assess a range f pssible ptins; be direct and clear as well as diplmatic and cllabrative; present infrmatin in a manner apprpriate t purpse and audience. Interpersnal skills - highly effective interpersnal and cmmunicatin skills with an pen, direct and diplmatic apprach, and the ability t create and fster cllabrative and prductive relatinships with internal stakehlders and external rganisatins. Planning and rganizatinal skills - Excellent planning and rganisatinal skills, including the ability t priritise multiple tasks, delegate wrk apprpriately and meet deadlines. Knwledge and skills Demnstrated high level expertise and achievement in: budget develpment and planning; perfrmance mnitring and reprting; management f an rganisatin t achieve apprved budget: internal custmer management; prvisin f measurable business benefit thrugh financial analysis and advice; and efficient peratin f finance prcesses and ledger systems. Strategic thinking be able t identify r develp verall gals and see the linking strategies and actins required t achieve these gals Cmmercial fcus cntinually strive t deliver the best service/prducts fr the resurces available; and cntinually seek mre efficient ways f perating. Plitical/scial awareness understand and use the pwer relatinships that impact n the rle and understand the limitatins and nature f the envirnment, including an understanding f interest grups and infrmal structures. Page 4 f 5 Financial Cntrller PD April 2018.pdf (002)

5 Psitin descriptin Financial Cntrller Specialist expertise Tertiary degree in accunting / cmmerce Membership f a majr prfessinal accunting bdy Brad business and financial management experience, including detailed practical knwledge f all financial, tax and management reprting functins in a large scale rganisatin Significant experience in a senir financial management rle Demnstrated ability t develp and lead a high perfrming team Experience in presenting t stakehlders. Desirable experience Knwledge f, and experience dealing in, the nt-fr-prfit sectr, particularly rganisatins with large scale grant revenue streams and ther diverse incme surces (such as fundraising dnatins and investment earnings). Occupatinal Health and Safety Cmply with institute Health and Safety Plicies and Prcedures. Take reasnable care f wn safety and the safety f thers arund. Use Persnal Prtective Equipment (PPE) and safety devices apprpriately. Reprt all hazards, incidents and injuries. Attend training prgrams as dcumented in individual training needs matrices. Hw and where t apply Applicants are encuraged t submit a cver letter, current resume and three referees t jbapplicatins@wehi.edu.au quting the psitin reference WEHI/TWJC. Please address each f the key selectin criteria separately in a written dcument. Diversity The Walter and Eliza Hall Institute is an Equal Opprtunity Emplyer. The institute encurages and welcmes interest frm Abriginal and Trres Strait Islanders fr rles within the institute. Privacy ntificatin The cllectin and handling f declaratins and persnal infrmatin relevant t yur emplyment will be cnsistent with the requirements f the Privacy Act Page 5 f 5 Financial Cntrller PD April 2018.pdf (002)