Financial Planning and Analysis

• Performs research and prepares budget and financial status reports.
• Develops and prepares financial statements to advise management on the financial status of various operating budget items, using information extracted from corporate and divisional accounting systems and databases.
• Researches and collects data for reporting the effectiveness and efficiency of Divisional / Unit programs based on performance measurement criteria.
• Prepares budget allotment schedules and takes necessary action to effect and maintain control of supplemental budget adjustments throughout the year.
• Liaises with staff of Finance, Payroll and the Budget Office, and assists in the preparation of financial reports and budget-related correspondence.
• Reviews all materials and purchase requisitions for availability of funds.
• Assists in the processing of subsidy requests and annual information returns.
• Tracks Capital Budget project progress, expenditures, commitments, completion status and year-end projections.
• Reviews Divisional financial statements for accuracy and completeness, determines accounts to be charged on all types of accounting documents, and liaises with Finance staff in establishing new Divisional account code requirements.
• Monitors operating, capital and transition project accounts.
• Conducts cost benefit studies and financial research on divisional operations from concept to completion.
• Develops, prepares and maintains monthly budget variance and forecast reports in relation to Operating budgets for senior management of the Division.
• Reviews and analyses payroll, telecommunication and fleet expenses, and generates appropriate timely management information reports.
• Creates, develops and maintains personnel payroll forecast system for inclusion in the Division's operating budget.
• Provides guidance to accounting clerks in the performance of their duties.
• Checks and verifies account codes, features of expense, prices, etc. on requisitions, disbursement vouchers and other accounting documents prepared by Divisional staff to ensure appropriate account codes are indicated and calculations are correct.
• Attends meetings with divisional senior management and Finance Department etc. to provide and clarify information and resolve issues.
• Creates spreadsheets and provides additional documentation to supplement the division's operating and capital budget submission.

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