Norfolk County

Financial Planning and Analysis

• Assist in developing, overseeing, directing and coordinating the preparation and consolidation of Norfolk County’s operating and capital budgets ensuring reporting requirements of Council and County Departments/Divisions and Federal and Provincial governments are met.
• Coordinate and complete all subsidies, grants and reporting requirements for Norfolk County including researching grants on behalf of the County.
• Act as a primary liaison to Department/Division in providing expert advice, guidance on corporate budget development ensuring compliance with policies and procedures.
• Act as a Financial Business Consultant for Departments/Divisions by providing a wide range of expert guidance and advice on financial planning, accounting and reporting policies and procedures.
• Assist in maintaining and developing the budget system to ensure this system is available to all County Departments/Divisions in order to meet budgeting and reporting requirements.
• Provide consulting, technical expertise, financial/accounting, research assistance and analytical support services to Management and Staff related to capital and operating budgets.
• Develops and maintains reserve and reserve fund long-term projections and reporting requirements as necessary for Development Charges, Discretionary and Legislated reserves/reserve funds.
• Provides debenture administration including compiling documentation for long terms debt issuances, credit rating, annual repayment limit and long-term projections.
• Act as a revenue specialist and be responsible for setting tax rates, completing assessment updates, completion of tax related working papers and FIR schedules, preparation and review of section 357 adjustments and related annual report, reporting of arrears in utility and tax accounts, and provide analysis and training of cash handling practices.
• Prepare and manage financial statements, audits and other financial accountability requirements as required by Federal and Provincial Ministries (for example, the Ministry of Education)
• Participates in larger scale corporate projects/studies (i.e. Development Charges Study, Rate Studies).
• Develops and maintains corporate policies and processes for budgeting and reporting purposes.
• Conducts cost/benefit, risk, trend analyzes and prepares forecasts for business cases.
• Assists departments in developing business plans, including providing financial advisory services with respect to the plan.
• Designs, develops and delivers training programs for corporate budgeting and reporting functions and processes to staff and Managers.
• Monitor and analyze capital projects and report on status.
• Monitor, analyze and communicate operating budget variances ensuring concerned parties are aware of status.
• Coordinate development of user fees and service charges including conducting full cost recovery calculations, researching, analyzing and recommending recovery rates.
• Develop interdepartmental charges including researching, analyzing and recommending recovery methodologies.
• Undertake various financial studies and / or analysis projects to facilitate management decision making, as assigned.
• Reviews and provides financial input for Council reports, business cases etc.
• Assists in the year-end accounting processes and analysis including year-end working papers and schedules as it pertains to Financial Planning and Reporting.
• Liaise with Auditors and Ministry staff in coordinating and managing Norfolk County’s reporting requirements.
• To prepare and present written or verbal reports, policies and procedures and/or recommendations to staff, Managers, General Managers, Council and other government agencies as required.
• Conduct financial studies and impact analysis projects on legislative or regulatory announcements to facilitate management decision making, as required.
• To develop, review and update the County’s specific intranet areas to provide current and easily assessable information for corporate budgets and reporting requirements.
• To establish work priorities and schedules to ensure timelines are met.
• To participate on a wide-variety of committees and/or workgroups as required.
• Perform other related duties to assist in all functional areas of Financial Planning and Reporting and other areas of Financial Services.

Senior Financial Analyst (TFT) (CUPE 67.25)