Elements and Performance Criteria
- Monitor budget processes
- Oversee the preparation of budgets in light of desired program performance outcomes and forward planning priorities
- Ensure budget planning process is participatory and formats are clear and standardised
- Ensure budgets are submitted for approval on time and in an appropriate format
- Develop and prepare requirements and contracts with funding bodies in accordance with organisation procedures
- Interpret and communicate the approved budget to other staff
- Oversee implementation of systems for financial management and reporting
- Adhere to legal and organisation requirements in relation to financial management and reporting
- Ensure that appropriate financial reports are prepared as required by the organisation and/or funding body
- Oversee the development and implementation of book keeping, accounting systems and asset management to ensure that accurate and comprehensive records of income and expenditure are appropriately maintained
- Undertake regular reconciliation against operational budgets and act upon any deviations as appropriate
- Manage the use of funds
- Check actual income and expenditure against budgets at regular, identified intervals
- Ensure expenditure is within agreed limits, does not compromise future spending requirements and conforms to organisation policy and procedures
- Where there are actual or potential deviations from budget, notify the appropriate people and develop and implement proposals for corrective action
- Where appropriate, ensure funds are invested in accordance with organisation procedures
- Follow guidelines for the management of unspent funds
- Develop and recommend funding options
- Undertake research to acquire funding and resources and report the results appropriately
- Where appropriate, prepare funding submissions in accordance with relevant guidelines, maintain liaison with funding body to monitor progress of the submission, undertake negotiations and make revisions as necessary
- Develop contingency plans to accommodate possible shortfalls in funding and resourcing
- Develop and implement resourcing proposals to meet operational needs
- Develop resource proposals, taking account of client and stakeholder needs, organisation objectives and operational plans
- Negotiate recommendations to vary operational plans to fit resource availability, with relevant personnel
- Develop plans to maximise value gained from the organisation's resources
- Develop and implement strategies to ensure the organisation's resource needs are met within the constraints of budget allocations, existing resources, contingencies and available resource providers
- Monitor resource usage and performance
- Monitor resource usage against organisation targets, and investigate and rectify any deviations in accordance with organisation procedures
- Ensure appropriate support and training is provided to individuals and teams who have difficulties in using resources to the required standard
- Oversee systems, procedures and records associated with documenting resource acquisition and usage in accordance with organisation requirements
- Analyse and interpret budget and financial information to monitor productivity and performance
- Manage property and equipment
- Follow organisation procedures when assessing suitability and safety of buildings and equipment
- Ensure the organisation's asset register is maintained as required
- Ensure upgrade plans for building and equipment maintenance are established and implemented as required
- Adhere to all relevant occupational health and safety and other legislation
- Ensure procedures are in place to achieve the most competitive pricing for goods and services