This describes the essential skills and knowledge and their level required for this unit

Essential knowledge

The candidate must be able to demonstrate essential knowledge required to effectively do the task outlined in elements and performance criteria of this unit manage the task and manage contingencies in the context of the identified work role

This includes

Generally accepted accounting principles

Organisations financial software

Donor or grant requirements

Debt analysis systems

Currency trading

Customs and excise laws and systems

Local taxation systems

Organisation policies and procedures relating to issues such as

end of funding cycle closeout

end of project closeout

end of financial year closeout

closeout under emergency conditions

cash management

emergency evacuation of personnel records and assets

calculation of gift inkind values and balances

personal security

document storage and security

Essential skills

It is critical that the candidate demonstrate the ability to

Effectively carry out a range of activities for closing out financial operations at end of funding cycle end of program or project intervention end of financial year including ensuring

outstanding payments are disbursed

outstanding advances and expense reports are cleared

balances are recorded

unspent funds are remitted

bank accounts are closed

assets are tracked

Effectively provide or submit all key documents financial reports and records to key stakeholders in a timely manner and in appropriate format

Effectively communicate with key stakeholders including project partners relevant staff donors other finance staff and other colleagues

Comply with organisation and donor policies and requirements including close out procedures

In addition the candidate must be able to effectively do the task outlined in elements and performance criteria of this unit manage the task and manage contingencies in the context of the identified work role

These include the ability to

Use appropriate communication and interpersonal techniques with colleagues and others

Work as part of a team environment to complete tasks

Identify and clearly define problems and demonstrate appropriate response procedures

Initiate new ideas or work methodologies

Accurately plan and organise work activities

Efficiently manage own responsibilities and timelines for completion of work

Demonstrate personal management including initiative self motivation and direction

Apply project management and evaluation skills

Work with people from culturally and linguistically diverse backgrounds showing sensitivity to cultural differences including

awareness and understanding of cultural differences

ability to express that awareness and understanding clearly and concisely

Communicate effectively with a wide range of different audiences

Interpret and explain complex formal documents and systems and assist others to apply them in the work context

Prepare written advice and reports requiring reasoning and precision of expression

Use communications equipment including telephone radio satellite phone fax and email

Demonstrate adaptability and the ability to deal with ambiguous situations

Select and use appropriate technology

Apply skills in

investigation including analysis and deduction

working as part of a team

mediation and negotiation

coaching

presentation

directing and supervising others

administration

listening

negotiation

language literacy and numeracy such as those required to

collect analyse and organise data

communicate in spoken and written form with a range of audiences

adjust spoken and written language to suit audience

prepare or customise materials

calculate and estimate times costs and quantities

The evidence guide provides advice on assessment and must be read in conjunction with the Performance Criteria Required Skills and Knowledge the Range Statement and the Assessment Guidelines for this Training Package

Critical aspects for assessment and evidence required to demonstrate this unit of competency

The individual being assessed must provide evidence of specified essential knowledge as well as skills

The application of competency is to be assessed in the work context or realistically simulated work context

Consistency of performance should be demonstrated over the required range of situations relevant to the work context

Assessors unable to assess through observation in a development or humanitarian assistance work context should particularly ensure the validity of evidence and determine with care the level of complexity at which management was undertaken

Assessment must confirm a reasonable inference that competency is able not only to be satisfied under the particular circumstance but is able to be transferred to other circumstances

Access and equity considerations

All workers in development and humanitarian assistance should be aware of access equity and human rights issues in their own area of work

All workers should develop their ability to work in a culturally diverse environment

In particular workers should be aware of cultural historical and current issues facing the people and culture in which they are working

Assessors and trainers must take into account relevant access and equity issues relating to the culture in which they are working

Context of and specific resources for assessment

This unit may be assessed independently however holistic assessment practice with other related units of competency is encouraged

Assessment of essential underpinning knowledge other than confirmatory questions will usually be conducted in an offsite context

Assessment must comply with relevant regulatory requirements andor standards

Resources required for assessment include access to

workplace location or simulated workplace

specifications and work instructions

policy manuals and procedure manuals international and local including sector specific finance manuals

relevant documents such as financial records reports account books procurement forms and records

relevant equipment such as office equipment and communications equipment

managers coworkers and other finance personnel

Method of assessment

Assessment needs to take into consideration the practical difficulties associated with attempting onjob assessment in the field

Assessment may be applied under project related conditions real or simulated and require evidence of process

Given the nature of this unit assessment should be supported by supplementary evidence from a wide range of sources preferably including evidence from one or more field situations

End of funding cycle refers to:

Organisation procedures may relate to:

Concepts and principles of aid effectiveness and community development include:

Donors may include:

End of program or project intervention may relate to:

Track assets may include: