___________________ ________________________ __________________ Name Signature Date 1. SIGNIFICANT CHANGES SINCE LAST REVIEW text here. 2. POSITION SUMMARY Reporting to the Senior Administrative Officer (SAO) (Office of Advancement), the Finance Coordinator provides the Office of Advancement portfolio with financial support and coordinates financial reporting, performance and information management, budgeting and procurement to assist with operational financial management of the portfolio. As such, the Finance Coordinator must have a comprehensive understanding of the budget for the areas within the Office of Advancement. This position ensures that the financial activities of the Office of Advancement are carried out in accordance with best practices and compliance with the University's policies and procedures. This position plays a key role in informing the decision-making process by providing the Office of Advancement with the required financial and budgetary information and analysis to assess the impact of strategic decisions. The Finance Coordinator also works collaboratively with Office of Finance and Administration Resource Planning. The Finance Coordinator works closely with the Finance and Human Resources Assistant to carry out tasks related to the budget and finance. This position also works closely with the Human Resources Coordinator to ensure that budgetary targets are met for the ongoing costs of recruitment and retention of staff. 3. RESPONSIBILITIES/ACTIVITIES: Group activities into categories and list in point form each duty performed until the major elements of the position are represented. Review each statement to ensure that it accurately describes what is done and briefly, how it is done. Please indicate the percentage of time spent on each of the major activities listed Finance and Budget Support In consultation with senior management, coordinates the assembly of the portfolio's finance business plan to ensure that key strategic initiatives receive financial support and that resources are distributed to meet the demands of the approved institutional priorities In consultation with the Vice-President (VP) (Advancement) and SAO, develops and implements budget requests and processes; makes accounting adjustments based on changing priorities In consultation with the SAO, assists with the development and administration of the Office of Advancement budget; creates comprehensive support materials for the VP (Advancement) during annual budget deliberations Reviews budget submissions for the within the Office of Advancement to ensure portfolio and institutional consistency Develops options and recommendations to the VP on budget requests and appropriation of portfolio discretionary funds Develops financial templates and assists with the completion of business plans
___________________ ________________________ __________________ Name Signature Date 1. SIGNIFICANT CHANGES SINCE LAST REVIEW text here. 2. POSITION SUMMARY Reporting to the Senior Administrative Officer (SAO) (Office of Advancement), the Finance Coordinator provides the Office of Advancement portfolio with financial support and coordinates financial reporting, performance and information management, budgeting and procurement to assist with operational financial management of the portfolio. As such, the Finance Coordinator must have a comprehensive understanding of the budget for the areas within the Office of Advancement. This position ensures that the financial activities of the Office of Advancement are carried out in accordance with best practices and compliance with the University's policies and procedures. This position plays a key role in informing the decision-making process by providing the Office of Advancement with the required financial and budgetary information and analysis to assess the impact of strategic decisions. The Finance Coordinator also works collaboratively with Office of Finance and Administration Resource Planning. The Finance Coordinator works closely with the Finance and Human Resources Assistant to carry out tasks related to the budget and finance. This position also works closely with the Human Resources Coordinator to ensure that budgetary targets are met for the ongoing costs of recruitment and retention of staff. 3. RESPONSIBILITIES/ACTIVITIES: Group activities into categories and list in point form each duty performed until the major elements of the position are represented. Review each statement to ensure that it accurately describes what is done and briefly, how it is done. Please indicate the percentage of time spent on each of the major activities listed Finance and Budget Support In consultation with senior management, coordinates the assembly of the portfolio's finance business plan to ensure that key strategic initiatives receive financial support and that resources are distributed to meet the demands of the approved institutional priorities In consultation with the Vice-President (VP) (Advancement) and SAO, develops and implements budget requests and processes; makes accounting adjustments based on changing priorities In consultation with the SAO, assists with the development and administration of the Office of Advancement budget; creates comprehensive support materials for the VP (Advancement) during annual budget deliberations Reviews budget submissions for the within the Office of Advancement to ensure portfolio and institutional consistency Develops options and recommendations to the VP on budget requests and appropriation of portfolio discretionary funds Develops financial templates and assists with the completion of business plans
15992-gr-9.docx