DIRECTOR OF FINANCE Training Needs Assessment Evaluation ...

DIRECTOR OF FINANCETraining Needs Assessment Evaluation FormPersonal/Position InformationName:Period Covered:Position:Reviewed by:Title:Position Start Date:Community:Region:

DIRECTOR OF FINANCETraining Needs Assessment Evaluation FormInstructions:The information contained in this evaluation is strictly confidential. The supervisor will meet with the employee to review theemployee’s performance and complete the Community Government Performance Evaluation Form. Input form the employee iscritical. The employee will have an opportunity to make comments concerning the review in the employee comments section ofthis form. The information will be used to develop an individual training plan for the employee as well as a training plan for thecommunity.The 1–Needs employee significant will be rated improvement–employee as follows for each competency: is unableto complete task or perform function in a satisfactorymanner even though assistance is routinely provided2–Needs improvement - employee can complete task orperform function with considerable assistance3–Satisfactory–employee can complete task or performfunction in a satisfactory manner with little or noassistance1–Competency ach competency has little isignificant to be rated to the as follows: position2–Competency has minor significance to the position3–Competency is important to the position4–Competency has major significance to the position5–Competency is critical to the effective performance of theposition4–Very good–employee consistently completes task orperforms functions in an above average manner with littleor no assistance5–Outstanding–employee consistently completed taskor performs function at a very high level with little or noassistanceFor more information on how to complete this review please contact the Regional Office of the Department of Municipal andCommunity Affairs or the MACA School of Community Government.

Major Category Skill Sub-SkillDIRECTOR OF FINANCETraining Needs Assessment Evaluation FormFinancialAccounting/ManagementBudgetIdentifypriorities ofCouncilDevelopCapital Planwith WorksStaffConsult withDepartmentHeadsIdentify andestimate areasof revenueEstimateexpendituresincludingwagesConductfinancialanalysisP S 5 P S 4 P S 5 P S 5 P S 5 P S 5Project CostsReviewhistorical costsReview year todateexpendituresIdentifychangesP S 5 P S 5 P S 5 P S 5Prepare draftbudgetsSubmit draftbudgets toCouncilRecommendbudget tocouncilImplementbudgetPrepare andreviewVarianceReports(monthlystatements)Reforecastbudgets asnecessaryP S 5 P S 5 P S 4 P S 5 P S 5 P S 5FinancialAccounting/ManagementCashmanagementGeneral LedgerEstablish cashcontrolsManage cashflowNegotiatefinancingManageinvestmentsMonitordepartmentspendingImplementcorrectiveactionP S 5 P S 5 P S 5 P S 5 P S 5 P S 5Set up chart ofaccountsEnter budgetCrossreferencedocumentsRetrieve subledgeraccountsVerify dataReviewadjustmentsP S 5 P S 5 P S 5 P S 5 P S 5 P S 5ManagereservesReconcileGeneral LedgerAccountsPrepareGeneral LedgerlistingsPrepare trialbalanceEnsure bankreconciliationsare completedPreparemonthlyfinancialstatementsP S 4 P S 5 P S 4 P S 5 P S 5 P S 5

Major Category Skill Sub-SkillDIRECTOR OF FINANCETraining Needs Assessment Evaluation FormClose out yearend processOverseeaccountspayablefunctionsOverseeaccountsreceivablefunctionsManageaccountspayablesManageaccountsreceivablesManage payrolland benefitsprogramsP S 5 P S 5 P S 5 P S 5 P S 5 P S 5FinancialAccounting/ManagementProjects andProgramsTax BasedReview andmakerecommendationsonContributionand BlockFundingAgreementsWrite proposalsPrepareRequests forProposalsAdministerContributionAgreementsand BlockFundingNegotiatecontractsAwardcontractsP S 5 P S 4 P S 4 P S 5 P S 4 P S 4MaintainassessmentrolesSet mill ratesCollect anddistributemunicipal andschool taxMonitordebenturesP S 0 P S 5 P S 4 P S 5ReportingPrepareincomestatementsPreparebalance sheetsReportvariancesPreparequarterlyreportsPrepare GSTreportsReport to thefinancialcommitteeP S 4 P S 4 P S 4 P S 4 P S 4 P S 4Report to theBoard/CouncilProvidefinancial adviceto Council andDepartmentHeadsReport tofundingagenciesP S 4 P S 4 P S 5

Major Category Skill Sub-SkillDIRECTOR OF FINANCETraining Needs Assessment Evaluation FormFinancialAccounting/ManagementHuman ResourceManagementAuditHuman ResourceAdministrationFollow GeneralAccountingPrinciplesFollow auditpreparationinstructionsRespond toaudit queriesReview draftauditstatementsSubmit auditfor approvalAct on auditrecommendationsP S 5 P S 5 P S 5 P S 5 P S 5 P S 5Submit audit tofunding agenciesP S 5Assist with jobcreationAssist with thedevelopment ofperformancestandards forfinance sectionAssist with thedevelopment ofjob descriptionsAdministerpersonneldirectivesAdministercollectiveagreements/Recruit staffP S 0 P S 4 P S 3 P S 4 P S 4 P S 3AdministeremploymentagreementsP S 4SupervisionConductorientationDevelop workschedulesDelegate work Give directions CoachemployeesConduct staffmeetingsP S 3 P S 4 P S 4 P S 4 P S 4 P S 4MonitoremployeesConductperformanceappraisalsDeveloptraining plansFacilitateprofessionaldevelopmentProvide on-thejobtrainingDisciplineemployeesP S 4 P S 4 P S 4 P S 3 P S 4 P S 4RecommenddismissalsP S 4

Major Category Skill Sub-SkillDIRECTOR OF FINANCETraining Needs Assessment Evaluation FormComputer skillsManage computersystemsSet up computersand peripheralsSet up localarea networksPossesskeyboardingskillsMaintainpasswordsecurityCreate back updataSecure backup dataP S 3 P S 3 P S 4 P S 4 P S 0 P S 0UpgradesoftwareUse e-mail andinternetUse computerizedaccountingprogramsCreate spreadsheetsUse wordprocessingprogramsImplementMMOSP S 3 P S 4 P S 5 P S 5 P S 4 P S 4Maintaindatabase filesP S 4General duties General duties Manage bylawsandpoliciesAssist withstrategic plansAssist withdevelopment ofpolicies andproceduresImplementinternalcontrolsAdhere tospendingcontrolsMonitor conflictof interestguidelinesP S 5 P S 4 P S 4 P S 4 P S 4 P S 0UpdatemanualsAttendmeetingsProvide adviceto CouncilRespond toinquiriesTake minutesAct on CouncilDirectivesP S 4 P S 3 P S 4 P S 4 P S 0 P S 4ProvidetranslationservicesSet up andmaintain filingsystemsAcceptappointment asacting SAO/ManagerVerifyemploymentAddresscomplaintsRepair officeequipmentP S 4 P S 4 P S 4 P S 3 P S 4 P S 3

Major Category Skill Sub-SkillDIRECTOR OF FINANCETraining Needs Assessment Evaluation FormProcessequipmentrentals (i.e.heavyequipment)Rent or leaseequipmentOperate officeequipmentAcquire/dispose ofassetsMaintain assetregisterPurchaseinsuranceCommunicationsDisplay Personaland ProfessionalAttributesCommunicationsSkillsThe incumbentmust be:P S 3 P S 3 P S 3 P S 3 P S 3 P S 3WriteeffectivelySpeak effectivelyPractice activelisteningRead financialand legaldocumentsPracticecustomerserviceMakepresentationsP S 5 P S 4 P S 3 P S 4 P S 4 P S 3FacilitatemeetingsLiaise withoutsideorganizations/AgenciesP S 3 P S 3Patient Organized On standby Accountable Reliable BondableP S 4 P S 5 P S 3 P S 5 P S 5 P S 5Approachable Self-motivated Supportive Punctual Tactful FairP S 3 P S 4 P S 4 P S 4 P S 4 P S 4Courteous Honest EthicalP S 4 P S 5 P S 5

Major Category Skill Sub-SkillDIRECTOR OF FINANCETraining Needs Assessment Evaluation FormDisplay Personaland ProfessionalAttributesThe incumbentmust:Show initiativeWork withminimalsupervisionFollowinstructionsDeal withpolitical issuesMaintainconfidentialityMakedecisionsP S 4 P S 4 P S 4 P S 3 P S 5 P S 5Practice crosscultural skillsManage time Manage stress Meet deadlines Participate inprofessionaldevelopmentPossess asense ofhumourP S 4 P S 5 P S 5 P S 5 P S 4 P S 4EmploynegotiationskillsEmploy conflictresolution skillsEmployanalytical skillsP S 4 P S 4 P S 4Legislation Legislation IdentifyapplicablelegislationComply withlegislationDraft by-laws Comply withlabourstandardsFollow theNorthernPreferenceComply withOccupationalHealth andSafetyP S 4 P S 4 P S 5 P S 4 P S 4 P S 2Comply withHamlet’s ActComply withWorkersCompens-ationActComply withCharterCommunitiesLegislationImplement riskmanagementprogramsP S 4 P S 3 P S 3 P S 4

DIRECTOR OF FINANCETraining Needs Assessment Evaluation FormComments:1. Supervisor’s comments2. Expectations for the coming year/workplan

3. Employee goals and objectivesDIRECTOR OF FINANCETraining Needs Assessment Evaluation Form4. Career Goals

DIRECTOR OF FINANCETraining Needs Assessment Evaluation Form5. Recommended training6. Employee CommentsEmployee:Title:Signature:Date:Supervisor:Title:Signature:Date: