|Competencies and Skills
|Key Finance Processes
MTFS, Estimates and
|Able to co-ordinate aspects
of a key process. Can liaise
with appropriate finance staff
to resolve technical issues.
|Identifies problems with key process
tasks and acts accordingly. Can identify
and transact necessary adjustments.
Understands the need to review
audit recommendations and put
them into practice.
| Able to oversee key processes
in defined areas. Can suggest
improvements to key processes.
Displays technical knowledge of
the issues involved.
Able to apply basic principles
and work in accordance with
relevant rules and procedures
|Can apply complex technical
rules where required. Applies
relevant local government finance
rules where required. Can communicate
rules to non-finance staff.
|Can identify the need to apply
accounting rules and concepts
contained in the CIPFA Code or
similar. Can brief senior officers
|Use of Corporate IT Systems
||Able to utilise corporate systems to
solve problems and meet relevant
information needs. Can design and
run reports on the reporting system.
| Is able to use financial systems
to draw out relevant financial
information. Can suggest viable
improvements to departmental
and corporate systems. Understands
the linkages between different
Modules and interfacing systems.
|Is able to contribute to major
reviews of financial systems and
applications, and suggest solutions
to problems encountered.
||Manages a workload containing a
mixture of regular and ad-hoc tasks
to agreed timescales.
| Manages a workload consisting
of regular annual, monthly, and
quarterly tasks; ad hoc requests from
management and longer term
projects. All to agreed timescales.
|Agrees and manages a workload
against agreed performance targets,
including an element of medium term
project work i.e. Corporate or
|Communication of Information
||Is able to obtain financial
information and translate into a
meaningful format to present to
|Uses available IT and other resources
to communicate complex financial
information in a simplified manner
|Is able to utilise various methods
including verbal presentations,
tables, diagrams and written briefings
to communicate high level and complex
information to senior managers.
|Producing Financial Reports
|| Identifies relevant sources and
collates data. Provides data in a
clear and understandable format
to be used in reports.
|Production of financial reports using a
variety of graphs and tables to present
data within reports. Can provide
on reports produced.
|Provides a full and explanatory
narrative along with reports.
|| Is able to use knowledge of
division/team to provide relevant
information to interested parties.
|Can provide key information to managers
using knowledge of team/division. Ability
to work flexibly across several areas of
the team to cover wide variety of projects
|Has the ability to take on extra
workload when required to cover
for team members when on leave
or there are vacancies.