Financial Planning Advisor

3 weeks ago

Brampton, Canada City of Brampton Full time

**Job Description**:
**JO**B TITLE**:Advisor, Financial Planning

**DEPARTMENT**:Corporate Support Services

**POSTING NUMBER**:105882

**NUMBER OF POSITIONS**:3

**JOB STATUS & DURATION**:2 Full Time Permanent and 1 Temporary 18-months

**HOURS OF WORK**:35 hour workweek

**LOCATION**:Hybrid Model*- when working onsite, you will report to the location of City Hall.

**SALARY GRADE**:6

**HIRING SALARY RANGE**:$ 95,679.00 - $ 107,639.00 per annum

**MAXIMUM OF SALARY RANGE**:$ 119,599.00 per annum

**JOB TYPE**:Management and Administration

**POSTING DATE**:February 6, 2024

**CLOSING DATE**:February 20, 2024

**AREA OF RESPONSIBILITY**:
Reports to the Manager, Financial Planning, the primary purpose of this position is to provide financial analysis and strategic recommendations through the development, presentation, approval and implementation of the City’s annual Budget. This includes preparing and reviewing budget submissions, Council reports and procurement reports, while ensuring that all legislative and Corporate standards are met and adequate financial controls are in place.

**KEY RESPONSIBILITIES**

**OPERATION SUPPORT**

***

**Develop the Annual Corporate Budget**
- Provide financial analysis and strategic recommendations for the City of Brampton’s annual budget development, ($913M annual operating budget and $545M annual capital budget).
- Prepare short, mid-term and long-term analysis on capital funding sources, in order to recommend annual capital envelopes, includes identifying risks and opportunities.
- Support the development of annual budget guidelines by conducting analysis and researching best practices, with a focus on continuous improvement.
- Review and consolidate operating and capital budget submissions from all departments to ensure accuracy and adherence to budget guidelines, legislation, corporate policies and procedures, by-laws and best practices.
- Prepare budget submission materials in a format conducive for Corporate Leadership Team review, consisting of over 900 cost centres and 15,000 budget lines as well as over 2,000 forecasted capital projects
- Prepare budget related materials for Council Workshops, Council Budget Deliberations and Final Budget Approval.
- Prepare, review and consolidate commentary and financial information for inclusion in the City’s Business Plan and Budget binder.
- Coordinate, communicate, educate, advise and train departmental Business Services Offices and Financial Planning Analysts in all City Departments on budget development processes, timelines and requirements
- Prepare financial templates and complex financial models for Operating and Capital budgets
- Attend Council Budget Deliberations, track changes from decision points and update Property Tax models in real time, in order to provide Council with timely understanding of the tax impact of decisions.
- Prepare, as requested by Corporate Leadership Team or Council, comparative analyses of Brampton versus other Municipalities/Regions, using FIR data, other municipal/regional budget reports, and provide in a manner that is easily understood (tables, graphs, etc.)
- Maintain relationships with other municipalities’/regions’ Finance and Budget staff to facilitate inquiries of results identified from comparative analyses of Brampton with other Municipalities/Regions, enabling clear and accurate explanations for those results
- Update all budget materials to reflect the final approved budget, including the City’s annual budget binder.
- Implement approved budget by loading all Capital Projects and account level budgets in the City’s financial system (PeopleSoft), ensuring 100% accuracy of all budgets and funding sources.

**Administer the Annual Corporate Budget**
- Establish budget appropriations limits in PeopleSoft to ensure expenditures cannot exceed approved budgets.
- Investigate and analyse budget appropriation failures, obtain variance explanations and approvals from department heads and process appropriation increases with 100% accuracy.
- Prepare financial analysis of the City’s fiscal position for the Quarterly Operating and Reserve status reports to Council, including identifying risks and opportunities.
- Implement budget transfers resulting from re-organizations, new cost centres and accounts and cost centre transfers.
- Review financial implications of all Council and Procurement reports to ensure proposed initiatives have been approved by Council, sufficient funds exist and appropriate funding sources are used.
- Analyse Budget Amendment requests to ensure all funding options are identified, appropriate funding sources are used and communicate impact on associated reserves.
- Coordinate, communicate, educate, advise and train departmental Business Services Offices and Financial Planning Analysts in all City departments on budget administration processes and requirements.

**Administer the Corporate Budget System (Questica)**
- Lead functional user for budget syste

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