This position is open due to a temporary vacancy. The Municipality uses an online questionnaire to screen applications.
Position: Temporary Division Leader - Financial Planning and Analysis (FPA) - 12 to 18 months contract for leave coverage
Salary: Grade 10, Non Union ($122,049 to $142,778)
Reports to: Deputy Chief Administrative Officer/Chief Financial Officer (DCAO/CFO)
Purpose of Position:
Reporting to the DCAO/CFO, this position is required to work independently and must exercise significant discretion in the course of performing duties and will be required to coordinate information and service with various municipal departments. This position is responsible for financial planning, budget development, asset management and procurement. The Division Leader – FPA is one of the appointed Deputy Treasurer.
Qualifications:
4 year university degree (or equivalent) in business administration, accounting or a related field and experience.
Must have a professional accounting designation (Chartered Professional Accountant (CPA)) and be a member in good standing with the respective association in Ontario.
Minimum of 7 years progressively responsible experience and management level experience in a municipal environment, with experience in accounting and budgeting, tangible capital/fixed asset accounting, grant writing and reporting and financial analysis.
Experience in purchasing is an asset
Knowledge:
Must be knowledgeable in regulations, statutes, by-laws and standards pertaining to municipal government, including PSAB.
Demonstrated knowledge of municipal operating and capital budgeting, tangible capital asset inventory/accounting.
Sound knowledge of budget and financial management theory, trend and statistical analysis, current and capital budgeting, fund accounting, public administration, Generally Accepted Accounting Principles (GAAP) and Public Sector Accounting Standards (PSAB)
High proficiency in the use of various computer software, particularly Microsoft Office Excel, and accounting applications; experience in municipal financial and asset inventory systems is an asset.
Effective written and verbal communication and interpersonal skills; public speaking and presentation skills
Effective team leadership skills with the ability to work independently and as a team member
Strong influential skills and the ability to liaise effectively with internal and external stakeholders
Excellent project and time management, organization, strategic planning and decision-making skills - Excellent analytical and problem-solving skills
Knowledge and experience in auditing and evaluative techniques and applications.
Must hold a valid “G” Ontario driver’s license.
Major Responsibilities:
Development, implementation, management and maintenance of an automated capital asset management program including related policies and procedures in accordance with the Public Sector Accounting Board’s (PSAB) Tangible Capital Asset Accounting requirements.
Provide ongoing strategic budget planning, management and advisory services to Regional departments
Ensure consistent budget interpretation, application and compliance with policies, procedures and best practices
Provide budget related support to departments in the implementation of new programs
Complete detailed, complex analysis of departmental budgets and long-term forecasts
Preparing grant applications and reporting requirement in collaboration with various municipal departments
Making recommendations on policy and procedures, particularly for capital asset accounting, budgeting and financial reporting, providing financial research and analysis, presentation, modeling and reporting as required.
Managing the development and implementation of changes in other financial and related processes including procurement and capital budget management/ monitoring.
This role must become competent within the meaning of the Occupational Health & Safety Act. In addition, this position must become capable of recognizing work hazards and be able to translate same into operational recommendations and requirements
Asset management
Procurement
Acting as the Deputy Treasurer as required
Other duties as assigned
Decision Making and Judgement:
Work is performed under the general direction of the DCAO/CFO.
Work is performed largely independently, and incumbent must exercise significant discretion in the course of performing duties and will be required to coordinate information and service with various municipal departments.
Researching, developing and recommending accounting and financial policies and procedures to the DCAO/CFO for approval by Council.
Researching, developing and recommending capital asset inventory/management/accounting and financial management policies and procedures to the Treasurer for approval by Council
Overseeing and directing the daily operation of the Financial Planning Division.
Supervising, delegating assignments, training and conducting performance reviews for reporting staff, ensuring maximum efficiency and productivity.
Leadership:
Directly supervises the staff in Financial Planning and Analysis.
Assist in establishing goals and objectives for the department.
Plan, prioritize and assign work
Accountable for health and safety responsibilities of staff; must ensure compliance with OHSA as well as Municipality of Lakeshore’s Health and Safety policies and procedures including WHMIS
Assist in recruitment, training, setting objectives, performance management, vacation scheduling, lieu and flex time approval, etc.
Identify and assist in addressing the professional needs of staff
Financial Management:
Assists in coordinating the development of corporate budget including an annual budget, reserve funds, and long term capital budgets.
Prepares financial analysis and reporting on a cyclical and ad hoc basis.
Approves expenditures in accordance with approved budgetary guidelines. Expenditures beyond established budget limit must be approved by the CAO and Council.
Assists with the development of the budget for the department
Monitors financial variances as part of the monthly or quarterly review; monitor and control budgets in conjunction with finance staff
Administration and management of the Tangible Capital Asset (TCA) management program
Grant writing and reporting
Interpersonal Skills:
Excellent interpersonal skills to interact with members of Council, staff and the public. Must have proven ability to establish and maintain effective working relationships with a diverse group of stakeholders and must be able to effectively manage multiple projects concurrently.
Internal:
With the DCAO/CFO and other members of the Senior Leadership Team and Municipal staff to provide advice, and to ensure that the Capital Asset and Financial Reporting functions are performed in an efficient manner.
With the Director to discuss operational, management and policy issues and to receive policy direction
External
With other municipalities and provincial ministries to exchange information, obtain assistance, etc.
With vendors and service providers to respond to incoming enquiries and solve problems.
With Auditor to exchange technical information
Working Conditions:
Environment
Works within an office environment.
Manual dexterity to operator a personal computer.
Travel between worksites and other travel may be required.
May be subject to adverse behaviour when communicating with the general public and others.
Control over Work Schedule
Office hours being 8:30 a.m. to 4:30 p.m. (35 hours per week)
Flexible work hours and overtime as required based on exigencies of service
Work is subject to deadlines and may be required to work overtime to handle workload.
Lieu time is capped at 35 hours per year
Updated: August 2025
Core Competencies
Accuracy
Confidentiality
Communication
Problem Solving
Prioritization
Organizational
Teamwork
Analytical thinking
