POSITION TITLE Te Kaitiaki Pūtea ā Whakahaere – (Management

Accountant)

BUSINESS GROUP Senior Leaders Team

REPORTS TO Pou Pakihi Matua

DIRECT REPORTS Snr Advisor Accounts, Business Analyst, Advisor Finance, Assistant

Finance, Business Analyst Archives and Vetting

DELEGATIONS TBC

LOCATION Wellington

About Te Kohanga Reo Trust BoardTe Kōhanga Reo National Trust Board was established in 1982 and formalised as a charitable trust in 1983. The Mission of the Trust is the protection of te reo, tikanga me ngā āhuatanga Māori by targeting the participation of mokopuna and whānau into the Kōhanga Reo movement and its vision is to totally immerse Kōhanga mokopuna in te reo, tikanga me ngā āhuatanga Māori.

Since the opening of the first kōhanga reo in 1982 the organisation has made a significant contribution to the revitalisation of te reo Māori and mokopuna and whānau development. There are 450 Kōhanga Reo across New Zealand with nearly 8000 mokopuna enrolled.

The Trust Board, as the governing body, has therefore had a key role in providing the support needed by Kōhanga Reo. This support has involved specific investment in mokopuna, whānau, and their cultural infrastructure of language, kinship, relationship management, whānau learning, and whānau decision-making.

Te Kōhanga Reo National Trust is implementing a culture in the workplace that reflects health and safety awareness for all; according to the Health and Safety Act 2015.

Position Purpose

The Kaitiaki Pūtea ā Whakahaere is a shift in focus and delivery. This new position will report to the Pou Pakihi Matua (Chief Financial Officer) and will be a member of the Senior Leaders Team.

The Kaitiaki Pūtea ā Whakahaere will be required to deliver a new approach to service the Trust and all of its business activities including that of its subsidiary, through management or managerial accounting practices. It will be the role of the Kaitiaki Pūtea ā Whakahaere to implement this change from compliance to servicing and support to enable the Trust and its management teams to make decisions concerning the day-to-day operations, in a timely manner; and mitigating any and all associated risk.

The management accounting practice will be deliberate in its intent and contribute to developing a culture of ‘collective responsibility’, by the management team from planning to reporting. The Kaitiaki Pūtea ā Whakahaere will lead a small dedicated finance and accounts team to ensure regulatory and

compliance processes are being achieved to an optimal standard. The responsibility will provide new management accounting practises and integration of internal controls in line with accepted accounting standards. This role requires an experienced Management Accountant.

Key functions in this position will include working across the organisation to guide and support the operations and prepare, develop and analyse financial information to ensure future stability, profitability and growth. The position holder will need to be looking ahead, analysing business performance and advising on how to pre-empt problems and adapt to changing circumstances and developments. This new role combines accounting skills with effective management practice and concise communication to both financial and non-financial management.

The Kaitiaki Pūtea ā Whakahaere will support the Pou Pakihi Matua to ensure the development of policy, practice, procedures and systems for implementation in and across the organisation; and be responsible for the successful delivery of funding to Kōhanga Reo

The Kaitiaki Pūtea ā Whakahaere is also expected to provide daily updates to the Pou Pakihi Matua and/or Chief Executive on all financial and accounting services; as appropriate. Where there is a need to elevate matters of risk to the organisation and its business this must be treated as a priority on a ‘no surprises’ basis.

The Finance and Accounts Team Purpose

The Finance and Accounts Team will work across the organisation to guide and support the operations and prepare, develop and analyse financial information to ensure future stability, profitability and growth.

The Senior Leaders Team is responsible for building efficiency and effectiveness throughout the organisation. To ensure the leadership structure is well maintained, members of this team will be forward looking thinkers who are highly skilled and capable of working at a strategic level. The Kaitiaki Pūtea ā Whakahaere will be able to provide well considered advice and support on a range of financial service deliverables.

Key Accountabilities

Accountabilities Requirements Performance IndicatorsStrategic ability and agility

Understands the strategic objectives of the organisation; and articulates impact of trend analysis; to support the Pou Pakihi Matua

Undertakes business performance assessment and Identifies risk

Pou Pakihi Matua is kept abreast of trends and business analysis

Proactively promotes change

All performance and risk is notified

Managing vision and purpose

Communicates and leads team in adopting the vision and sense of core purpose to team

Is highly motivated in leading the vision and purpose of the kaupapa of Te Kōhanga Reo

Vision and purpose of the trust is positively and clearly articulated

Creates and promotes a positive working environment

Integrity and Trust Is widely trusted, maintains professional standards and keeps confidence of the Trust

Communicates in an open and honest manner

Models integrity and trust to team

People Management Effective leadership through championing high performance and service delivery excellence in the finance and accounting team

Contributes to building service excellence within the team and across the organisation within Te Kōhanga Reo National Trust

Builds a connection with all members of the team through regular catch ups, constructive feedback and performance appraisals. Implements good communication skills to support and create a good positive and cultural working environment

Ensures safety in the workplace at all times.

High performance programme is identified within the Finance and accounts team

Good practice highlights regular monitoring for the achievement of agreed outputs

Reports regularly to the Pou Pākihi Matua and completes annual performance appraisals on time.

Feedback reflects good working relationship

Maintains the health and safety of the working environment

Financial Management & Practice

Proactively pursues new funding opportunities and keeps abreast of potential revenue opportunities, new income streams to support the organisation

Maintains financial management systems, policies, standards and reporting requirements, including:

the general ledger; fixed asset register; creditors and debtors function, daily cash investments, borrowings, and any other financial transactions as appropriate or as directed

Identifying risk and/or exposure to ensure appropriate treatment is applied

monitors, analyses and reports on the business performance against targets including use of on line purchasing system

completing the balance sheet and monthly balance sheet reconciliations

managing the preparation of the year‐end Financial Accounts and the finance content of the Annual Report

Manage procurement processes and associated financial and external reporting requirements (TEC, IRD, MOE etc)

Report on systemic processes to ensure standardisation of practices and provide advice and support for system based accounting and any new proposed programmes, where required

New income streams created.

Financial practices and procedures are managed in accordance with the required accounting standards for the Trust and its subsidiary

Responsibility to provide sound robust advice and guidance is reflected in attitude and demonstrated practice

Budgets, financial and board reports prepared and delivered in a timely manner.

Regular audit reports do not identify any risk or inconsistencies

Support provided to all teams to achieve business planning process

Financial reporting requirements to external agencies delivered on time

All financial systems are effective and efficient and reviewed regularly.

Systemic and trend reports identify standardisation of practices is achieved.

Identifies need and manages the support to the development of all business plans

Stakeholder and Relationship Management

Is proactive in maintaining a customer focus culture internally and externally by guiding, developing, coaching and supporting the wider-organisation in management accounting.

Contributes to ensuring the maintenance of effective and efficient relationships with all internal and external customers

Strategically influence the organisation to achieve change management and improve specialised processes

Maintain effective communication processes to ensure that information is shared to a professional standard

Successful relationships with stakeholders demonstrated by achieving strategic goals.

Customer satisfaction is achieved

Change management is effectively implemented

Effective communication is evident.

Health and Safety Promotes the management of health and safety in the work place and supports the team members

Encourages a safe working environment at all times

Safe working practices are implemented

Team complete Health and Safety training

Operational Effectiveness

Best Practice Development

Contributes to the development of systems and processes that support the organisations strategies for implementing the change management in and across work practices

Identifies opportunities to improve Finance Team operations including the accuracy, efficiency and timeliness of procedures and implement agreed improvements

Improve Finance teams performance through implementing and sharing best practice initiatives

Change management is evident across the organisation and reflected in the finance and accounting business output

Provision of advice and support is accurate and efficient on delivery

Team is well informed and confident in their delivery of service

Attention to Detail Is able to provide attention to detail to all aspects of a task or process.

Takes a methodical approach when attending to a task or process.

Systems are implemented and monitored to ensure errors are minimised

Behavioural Competencies

Māori Language

Demonstrates Māori Language proficiency in

communications

Level 1Uses basic Māori language

greetings and simple sentences. Able to pronounce

Māori words correctly.

Level 2Māori language is the main medium of communication.

Confident using Māori day to day, may have some grammatical errors.

Level 3Proficient speaker of Māori language. Role models and

inspires others to speak Māori.

Kōhanga Focus

Demonstrating Kōhanga focus is about acting with the

customer in mind (internal or external) and ensuring

Level 1Responds quickly to kōhanga

request for information. Is able to provide timely advice

when required.

Level 2Builds effective relationships with kōhanga. Ensures best practice is maintained in all

dealings with kōhanga. Provides evidence based

Level 3Seeks kōhanga input to

improve outcomes. Ensures best outcomes for kōhanga

are at the centre of all decision made. Resolves all

kōhanga are at the centre of everything we do

responses to kōhanga queries.

kōhanga queries in a timely and supportive way.

Whakamana i te Kaupapa

Demonstrates a commitment to the principles of Kōhanga

Reo

Level 1Has a good understanding of ngā pou e whā, Te Korowai

and Te Whāriki.

Level 2Able to correctly articulate the

principles that underpin kōhanga. Has a good

understanding of the history of kōhanga reo. Able to

demonstrate commitment to Kōhanga.

Level 3Able to demonstrate a

commitment to the principles of kōhanga. Able to provide

leadership on matters pertaining to ngā pou e whā, Te Korowai, Te Whāriki and

Te Ara Tūāpae.

Key Working Relationships

Internal Chief Executive Chief Financial Officer All Kōhanga Reo Strategic Leadership Group TKRNT Staff Te Pataka Ohanga Staff

External Auditors Preferred suppliers Government Agencies (funding personnel) Banking and Investment Institutions Inland Revenue staff

Candidate Requirements

The ideal Candidate will possess the following experience and qualifications:

Qualifications Applicants should be degree qualified in Commerce and/or Finance with practical experience in a senior role and CA or CPA qualified

Experience A minimum of two years in a supervisor or management role in financeSkills and knowledge CA or CPA qualified or equivalent

Experience in both financial and management accounting Advanced communication skills(written and verbal) Strong planning, organisational and management skills Advanced level of Microsoft excel knowledge Experienced user of financial accounting software Some Māori language proficiency would be an advantage.

Personal Attributes A strong people leader with an engaging leadership style and a genuine focus on the development of people; especially those working in the profession

Clear effective presenter, able to guide and influence Excellent communication and presentation skills. Real team player with requisite skills matched with humility and strong EQ

skills