POSITION DESCRIPTION

Position Title: Finance Assistant NZ Date: November 2014

Department: ANZ Position code: FADA
Sub department: Position level:
Location: Wellington Geographic scope:
Reports to: NZ Finance Manager
Direct Reports: None
Size of role:
Critical relationships:
NZ Finance Manager, NZ Leadership Team, Account Management Team, HR, Clients , Suppliers
Overall job purpose:
The Finance Assistant is a vital role as part of the NZ finance team. Their role will provide the NZ Finance Manager
with accurate and timely financial information that is a key part of the functions of the NZ business.
Also the role is to provide professional and efficient customer service to all iSENTIA business partners, clients,
suppliers and employees.

KEY RESULT AREAS

1 Ensure the processing of accurate and timely financial Good performance defined Weighting
functions
 Ensuring timely & accurate entry of Accounts Payable  Timely and accurate 30
invoices;  Developed a self-
 Banking: transaction entry; Bank Recs, cash receipts report, checking process to
credit charges and direct debits setups ensure errors are picked
 Processing of manual Sales invoices, credit notes, and up
client refunds  Increasing their
 Ensuring timely & accurate preparation of GST, FBT, PAYE knowledge on
and companies office requirements compliance requirements

2 Preparation of management accounts and their impact on the Good performance defined Weighting
business
 Ensure month end journals, work papers and reconciliations  Timely and accurate 50
are timely and accurate  Developed a self-
 Preparing the management accounts for the NZ Finance checking process to
Manager and in line with group expectations ensure errors are picked
 Identifying and communication efficiencies with current up
processes and procedures  Understanding of the
 Business partnering with NZ Leadership Team, Account management accounts in
Management Team, HR. Ensuring that bi monthly catch ups relation to the business
with these partners  Develop great
 Adhoc financial reporting as the business requires relationships with the key
business partners
 Gaining new skills

1
3 Administration Support Good performance defined Weighting
 Perform other administrative duties as required by NZ  Timely, accurate, 10
Finance Manager, NZ Leadership Team in a timely manner professional services
 Clear communication with staff and clients given and maintained at
 Ensure efficiency of all admin processes and procedures all levels
 Strength of working
relationship with iSENTIA
staff and clients

4 Ensures compliance with iSentia values, policies and Good performance defined Weighting
standards, and ensures compliance will all local statutory
requirements.
 Complies with all local legislative requirements.  Understands and 10
 Adheres to company policies and procedures and the complies with all
corporate Code of Conduct. company and legislative
 Where appropriate keeps up to date with legislative requirements. Can be
requirements through membership of industry organisations. relied upon to act
 Ensures personal adherence to workplace health and safety respectfully and ethically.
requirements and either addresses or brings to
management’s attention when others are in breach of these
requirements.
 Acts in an ethical way when dealing with company assets
and other people.

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 CAPABILITIES
Capability description
Lives the iSentia values:
Client obsessed: passionate about the client’s
experience
One Team: good, collaborative people
treating each other well
Enterprising: smart people doing things better
Action Oriented
Enjoys working hard. Demonstrates energy & drive
for things seen as challenging. Is not fearful of taking
action & seizes more opportunities than others.
Quality Focus
Commits to premium standards in everything. Uses
quality measures & problem solving to improve
process & service delivery. Ensures compliance with
relevant standards & procedures.
Developmental Focus
Understand the importance of ongoing development
and takes ownership of one’s own development
Process Management
Understands the processes necessary to get things
done. Knows how to separate & combine tasks into
efficient work flow. Gets more out of fewer resources.
Good performance defined Weighting
Is seen to: 20%
Keep their word, demonstrate a solutions focus, think
about the client first, understand their client’s needs
and strive to add value to their clients.
Act with integrity, value regional diversity, respect
and value others, be accountable to others and to
celebrate success. Collaborates with other teams in
the group.
Be curious, to challenge their own and other’s
thinking, be resourceful and innovative, where
applicable to lead and grow the industry, region
and/or staff, and to keep informed.
 Seizes more opportunities than most. 25%
 Responds to problems/ situations energetically
 Exhibits a sense of urgency in relation to goal
achievement & performance
 Looks for novel experiences
 Is self-motivated & delivers on promises
 Questions established procedures with a view to 25%
increasing efficiency & effectiveness
 Encourages employees to identify inefficiencies or
opportunities for improvements
 Aggressively drives excellence
 Monitors & compares own performance to best in
class
 Identifies current and future needs of the 15%
department
 Coordinates with the HR department to ensure
learning needs are supported(i.e. budget)
 Constant maintenance of KM material enabling
‘current’ transfers of knowledge
 Supports environment of employee development
 Ensures that policies & procedures are applied 15%
fairly & consistently
 Achieves objectives within allocated resources;
reviews & reallocates resources where & when
necessary
 In consultation sets measures & goals & regularly
reviews progress against budget/targets
 Understands how to get things done
 Plans for contingencies
 Takes timely action to review & amend priorities &
plans in the light of
 emerging issues
 Manages conflicting priorities when they emerge
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 JOB SPECIFICATION

Position title: Finance Administration Assistant NZ

Education: Accounting Degree or Accounting knowledge via experience

Technical Skills: Attention to detail. Ability to work under pressure and to deadlines. ability to work without
supervision and in a team environment
Industry experience: - Experience in Microsoft Dynamics Great Plains accounting software or similar package.
- Experience in Accounts Payable or Accounts Receivable area
Management skills: n/a
Personal qualities: Hard working, enthusiastic, customer focused and professional
Technology skills: Strong Microsoft Office skills, especially Excel
Language skills: English
Communication skills: Strong communication skills and organisational ability