Role Description Reporting Analyst

Role Description

Reporting Analyst

Cluster Transport

Agency Sydney Metro

Division/Branch/Unit Finance

Location 680 George Street, Sydney and other site locations

Classification/Grade/Band Grade 8

Role Number 51019150

ANZSCO Code 224999

PCAT Code 1127192

Date of Approval March 2020

Agency Website www.sydneymetro.info

Agency overview

Sydney Metro is leading Australia’s biggest public transport infrastructure program, developing and delivering a

new world-class metro railway system for Sydney.

As a NSW Government statutory authority, Sydney Metro has been tasked with developing and delivering

metro railways, and managing their operations. Sydney Metro also leads the development of vibrant station

precincts to meet customer and community needs, transforming the way Sydney travels and helping shape the

future of Australia’s largest city.

Primary purpose of the role

The primary purpose of the role is to provide a range of financial and management reporting services to support

high standards across financial, budget and funding matters. The role will also have additional responsibility of

providing finance business partnering activities to an allocated functional group to assist Finance Business

Partners in ensuring appropriate stakeholder relationship management across the breadth of the organisation.

The role works collaboratively across internal stakeholders including involvement in reporting of finances and

monitoring of financial information.

Key accountabilities

 Live the NSW Public Sector and organisational values to achieve outstanding outcomes for the

organisation and customers

 Provide support to Finance Business Partners by undertaking business partnering activities for an

allocated group, including the analysis, explanation and presentation of the group’s financial

performance to the Executive Director and Principal Manager

 Liaise regularly with the Management Reporting Team to assist the development of high quality

management reporting packs and enhance understanding, identify trends and resolve issues

 Support the analysis of financial performance, budgets, forecasts, forward estimates and other financial

and performance metrics to provide input to the consolidated Delivery Management Budget for Sydney

Metro.

 Participate and support Sydney Metro Budget setting activities and provide advice as required to

ensure budget principles are well understood

 Provide support on a range of financial and performance issues and processes to support them in

development of business cases, resolution of issues, understanding of processes and analysis of

performance

 Provide finance support on key financial systems, primarily SAP to enable Divisions to effectively use

the systems to continually improve data quality and reporting.

Key challenges

 Adapting to a dynamic work environment as it evolves and progresses through substantial change

 Understanding and maintaining awareness of strategic planning and budget formulation processes and

cycle, budget forecasting and technical processes involved

 Managing and prioritising competing requests and requirements

Key relationships

Who Why

Internal

Senior Manager, Management Accounting

 Escalate issues, keep informed, advise and receive instructions  Provide regular updates on key projects, issues and priorities  Work cooperatively within the team, exchange information and assist

other team members to achieve team objectives and work outcomes  Contribute to program planning, process development, decision

making, resolution of issues, and the effective operation of governance mechanisms

 Collaborate in the preparation of the corporate and business plans Executive Director / Principal Manager

of allocated functional group

 Provide finance business partnership services

Finance Business Partners and Senior Financial Analyst

 Exchange information; provide assistance and support the delivery of financial services

 Ensure appropriate stakeholder relationship coverage is maintained  Work in a collegiate manner and resolve issues

 Provide advice and guidance External

TfNSW and other Transport Operating Agencies

Who Why

Wider Sydney Metro Office  Build collaborative relationships and provide advice on financial and accounting matters as required

External

TfNSW (TSS) and other Transport Operating Agencies

 Build collaborative working relationships and coordinate requests for information between Sydney Metro and TfNSW (TSS)

Role dimensions

Decision making

The role operates with autonomy within the requirements of the agreed work plan and establishes operational

priorities in consultation with the Manager. The position holder is expected to deliver assigned tasks on time

and at or below budget and is fully accountable for the quality, integrity and accuracy of expert advice provided

Reporting line

The role reports to the Senior Manager, Management Accounting.

Direct reports

The role has no direct reports.

Budget/Expenditure

Nil

Key Experience and Knowledge

Extensive knowledge and experience working with relevant financial/accounting programs (SAP)

Demonstrated experience in complex finance and business analysis with advanced computer literacy including

SAP and Advanced Excel

Essential requirements

Financial qualification or equivalent industry experience

Capabilities for the role

The

describes the capabilities (knowledge, skills and abilities) needed to

perform a role. There are four main groups of capabilities: personal attributes, relationships, results and

business enablers, with a fifth people management group of capabilities for roles with managerial

responsibilities. These groups, combined with capabilities drawn from occupation-specific capability sets where

relevant, work together to provide an understanding of the capabilities needed for the role.

The capabilities are separated into focus capabilities and complementary capabilities.

Focus capabilities

FOCUS CAPABILITIES

Capability group/sets

Capability name Behavioural indicators Level

Act with Integrity

Be ethical and professional, and uphold and promote the public sector values

 Represent the organisation in an honest, ethical and professional way and encourage others to do so

 Act professionally and support a culture of integrity

 Identify and explain ethical issues and set an example for others to follow

 Ensure that others are aware of and understand the legislation and policy framework within which they operate

 Act to prevent and report misconduct and illegal and inappropriate behaviour

Adept

Communicate Effectively Communicate clearly, actively listen to others, and respond with understanding and respect

 Tailor communication to diverse audiences  Clearly explain complex concepts and

arguments to individuals and groups

 Create opportunities for others to be heard, listen attentively and encourage them to express their views

 Share information across teams and units to enable informed decision making

 Write fluently in plain English and in a range of styles and formats

 Use contemporary communication channels to share information, engage and interact with diverse audiences

Adept

Commit to Customer Service Provide customer-focused services in line with public sector and organisational objectives

 Take responsibility for delivering high quality customer-focused services

 Design processes and policies based on the customer’s point of view and needs

 Use data and information to monitor and improve customer service delivery

 Find opportunities to co-operate with internal and external stakeholders to improve outcomes for customers

 Maintain relationships with key customers in area of expertise

 Connect and collaborate with relevant stakeholders within the community

FOCUS CAPABILITIES

Capability group/sets

Capability name Behavioural indicators Level

Work Collaboratively Collaborate with others and value their contribution

 Encourage a culture of recognising the value of collaboration

 Build co-operation and overcome barriers to information sharing and communication across teams and units

 Share lessons learned across teams and units  Identify opportunities to leverage the strengths of

others to solve issues and develop better processes and approaches to work

 Actively use collaboration tools, including digital technologies, to engage diverse audiences in solving problems and improving services

Adept

Deliver Results

Achieve results through the efficient use of resources and a commitment to quality outcomes

 Seek and apply specialist advice when required  Complete work tasks within set budgets,

timeframes and standards

 Take the initiative to progress and deliver own work and that of the team or unit

 Contribute to allocating responsibilities and resources to ensure the team or unit achieves goals

 Identify any barriers to achieving results and resolve these where possible

 Proactively change or adjust plans when needed

Intermediate

Think and Solve Problems Think, analyse and consider the broader context to develop practical solutions

 Research and apply critical-thinking techniques in analysing information, identify

interrelationships and make recommendations based on relevant evidence

 Anticipate, identify and address issues and potential problems that may have an impact on organisational objectives and the user

experience

 Apply creative-thinking techniques to generate new ideas and options to address issues and improve the user experience

 Seek contributions and ideas from people with diverse backgrounds and experience

 Participate in and contribute to team or unit initiatives to resolve common issues or barriers to effectiveness

 Identify and share business process improvements to enhance effectiveness

FOCUS CAPABILITIES

Capability group/sets

Capability name Behavioural indicators Level

Demonstrate Accountability Be proactive and responsible for own actions, and adhere to legislation, policy and guidelines

 Assess work outcomes and identify and share learnings to inform future actions

 Ensure that own actions and those of others are focused on achieving organisational outcomes  Exercise delegations responsibly

 Understand and apply high standards of financial probity with public monies and other resources  Identify and implement safe work practices,

taking a systematic risk management approach to ensure own and others’ health and safety  Conduct and report on quality control audits  Identify risks to successfully achieving goals, and

take appropriate steps to mitigate those risks

Adept

Finance

Understand and use available technologies to maximise efficiencies and effectiveness

 Understand core financial terminology, policies and processes, and display knowledge of relevant recurrent and capital financial measures  Understand the impacts of funding allocations on

business planning and budgets

 Identify discrepancies or variances in financial and budget reports, and take corrective action  Know when to seek specialist advice and

support and establish the relevant relationships  Make decisions and prepare business cases

paying due regard to financial considerations

Adept

Occupation specific capability set (Finance Professionals)

Category, Sub-category

Level and Code Skill and Level Description

Finance Business Partnering

Level 3  Provide quality technical support to business leaders in preparation of budget submissions, capital investment business cases, program evaluation and cost modelling activities

 Broker finance function resources and expertise to meet the expectations of senior business and organisational stakeholders  Provide appropriate, high quality, reliable and trusted financial

management and accounting advice, coaching and counsel to business managers

 Engage with managers to provide coaching and technical advice around financial controls and actions related to budget variances  Advise managers about the structure of financial delegations and the

impacts of changes in government accounting policy or other financial issues which impact the business

Occupation specific capability set (Finance Professionals)

Category, Sub-category

Level and Code Skill and Level Description

 Collaborate with business managers ensuring that appropriate expert financial advice and guidance add value to decision making or responses to issues or events

 Implement appropriate professional networking within and outside of the sector to benchmark practices and solutions which improve business performance

Management Accounting

Level 2  Recognise and interpret different financial planning and budgeting techniques and their application within the organisation

 Identify and verify relevant available financial and non-financial data, both past and projected

 Capture and monitor budget data - reviewing, identifying, analysing and interrogating variances

 Assist budget managers in determining month end accruals and prepayments between successive financial periods

 Develop costing models to support activity based funding requirements and to support program evaluation

 Regularly advise and provide technical management accounting support for internal clients

Complementary capabilities

Complementary capabilities are also identified from the Capability Framework and relevant occupation-specific

capability sets. They are important to identifying performance required for the role and development

opportunities.

COMPLEMENTARY CAPABILITIES

Capability group/sets

Capability name Description Level

Display Resilience and Courage Be open and honest, prepared to express your views, and willing to accept and commit to change

Adept

Manage Self Show drive and motivation, an ability to self-reflect and a commitment to learning

Adept

Value Diversity and Inclusion Demonstrate inclusive behaviour and show respect for diverse backgrounds, experiences and

perspectives

Intermediate

Influence and Negotiate Gain consensus and commitment from others, and resolve issues and conflicts

Intermediate

Plan and Prioritise Plan to achieve priority outcomes and respond flexibly to changing circumstances

Intermediate

Technology Understand and use available technologies to maximise efficiencies and effectiveness

Adept

Procurement and Contract Management

Understand and apply procurement processes to ensure effective purchasing and contract

performance

Intermediate

Project Management Understand and apply effective planning, coordination and control methods