Hay Group Global Job Model - Job Descriptions 2015

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2015 Global Job Model

Standard global job descriptions and executive title

descriptions

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i

Subfamilies and Codes ... 1

Finance and Accounting ... 4

Finance Manager II ... 6

Finance Manager I... 7

Accounting ... 8

General Accounting Manager ... 10

Accounting Supervisor II ... 11

Accounting Supervisor I... 12

Accountant V ... 13 Accountant IV ... 14 Accountant III ... 15 Accountant II... 16 Accountant I ... 17 Payroll Manager ... 18 Payroll Coordinator ... 19

Payroll Clerk II... 20

Payroll Clerk I ... 21

Accounting Clerk IV ... 22

Accounting Clerk III ... 23

Accounting Clerk II... 24

Accounting Clerk I ... 25 Controlling ... 27 Financial Controller II ... 29 Financial Controller I ... 30 Management Controller ... 31 Controller Assistant I, II ... 32

Financial Planning and Analysis ... 34

Financial Planning Manager ... 36

Financial Sub-Section Manager ... 37

Credit Manager ... 38

Credit Analyst/Representative II ... 39

Credit Analyst/Representative I ... 40

Risk Manager ... 41

Financial Analyst IV ... 42

Financial Analyst III ... 43

Financial Analyst II ... 44 Financial Analyst I ... 45 Audit ... 47 Audit Manager ... 49 Auditor III ... 50 Auditor II ... 51 Auditor I ... 52

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Tax Accountant II ... 58 Tax Accountant I ... 59 Tax Analyst II ... 60 Tax Analyst I ... 61 Treasury ... 63 Treasury Manager ... 65 Treasury Accountant ... 66 Treasury Assistant ... 67

Information Technology / Internet-Based Technology ... 70

IT Manager II ... 72

IT Manager I ... 74

Application Development ... 76

Architecture Manager ... 78

Application Development Manager ... 79

Application Architect ... 80 Application Designer ... 81 Application Developer II ... 82 Application Developer I ... 83 Analyst Programmer II ... 84 Analyst Programmer I ... 85 Implementation Engineer ... 86 Test Developer ... 87 Tester II ... 88 Tester I ... 89 Infrastructure Development ... 90 Network Integrator ... 92 Network Architect ... 93

Network Designer III ... 94

Network Designer II ... 95

Network Designer I ... 96

Technical Operations and End User Support ... 98

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Systems Specialist III ... 116

Systems Specialist II ... 117

Systems Specialist I... 118

Technical Support Specialist ... 119

Field Service Engineer ... 120

Data Management and Security ... 122

Database Manager ... 124

Database Architect ... 125

Database Administrator ... 126

Database Analyst ... 127

Assistant Database Analyst ... 128

Authorization Officer ... 129

Data Entry Operator II ... 130

Data Entry Operator I ... 131

IT Security Specialist II ... 132

IT Security Specialist I ... 133

Service Level and Process Management ... 134

Vendor Manager ... 136

Service Level Manager II, I ... 137

ERP Implementation / IT Process Manager II, I ... 139

Planner ... 141 IT Consultancy ... 143 Managing Consultant ... 145 Business Consultant ... 147 Business Analyst ... 149 Technical Consultant ... 150

Internet-Based Services and Support ... 152

Web Visionary ... 154

Web Administrator ... 155

Web Developer II ... 156

Web Developer I ... 157

Web Editor ... 158

Search Engine Optimization Manager ... 159

Search Engine Optimization Analyst ... 160

Web Analytics Manager ... 161

Web Analytics Analyst ... 162

Client Satisfaction Researcher... 163

Human Resources ... 164

Human Resources Manager II ... 166

Human Resources Manager I ... 168

HR Generalist ... 170

HR Business Partner ... 172

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Human Resources Assistant ... 177

Training and Development ... 178

Training and Development Manager ... 180

Training and Development Specialist III, II ... 181

Training and Development Specialist I ... 182

Compensation and Benefits ... 184

Compensation and Benefits Manager ... 186

Compensation and Benefits Specialist II, I ... 187

Compensation and Benefits Analyst ... 188

Recruitment and Organizational Development ... 190

Recruitment and Resourcing Manager ... 192

Recruitment Manager ... 193

Recruitment Officer ... 194

Recruiter ... 195

Employee Relations ... 196

Employee/Labor Relations Manager ... 198

Employee/Labor Relations Representative ... 199

Legal ... 200 Paralegal ... 200 Paralegal Supervisor/Manager ... 202 Paralegal III ... 203 Paralegal II ... 204 Paralegal I ... 205 Professional Lawyers ... 206 Legal Advisor IV ... 208

Legal Advisor III ... 209

Legal Advisor II ... 210

Legal Advisor I ... 211

Corporate Affairs ... 212

Government Relations ... 212

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Marketing ... 234

Marketing Manager II ... 236

Marketing Manager I ... 238

Market Research ... 240

Market Research Manager ... 242

Market Analyst III ... 243

Market Analyst II ... 244

Market Analyst I ... 245

Marketing Research Analyst II... 246

Marketing Research Analyst I ... 247

Brand/Product Management ... 248

Brand/Product Manager IV ... 250

Brand/Product Manager III ... 251

Brand/Product Manager II ... 252

Brand/Product Manager I ... 253

Assistant Brand/Product Manager ... 254

Innovation Manager ... 255

Trade Marketing ... 256

Trade Marketing Manager ... 258

Assistant Trade Marketing Manager ... 259

Pricing Manager ... 260

Pricing Analyst ... 261

Promotions and Advertising ... 262

Market Communications Manager ... 264

Promotions Manager ... 265

Promotions Assistant ... 266

E-Commerce ... 268

E-Commerce Manager ... 270

E-Commerce Product Manager ... 271

E-Commerce Analyst ... 272

Category Management ... 274

Category Manager IV ... 276

Category Manager III, II, I ... 277

Category Analyst ... 278

Category Assistant ... 279

Sales ... 281

Sales Manager II ... 283

Sales Manager I ... 285

Support, Training and Sales Effectiveness ... 287

Sales Plans and Programs Manager ... 289

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Sales Trainer ... 294

Territory Sales ... 295

Regional Sales Manager ... 297

Indirect Sales Manager / Channel Manager ... 298

Area/District Sales Manager ... 299

Sales Representative V ... 300

Sales Representative IV ... 301

Sales Representative III, II ... 302

Sales Representative I ... 303

Technical Pre-sales Representative / Sales Engineer ... 304

Merchandiser ... 305

Key Account Sales ... 307

Key Accounts General Manager ... 309

Key Accounts Manager II, I ... 310

Key Accounts Associate... 311

Business Development Manager ... 312

Business Developer II ... 313

Business Developer I... 314

Bid and Proposal Manager ... 315

Customer Service ... 317

Technical ... 317

Technical Customer Service Manager ... 319

Technical Customer Service Team Leader ... 320

Technical Customer Service Representative IV, III ... 321

Technical Customer Service Representative II, I ... 323

Non Technical ... 325

Customer Service Manager ... 327

Customer Service Team Leader ... 328

Customer Service Representative IV, III ... 329

Customer Service Representative II ... 331

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Project Analyst II ... 348

Project Analyst I ... 349

Product Development ... 351

Product Development Manager ... 353

Packaging Manager ... 354

Product Development Specialist II ... 355

Product Development Analyst... 356

Packaging Analyst ... 357

Product Development Specialist I ... 358

Research and Development ... 359

Research and Development Manager ... 361

Research and Development Supervisor ... 362

Scientist/Researcher VII ... 363 Scientist/Researcher VI ... 364 Scientist/Researcher V ... 365 Scientist/Researcher IV ... 366 Scientist/Researcher III ... 367 Scientist/Researcher II ... 368 Scientist/Researcher I ... 369 Technician Supervisor ... 370 Researcher/Technician ... 371 Laboratory Manager ... 372 Laboratory Technician ... 374 Engineering ... 375 General Engineers ... 375 Engineering Manager ... 377

Process Engineering Manager ... 378

Engineering Supervisor ... 379 Engineer VII ... 380 Engineer VI ... 381 Engineer V ... 382 Engineer IV ... 383 Engineer III ... 384 Engineer II ... 385 Engineer I ... 386

Engineering Technicians and Drafters ... 387

Engineering Technician Supervisor ... 389

Technologist/Technician VI ... 390

Technologist/Technician V ... 391

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Design Drafter ... 396

Drafter ... 397

Electronic Technician II ... 398

Electronic Technician I ... 399

Logistics/Supply Chain ... 401

Logistics and Supply Chain Manager II ... 403

Logistics and Supply Chain Manager I ... 404

Business Planning ... 405

Demand and Supply Planning Director ... 407

Demand and Supply Planning Manager ... 408

Demand Planner ... 409 Supply Planner ... 410 Purchasing/Procurement ... 412 Purchasing Manager ... 414 Purchasing Agent ... 415 Buyer II ... 416 Buyer I ... 417 Warehousing/Material Management ... 418 Materials Manager ... 420 Material Coordinator ... 421 Warehouse Manager... 422 Warehouse Supervisor ... 423 Stock Clerk ... 424 Forklift Operator ... 425 Distribution/Transportation ... 426

Transportation and Distribution Manager ... 428

Logistics Specialist... 429 Traffic Manager ... 430 Import/Export Manager ... 431 Import/Export Supervisor ... 432 Import/Export Specialist ... 433 Import/Export Clerk ... 434

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Production Planner ... 450

Operator V / Control Panel Operator ... 451

Operator IV ... 452

Process Operator III ... 453

Process Operator II ... 454

Process Operator I ... 455

Maintenance/Skilled Manual ... 456

Plant/Site Engineering and/or Maintenance Manager ... 458

Maintenance Superintendent II, I ... 459

General Maintenance Supervisor II, I ... 461

Maintenance Unit Supervisor IV ... 462

Maintenance Unit Supervisor III ... 463

Maintenance Unit Supervisor II ... 464

Maintenance Unit Supervisor I... 465

Tool and Die Maker ... 466

Maintenance Technician II ... 467 Maintenance Technician I ... 468 Maintenance Assistant ... 469 Mechanical Technician II ... 470 Mechanical Technician I ... 471 Mechanical Fitter ... 472 Machinist... 473 Electrician II ... 474 Electrician I ... 475 Electrician Assistant ... 476 Welder ... 477 Plumber/Pipe Fitter ... 478 Carpenter ... 479 Painter ... 480 Quality Assurance ... 482 Quality Assurance ... 482

Quality Assurance/Quality Control Manager II ... 484

Quality Assurance/Quality Control Manager I ... 485

Quality Assurance/Quality Control Supervisor ... 486

Quality Assurance/Quality Control Technician III ... 487

Quality Assurance/Quality Control Technician II ... 488

Quality Assurance/Quality Control Technician I ... 489

Process Optimalization / Sigma Belt Specialist... 490

Compliance/Audit... 492

Compliance Manager ... 494

Compliance Officer II ... 495

Compliance Officer I ... 496

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Environmental Health ... 504

Environmental Manager ... 506

Environmental Professional IV ... 507

Environmental Professional III ... 508

Environmental Professional II ... 509

Environmental Professional I ... 510

Health and Safety ... 512

Employee Health and Safety Manager ... 514

Safety Professional IV ... 515

Safety Professional III ... 516

Safety Professional II ... 517 Safety Professional I ... 518 Industrial Nurse II ... 519 Industrial Nurse I ... 520 Property Management ... 522 Real Estate ... 522

Real Estate Manager ... 524

Real Estate Supervisor ... 525

Real Estate Analyst ... 526

Construction ... 528

Construction Manager ... 530

Construction Site Manager ... 531

Construction Site Foreman ... 532

Facilities Management ... 534

Facilities Maintenance Manager II, I ... 536

Facilities Maintenance Supervisor ... 537

Facilities Assistant II ... 538

Facilities Assistant I ... 539

Administration/Support/Service ... 540

Clerical Services ... 540

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xi Secretary I ... 559 Support Services ... 560 Translator II ... 562 Translator I ... 563 Security Supervisor ... 564 Armed Guard... 565 Watchman/Guard ... 566 Chauffeur ... 567

Receptionist/Switchboard Operator II, I ... 568

Groundskeeper ... 569

Housekeeper ... 570

Document Production ... 572

Desktop Publishing Supervisor ... 574

Desktop Publisher II ... 575

Desktop Publisher I ... 576

Graphics Artist II ... 577

Graphics Artist I ... 578

Word Processing Operator III ... 579

Word Processing Operator II ... 580

Word Processing Operator I ... 581

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Finance and Accounting ... FA

Accounting ... FAA Controlling ... FAG Financial Planning and Analysis ... FAD Audit ... FAB Taxation ... FAC Treasury ... FAF

Information Technology / Internet-Based Technology ... IT

Application Development ... ITA Infrastructure Development ... ITB Technical Operations and End User Support ... ITC Data Management and Security ... ITD Service Level and Process Management ... ITE IT Consultancy ... ITF Internet-Based Services and Support ... ITG

Human Resources ... HR

HR Generalist ... HRA Training and Development ... HRB Compensation and Benefits ... HRC Recruitment and Organizational Development ... HRD Employee Relations ... HRE

Legal ... LG

Paralegal ... LGA Professional Lawyers ... LGB

Corporate Affairs ... CA

Government Relations ... CAA Regulatory and Registration ... CAB Public Relations and Communications ... CAC

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Customer Service ... CS

Technical ... CSA Non-Technical ... CSB

Call Center ... CC

Inbound and Outbound ... CCH

Project Management ... PM

Project Management ... PMA

Product Development ... PV

Product Development ... PVA

Research and Development ... RD

Research and Development ... RDA

Engineering ... EG

General Engineers ... EGA Engineering Technicians and Drafters ... EGB

Logistics/Supply Chain ... LS Purchasing/Procurement ... LSA Warehousing/Material Management ... LSB Distribution/Transportation ... LSC Business Planning ... LSD Production ... PR Production... PRA Maintenance/Skilled Manual ... PRB Quality Assurance ... QA

Quality Assurance ... QAA Compliance/Audit ... QAB

Health and Environment ... HE

Environmental Health ... HEA Health and Safety ... HEB

Property Management ... PT

Real Estate ... PTA Construction ... PTC Facilities Management ... PTB

Administration/Support/Service ... AS

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6

Finance Manager II

Position Number: 1732

Reference Level: 19

General Characteristics

Manages and coordinates the company's financial function across sub-functions such as accounting, cost management, budgeting, finance, audit, credit, collections, and tax to meet company’s business requirements. This is the top finance position for a specific location but is governed by policies and frameworks established by the larger corporation.

Representative Activities

• Working within corporate strategies and policy frameworks, designs, proposes and implements financial strategies, guidelines and procedures within broad principles and policies set by the organization to meet finance requirements supporting short and long-term business needs.

• Oversees maintenance of the organization's general ledger and related accounting practices, including payables, receivables, inventories, fixed assets, and payrolls.

• Oversees all company-wide budgeting, financial planning, control, and reporting policies and practices.

• Provides economic analyses, studies, and counsel on all matters of potentially significant financial impact to the company, including economic/competitive trends, pricing, cash flow, product line evaluation, and capital additions.

• Ensures compliance of the organization’s practices with applicable legislation and tax authorities.

• Manages and motivates subordinate staff; reviews and assesses performance, builds employee capacity, supports their professional development and enables employees to optimize their contribution to the department.

Scope Variants

Reference Level 20 Reference Level 19 Reference Level 18

Company’s revenue

>150 million USD 50 - 150 million USD < 50 million USD

Size of team:

Team of more than 30 professional staff members including sub-team leaders or supervisors is common.

Team of 10 to 30 professional staff members is common. Team of up to 10 professional staff members is common.

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Finance Manager I

Position Number: 1831

Reference Level: 17

Manages and coordinates company's financial function including general accounting, cost management, budgeting, and payroll in accordance with corporate policies and procedures to meet company’s business requirements. This is the top finance position for a specific location but is governed by policies and frameworks established by the larger corporation.

• Implements and administers established accounting and controlling policies, procedures, and practices to meet finance requirements supporting short and long-term business needs.

• Ensures maintenance of general accounting, cost accounting, payroll, payables, and receivables.

• Oversees the preparation of budgets and forecasts.

• Ensures accurate and timely recording and reporting of operating results.

• Provides financial analysis, interpretation of variances from budgets and standards, and advice to management.

• Maintains balances at local banks.

• Manages, motivates and assesses performance of a small team of accountants and financial analysts.

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General Accounting Manager

Position Number: 1001

Reference Level: 19

Oversees maintenance of the organization's general ledger and related accounting practices, including payables, receivables, inventories, fixed assets, and payrolls, where accounting activities are centralized. Manages other managers or supervisors. Typically requires the equivalent of professional training in accounting and progressive experience in several areas of accounting.

• Assures that accounting records are prepared and maintained in

accordance with the organization's accounting policies, chart of accounts, and related accounting principles and practices, and that subordinate ledgers reconcile with the general ledger.

• Prescribes methods of providing accounting data for various non-standard reports and statements.

• Interprets for all decentralized components of the accounting function, the organization's general accounting systems and procedures, including those for accounts receivable and payroll.

• Directs maintenance of fixed asset records and related depreciation accounts, and provides interpretative assistance as to the proper

capitalization/expensing of outlays, grouping of fixed assets by class, and depreciation methodology.

• Collaborates with management to develop schedules, procedures, and systems to enable the timely and informative accumulation, adjustment, and reporting of financial data.

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Accounting Supervisor II

Position Number: 1002

Reference Level: 17

Provides day-to-day administrative and technical supervision to a small group of professional accountants and clerical personnel for a specific segment of accounting activity. This is the first level of supervision where the incumbent has both administrative and technical responsibility for staff. The area will tend to be specialized (e.g., general ledger, sales budgets) for a larger organization or general accounting for a sub-unit (e.g., plant) or small organization. Overall accounting policies have been prescribed but there is latitude for procedural variation. Has a thorough knowledge of the organization's systems and can modify or develop new procedures to meet specialized needs.

• Makes work assignments, schedules, and reviews work in progress.

• Handles personnel actions including performance reviews, salary recommendations, and coordination of training and development.

• Recommends modifications to standard procedures.

• Participates in determining the proper accounting treatment of complex or unusual transactions.

• Assures adequate documentation/support of transactions and reports.

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Accounting Supervisor I

Position Number: 1006

Reference Level: 14

Provides day-to-day supervision of a small group of clerical personnel for a specific segment of accounting activity. This is a first level of supervision where the incumbent has administrative responsibility for staff. The area will tend to be specialized (e.g., accounts payable, receivable, plant payroll). Overall accounting policies and procedures have been prescribed but there is some latitude for procedural variation.

• Performs the more complex general and cost accounting activities (e.g., troubleshooting).

• Makes work assignments, schedules, and reviews work in progress.

• Ensures timely consolidation of balance sheets, profit and loss, etc.

• Ensures that accounting activities are performed according to legislation.

• Handles personnel actions including performance reviews and salary recommendations.

• Improves and/or modifies standard procedures.

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Accountant V

Position Number: 1003

Reference Level: 17

This is the specialist level of professional typically found in organizations with more than $500 million in annual expenses. Represents a very high level of individual professional contribution and usually regarded as an expert in an area. May lead a small team.

• Performs advanced or specialized work that requires comprehensive knowledge of accounting theory and principles and above average seasoning.

• Develops non-standard reports and statements.

• Often provides work direction to others.

• May design accounting information systems to facilitate analysis.

• Provides leadership as a technical advisor, rather than through a direct supervisory role.

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Accountant IV

Position Number: 1004

Reference Level: 16

This is the advanced or technical lead level of professional. Has a thorough knowledge of the organization's systems and can modify or develop new procedures to meet specialized needs.

• Performs advanced or specialized work that requires comprehensive knowledge of accounting theory and principles and above average seasoning.

• Develops non-standard reports and statements.

• Often provides work direction to others.

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Accountant III

Position Number: 1005

Reference Level: 15

Performs professional accounting work involving compilation, consolidation, and analysis of financial data. May include any or all of the following: ledgers and preparation of journal entries, fixed asset or inventory accounting, preparation of trial balance or financial statements, cost accounting, bank account reconciliation. This is the third progression for the holder of a degree in accounting, equivalent to a middle-level Accountant Professional. Has a good knowledge of the organization's existing systems and the ability to handle most standard issues independently.

• Performs general or cost accounting activities requiring some insight and depth of understanding.

• Applies accounting techniques and standard practices to the classification and recording of financial transactions.

• Specifics of job content will vary from preparing journal entries and checking supporting entries, to carrying out well-defined steps in cost accounting analysis.

• Drafts segments of statements and reports.

• Begins to handle assignments involving analysis of data.

• Work is generally reviewed at completion for accuracy and soundness.

• May prepare or significantly contribute to preparation of a variety of reasonably standard, periodic "intermediate" or "end products," such as cost reports, trial balances, balance sheets, profit-and-loss statements or statements of sourcing and application of funds.

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Accountant II

Position Number: 1007

Reference Level: 14

Performs professional accounting work involving compilation, consolidation, and analysis of financial data. May include any or all of the following: ledgers and preparation of journal entries, fixed asset or inventory accounting, preparation of trial balance or financial statements, cost accounting, bank account reconciliation.

This is the novice level, or second progression for the holder of a degree in accounting. Typically requires one to two years of experience within the accounting function, making this a contributing rather than a training position.

• Drafts segments of statements and reports.

• Begins to handle assignments involving analysis of data.

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Accountant I

Position Number: 1008

Reference Level: 13

This is a basic accounting position typically occupied by a recent graduate or a longer-term employee who has risen through the bookkeeping ranks. This is the first level of position requiring an understanding of accounting

fundamentals and principles, as well as good practice required for bookkeeping. Incumbents are still learning and training at this level.

• Work is well-defined with review in progress, as well as at completion, for accuracy and soundness.

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Payroll Manager

Position Number: 5675

Reference Level: 15

Responsible for policy development and management of all payroll related functions to ensure proper set-up, processing, and generation of the company payroll. Has competency in HRIS and its applications.

• Manages a payroll team from both an administrative and technical perspective.

• Responsible for company’s payroll policy development and set-up.

• Manages the processing of payroll data from a team of Payroll Accountants.

• Provides input from a technical point of view on selection of payroll software.

• Responsible for calculating the effect of changes in the employee population or changes in laws and by-laws.

• Ensures the computing, withholding, and calculating of deductions associated with net pay is done properly, including federal and state withholding and unemployment insurances, as well as direct deposit information.

• Ensures calculations of gross to net payments of expenses related to relocation and expatriation.

• Responsible for entering and maintaining all payroll journal entries to the general ledger and reconciliation of the payroll bank account.

• Communicates with employees with regards to individual salary and deduction considerations.

• Creates analytical reports for corporate and regional management.

• Established expertise in the field and provides counsel and advisory to management.

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Payroll Coordinator

Position Number: 5682

Reference Level: 12

Performs varied payroll and clerical duties under direct supervision of Payroll Manager. Assigned tasks which require initiative, organization, and

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Payroll Clerk II

Position Number: 5687

Reference Level: 11

Similar in responsibilities to Payroll Clerk I. Performs duties necessary for the calculation of accurate wages and salaries of employees. Typically requires detailed knowledge of procedures covering multiple payrolls which require different deduction and tax treatment.

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Payroll Clerk I

Position Number: 5689

Reference Level: 10

Performs routine duties necessary for the calculation of accurate wages and salaries of employees. Has detailed knowledge of procedures covering payrolls, which require some variations in deduction and tax treatment. While the position is structured to operate with minimum supervision, non-routine problems that arise are referred upwards. All calculations are subject to periodic checks by a supervisor and outside auditors.

• Determines time worked from time sheets and verifies proper authorizations.

• Calculates payrolls, including standard deductions and taxes and/or prepares payroll data for machine processing, often against tight deadlines.

• Posts payroll data on payroll sheets or terminals, showing all necessary information (e.g., names, working days, time, rate, deductions, etc.).

• Answers routine payroll questions or collects factual data so that others can supply answers.

• Assists more experienced personnel in calculation of special payments or preparation of reports.

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Accounting Clerk IV

Position Number: 1009

Reference Level: 11

Operates as a senior accounting clerk undertaking the more technical clerical accounting operations related to a specific accounting function. May have responsibility for the instruction and guidance of other accounting clerks engaged in routine work. Requires considerable accounting experience and a thorough understanding of accounting techniques as they apply to the activities of the section/department.

• Prepares reports from statistical and financial data to ensure management receives appropriate information in an accurate and timely manner.

• Maintains ledgers, statements, and accounts within established procedures, taking appropriate action to secure or make payments, resolve

discrepancies, etc.

• Troubleshoots and handles the more technical aspects of work handled by less senior clerks.

• Deals with external customers/suppliers in order to resolve non-routine queries and problems.

• Likely to provide technical guidance and assistance in the training of less senior accounting clerks.

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Accounting Clerk III

Position Number: 1010

Reference Level: 10

Undertakes a range of specialized accounting clerical duties within a specific function. This is an experienced accounting clerk with a sound knowledge of book-keeping/accounting techniques, as may apply to the job. Has the ability to arrive at conclusions and follow the most appropriate course of action, within procedure constraints.

• Analyzes data from statements, ledgers, accounts, etc.

• Identifies and undertakes initial investigation of variances against budgets and standards.

• Collates and extracts data and produces routine reports, schedules, summaries, and letters for customers and suppliers.

• May deal with customers and suppliers on the telephone to exchange information and clarify facts.

• May provide ad-hoc analyses and summaries of information as requested.

• May provide technical guidance and assist in the initial training of less senior accounts clerks.

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Accounting Clerk II

Position Number: 1011

Reference Level: 9

Carries out routine accounting clerical duties associated with a specific accounting function. Closely supervised, but able to organize own work to meet priorities and achieve deadlines. Non-routine items will involve a supervisor or more senior clerk. Typically requires some office experience and a good understanding of the procedures related to the job and how they fit the overall functioning of the department.

• Processes payments, invoices, vouchers, etc. within closely defined procedures.

• Verifies calculations, checks or allocates codes, and checks or obtains information for incorrect or incomplete documents.

• Scans statements, ledgers, and accounts to identify unusual/overdue items and selects the correct procedure for action, referring more complex items to a supervisor or senior clerk.

• Prepares and/or verifies computer input where information is coded for computer processing.

• Investigates statements, ledgers, and records in order to establish the facts required to deal with queries raised by suppliers, customers, and others in the department.

• May prepare ad-hoc information and statistical breakdowns as directed, from readily available sources.

• May raise standard letters in response to queries.

• May have limited telephone contact with customers and suppliers to exchange information.

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Accounting Clerk I

Position Number: 1012

Reference Level: 8

Performs basic manual or computer related accounting tasks, typically within a sub-section of the accounting function. This is a junior accounting clerical position that could be entry-level, or require a modest amount of previous clerical experience. Minimal work organization is required to meet deadlines and non-standard situations are referred to a supervisor or more senior clerk. Typically requires familiarity with routine clerical procedures appropriate to the job and good numeric skills, but does not require knowledge of accounting or bookkeeping.

• Processes payments, invoices, and vouchers in accordance with standard routine(s), checking for completeness and obvious errors.

• Extracts specified information or adds appropriate standard coding and attachments to documents.

• Compiles simple summaries of information relating to documents processed.

• Locates and extracts information from files and records as requested.

• May perform simple addition, subtraction, multiplication, and division manually or using a calculator.

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Finance and Accounting

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Financial Controller II

Position Number: 8590

Reference Level: 19

Manages the financial controlling function in accordance with corporate policies and procedures. Ensures development and implementation of financial controlling standards and processes.

Typically is responsible for a large company’s subsidiary or several smaller subsidiaries. Manages a medium size team of and financial analysts.

• Oversees all areas of financial controlling such as general accounting, cost accounting, payroll, payables, and receivables.

• Selects, develops, and assesses the suitability of processes, formats, and frequency of financial controlling and information collection, collation, and reporting.

• Contributes to the selection of the different parameters used to develop operating and investment budgets (standard costs, activity indicators, economic background, etc.)

• Liaises with units’ managers to validate the budgets and submits these to general management.

• Reviews financial control documentation and provides reports for senior management.

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Financial Controller I

Position Number: 1854

Reference Level: 18

Manages consistent financial planning, forecasting, analysis and reporting activities to ensure consolidated reporting to support company’s management in business decision making.

• Manages company’s budget including revenue/direct margin, EBITDA or CAPEX level and drives the yearly budget exercise and forecast with line management.

• Reports variances of revenue, OPEX, direct margin or investment/contract to provide an accurate financial situation with identification of risk and opportunity.

• Analyzes, recommends and approves investment or profitability for complex files or projects (e.g. infrastructure, new products, and promotions) and selects those that support company’s strategy and optimize its commercial position.

• Develops financial plans, organizes product structure in a business logic way and supports/advises in decision making, investment and customer offers.

• Initiates, coordinates and tracks financial processes improvements and ensures the respect for financial standards and best practices.

• Manages and motivates subordinate staff; reviews and assesses performance, builds employee capacity, supports their professional development and enables employees to optimize their contribution to the department.

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Management Controller

Position Number: 1694

Reference Level: 17

Supervises all financial controlling activities for a single cost center, such as a plant, in accordance with corporate and division policies and procedures.

• Contributes to policy development in the area of financial controlling.

• Participates in the management team decision making process and has an influence on investment decisions.

• Involved in the customizing of policies, procedures, and practices.

• Conducts analyses and provides recommendations for improvement in both the efficiency and efficacy of the plant operations.

• Implements and administers established financial controlling policies, procedures, and practices.

• Ensures accurate and timely recording and reporting of operating results.

• Provides financial analysis, interpretation of variances from budgets and standards, and advice to management.

• Oversees the preparation of budgets and forecasts.

• Ensures maintenance of general accounting, cost accounting, payroll, payables, and receivables.

• Maintains balances at local banks.

• Manages a small team of accountants and financial analysts, consisting of up to ten people.

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Controller Assistant I, II

Position Number

1955

8834

Reference Level

14

15

Supports the financial controlling department with economic and financial analysis necessary for the operational and strategic management of the company, or the business unit.

• Prepares financial analysis, reports, and budget forecasts.

• Assists in the company’s monthly and yearly closing.

• Contributes to the design and management of the budget process.

• Prevents inaccuracies in financial statements by setting up internal control systems and adopting proper policies for financial reporting.

• Reviews financial data periodically to ensure fairness and completeness of the data.

• Assisting in special projects whenever asked.

Scope Variants I Reference Level 14 II Reference Level 15 Complexity of work Standardized analysis Complex analysis with insight

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Financial Planning Manager

Position Number: 5702

Reference Level: 20

Provides economic analyses, studies, and counsel on all matters of potentially significant financial impact to the company, including economic/competitive trends, pricing, cash flow, product line evaluation, and capital additions. Develops long-range budgets and other projective guidelines and measures. This is a high-level analytical position, combining a thorough knowledge of accounting and finance issues with business sense.

• Analyzes and reports external economic trends, including effects of government legislation, and appraises financial effect on the company.

• Prepares long-term profit/loss forecasts to facilitate management review of capital appropriations, expansion strategies, product line changes, etc.

• Evaluates and provides recommendations for pricing practices, and reviews significant pricing decisions for economic soundness.

• Leads special projects such as the economic evaluation of divestitures or acquisitions, financial effectiveness of internal operations, and

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Financial Sub-Section Manager

Position Number: 1024

Reference Level: 19

Formulates, provides advice on, and assures effective implementation of policy, practices, procedures, and systems in the areas of credit, statements,

consolidation, and financial planning. Provides analyses, studies, and counsel. This is a high-level expert with a thorough understanding of industry practices, the organization's needs, general business conditions, tax codes and their application, accounting principles and practices, and finance.

• Formulates and assures effective implementation of organization-wide credit and collection policies, procedures, and standards.

• Monitors execution, including credit lines established for customers and status of accounts receivable.

• Prepares statements reporting the financial position and results of the organization to management, the Board of Directors, shareholders, and regulatory agencies.

• Provides authoritative counsel on proper accounting principles, procedures, systems, and practices.

• Prepares and files consolidated tax returns, monitoring returns prepared on behalf of, or by divisions or subsidiaries.

• Provides counsel and coordinates tax matters.

• Provides economic analyses, studies, and counsel on all matters of potentially significant financial impact to the organization and develops long-range budgets and other projective guidelines and measures.

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Credit Manager

Position Number: 5712

Reference Level: 19

Formulates and assures effective implementation of corporate-wide credit and collection policies, procedures, and standards. Monitors execution, including credit lines established for customers and status of accounts receivable. This is the top expert on credit policy. Typically requires a thorough understanding of industry practices, the organization's needs, and general business conditions. (The presence of this position will depend on the nature of the organization and its market.)

• Formulates and recommends general credit and collection policies and assures adherence to accepted standards.

• Participates and/or reviews major lease/purchase or conditional sales contract proposals.

• Hears appeals on credit decisions.

• Maintains frequent liaison with marketing/sales function.

• Approves terms of settlement involving delinquent accounts when situations deviate from established parameters.

• Manages all situations involving bankruptcy or the apparent need for legal proceeds.

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Credit Analyst/Representative II

Position Number: 5739

Reference Level: 17

Ensures the correct management of the credit policy. Accountable for a customer group or area and reports to the credit manager in a medium-sized or large company. In a small company, this position may be the credit manager and report to the finance and administration manager.

• Contributes to and/or reviews major lease/purchase or conditional sales contract proposals.

• Maintains frequent liaison with marketing/sales function.

• Supports management in approving terms of settlement involving delinquent accounts when situations deviate from established parameters.

• Manages all situations involving bankruptcy or the apparent need for legal proceeds as requested.

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Credit Analyst/Representative I

Position Number: 5721

Reference Level: 14

Ensures the correct management of the credit policy. This is a seasoned, individual contributor analyst, typically assigned to a geographic area or product line. In a smaller organization, this may be the only professional position handling credit, but the incumbent would not be a policy maker.

• Conducts credit investigations of existing and new customers and establishes credit limits.

• Approves credit extension within established guidelines.

• Monitors collections and contacts delinquent customers to resolve issues within established guidelines.

• Recommends action on delinquent accounts.

• May participate in discussions to provide special financing arrangements or work out delinquencies.

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Risk Manager

Position Number: 1880

Reference Level: 19

Advises on any potential risks to the profitability or existence of the company. Identifies and assesses threats, puts plans in place for ‘if things go wrong’ and decides how to avoid, reduce or transfer risks. May specialize in a number of areas including enterprise risk, corporate governance, regulatory and

operational risk, business continuity, information and security risk, technology risk, and market and credit risk.

• Plans, designs and implements an overall risk management process for the organization.

• Assesses risk by identifying, analyzing, describing, and estimating the risks affecting the business.

• Evaluates risk by comparing estimated risks with criteria established by the organization such as costs, legal requirements and

environmental factors, and evaluating the organization’s previous handling of risks.

• Reports risk to various stakeholders – e.g. to the board of directors, business heads, individuals.

• Carries out processes such as purchasing insurance, implementing health and safety measures, and making business continuity plans.

• Conducts audits of policy and compliance to standards, including liaison with internal and external auditors.

• Provides support, education and training to staff to build risk awareness within the organization.

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Financial Analyst IV

Position Number: 1025

Reference Level: 18

Undertakes complex and critical economic/financial research, using

considerable latitude in approach and analysis. Interprets results and provides alternatives for further consideration.

• Provides guidelines for standard cost approaches used in business decisions and establishes and monitors cost reduction programs.

• Provides direction to functional counterparts in operating units as required, and to operating and senior management on matters involving cost determination problems, or issues such as inventory valuation, distribution of overhead, treatment of joint costs, and product pricing.

• Conducts special studies and analyses such as determination of work-in-house, or subcontract and cost impact of proposed facilities or processes.

• Identifies and investigates issues related to assigned projects, determines scope, and selects approach from the accepted methodology or

recommended alternatives.

• Defines assumptions for the quantification and analysis of investments, acquisitions or divestitures.

• Participates in the development of long-range financial forecasts and related budgets, considering alternative scenarios and economic prospects as appropriate.

• Prepares and presents interpretation of findings and submits for review.

• May participate in the development and implementation of consequent financial strategies or tactics.

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Financial Analyst III

Position Number: 1026

Reference Level: 17

Performs economic/financial research and analyses as assigned for use in the development of business strategies and tactics and in subsequent appraisal of results. Prepares statistical studies and economic forecasts of business conditions and trends and draws relevant conclusions.

• Provides guidelines for standard cost approaches used in business decisions and establishes and monitors cost reduction programs.

• Provides direction to functional counterparts in operating units as required, and to operating and senior management on matters involving cost determination problems, or issues such as inventory valuation, distribution of overhead, treatment of joint costs and product pricing.

• Conducts special studies and analyses such as determination of work-in-house, or subcontract and cost impact of proposed facilities or processes.

• Identifies and investigates issues related to assigned projects, determines scope, and selects approach from the accepted methodology or

recommended alternatives.

• Defines assumptions for the quantification and analysis of investments, acquisitions or divestitures.

• Participates in the development of long-range financial forecasts and related budgets, considering alternative scenarios and economic prospects as appropriate.

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Financial Analyst II

Position Number: 1027

Reference Level: 16

Prepares statistical studies and economic forecasts of business conditions and trends and draws relevant conclusions as requested. Has excellent theoretical and practical knowledge of different financial and analytical techniques, and the capability to plan own work and respect deadlines. Typically requires an advanced degree and two or three years of accounting experience.

• Independently establishes regular monthly, quarterly, and annual financial results, prepares ad-hoc financial estimates, budgets, and analyses, and ensures that they are all analyzed, commented, and reported according to the instructions received from financial management and external authorities.

• Proposes improvements to systems and methods of work and analysis, and contributes to ensuring that they are continuously adapted to business requirements.

• Provides input to the development of long-range financial forecasts and related budgets, considering alternative scenarios and economic prospects as appropriate.

• May train less experienced analysts.

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Financial Analyst I

Position Number: 1028

Reference Level: 15

Assists in preparing economic/financial research and analysis for use in the development of business strategies and tactics. Works under direct supervision on routine but productive assignments. This is an entry-level analyst. Typically requires an advanced degree or some accounting experience.

• Researches background materials, including relevant economic and financial data.

• Quantifies the financial impact of the opportunity or issue involved, including likely returns on investments or payback period for proposed capital expenditures, new products or other investments.

• Assists in the development of long-range financial forecasts and related budgets, and in the preparation of reports.

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Audit Manager

Position Number: 1013

Reference Level: 19

Directs and manages operational and financial audits at headquarters and/or field locations. Plans and schedules audits, staffs and coordinates audit teams, and establishes work standards and procedures for the inspection and appraisal of financial and operational records and controls. Typically requires a thorough knowledge of the organization's audit systems, as well as up-to-date technical expertise and substantial experience in audit practices.

• Selects, develops, and assesses the suitability of processes, formats, and frequency of audit and risk information collection, collation, and reporting.

• Monitors audit engagements, ensuring proper coverage and appreciation of auditing principles and practice.

• Reviews audit documentation and reviews and/or prepares reports for senior management.

• Recommends revisions to auditing policies, procedures, and programs. At the highest levels, this position may have a greater role in establishing such policies, procedures, and programs.

• Provides organizational awareness and technical expertise in sensitive or complex audit engagements.

• Responds appropriately to management queries in relation to the internal control environment.

• Communicates and provides training in risk management and assurance within the organization.

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Auditor III

Position Number: 1014

Reference Level: 16

Performs complex financial and/or management audits in designated areas of the organization to identify, resolve, and/or recommend solutions to management control problems. May serve as the project leader on standard audits, the senior member of large-scale audits or conduct complex audits independently.

• Conducts audits in accordance with audit guidelines and departmental standards and tests the financial and budgetary controls, documenting any weaknesses.

• Outlines task schedules which comply with general audit program guidelines.

• Ensures that correct procedures are followed and that documentation and transmittal letters are prepared in accordance with departmental standards.

• Provides ad-hoc advice to help departments achieve compliance.

• Supports audit managers in responding to management queries regarding the internal control environment, and in carrying out investigations of alleged financial mismanagement, loss of assets or other irregularities.

• May make recommendations on audit systems and software and assist in the trial, implementation, and training.

• May lead exit conferences depending on the scope, complexity, and sensitivity of the audit findings.

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Auditor II

Position Number: 1015

Reference Level: 15

Performs standard management and financial audits to identify exceptions to operating procedures and standards, and develops specific solutions or recommendations. Under the direction of a more senior auditor or project leader, participates in complex audit programs and may perform routine assignments independently. Has knowledge of accounting, computer systems, and general business operations. Typically requires a degree or equivalent, plus one to three years of auditing experience, preferably in a financial institution.

• Follows all procedures outlined in the audit program and conducts more thorough analyses as problems arise.

• Carries out documentation according to departmental standards.

• May participate in exit conferences.

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Auditor I

Position Number: 1016

Reference Level: 14

Performs specific audit procedures on moderately complex financial audits to identify procedural exceptions and probable reasons for their occurrence. Works under specific direction of more senior auditors and project leaders. Typically requires a degree in accounting or a business-related field or equivalent, and up to one year of auditing experience.

• Follows established audit schedules and procedures on assignments which require basic understanding of accounting principles, control procedures, and audit techniques.

• Contributes to documentation according to departmental standards.

• May be asked to propose solutions to correct any identified procedural exceptions.

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Tax Manager

Position Number: 1017

Reference Level: 19

Manages a team handling specialty tax areas, responsible for the provision of sound professional advice to management on all tax matters within the relevant discipline. This is a technical expert in tax codes, with a deep understanding of company tax and tax law, and their application to the organization's business. Degree of supervision will depend on overall objectives, issues, and policy matters. Typically requires professional accounting qualifications, with professional tax qualifications desirable.

• Contributes to taxation strategy, implementing the strategy to maximize opportunities while minimizing tax risk.

• Monitors the organization’s tax structure, making recommendations for changes to optimize the tax position.

• Analyzes new or changed tax legislation/accounting standards to understand the impact on the organization.

• Oversees tax activities and reporting to ensure statutory and effective taxation can be reconciled, audit requirements satisfied, and relevant changes in tax rules taken into account.

• Serves as principal contact for negotiations with revenue auditors and government revenue agencies.

• Directs and coordinates department’s work.

• Maintains supporting accounts and records, interacting with and advising other corporate departments and subsidiaries.

• Coordinates tax issues for litigation/briefing.

• Prepares and presents tax information to senior management for reconciliation and approval.

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Tax Accountant III

Position Number: 1019

Reference Level: 17

Plans and manages the completion of tax forecasts and related exercises. Ensures the maintenance of accurate records and provides advice to management on related matters. Works independently on most assignments, but receives technical guidance on unusual problems and needs approval on proposed plans for projects. May supervise a small team of one to three junior taxation staff members on assigned work. Typically requires a degree or equivalent with professional accounting and/or tax qualifications.

• Supervises the timely provision of tax information requested by management.

• Ensures a broad knowledge of current tax regulations, providing advice to the organization as required.

• Supervises staff and manages their work on specific projects, having first obtained instructions concerning organizational requirements.

• Assists in vetting the more straight-forward of the organization’s tax documents for acceptable, correct wording.

• Attends internal management meetings on a regular basis.

• May deal with straightforward queries from governmental revenue agencies.

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Tax Accountant II

Position Number: 1020

Reference Level: 16

Performs a full range of taxation work under readily available direction, but involved in some complex assignments for which there may be no precedents. May specialize in various aspects of tax accounting, such as laws applying to a particular sector or industry.

• Coordinates the preparation of tax returns, examines accounts, and calculates taxes owed according to prescribed rates, laws, and regulations by required deadlines.

• Independently researches and analyzes key issues to assist more senior staff in the taxation department.

• Ensures all expenditures are accurately recorded and reported to control the organization’s budgeted commitments.

• Leads a variety of assignments, clarifying objectives for subordinates and determining the principles and techniques to be employed

• Provides financial accounting staff with technical tax advice and assistance in tax matters as necessary.

• Prepares and carries out initial investigations into tax issues.

• Prepares reports and studies for management as requested.

• Corresponds and negotiates with governmental revenue agencies at a tactical level.

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Tax Accountant I

Position Number: 1021

Reference Level: 15

Provides general assistance to taxation specialists in tasks with relatively few complex features, for which there are precedents. May assist in supervising a small team responsible for the provision of tax research for management. Typically a partially qualified or newly qualified tax specialist.

• Independently researches and analyzes key issues to assist more senior staff in the taxation department.

• Ensures all expenditures are accurately recorded and reported to control the organization’s budgeted commitments.

• Undertakes a variety of assignments which have clear and specified objectives, requiring knowledge of principles and techniques commonly employed, e.g. coordinating and providing financial and operating information for compilation of tax returns.

• Coordinates and completes various tax returns by required deadlines.

• Provides financial accounting staff with technical tax advice and assistance in tax matters as necessary.

• Prepares and carries out initial investigations into tax issues.

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Tax Analyst II

Position Number: 1022

Reference Level: 14

Provides analytical support and assistance within a taxation department as assigned. May provide guidance to more junior staff.

• Under general supervision, completes tax provisions, computations, and statutory returns, and handles straightforward correspondence with external revenue bodies.

• Prepares and submits standard tax returns, assisting in the preparation of more complex computations and information for published accounts and forecasts.

• Performs research for more senior members of the department/company in a wide range of tax specialties.

• Provides general assistance to the company’s tax specialists involved in a variety of taxation work, including research and analysis of key issues.

• Prepares and carries out initial investigations into tax issues under general supervision.

• Contributes to preparation of reports and studies for management attention as requested.

• Responds to straightforward correspondence with governmental revenue bodies under little or no supervision.

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Tax Analyst I

Position Number: 1023

Reference Level: 13

Provides analytical technical support to staff within a taxation department as assigned, generally assisting taxation specialists as required. This is an entry level professional, typically a recent graduate or equivalent, working towards a professional accounting/tax qualification.

• Under general supervision, completes tax provisions, computations, and statutory returns, and handles straightforward correspondence with external revenue bodies.

• Prepares and submits standard tax returns, assisting in the preparation of more complex computations and information for published accounts and forecasts.

• Performs research for more senior members of the department/company in a wide range of tax specialties.

• Provides general assistance to the company’s tax specialists involved in a variety of taxation work, including research and analysis of key issues.

• Assists in the preparation and initial investigations into tax issues.

• Contributes to preparation of reports and studies for management attention as requested.

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