Budget and Financial Reporting Analyst

Ā tātou kōrero - Our story

The Whakatōhea Māori Trust Board (‘Trust’) is situated in Ōpōtiki, a coastal town in the sunny Bay of Plenty.

The Trust was established in 1952 and its primary role is to administer the assets of the trust on behalf of its beneficiaries and in accordance with the Māori Trust Board Act 1955.

The Trust’s long-term vision ”Ko te kai hoki i Waiaua - to be the food bowl that feeds the world”, confirms the Trusts entrepreneurial spirit, grounded in matauranga (knowledge) which weaves together our future strategic aspirations of being well educated, healthy, socially connected, economically and commercially sound; and living in a thriving environment.

With the recent signing of the Whakatōhea Treaty Settlement, we are about to experience another period of growth. The Settlement will see the return of significant assets which will support numerous developments currently underway e.g. Whakatōhea Aquaculture program, the Ōpōtiki harbour development, and other land-based developments. It’s an exciting time to be a part of our continued success story.

Te āheinga - The opportunity:

The role of the Budget and Financial Reporting Analysist is to maintain accounting principles and best practices to ensure accurate and timely budgets and financial reporting, which adhere to Generally Accepted Accounting Principles (GAAP). 

This role also requires maintaining journals and ensuring compliance with GST and taxation regulations.

This role is available to be worked remotely, with preference to the Eastern Bay of Plenty, however all applicants within the North Island will be considered. 

Ngā Kawenga me ngā Mahi – Duties & responsibilities:

• Develops and implements internal annual operating and capital budgets in collaboration with relevant departments.
• Implements and manages forecasting tools that contribute to the financial modelling for cash-flow, expenditure and all revenue estimates.
• Reports against key budgetary targets and provides detailed variance analysis and forecasting against revenue and expenditure items. 
• Provide recommendations for cost control.
• Identify potential budget risks, trends and opportunities to support strategic decision-making.
• Implementing departmental budgets, execution, monitoring, analysis, presentation and reporting of annual budgets.
• Create and manage the preparation of monthly reports to support departmental and business financial reporting requirements.
• Prepare detailed internal financial reports, including researching and explaining significant variances by workingclosely with various departments and management.
• Prepare all funding milestone financial reports.
• Prepare and analyse financial statements monthly, including: income statements, profit and loss reports, balance sheet, and statement of cash flows.
• Perform financial quality assurance checks and general ledger checks to ensure accurate financial reporting. 
• Review, investigate, and correct errors and inconsistencies in financial entries, documents, and reports.
• Investigate and report to the Manager any inconsistencies or irregularities. 
• Fulfil external accountability obligations by producing financial information for a mix of provisions, including funders, Annual Reports, Charities Services, Companies Office, Statistics NZ, banking covenants, and other official requests within required timeframes and in accordance with statutory requirements. 

Ngā wheako me ngā pūkenga - Experience & Skills required:

• Bachelor Degree (Finance, Accounting, Business Management, Economics, Project Management) with five years of relevant professional experience.
• Sound knowledge and understanding of accounting theory, concepts and principles, combined with proven practical skills in financial and cost accounting reporting, business planning, work programming, budgeting, financial management, audit and ledgers. 
• Strong problem solving, conceptual, and analytical skills.
• Proven experience in the development and implementation of new technologies related to resource management and budget/operations monitoring. 
• Proven experience with using Xero, Xero Projects, Figured Farming and forecasting tools.
• Strong analytical and problem-solving skills.
• Strong communication skills. 

If your skills and experience match this role, please APPLY NOW! Submit your expression of interest to [email protected] requesting the job description.

Check us out at: https://www.whakatohea.co.nz

Due to the large number of applications, we will only contact shortlisted candidates.