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					Finance Staff Profiles
Finance Director – Liam McCabe  Development and implementation of strategic financial planning consistent with the strategic plan of the University.  Development of financial policy and strategy.  Implementation of and advice on agreed financial policy and strategies including capital funding and treasury management.  Overall leadership and direction of the Department – setting of objectives and targets.  Management of the Department’s resources.  Management of risk.  Represent the University on various bodies, companies.  Member of the senior management team. Chief Accountant – Rose Edwards  Provision of advice and technical support related to strategic financial planning consistent with the strategic plan of the University.  Provision of advice and technical support in the setting of financial policy and strategy.  Implementation of and advice on agreed financial policy and strategies including capital funding and treasury management.  Day to day leadership and direction of the Department to ensure delivery of service and agree objectives.  Management of the Department’s resources.  Management of risk.  Represent the University on various bodies, companies.  Deputise for Finance Director when necessary. Head of Systems & Treasury Services – Julie Nelson  Plan and organise Treasury team activity with an appreciation of wider University goals and objectives.  Provide financial advice to all areas of the University.  Responsible for preparation of budgets, financial forecasts, management reports and annual financial statements for all capital transactions.  Develop external banking relationships to ensure the short and longer term security of University funding.  Manage the University cash flow.  Coordinate the timely completion of all VAT and Corporation Tax returns and advise on issues arising from these.  Interpret policy, legislation and regulations in all areas of Treasury and Tax to advise on the implications of non compliance and coordinate necessary changes as required.

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30/10/08

Head of Financial Services – John Craig  Identify system requirements and coordinate/design the delivery of innovative solutions to maximise service quality, efficiency and continuity.  Develop and manage the corporate financial and management accounting processes  Advise on financial issues which have University wide significance  Interpret policy, legislation regulation in all areas of financial and management accounting. Advise on implications of non-compliance, responding to and applying any necessary changes to policy required  Provide financial advice to all areas of the University and some externals, responsible for preparation of budgets, financial forecasts, management reports and annual financial statements  Lead and co-ordinate the work of the Financial Service Team ensuring that professional and quality service standards are maintained and applied throughout. Treasury Manager - Christine MacInnes (Sheena Gray)  To provide effective staff management throughout the Treasury Team of 12 clerical staff, ensuring all staff are clear on their responsibilities within their role, that they are provided with support and feedback on their progress including their probationary process, are provided with essential training and the opportunity to develop their skills and that any HR issues are dealt with.  To support the Head of Treasury in the development and implementation of Treasury Policy including preparation of the monthly cash flow and investment reporting.  To facilitate and manage all operational insurance risk for the University including co-ordination of the annual Insurance Renewal, the provision of cover for all classes of insurance and the provision of advise to all areas within the University.  To facilitate and co-ordinate the treasury working practises within the treasury teams and throughout the University.  Facilitate the development of Web Payments.  Service allocated departments.  Administer the University Credit Card Account including Applications, the processing of monthly statements, and the allocation of costs accordingly.  Allocation of the Mobile phone costs.  Provide support for the Banking Administrator in their absence. Information Systems Manager – Ron Kenny  Develop and manage the Agresso finance system, including developing and maintaining system security, system documentation, and maximising and promoting use of the finance system. Develop and maintain system reports

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30/10/08

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Develop and maintain links to other University systems including Student Records system (SITS), SAP HR/Payroll, PAMS Accommodation System, ARCHIBUS Estates Management System, KINETICS Management software for Commercial Operations. Manage logging and follow up of support issues, manage testing and implementation of systems upgrades including liaising with Information Systems Division and Agresso support. Develop and maintain the Finance Office web page content. Responsible for developing and maintaining aspects of the University’s obligations in respect of V.A.T. including Capital Goods Scheme adjustments, calculating the annual partial exemption adjustment, developing user guides (published on web), delivering ad hoc advice etc.

Finance System Administrator – Kirsty Stocks  Provision of first line support for Finance system user’s enquiries, liaising with Information Systems Development (ISD), Software Supplier as required.  Delivery of an on-going training programme for all users and customised oneto-one training as required, ensuring that all developments / changes are clearly communicated.  Ensuring regular monthly routines and procedures are followed timeously to allow closure of accounting periods and preparation of management information, in order to produce reports from the system on a range of finance related information and performance indicators. This incorporates the application of inflationary increases, budget phasing tools and roll forward balances.  Ongoing maintenance of the current system configuration, update of hierarchical tables, analysis and research of technical issues. Cashier - Marion Ward  Running of Section & keeping appraised of Legislation changes  Receipt of Mail & Distribution  Reconciliations of Suspense accounts and Hardship loan floats  SAAS/SLC payment files  Academic Affairs – Graduation Debtors Deputy Cashier - Dawn Farmer  Generation of Tuition fees to students, sponsors and Lea’s and updating the instalment plans  Process Departmental Studentships  Running Section on Cashiers absence  Create and Maintain 4 Digit fee payer accounts  VAT Return

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30/10/08

Assistant Cashier - Margaret Mack  Daily Banking -including Petty Cash and Nightingale /Hardship Awards  Counter Duties  Process Credit Card/Switch payments and Reconciliation  Sureties – Raising invoices and processing refunds  Creation of Bacs file for Fees Debt Controller (Students) - Claire Maguire  Running and sending statements to students/ fee sponsors  Running reports to check level of debt and creating/ maintaining spreadsheets to log information  Liaising with the University's debt collection agency  Contacting students/ sponsors by phone to discuss arrangements to pay outstanding debts  Helping out the Cash Office team by answering phone, taking telephone payments and counter queries Assistant - Lisa Hunter  Counter Duties  Printing & distribution of departmental sales invoices  Create/Maintain Debtor Accounts  Process Sales Journals  Posting & printing of credit notes  Distribution of SAAS Cheques  Create & Maintain Direct debit details for students. Debt Control Assistant – Jennifer Mills  Issuing Ccommercial Debt Reminders.  Issuing Memos and reports to internal departments detailing their Outstanding Debt.  Corresponding between Internal departments and commercial customers regarding their Outstanding Debt.  Liaising with the Debt Collection Agency about new referrals and existing cases.  Answering and dealing with queries from the departments and commercial customers about various issues regarding Outstanding Debt.

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30/10/08

Payment Supervisor - Angela Grant  Insurance  Travel Advances  Authorise BACS & Foreign Payments  Studentships & Periodic Payments  Supplier/Staff/Student queries Area of responsibility: Education Deputy Supervisor - Christine Harkness  Advances  Signatories List  Other duties as per Bill and Claire for the following departments: Areas of responsibility: Aquaculture, Catering, CELD, Commercial Operations, Howietoun, Machrihanish, Buckieburn, Information Services, Stirling Library, Residential Services, Safety Office, Sports Centre, Sports Studies, SMC Purchase Ledger Assistant - Claire McVicar  Processing of all Supplier Account requests and ensuring that Supplier details are created correctly and that the details held are accurate.  Processing of all University payments including supplier payments, staff travel and subsistence, International payments, and internal recharges, ensuring that the weekly cheque and electronic payments run are prepared and signed by approved signatories.  Dealing with all internal departments and University suppliers ensuring all queries are dealt with in an efficient and timely manner – i.e. answering supplier and staff queries.  Ensuring all payments are checked and authorised correctly in accordance with the Financial Regulations and the Authorised Cheque Register.  Maintaining an organised filing system. Areas of responsibility: Catering, Computing Science & Maths, English/Publishing Studies, Estates & Campus Services, Film/Journalism & Media, Graphics & Media, History, Nursing & Midifery, Philosophy, Politics, Print Room, SBES, SLCR Purchase Ledger Assistant – Bill Smith  Processing of all Supplier Account requests and ensuring that Supplier details are created correctly and that the details held are accurate.  Processing of all University payments including supplier payments, staff travel and subsistence, International payments, and internal recharges, ensuring that the weekly cheque and electronic payments run are prepared and signed by approved signatories.

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30/10/08

Dealing with all internal departments and University suppliers ensuring all queries are dealt with in an efficient and timely manner – i.e. answering supplier and staff queries.  Ensuring all payments are checked and authorised correctly in accordance with the Financial Regulations and the Authorised Cheque Register. Areas of responsibility: Academic Registrars, Accountancy & Finance, Applied Social Science, Careers, Catering, Communication & Development, Economics, Finance, HR/HR Development, IRS, ISM, Law, M Makower Associates, Management, Marketing, Principal’s Office, Psychology, Research & Enterprise, SISS, Strategic Planning & Governance, Student Recruitment, University Secretary’s Office  Purchase Ledger Assistant – Ethan Young  Processing of all Supplier Account requests and ensuring that Supplier details are created correctly and that the details held are accurate.  Processing of all University payments including supplier payments, staff travel and subsistence, International payments, and internal recharges, ensuring that the weekly cheque and electronic payments run are prepared and signed by approved signatories.  Dealing with all internal departments and University suppliers ensuring all queries are dealt with in an efficient and timely manner – i.e. answering supplier and staff queries.  Ensuring all payments are checked and authorised correctly in accordance with the Financial Regulations and the Authorised Cheque Register. Banking Administrator – Linda Scott  Bank Reconciliation  Reconciling all direct income to bank  Student fees and rents  Process cheques and direct debits  Department cash sheets

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30/10/08

Capital Accountant – Gail Pringle  Preparation of budgets and forecasts for capital expenditure and funding along with the resulting depreciation charges and deferred capital grant releases  Prepare year end Fixed Asset Schedules  Reporting to FIC and PEG on Capital  Update and manage the Capital Development Plan  Preparation of the Impairment Review  Service Property Management on Capital issues Project Accountant – Alison Lindsay  Providing support to Senior Management Team  Taking the lead or providing input into specific projects as they arise fEC Accountant – Paul Burns ( Derek Stewart )  Annual Financial Statements  Annual HESA finance return  Liaison with External Auditors  Reserves including in-year  Transparent Approach to Costing ( TRAC )  Full Economic Costing ( fEC )  Service allocated departments – Budgeting, Variance analysis, forecasting, year-end process Areas of responsibility: Administrative Services (excluding Estates & IS) Budget Accountant – Shona Morrison ( Laura Harvey )  Budget preparation, co-ordination and consolidation  Departmental Funding Profiles (DFP ) and modelling tools  Forecasts  Salary budgets/forecasting  Control of organisation chart and release (authorisation) of posts  Staffing Form Approvals  Non-staff Budget  Merit Awards  Strategic Development Funds  Service allocated departments

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30/10/08

Service Accountant – Alice Stewart ( Emma Whyte )  Service allocated departments – Budgeting, Variance analysis, forecasting, year-end process Areas of responsibility: Estates & Campus Services including the Estates’ trading areas, Information Services Management Accountant – Fiona Scott ( Moira McMinn )  FIC/SRC/Court Financial Reports  PEG Management Reports  Forecasting  Gap Savings  Service allocated departments – Budgeting, Variance analysis, forecasting, year-end process Areas of responsibility: Nursing & Midwifery, SLCR, History, English, Philosophy, Politics, Film & Media Areas of responsibility: Institute of Education, Computing Science & Maths, School of Biological & Environmental Sciences

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30/10/08


				
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