Salary Range: $116,591-$167,600/year. The starting salary for this position would be determined with consideration of the successful candidate’s relevant education and experience, and would be in alignment with the provincial compensation reference plan. Salary will be prorated accordingly for part time roles.

Job Summary:

Reporting to the Executive Director of Business Planning, the Director of Business Planning is part of the corporate team providing business planning support to programs across PHSA. The Director, Business Planning works as a strategic business partner with the leaders of Corporate Programs and other senior executives within the programs as well as the Provincial Health Services Authority (PHSA) executives to oversee plans and strategies to achieve organizational goals.

Working closely with the operations, the Director of Business Planning is responsible for creating and managing effective planning in alignment with the program and organizational strategies and monitors and reports on performance milestones and metrics through periodic and quarterly reports for PHSA’s Executive Team. They evaluate funding from funding agencies, recommending resource allocation, and providing other business advisory services to aid the business in decision making. They play a key role in the provision of financial cost calculations for new services including in business cases submitted for PHSA Executive leadership and for government consideration for funding.

As a member of the Business Planning Team; plans, implements, and evaluates related physical, financial, and human resources in support of the strategic and operational needs of PHSA; participates in the development of the mission, strategies and goals to ensure the optimum delivery of appropriate financial services for PHSA. Leads a team of finance professionals, to provide client support at different levels throughout the program to ensure fiscal accountability and responsibility.

Duties/Accountabilities:

Scope and Complexity:

• Operating at a strategic level, the Director, Business Planning participates in senior management decision-making processes providing strategic financial and business planning advice to the President and their staff.  At the corporate level, the Director works with senior executive staff on strategic financial and business planning issues for the PHSA.  The Director highlights and reports on the fiscal performance of the agency with respect to resource utilization, expenditure patterns, statistical and critical indicator data/ information, and the meeting of budgetary targets.  Where appropriate, the Director recommends corrective action to both PHSA and agency senior management and their direct reports.  
• The Director, Business Planning is customer focused and interacts at the most senior levels of the health authority recognizing and balancing organization-wide and agency perspectives.  The Director provides financial expertise in an environment that constantly changes and must be able to assist with decision-making in the context of limited resources.  
• The Director has a comprehensive multi-layered understanding of financial and business planning processes and tool, skills in staff training and leadership, and works independently in a strategic capacity.  Timelines for the completion of financial and operational reports are very tight and require strong organizational skills.
• Reports, analyses, advice and recommendations prepared/provided by this position are used by senior executive in the PHSA, the agency and the Ministry of Health (MOH).  Judgement is required to assess resource requirements for the agency, programs and departments, the reasonableness of resource requests and in the communication of those requirements. Errors or miscommunication could result in inadequate agency funding, program or departmental funding, reducing agency or corporate credibility, incorrect payments to physicians or their employers, other suppliers and service providers, under recovery or loss of funding.
• Major segments of the work performed by this position are confidential directly supporting the management committees of both the PHSA and the agency. Inappropriate release of information could compromise strategies and initiatives and seriously impact the agency’s and the PHSA’s abilities to deliver its mandate.
  
  

Communications:

• The Director, Business Planning communicates with senior staff at the corporate level and senior and line staff of the agency.  The Director is an active member of the agency’s management committee and other committees deemed necessary by the agency President or Executive Director or the Corporate Director, Business Planning. Communication usually involves negotiating and facilitating consensus on issues such as financial resources, program and service delivery changes, new and enhanced programs, physician services and funding, operational reviews, implementation of services and progress on cost savings/revenue generation initiatives.
• External communication involves contact with representatives from external agencies such as the MOH and other health authorities and usually involves negotiating and facilitating consensus on issues such as program transfers, development of inter-authority programs and services, service redesign and operational reviews.
  
  

Duties/Accountabilities:

• Manages the process for the development and compilation of the agency annual and multi-year operating budgets included in the PHSA Service Plan and Budget Management Plan.  Ensures the financial impacts of operational decisions are appropriately reflected in the budgets.  
• Oversees the timely preparation and/or compilation of the agency’s interim and year end financial statements and written variance analysis.  Highlights and reports on the fiscal performance of the agency with respect to resource utilization, expenditure patterns, statistical and critical indicator data/information..  The onus is on the Director, Business Planning to ensure the historical and forecast financial statements are materially correct and fairly presents the agency’s operations in accordance with generally accepted accounting principles.  
• Provides assistance and support to the agency President/ Executive Director and their staff in areas such as establishing short and longer term financial objectives, identifying key performance measures, developing operating and capital budgets, monitoring and interpreting financial and utilization information, analysing deviations from plan and investigating causes. Ensure that appropriate resource management competencies and skills exist in the agency.
• In the event there are material changes in funding and/or expenditures during the fiscal year, reforecasts the annual budget for the agency.  Working in collaboration with agency executive, identifies and implements corrective action to ensure the agency meets its financial and operational goals during the fiscal period.  
• Working in collaboration with agency senior and line staff, identifies opportunities for increased agency operational and financial resource utilization.  Contributes financial expertise to agency service delivery modeling, funding applications, operational reviews, and business process improvement reviews.  
• Assists agency staff by:
  a)Identifying resources required;
  b)Researching, identifying alternatives, writing, providing a recommendation;
  c)Developing financial analysis and/ or forecast incorporating appropriate funding or costing methodology;
  d)Participating in the negotiation of inter-health authority, vendor and/ or third party partnership contracts and agreements;
  e)Coordinating the financial aspects of implementation, and
  f)Monitoring the outcome on the service(s) and the agency.  
• Working in collaboration with agency executive and/or cross-agency corporate support services provides financial expertise in support of contract negotiations.  
• For all direct reports, trains, provides support, consultation and guidance, establishes clear definition of responsibility, reviews assignments and adjusts workload to ensure levels meet operational requirements. Ensures the agency Financial Analysts have a thorough understanding of the operating and financial issues of the programs under their administration. Cross-trains staff to develop operational capacity, reviews work coverage and develops succession plans for staff. Utilizes performance enhancement mechanisms, provides ongoing feedback and completes performance reviews of staff to encourage continuous skill development, enhance staff morale and foster initiative and team spirit
• Identifies human resource needs for agency business planning staff and participates in sourcing and interviewing internal and external applicants.  Makes final hiring decisions and utilizes retention and performance reward strategies to manage staff resources to the advantage of the PHSA.
• For all direct reports, investigates work and staff issues and, when necessary, initiates disciplinary action up to and including termination. Participates in the management of grievances and labour relations matters in conjunction with Human Resources.
• Develops, implements and evaluates strategic plans, goals and objectives for area of responsibility, consistent with the mission and strategic plans of the Finance Division and the PHSA. Evaluates performance within area of responsibility, responding to changing customer needs by continually assessing the team’s activities, facilitating feedback processes within and across the agency and responding to changing demands.
• Review agency internal controls to ensure deficiencies are identified and corrected.  
• Represents the Business Planning team on agency committees including the Management and Budget Committees and represents the agency on external committees.
• Oversees the budget for area of responsibility, including allocating resources, monitoring budget performance, planning and adjusting operations and/or staffing to meet departmental targets, approving expenditures and preparing summaries for fiscal reporting as required.
• In collaboration with the Financial Analysts and agency executive, manages the capital budgeting process for the agency.  Identifies and prioritizes capital requests, providing information as requested by the Corporate Director, Capital Planning.   
• Assists Financial Services with completion of the year end audit.  
• Working in collaboration with Decision Support Services, assists with the development and maintenance of data collection for information required by the Business Planning Division.  
• Maintains continuing contact with representatives from the agency to ensure both the agency and representatives of the PHSA’s corporate office are aware of changes in business operations.
• Works in collaboration with Financial Services, identifying and implementing improvements to Finance Division processes, assisting with problem resolution.  
• Maintains a quality communication strategy in conjunction with other agency Directors, Business Planning to share and engage the organization in matters of financial, divisional and organizational importance.
• Undertakes special projects, as required by the Chief Financial Officer or Corporate Director, Business Planning & Financial Management to address agency, program and departmental issues.
• Performs other related duties as required.
  
  

Qualifications:

• A level of education, training and experience equivalent to a professional accounting designation (CMA, CGA, or CA) or a Masters Degree in Business Administration or a related field of study plus a minimum of twelve (12) years of progressively senior management experience within a large complex multi-site organization.
• Consideration will be given to recent related leadership and managerial experience, with an emphasis in business planning, financial planning, business process engineering and/or business case development.  
• Other key attributes include in depth knowledge of Canadian generally accepted accounting principles and practices, and management accounting concepts and practices.
• Demonstrated experience supervising staff including hiring, training and completing performance reviews.  
• Superior writing and presentation skills with experience in program and business case research and development.
• Superior analytical skills including the ability to comprehend complex issues and related data/information and present information in concise meaningful ways.
• Strong computer and financial application skills including demonstrated ability to productively use spreadsheet, word processing and database applications.
• Customer focused with ability to facilitate and encourage co-operation between diverse operational groups and skill sets.
• Excellent organization skills including the ability to prioritize workload and meet deadlines.  
• Ability to work under pressure and multi-task without direct supervision.
• Physical ability to perform the duties of the job.