ORGANIZATIONAL OVERVIEW

Holy Family Catholic Regional Division is located in Peace River and supports nine schools in
Alberta. The learning model connects the home, parish and community. Students learn in a
flexible environment that is safe and caring and staff work hard to meet the needs of the students.
The students are provided with the opportunity to live the values they are taught. The learning
environment fosters education and motivates students to continuously learn and remain grounded
in the Catholic faith at Holy Family Catholic Regional Division.
For more information on Holy Family Catholic Regional Division please visit www.hfcrd.ab.ca.

THE ROLE

Reporting to the Superintendent, the Secretary-Treasurer is responsible for supporting the school
division with business, financial administration, and support services in accordance to policies laid
out by the board.

Clear understanding of the Collective Agreement and Alberta Education Funding Manual are
imperative as all financial items need to be accounted for as they impact the annual budget.

Responsibilities:

• The Secretary-Treasurer is responsible for signing off on accounts receivables, accounts
  payables, payroll and benefits for staff in addition to completing annual performance
  evaluations of direct reports;
• Attend all board meetings and provide advice and recommendations on the development
  of all budgets;
• Management of all the financial records for all schools, the internal audit process and
  collaboration with the external auditor to supply scheduling and reports to complete the
  audit process;
• Oversee long-term disability and pension reporting;
• Evaluate and monitor the school-based management system;
• Supervise and support as the Occupational Health and Safety Coordinator for the Division;
• Collaborate with team to support crisis management;
• Prepare and execute all business contracts including joint-use agreements, leases, by-
  laws, and plebiscites;
• Consult with legal team on matters regarding Business Services;
• Ensure preparation of agendas are completed for all regular, special board and committee
  meetings;
• Assist the Superintendent in preparation of the Three-Year Capital Plan;
• Manage division fleet vehicles and act as the Returning Officer for general and
  by-elections;
• Ensure currency and adequacy of insurance coverage;
• Manage matters affecting finance and business services, transportation, facilities,
  maintenance and property.

Procedure Development:

The successful candidate will develop, review and manage administrative procedures for the
following items:

• Effective financial management policies;
• Property management including inventory control and insurance;
• Student information systems;
• Capital building projects and grant funding;
• General ledger;
• Cash management, accounts receivable and accounts payable;
• Payroll, including employee benefits;
• Operating and capital budgets;
• Financial reporting;
• Education grant claims;
• Insurance;
• Occupational Health and Safety;
• Operations and Maintenance;
• Transportation;
• Infrastructure, Maintenance and Renewal Projects;
• Fundraising;
• Creation of “How to documents” for items that may involve the board, procurement etc.

THE CANDIDATE

The successful candidate will be a proven leader that is highly skilled with senior management
experience and will promote the long-term vision of financial management. A strong relationship
builder that will collaborate with the team and effectively partner with administration, teachers,
support staff and the Government of Alberta. They will be committed to working at a level of
excellence and improving overall financial management standards at Holy Family Catholic
Regional Division.

Key accountabilities include reporting as required by legislation, Alberta Education and board
policy, preparation of annual financial statements, budgets, cash flow statements, negotiating
collective agreements and preparing presentations to present to the Superintendent and Board.

The ideal candidate will have:

• A bachelor’s degree with a focus in business administration, accounting or finance. The
  equivalent combination of education and experience will also be considered.
• A CPA Designation (required).
• 5 – 7 years’ accounting/finance experience preferred and leadership experience.
• Strong communication skills with an ability to meet tight and inflexible deadlines.
• A successful track record within a similar school division; will also consider individuals with
  direct experience from accounting firms.
• A proven ability to build positive relationships with internal and external stakeholders.
• Demonstrated success with working with board members and committees.

Additional experience to a strong candidacy will include:

• A successful track record in financial management including development of budgets and
  monthly reports for the board.
• Preparation of board packages prior to board meetings so members can review in
  advance.
• A clear understanding of the Collective Agreement and how Alberta Education funds them.
• Knowledge of how funding is allocated.
• Collaborate and communicate between the schools, parish and the diocese.
• Arrange meetings for the Board with municipalities and with MLAs.
• Risk management.
• Participate in development activities to support teachers, students and Superintendent
  within the Division.
• Support the Superintendent and be knowledgeable of best practices to ensure student
  achievement is maximized and teachers in the division are supported.
• Demonstrate a high level of personal, professional and organizational integrity and
  practice leadership in a positive manner to support team, Superintendent and Board.
• Other duties assigned periodically by the Superintendent.

Personal Characteristics

• Leader: You are a strong leader with social and emotional intelligence, with a proven track
  record and you are able to hold your team accountable and motivate staff. You know how
  to effectively partner with your team and promote innovative thinking. You build
  relationships with internal and external stakeholders and you are open and transparent.
  You support staff and are empathetic to others and foster a positive working environment.
• Collaborative/Adaptable: You are pragmatic and able to deliver the information that is
  required based on the needs of your audience. You are open to feedback and view
  suggestions as an opportunity to learn and adapt to the needs of your team. You look for
  ways to assist others and present solutions that are practical and cost effective. You are
  able to adapt and willing to learn to meet the needs of the team and you share your vision
  and perspective for successful outcomes. You facilitate an open dialogue with a variety of
  contributors and stakeholders, and you promote high visibility of shared contributions of
  those you work with.
• Communicative: You are a strong communicator who delivers messages in a clear and
  concise manner. You ensure that your audience understands critical information and you
  actively listen and check for understanding. You have the ability to present information, so
  it is broadly understood, and you adjust your message to suit your audience. You are direct,
  honest and ethical and encourage diverse ideas and opinions of others.
• Managing Work Processes: You design effective processes that help manage workflow
  and you analyze multiple sources of information for accuracy. You enjoy setting up systems
  that can automate information and you are a master of efficiency. You always look for
  process improvements in the work you do, and you share your improvement strategies with
  your team. You also take the time to hear the process improvement strategies from others
  and implement them accordingly should it be in the best interest of the organization.
• Results-Oriented: The Secretary-Treasurer will manage timelines and set personal and
  team objectives to ensure that targets and deadlines are met. Effectively planning and
  initiating work from inception to project end to manage overall time, quality and budget.
  You persist when challenges or setbacks arise, and you come up with alternative solutions
  to overcome those challenges.
• Relationship-Oriented: The Secretary-Treasurer will be an effective negotiator and will
  focus on the general well-being of internal and external stakeholders. Motivating the team
  and inclusive of everyone, you are approachable and able to work through conflict and
  achieve fair outcomes for your team. You serve as a strategic partner to build, grow and
  maintain relationships long-term.

We understand and appreciate our clients’ ever-increasing desire for candidates to
reflect the communities in which they work and live. The Vogel Group is committed to
inclusivity and diversity was we search for outstanding leadership talent for our clients.

Studies have shown that candidates of all ethnicities, cultural backgrounds, physical
challenges, sexual orientations, and identifications are less likely to apply to jobs when
they do not meet every qualification. If you are excited about this role but your
experience does not align perfectly with every qualification in the Profile Position, we
encourage you to explore and declare candidacy for our search assignments- you may
be the ideal candidate we are looking for.

For more information, or to apply, please contact:

Rick Vogel, ICD.D
Founding Principal
780.665.4965 ext. 101
rick@thevogelgroup.ca

The Vogel Group is a leadership search firm with offices in Alberta and Ontario conducting
national searches for a wide range of clients. We work with like-minded organizations that value
a partnership based on integrity, authenticity and an unwavering commitment to excellence.