Senior Capital and Finance Advisor

This position is responsible for providing fiscal oversight, financial reporting, accounting, and budget services to specified client groups. This position is also directly responsible for planning and execution of the annual budget process, accounting and budgeting for tangible capital assets, project costing, and development and documentation of Financial Policies and Procedures.

In addition, this position is responsible for leading and/or supporting corporate initiatives and projects, including the development of complex analysis, cross departmental coordination, and production of reports. 

This position is responsible to be a finance and accounting professional who works with departments to monitor financial performance and provide financial information, forecasting, and analysis to help guide decision making and set strategy.


Financial Analysis, Accounting & Reporting (40%) 

  • Analyzes departmental and consolidated monthly, quarterly, and year over year results and trends; produces and updates rolling forecast and ensures accuracy and integrity of data and information used resulting in the ability to anticipate and clarify future issues, risks, and opportunities.
  • Assesses risk and analyzes proposed alternatives for corrective actions to meet plan objectives and targets and escalates as necessary. Conducts proactive trend analyses with best practice reviews.
  • Holds responsibility for the identification, recording, valuation, accounting, reporting and timely capitalization of capital projects, the reconciliation and reporting of capital work in progress and to carryout revaluation and stock take activities.
  • Coordinates various grant application requests, track & report expenses, and complete statement of funding and expenditures for the County.
  • Analyzes and advises on year-to-date results to accurately determine operating and capital funding requirements including departmental reserve drawdowns, deferred revenue, debt, and capital contributions monthly. 
  • Reviews and makes necessary adjustments to ensure that appropriate expenses are funded according to budget and ensure accurate reporting. 
  • Assists with the annual audit plan development and is responsible for several milestones, reconciliations, and working papers within the program.
  • Monitors Public Sector Accounting Standard changes responsible for implementing new standards, accounting for, disclosing, and reporting amendments and impacts as necessary. 
  • Verifies that items capitalized meet the criteria set out in the Tangible Capital Asset Policy.  

Business Partner Program (30%) 

  • Builds good working relationships at all levels across the organization and establishes respect and confidence in the information and quality of advice provided.
  • Provides fiscal oversight, financial reporting, accounting, and budget services to assigned divisions within the County. 
  • Understands and promotes consistent implementation and use of corporate financial bylaws, policies, processes, guidelines, and tools in order to maintain integrity, safeguard corporate assets, and mitigate risk. 
  • Work with client groups to assist with accurate and timely budget, forecast and variance analysis.
  • Advises on the implementation of operating and capital procedures, processes and reporting to ensure alignment with corporate objectives, procedures, and processes in the management of operating and capital accounting for County projects and programs.
  • Holds responsibility for preparing and facilitating monthly management meetings providing insights into their financial activity, collecting financial information, and observing any significant areas of interest to inform leadership and Council through the County’s financial reporting framework.
  • Collaborates with management and staff to provide financial expertise in areas including budgeting, forecasting, coding, contracting, and other financial decision-making and analysis.

Budget & Financial Planning (15%) 

  • Understands key financial and operational drivers of performance and integrates these into financial model for analysis and forecasting advice in order to assess progress being made toward financial goals and objectives.
  • Assists with departmental operating budget development department review of base budget submissions for operations prior to fall each year.
  • Completes variance reviews of projected revenues and reports to treasury and financial planning team.
  • Completes variance reviews of projected expenditures and reports to treasury and financial planning team.
  • Assists in preparation of the annual operating and capital budget, including financing, grant distribution, local improvements, insurance, amortization, and debentures. 
  • Acts as a liaison for significant changes to department managers for operating budgets.

Other Related Duties (15%) 

  • Provides coverage to intermediate and senior level staff as required. 
  • Leads and supports internal and external special projects as assigned by management.  
  • Works closely with management and treasury and financial planning team to ensure cohesion exists between program responsibilities and corporate understanding.  
  • Reads, researches, creates, and understands policies, directives, procedures, bylaws, meeting minutes, software manuals, and relevant work-related legislation. 
  • Remains current on relevant accounting standards, internal processes, procedures, policies, bylaws, and Municipal Government Act requirements that may be relative to the finance team and communicate as necessary.
  • Adheres to applicable responsibilities and accountabilities as outlined in the Sturgeon County Health and Safety Management System. 



  • Bachelor’s degree 
  • Relevant professional designation (CPA, CA, CMA, CGA,)
  • 5 years financial accounting and/or reporting experience.
  • Considerable knowledge of Public Sector Accounting Board regulations, tangible capital asset accounting and asset management best practices.
  • Working knowledge of Microsoft Office; strong computer skills in accounting software, complex spreadsheets, work order systems, other related complex data entry.
  • Build productive link relationships and trust with staff and external stakeholders.
  • Manage multiple issues, set priorities, work independently and effectively under pressure.
  • Demonstrate critical thinking and analytical skills.
  • Work effectively with minimal supervision to complete assigned tasks with high degree of accuracy, efficiency, diplomacy, and confidentiality.
  • Communicate effectively, both verbally and in writing, complex information; demonstrate strong business acumen.
  • Work as part of a collaborative team.
  • Maintain accurate records; record and prepare routine correspondence.
  • Ability to take initiative, be independent, resourceful, work well and effectively under pressure and meet deadlines in an organized manner.


  • Asset Management training or certification
  • Considerable knowledge of accounting and budgetary principles, practices and procedures specifically related to long term capital planning.
  • Working knowledge of Geographic Information Systems (GIS).
  • Procure to pay process understanding.
  • Project and contract management understanding