Budget and Financial Management Advisor

1 day ago

Johannesburg, South Africa Sotobe Chartered Accountants Full time

**Budget and Financial Management Advisor**

**Location**:All municipalities

**Job Type**: Contract **(Salary: Negotiable)**

The key activities per focus area over the duration of the project will include, but not limited to the areas highlighted below.

**A. **Municipal Budget and Reporting Regulation (MBRR)**
- Assessing the credibility of information in and level of sustainability of the budget for the 17 non-delegated municipalities:

- Co-ordinate provincial information and prepare Master File on Funded/Unfunded Budgets - Adjustments budget
- Assist with preparation/review of funding compliance assessments for adjustment budget for the 17 non-delegated municipalities
- Review of financial information in the benchmark assessment reports
- Annual Benchmark:

- Annual Benchmark engagement: attendance of benchmark engagement for 17 non-delegated municipalities and assist Directors, PTs, and NT Advisors with funding assessments
- Preparation for the Benchmark Engagement (tabled budget) - preparation of source documents and linkage to the Benchmark Summary File
- Provide responses/comment on questions with respect to Budgeting & Reporting work stream and review and provide comments on reports, letters, annual and quarterly publications and respond to parliamentary questions.
- Develop/review budget related policies as contemplated in the MBRR and circulate as specimen policies to be used by municipalities.
- Assessing tariff determination policies and affordability of municipal services as informed by municipal planning process (links to tariff setting, costing and mSCOA).
- Financial recovery plans - Assist in the development and implementation monitoring of financial recovery plans for selected municipalities pertaining to budget and revenue management.

**B. **Funding Compliance and Cash Flow**
- Evaluating municipalities' cash flow status in relation to creditors, current and solvency ratios. Prepare Master File on Bankrupt Municipalities
- Provide technical guidance on the develop municipal specific strategy to assist municipalities to move from an unfunded to a funded budget position
- Quarterly prepare a master file on the s 139 (M FMA) indicators for publishing as part of the s71 reports.
- Analysing alignment of MTREF to the municipalities' cash flow planning and budget funding position.
- Co-ordinate provincial information and prepare Master File on Funded/Unfunded Budgets - Adjustments budget
- Co-ordinate provincial information and prepare Master File on Funded/Unfunded Budgets: Tabled and Adopted Budgets
- Evaluating the municipalities' ability to incur additional capital expenditure and borrowing strategies with respect to mid-term affordability and sustainability and improved funding mix.

**C. **Asset Management and Costing Services**
- Provide technical guidance on the depreciation provision in relation to the asset base and the credibility of the budget Statement of Financial Performance, particularly with respect to trading services.
- Establish the impact of depreciation on tariff setting and viability of the trading services.
- Review annual contribution towards repairs and maintenance and determine trend line over 7-year budget window.
- Provide training to relevant stakeholders on the understanding of this work.

**D. **Budget & Expenditure Management Advisory Services**
- Extract data from the LG Data Base and/or other sources, research and prepare reports and data files for internal usage and for external stakeholders.
- Review policy documents, revenue/expenditure management frameworks and advise municipalities on any shortcomings in terms of determining budget implications, risk, and impact of implementation where relevant and to make recommendations where applicable. Mostly involves assistance to LGBA Directors and PT officials with ad-hoc funding assessments and more importantly the interpretation thereof and guidance on how to move to a funded budget position.

**E. **Support the rollout of Specimen Budget documentation (mSCOA aligned)**
- Prepare/updated practical guides to completing the budget formats for Tabled and Adopted Budgets and the s72 Performance Report structure implemented by NT.
- Ensuring that the quality and integrity of information presented in the budget formats are:

- aligned to the IDP,
- supported by narrative explanations of budget policy and outcomes
- compliant with legislative prescripts
- a people orientated document based on the principles of Bathe Pele

**F. **Training and Capacity Building**
- Provide training to NT, PT, and municipal officials to build capacity with respect to compilation of mSCOA compliant budgets
- Assist advisors at the PT to capacitate municipal officials to build capacity with respect to funded budgets, budget funding compliance and use of the Funding Assessment Tool.
- Prepare and present presentations and attendance at workshops & meetings.

**G. **Budgeting**
- Focus on preparing funded budgets and credible budget assess

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