Finance & Management by angelica maria gomez

Finance and Management

AIESEC in Cali Manual of Functions Area : Finance & Management Position Name:

Exchange Operation Support Coordinator

Report to: LCVP FINANCE & MANAGEMENT People in Charge: Traine Service Manager , Ep Service Manager Type of contract: Full Time Part Time CEEDer Out sourcing

Level/grade:

Hours 12 / week

Job Description:

This position is focused on proper performance audit of the facts of the local committee and compliance all legal requirements of financial processes and exchanges. Main Functions:

1. Coordinate the proper implementation of strategies to make an excellent EP and TN flow in administrative and legal issues. 2. Make constant tracking of the correct execution of the EP and Trainee service a. EP Service - Audit hiring process, documentation and payments. b. Trainee Service - Audit hiring process, payments, legal records in Colombia 3. Create improvement projects for the exchange operations in case they are needed 4. Coordination meetings in order to make a correct tracking of the processes. 5. 6. 7. 8.

Compliance with minimum membership. Conduct weekly meetings with the team and the VPTM fortnightly. Create an action plan for the coordination, clear and structured goals and budget. Ensure compliance with the responsibilities of members of their team, conduct effective delegation, and tracking the needs of its members by the LP and CP.

Critical Success Factors



Planning and review

Leadership ompetences –

Competencies Required

Little Evidence

Some Evidence

Regular Evidence

Self Awarness Personal Effectiveness Resilience Awarness of others Inclusiveness Effective Communication Developing Others Stakeholder Focus Flexible Thinking Innovation Commitment to Results o o      

Strong Evidence X X X X X X X X X X X

Specific Knowledge &Technical Skills

AIESEC Way ( BSC, GCM) @ 2015 Team Management (Building, Training, Motivating and Tracking) Talent Planning, Talent promotion EP Flow TN Flow  Technical Skills

Technical Competences- Skills Required

Basic

Average

Good

Excellent

Team Management Assertiveness Training Skills Performance Management Listening Skill Decision Making Project Management Time Management Meetings Facilitation Conflicts Management 

English Level

Language English Review for : Position:

Angelica Gomez VP TM

Approved by: Position:

Carlos Martelo LCP

Publication Day:

23 de Diciembre

Listening Excellent

Reading Good

Speacking Good

Writing Good

Firma: Occupation Day:

9 Enero de 2012

AIESEC in Cali Manual of Functions Area : Finance & Management Position Name:

Exchange Operation Support Coordinator

Report to: LCVP FINANCE & MANAGEMENT People in Charge: Alliance Manager, external relations manager, strategy manager Level/grade:

Type of contract: Full Time Part Time CEEDer Out sourcing

Hours 12 / week

Job Description:

This position is focused on establish and maintains strategic alliances that generate income for the local committee ensure their sustainability.

Main Functions: 1. 2. 3. 4.

Create new investment strategies, based on analysis of the financial situation of the local committee. Implement the campaign and projects at national level. Create strategies to achieve the product development at the local level. Coordinate the design and run of the investment portfolio for the strategic partners so that it complies with the brand and the philosophy of AIESEC at National and International level. 5. Coordinate the creation of the database of potential new allies and partners, and updating it regularly to LC. 6. Coordinate the report regularly to the allies that have been used as cattle and donated resources of each, and the position they have in the LC. 7. Plan and create fundraising activities focus in increase core results, and support the local budget in fix costs. 8. Tracking, review and proposal for Universities and Local important partners 9. Create an action plan for the coordination, clear and structured goals and budget. 10. Ensure compliance with the responsibilities of members of their team, conduct effective delegation, and tracking the needs of its members by the LP and CP. 11. Compliance with minimum membership. 12. Attend weekly team meetings and biweekly with VPTM.

Critical Success Factors

   

Planning and review Increasing external relations Financial Sustainability Capitalizing on networks, markets and issues

Leadership ompetences –

Competencies Required

Little Evidence

Some Evidence

Regular Evidence

o Specific Knowledge &Technical Skills AIESEC Way ( BSC, GCM) @ 2015 Team Management (Building, Training, Motivating and Tracking) Talent Planning, Talent promotion EP Flow TN Flow Finance subsystem Local compendium Financial local processes



Technical Skills

Technical Competences- Skills Required

Basic

Average

Strong Evidence X X X X X X X X X X X

Good

Excellent

Team Management Assertiveness Training Skills Performance Management Listening Skill Decision Making Project Management Time Management Meetings Facilitation Conflicts Management 

English Level

Language English Review for : Position:

Angelica Gomez VP TM

Approved by: Position:

Carlos Martelo LCP

Publication Day:

23 de Diciembre

Listening Excellent

Reading Good

Speacking Good

Writing Good

Firma: Occupation Day:

9 Enero de 2012

AIESEC in Cali Manual of Functions Area : Finance & Management Position Name:

Financial Management Coordinator

Report to: VP F&M People in Charge: Accounting Manager, Financial Control Manager, Finial Culture Manager Type of contract: Full Time Part Time CEEDer Out sourcing

Level/grade:

Hours 12 / week

Job Description:

Management the financial statements and their correct analysis in order to give them a correct use

Main Functions:

1. Accompany the design of the local goals and theirs indicators in term of financial procedures. 2. Create strategies to increase the conscience of the budget use inside the areas. 3. Coordinate the management of the budget. 4. Coordinate the creation of reports to show the use that the areas make with the budget. 5. Create new strategies to coordinate the better use of the reserves and cash flow management for increase the smart investments. 6. Create an action plan for the coordination, clear and structured goals and budget. 7. Ensure compliance with the responsibilities of members of their team, conduct effective delegation, and tracking the needs of its members by the LP and CP. 8. Compliance with minimum membership. 9. Attend weekly team meetings and biweekly with VPTM.

Critical Success Factors 

Financial Sustainability

Leadership ompetences –

Competencies Required

Little Evidence

Some Evidence

Regular Evidence

Self Awarness Personal Effectiveness Resilience Awarness of others Inclusiveness Effective Communication Developing Others Stakeholder Focus Flexible Thinking Innovation Commitment to Results o o

Strong Evidence X X X X X X X X X X X

Specific Knowledge &Technical Skills

     

AIESEC Way ( BSC, GCM) @ 2015 Finance Subsystem Financial Local Processes Local Compendium Team Management (Building, Training, Motivating and Tracking)



Technical Skills

Technical Competences- Skills Required

Basic

Average

Good

Excellent

Team Management Assertiveness Training Skills Performance Management Listening Skill Decision Making Project Management Time Management Meetings Facilitation Conflicts Management 

English Level

Language English Review for : Position:

Angelica Gomez VP TM

Approved by: Position:

Carlos Martelo LCP

Publication Day:

23 de Diciembre

Listening Excellent

Reading Good

Speacking Good

Writing Good

Firma: Occupation Day:

9 Enero de 2012

Finance and Management

AIESEC in Cali Manual of Functions Area : Finance & Management Position Name:

EP Service Manager

Report to: Exchange Operations Support Coordinator People in Charge: Exchange Partcipants (EP´s) Type of contract: Full Time Part Time CEEDer Out sourcing

Level/grade:

Hours 8 / week

Job Description:

This position is focused on the support of the EP flow regarding all the legal processes Main Functions:

1. 2. 3. 4. 5. 6. 7. 8.

Audit hiring process Send legal documentation and payment certificate to the national office Support and accompany the projects created by the coordination Be aware of the EP`s needs and doubts during the legal process Have a current list of the contracts that have been send to the national office in order to make a good tracking. Compliance with minimum membership. Attend weekly team meetings and biweekly with VPTM.

Critical Success Factors

 

Increase exchange XPs Quality of AIESEC XPs

Review for : Position:

Angelica Gomez VP TM

Approved by: Position:

Carlos Martelo LCP

Publication Day:

23 de Diciembre

Firma: Carlos Martelo Occupation Day:

9 Enero de 2012

AIESEC in Cali Manual of Functions Area : Finance & Management Position Name:

Trainee Service Manager

Report to: Exchage Operation Support Coordinator People in Charge: Exchange Participants Type of contract: Full Time Part Time CEEDer Out sourcing

Level/grade:

Hours 8 / week

Job Description:

This position is focused on the support of the TN flow inside the LC regarding the trainee’s needs. Main Functions:

1. Create and implement the structure for trainee’s reception (welcome and farewell)  Airport reception  Welcome package  City Tour  EPS  Take the Trainee to their host  Teach them how to use the MIO  Welcome party/ activity  Farewell party/activity 2. Coordinate the legal processes for the TN taker flow 3. Support and accompany the projects created by the coordination 4. Be aware of the trainee`s needs during the exchange period 5. Compliance with minimum membership. 6. Attend weekly team meetings and biweekly with VPTM.

Critical Success Factors

 

Increase exchange XPs Quality of AIESEC XPs

Review for : Position:

Angelica Gomez VP TM

Approved by: Position:

Carlos Martelo LCP

Publication Day:

23 de Diciembre

Firma: Carlos Martelo Occupation Day:

9 Enero de 2012

AIESEC in Cali Manual of Functions Area : Finance & Management Position Name:

Alliance Manager

Report to: External Connection Coordinator People in Charge: Type of contract: Level/grade: Full Time Part Time CEEDer Out sourcing

Hours 8 / week

Job Description:

This position is focused on the running of the external connection investment processes inside the coordination, with the consecution and commitment of some alliance achieved for the area. Main Functions:

1. 2. 3. 4. 5.

Make the calls and following process to achieve a date with the partners of the database. Realized the consecution of the alliance and the achieving of the new propose. Accompany the consecution of the product development strategy at the national level. Compliance with minimum membership. Attend weekly team meetings and biweekly with VPTM.

Critical Success Factors

   

Planning and review Increasing external relations Financial Sustainability Capitalizing on networks, markets and issues

Review for : Position:

Angelica Gomez VP TM

Approved by: Position:

Carlos Martelo LCP

Publication Day:

23 de Diciembre

Firma: Carlos Martelo Occupation Day:

9 Enero de 2012

AIESEC in Cali Manual of Functions Area : Finance & Management Position Name:

Exchange Relations Manager

Report to: External Relations Coordinator People in Charge: Type of contract: Full Time Part Time CEEDer Out sourcing

Level/grade:

Hours 8 / week

Job Description:

This position is focused on maintain the relations achieved in projects at local and national level and the general partners that AIESEC Cali has Main Functions:

1. Create strategies to allow the consolidation of the external relations that have AIESEC Cali. 2. Review constantly the documents that support the alliance and be sure to respond at all clauses. 3. Make and show a monthly report of the alliances and the monitoring of the new relations that are taking in the coordination. 4. Create space to allow the interaction of the alliance and the local committee. 5. 6.

Meet the minimum membership Attend weekly team meetings and biweekly with VP.

Critical Success Factors

   

Planning and review Increasing external relations Financial Sustainability Capitalizing on networks, markets and issues

Review for : Position:

Angelica Gomez VP TM

Approved by: Position:

Carlos Martelo LCP

Publication Day:

23 de Diciembre

Firma: Carlos Martelo Occupation Day:

9 Enero de 2012

AIESEC in Cali Manual of Functions Area : Finance & Management Position Name:

Strategy Manager

Report to: External Connection Coordinator People in Charge: Type of contract: Level/grade: Full Time Part Time CEEDer Out sourcing

Hours 8 / week

Job Description:

This position is focused on creating and designing the investment portfolio with the creation of the data base that allow the consecution of strategic allies, with the accomplishment to searched new opportunities for investment and product development at the local level. Main Functions:

1. 2. 3. 4. 5. 6. 7.

Design the investment portfolio for the strategic partners so that it complies with the brand and the philosophy of AIESEC at National and International level. Make the segmentation process. Create and maintain the database of potential new allies and partners, and updating it regularly to LC. Search new investment ideas in the international and national level that can be updated at the local level. Accompany the creation of the product development strategy at the local level, develop for the coordinator. Meet the minimum membership Attend weekly team meetings and biweekly with VPTM.

Critical Success Factors

    

Planning and review Increasing external relations Financial Sustainability Capitalizing on networks, markets and issues

Review for : Position:

Angelica Gomez VP TM

Approved by: Position:

Carlos Martelo LCP

Publication Day:

23 de Diciembre

Firma: Carlos Martelo Occupation Day:

9 Enero de 2012

AIESEC in Cali Manual of Functions Area : Finance & Management Position Name:

Accounting Manager

Report to: Financial Management Coordiantor People in Charge: None Type of contract: Full Time Part Time CEEDer Out sourcing

Level/grade:

Hours 8 / week

Job Description:

Management of the accountability of the resources in the local committee Main Functions:

1. 2. 3. 4. 5.

Make the accounts books according with the national standards (Daily book, major book, and others) Manage the financial tool. Make strategies to control the financial supports and proper use of it. Accompany the execution of the finance issues at the local events Make the financial reports of the account books.

6. Compliance with minimum membership. 7. Attend weekly team meetings and biweekly with VPTM.

Critical Success Factors  

Financial Sustainability Governance and Accountablity

Review for : Position:

Angelica Gomez VP TM

Approved by: Position:

Carlos Martelo LCP

Publication Day:

23 de Diciembre

Firma: Carlos Martelo Occupation Day:

9 Enero de 2012

AIESEC in Cali Manual of Functions Area : Finance & Management Position Name:

Financial Control Manager

Report to: Financial Management Coordinator People in Charge: None Type of contract: Full Time Part Time CEEDer Out sourcing

Level/grade:

Hours 8 / week

Job Description:

This position is focused on the management of the LC´s budget by supervising there ir a right use and management of the money in each area of the LC Main Functions:

1. 2. 3. 4. 5. 6. 7. 8.

Make the planning to realize a regularly tracking in the budget and finance issues inside the areas. Realize the tracking planning. Report the results of the auditory process. Coordinate the realization of the legal assemblies inside the LC. Accompany the projects created by the coordinator. realize the financial control of all external relations made in the LC Compliance with minimum membership. Attend weekly team meetings and biweekly with VPTM.

Critical Success Factors   

Financial Sustainability Governance and accountability Increasing external relations

Review for : Position:

Angelica Gomez VP TM

Approved by: Position:

Carlos Martelo LCP

Publication Day:

23 de Diciembre

Firma: Carlos Martelo Occupation Day:

9 Enero de 2012

AIESEC in Cali Manual of Functions Area : Finance & Management Position Name:

Financial Cultural Manager

Report to: Financial Management Coordinator People in Charge: None Type of contract: Full Time Part Time CEEDer Out sourcing

Level/grade:

Hours 8 / week

Job Description:

This position is focused on develop strategies to create more sustainability mind in the local committee and the support of the Local Auditor Group – GAL. Main Functions:

1. Create new strategies to continue with the change in the financial cultural and the reward and recognition plan of the members in the LC, inside the areas and their lives. 2. Search GCP at the national and international level that can be adapt in our reality. 3. Management and support of the Local Auditor Group – GAL 4. Review and update the local compendium. 5. Accompany the projects created by the coordinator. 6. Execute and track the savings plan 7. Present a monthly newsletter with information related to financial culture 8. Create strategies to increase the knowledge of the finance, accounting and legal management in the areas 9. Compliance with minimum membership. 10. Attend weekly team meetings and biweekly with VPTM.

Critical Success Factors   

Financial Sustainability Governance and accountability Increasing external relations

Review for : Position:

Angelica Gomez VP TM

Approved by: Position:

Carlos Martelo LCP

Publication Day:

23 de Diciembre

Firma: Carlos Martelo Occupation Day:

9 Enero de 2012