Services · Scale-Up

Finance Department Mandates and Job Description Framework

DUM

Defines finance department and unit mandates and translates them into role accountabilities, job descriptions, reporting lines, decision rights and coordination interfaces.

What changes

Finance roles and mandates are clearer; duplication and role ambiguity reduce; performance management and staffing decisions are better aligned to the target operating model.

What you get

Finance department and unit mandates document DUM001
Functional mapping and RACI accountability matrix DUM002
Finance job description set with reporting lines and decision rights JBD001
Competency and grading reference for finance roles DUM003

What has to come first

FSTReview finance department structure Required

The finance department structure must be reviewed and agreed first, so mandates and job descriptions are defined against a confirmed operating model.
NAHNeeds Assessment Report - National Head Quarters or NABNeeds Assessment Report - Branch/District Recommended

Mandate scope and role gaps should be grounded in needs assessment findings on the finance function.

Who is involved

From the National Society's side. This is what the engagement asks of your people.

Your own staff work alongside the adviser throughout, so this is a commitment of their time as well as the Centre's. Ask in the request and you are given the day estimate per role before anything is signed.

Role	What they do
HNS Secretary General	Approves the mandates and job descriptions
HNS Finance Director / CFO	Owns the process and the resulting framework
HNS finance unit managers	Define unit mandates and role content
HNS finance department staff	Consulted; affected by role changes
HNS Human Resources	Aligns job descriptions with HR policy, grading and reporting lines
HNS Audit and Ethics Committee or Board	Oversight, where constituted
GFDC delivery team	Facilitates, drafts and advises

How it is measured

Indicator	Target	Evidence
Finance department and unit mandates approved by HNS leadership	Within 4 weeks of structure sign-off	Approval minutes; signed mandates document
Finance positions covered by an approved, current job description	100% of positions	HR records; job description register
Role overlaps and gaps identified during review are resolved	All flagged items closed	Functional mapping and RACI matrix sign-off
Finance staff confirm role clarity after roll-out	Majority confirm in post-roll-out feedback	Feedback survey results

Tools

4 of 4 ready to download.

DUM001 Unit TORs ToR DOCX
JBD001 Sampe JDs Template DOCX
DUM002 Functional mapping and RACI accountability matrix Template XLSX
DUM003 Competency and grading reference for finance roles Template DOCX

Standards

COSO Internal Control - Integrated Framework
McKinsey 7S model
RACI responsibility assignment matrix
Kotter's 8-step change model

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The form arrives with DUM filled in. You can change it, and you do not have to be sure.

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Code: DUM
Tier: Scale-Up
Outcome area: 5 · Organisation design, structure, change and sustainability
Deliverables: 4
Tools: 4 of 4

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4 services name this one as a prerequisite.

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