Director, Capital Reporting & Tax Policy

Job Summary

This position reports to the Commissioner of Finance & Regional Treasurer and provides expert financial advice to the Commissioner, senior leadership, and Regional Council on matters related to capital investments, property tax policies, and long-term financial sustainability. The role leads the development and administration of state of good repair capital planning and tangible capital asset reporting, compensation budget planning, upper-tier tax policies and oversees the coordination of the external boards and agencies funding requests.

This position will also be the Halton Community Housing Corporation (HCHC) Board appointed Treasurer with strategic leadership and oversight over the financial operations of HCHC, the annual operating/capital budget and business plan, and the annual financial statements.

Duties & Responsibilities

• Manages the Division, drives decision making aligned with organizational strategy while fostering a culture of accountability and trust.
• Lead the development, monitoring, and reporting of the Region’s state of good repair capital financial programs.
• Oversee state of good repair capital expenditure tracking, financial forecasting, and financial performance reporting.
• Ensure capital reporting aligns with long-term financial plans, asset management strategies, and infrastructure funding requirements.
• Support the budget process and production of the annual Budget Book.
• Lead the development of the annual capital budget report.
• Provide strategic oversight of long-term capital financial plans to ensure the Region’s state of good repair capital programs are supported by a long-term sustainable financial plan, in accordance with Council approved financing policies and in support of the Strategic Plans.
• Support compliance with funding agreements and grant reporting obligations.
• Collaborate with departments to support capital planning and budget development.
• Maintain strong internal controls, financial policies, and reporting governance frameworks for Tangible Capital Assets (TCA) in accordance with public-sector accounting standards.
• Lead the development, monitoring and reporting of the Region’s property tax policies; interpret and apply municipal taxation legislation and assess financial implications for Halton Region.  
• Provide expert advice on tax policy matters to senior leadership and internal stakeholders.
• Lead the development of the Region-wide compensation budget, provide financial analysis and implications related to position changes, reorganizations, and corporate compensation budget assumptions including union agreements.  
• Work closely with the Region’s external boards and agencies to review their annual funding requirements/requests, ensure adherence to financial policies and relevant legislation, and monitor any financial implications related to funding requests or legislative changes.  
• Monitor legislative changes and assess financial implications for the Region.
• Work closely with municipal partners, provincial and federal agencies, and other stakeholders regarding funding programs and financial reporting requirements.
• Prepares financial reports, analysis and presentations for Regional Council and senior leadership.
• Presents financial information to Regional Council and senior leadership.
• Promotes a collaborative, high-performance culture focused on accountability, service excellence, and continuous improvement.
• Provides leadership for SAP and major financial systems transformation initiatives, including system selection, design, implementation, and post implementation optimization.
• Performs other duties as assigned.

Additional Duties & Responsibilities

Halton Community Housing Corporation

• Board appointed Treasurer to HCHC and in this role, develops and monitors the budget. (operating/capital), oversees the financial operations of HCHC, including delivering the annual financial statements and other reports required as a housing provider such as the annual information return.
• Responsible for all HCHC Board reporting related to Finance.
• Presents financial information to HCHC Board and senior leadership. 

Skills & Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related discipline
• Professional designation Chartered Professional Accountant (CPA) is required
• 10+ years’ experience in delivering and managing capital budgeting, capital financial reporting, tax policy development in a large public sector organization
• 5+ years senior leadership experience, building and leading high-performing teams
• Advanced knowledge of public sector accounting standards, specifically tangible capital assets (TCA)
• Specialized knowledge of Municipal Taxation and Legislation including tax ratios, assessment growth, mandatory and discretionary tax policy programs and key taxation matters at the lower-tiers
• Demonstrated experience with complex multi‑year budgets, and large‑scale financial reporting
• Knowledge in capital financing strategies including debt issuance, reserve/reserve fund management, development charges
• Strategic thinker – ability to align divisional responsibilities with long-term municipal financial sustainability and infrastructure priorities  
• Exceptional financial acumen  
• Strong leadership and people management skills  
• Excellent written and verbal communication, confidence in delivering financial presentations
• Strong analytical skills and detail orientated with the ability to strategically interpret complex financial data and see the “big picture”
• Collaborative and influential communicator, capable of working effectively across departments  
• Experience fostering a culture of continuous learning, growth and improvement
• Experience in finance transformation projects would be an asset
• Combination of education and experience may be considered

Working/ Employment Conditions

• Criminal Records Check (obtained within the past six (6) months), by the first day of employment.