Financial Lead, Major Capital Projects

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Financial Lead, Major Capital Projects

Job Information
Author pmnationtalk
Date January 14, 2021
Type Full Time
Company Interior Health Authority
Location Kelowna, BC
Category Medical / Health
Client Interior Health Authority
Contact Information
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Community :KELOWNA
Position Summary

The Financial Lead, Major Capital Projects is responsible for assisting in the commercial and financial planning and decision support within Capital Projects. Primary responsibilities include: direction and leadership on the procurement process; financial deal; insurance requirements; funding submissions; and contract terms during the planning, procurement, negotiation, and administration phase of a Public Private Partnership (P3) Agreement or other construction-related agreements.


  • Commercial Lead – provides research, direction, and leadership from the owners’ perspective on the procurement process; financial deal; insurance requirements; funding submissions; and contract terms during planning, procurement, negotiations, and administration of a Public Private Partnership (P3) Agreement or other construction-related agreements.
  • Finance Lead – provides advice, direction, and leadership in developing policies, procedures, and process mapping to ensure an efficient and effective structure is developed to support the financial transactions during the construction period and for any on-going P3 agreement requirements. Provides reports to the Chief Project Officer and Corporate Director, Capital Planning on capital and operating budget status and provides advice on commercial and financial decisions. Provides reports to the P3 Project Board and Ministry of Health staff to detail the project progress and resolve any issues. Consults with other Business Support staff and with program managers to provide direction to make operating budget decisions.
  • Communicates with the P3Project Board, Regional Hospital District Boards, IH senior management, Ministry of Health staff, and Partner’s senior project members.
  • Develops and maintains policies, procedures, and processes for the financial aspect of P3 projects to assist in the management of resource allocation, service provider contracts, and decision support.
  • Ensures strong integration of information and issue management between the planning aspects of Financial Services and reporting. This includes accountability for managing an effective forecasting mechanism to assist the P3 Project Board’s ability to adjust resources and cash flow timing implications.
  • Provides guidance and expertise to the Corporate Director, Financial Services on financial issues as they relate to the strategic direction of IH.
  • Provides leadership within and around Financial Services in order to facilitate the achievement of the mission, goals, and objectives of the Financial Services department.
  • Hires, evaluates, and disciplines staff.
  • Performs other duties as assigned.


  • A CPA designation or a Master’s degree in a relevant discipline such as business or health administration.
  • Seven to ten years of recent, relevant experience.

LEADS Capabilities
Demonstrates all LEADS Capabilities, in particular:

  • Leads Self/Cultural Agility – self-awareness, demonstrates character; noticing and adapting to cultural uniqueness to create a sense of safety for all.
  • Engages Others/Empathy – fosters the development of others, communicates effectively, builds effective teams, listens with heart rather than reacting
  • Achieves Results/Process Orientation – takes action to implement decisions, assesses & evaluates results, follows culturally respectful processes that also produce results
  • Develops Coalitions/Building a Trust-Based Relationship – builds partnerships & networks to create results, demonstrates a commitment to customers & service, navigates socio-political environments, building personal relationships in addition to professional ones, participating in open exchanges of experiences and culture
  • System Transformation/Credible Champion – demonstrates systems/critical thinking, strategically oriented to the future, champions & orchestrates change, remains self-aware and maintains effective relationships, shows courage and conviction in advocating for change for the betterment of Aboriginal people.

Skills and Abilities

  • Demonstrated ability to lead, plan, direct, manage, implement, organize, and problem-solve.
  • Demonstrated ability to collaborate and lead within a team environment.
  • Excellent communication skills including the ability to facilitate, negotiate, and persuade others both internal and external to the organization, often in stressful environments.
  • Demonstrated ability to function effectively in a highly-dynamic, fast-paced, and continually-changing environment.
  • Demonstrated ability to analyze and synthesize information and manage complex issues.
  • Demonstrated ability to handle highly confidential and sensitive issues with skill, tact, and diplomacy.
  • Self-directed with effective organization, time management, and prioritization skills.
  • Demonstrated ability to creatively problem-solve with a global perspective in order to incorporate the organization’s systems and strategies when developing viable solutions to problems.
  • Physical ability to perform the duties of the position.
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