Planning and Review Analyst

JOB PURPOSE

To provide guidance and monitor the development of Strategic, Operational and Work Plans for Divisions/Branches/Sections and Units analyse revenue performance and strategically assign collection targets to the revenue service centre/tax offices within Tax Administration Jamaica (TAJ); monitor, review and evaluate TAJ’s overall performance against target to ensure conformance or identify divergence, as well as to compile data and maintain a database to support the formulation of policies and the development of programmes. Produce and prepare all high level organizational performance reports in keeping with standards. 

KEY OUTPUTS

• Advice and guidance on the development of Strategic, Operational and Work Plans and performance indicators provided; 
• Corporate and operational planning tools applied; 
• Performance monitoring and evaluation tools developed, utilized and evaluated;
• Collections targets assigned and communicated; 
• Revenue collections monitored and analysed; 
• Database maintained; 
• Performance reports and other data reviewed and analysed; 
• Performance review sessions organized and executed; 
• Reports prepared and submitted. 

KEY RESPONSIBILITY AREAS

Technical and Professional Duties 

• Provides assistance in the development of the strategic plan; 
• Provides guidance on the development of the Division’s/Branch’s/Section’s Operational and Work Plans and performance indicators in line with TAJ’s strategic direction and its planning and performance framework and guidelines; 
• Reviews the Division’s/Branch’s/Section’s Operational Plans to ensure that they are aligned to the respective higher level plans;
• Develops reporting systems/structures to effectively monitor the execution of the Operational Plan; 
• Evaluates Operational and Work Plans to ensure that risk management components are incorporated; 
• Ensures that operating budgets are considered in preparation and execution of the Operational Plans; 
• Monitors the performance of strategies and targets of the Strategic/Operational Plans; 
• Prepares monthly, quarterly, annually and ad hoc reports for TAJ; 
• Analyses data collected by using various techniques and formulates recommendation to stimulate policy changes and programme development; 
• Designs and implements schedules of data collection to provide timely, relevant information for planning, performance monitoring and decision-making; 
• Reviews performance reports and analyzes data to identify trends and areas where performance can be improved; 
• Recommends remedial action where performance issues/weaknesses are identified; 
• Develops performance indicators/ measure to report on the effectiveness of Strategic and Corporate Plans; 
• Assists with the preparation of the performance reports; 
• Maintains a database with best practice, performance indicators/measures, and standards in relation to corporate planning and review; 
• Performs other related duties assigned by the Director, Planning and Review; 
• Supports the identification and management of risks within the organization and by extension the respective area of work; 
• Analyses data for the preparation and compilation of reports for international organizations (eg ISORA, IDB);

PERFORMANCE STANDARDS

This job is satisfactorily performed when: 

• Proper advice and guidance is provided for the development of Operational and Work Plans with relevant and practical performance indicators within the stipulated timeframe; 
• The corporate and operational planning tools are developed and effectively used at all times; 
• Performance monitoring and evaluation tools are developed, utilized and evaluated for effectiveness; 
• Collections targets are appropriately apportioned and the Tax Offices advised by the stipulated time; 
• Revenue collections monitored and analysed within stipulated time; 
• Relevant data is extracted from Performance Reports and loaded to the data base as stipulated; 
• Performance reports and other data received are reviewed and analysed by the stipulated time; 
• Performance review sessions for the Sections/Branches /Divisions are properly arranged and executed as scheduled; 
• Reports prepared and submitted in keeping with established standard and agreed timelines. 

AUTHORITY TO:

• Assist managers/supervisors with the development of Operational and Work Plans and performance indicators; 
• Recommend amendments to Operational and Work Plans; 
• Collect data and maintain the database; 
• Request performance targets/reports from Division/Branch/Units. 

REQUIRED COMPETENCIES

Specific Knowledge 

• Excellent knowledge of corporate planning and performance management tools and applications; 
• Very good knowledge of Tax Administration Jamaica operations and functions; 
• Very Good knowledge of computer systems and the relevant applications including the ability to interpret data. 

Required Skills and Specialised Techniques 

• Excellent decision-making, planning and organizing skills; 
• Excellent judgement, and analytical skills; 
• Excellent communication and interpersonal skills; 
• Very good time management skill; 
• Excellent presentation skills; 
• Keen eye for detail. 

Qualification and Experience 

• BSc Degree in Economics, Management Studies or the equivalent professional qualifications; 
• Training in strategic/corporate planning, performance evaluation and/or performance management; 
• At least three (3) years related work experience. 

WORKING CONDITIONS

• Normal office environment; 
• Travel (40%).