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Candidate Information, Skills and Experience

Please answer the questions regarding your skills and experience on all of the tabs to the best of your ability. If you have no experience with a competency or activity, select the ‘None’ option for both the experience and proficiency level. 
You can save your entries as you work your way through the tabs. Email MFOA at when you believe your information is complete and ready to be shared with prospective employers.

Basic Information

This tab contains your contact and work preferences.

Database Sections*

The database is broken down into a general section, plus the four sections of MFOA’s “The Evolving Role of the Municipal Treasurer as CFO and Strategist”.

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Each section contains questions about the following information.


This tab contains general information about the candidate.


This section focuses on the candidate’s skills and experience related to direction and decision support.

Strategists contribute to strategic planning and guide the municipality’s direction; develop innovative financing and investment strategies to support long-term plans; take a lead in facilitating and integrating community engagement.


This section focuses on the candidate’s skills and experience related to accountability.

Stewards safeguard municipal assets; ensure council and management are well informed through budget development, analysis, regular financial reporting, and audits; and comply with legislation.


This section focuses on the candidate’s skills and experience related to controllership.

Operators deliver efficient finance operations including: procurement, accounts payable, cash and revenue management, property tax, and payroll, among other financial transactions.


This section focuses on the candidate’s skills and experience related to being a partner and leader.

Catalysts drive change and process improvements through business partnerships, cost-reduction strategies, innovative procurement and service delivery approaches, risk management; and adopt technology to drive results and seize opportunities.

Experience and Proficiency Levels


Candidates indicate their years of experience with a competency by selecting the applicable time range: None; < 1 year; 1 – 5 years; 5 – 10 years; or 10+ years.

Proficiency Levels

Candidates indicate their proficiency with activities by selecting the applicable proficiency level. There are four levels that pertain to the proficiency or mastery of a competency, as shown in the table below. The key experience descriptions of each level build upon the previous in an ascending numerical order from Level 1 (Basic) to Level 4 (Expert). In other words, to achieve a Level 2 rating on a particular competency, one must be proficient in the key experience of Level 1.

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Level Title Description
None No experience Applicant has no experience with this competency.
1 Basic Understanding Applicant has common knowledge or an understanding of basic techniques and concepts - the level of experience gained in a classroom and/or experimental scenarios or as a trainee on-the-job. It is expected that the applicant will need help when performing this skill.
  • Focus is on learning and developing through on-the-job experience
  • Applicant understands and can discuss terminology, concepts, principles, and issues related to this competency
  • Applicant uses the full range of reference and resource materials in this competency
2 Working Experience Applicant has successfully completed tasks in this competency as part of a role in a finance department. Help from an expert may be required from time to time, but the applicant can usually perform the skill independently.
  • Focus is on applying and enhancing knowledge or skill
  • Applicant has applied this competency to situations occasionally needing minimal guidance to perform the work successfully
  • Applicant understands and can discuss the application and implications of changes to processes, policies, and procedures in this area
3 Extensive Experience Applicant performs the actions associated with this skill without assistance, and is recognized within their immediate organization as "a person to ask" when difficult questions arise regarding this skill.
  • Focus is on broad organizational/professional/municipal issues
  • Consistently provided practical/relevant ideas and perspectives on process or practice improvements which may easily be implemented
  • Capable of coaching others in the application of this competency by translating complex nuances relating to this competency into easy to understand terms
  • Extensive senior level discussions regarding this competency including Councils
  • Assist in the development of reference and resource materials in this competency
4 Subject Matter Expert Applicant is an expert in this area.
  • Focus is strategic
  • Demonstrated consistent excellence in applying this competency across multiple projects and/or organizations
  • Considered the “go to” person in this area internally and/or by variety of organizations
  • Developed new applications for and/or lead the development of reference and resource materials for this competency

 *Operator, Steward, Strategist, and Catalyst titles and definitions have been adapted from Mastering Finance in Government Transforming the Government Enterprise Through Better Financial Management, Copyright © 2008 Deloitte Development LLC.

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