Are you ready to turn data into meaningful insights and help drive decisions that make a real impact in our community?

The Analyst, Finance has a material impact on the success of the Finance team who contributes to all functions relating to financial & management reporting, planning, budgeting, forecasting, analysis, performance metrics, business partnering, business intelligence, and other decision support information.

Working within UGM Finance Team, the Analyst collaborates closely with the Senior Analyst, Finance to ensure data accuracy, reporting efficiency, and continuous process improvement. The role requires strong analytical capability, systems proficiency, and the ability to communicate financial insights clearly to non-financial stakeholders.

This is apermanent,full-time(37.5 hours per week)position. The starting range for this position is $35.20 to $38.46 per hour.

Who We Are

Demonstrating the love of Christ, UGM feeds hope and changes lives through a faith-based continuum of care. We are a proud member of the Canadian Council of Christian Charities and have earned the Best Christian Workplace award again in 2021. We provide competitive salaries, generous vacation and sick leave, an RRSP matching program, as well as the potential for educational assistance and flexible work arrangements. In addition, our extensive benefits plan is fully employer-paid and includes extended dental and medical, as well as $4,500 per year in pooled paramedical expenses. A focus on employee resilience, support for professional development, engagement in meaningful work, and a fun and caring environment are all part of being a member of the UGM team. If you are someone who desires to learn and grow, has a passion to serve and make a difference, and connects with others with both humility and humour, then you will be a great fit at UGM.

Main Duties & Responsibilities

Budgeting & Forecasting Support

• Support quarterly forecasting cycles (Q1F, Q2F, Q3F, Budget) and assist with the annual budgeting process.

• Consolidate department-level submissions and validate key assumptions.

• Prepare variance analysis (Actual vs Budget vs Forecast).

• Assist with wage analysis including recruitment savings, staffing plans, and turnover tracking.

• Maintain forecast models and working papers used for planning and financial analysis.

• Assist the Finance Controller and Senior Analyst, Finance in coordinating the annual budget process and consolidating financial models.

• Support financial scenario modelling and sensitive analysis as required.

• Co-facilitate Budget Manager review meetings following Senior Analyst, Finance’s guidance.

Financial Reporting & Analysis

• Prepare monthly financial analysis packages for assigned departments using NetSuite and other internal systems.

• Review financial results to identify trends, variances, risks, and improvement opportunities, and communicate financial insights clearly to stakeholders.

• Assist in identifying trends, risks, and root cause drivers behind financial results.

• Support fund tracking and program-level financial reporting as required.

• Assist in identifying and monitoring key financial and operational performance indicators (KPIs).

• Deliver ad hoc financial analysis and reporting to support management decision-making.

• Collaborate with Accountants and Senior Accountants to support data accuracy and completeness.

• Participate in annual external audit by assisting with documentation and financial analysis as required.

Reporting Automation & Systems Improvement

• Utilize advanced Excel tools (pivot tables, lookups, structured modeling) to support financial analysis and reporting.

• Develop and maintain Power Query workflows to improve reporting efficiency.

• Apply automation tools (VBA, basic coding, AI tools) to streamline reporting processes.

• Support reporting enhancements within NetSuite (NSPB) and other financial systems.

• Contribute to process documentation and continuous improvement initiatives.

• Participate in system improvement initiatives, including ERP enhancements and digital transformation projects.

Stakeholder Partnership & Other Responsibilities

• Provide responsive financial support to budget managers and assist stakeholders in understanding financial reports and processes.

• Communicate financial insights clearly to non-financial stakeholders.

• Support cross-functional finance initiatives and projects.

• Provide support and backup to other members of the Finance team.

• Perform other duties and special projects as assigned.

Knowledge, Skills and Abilities:

• A bachelor’s degree in business, accounting, finance, or related field.

• Designation (CPA, CFA, MBA or equivalent) completed or in progress is an asset.

• Good knowledge of fund accounting and property management.

• 2-3 years’ experience in accounting & finance or in a related role with direct experience with financial analysis, modeling, budgeting, forecasting, and reporting.

• Experience in producing monthly management reporting package, delivering actionable analysis, and building a budget/forecast with multiple departments.

• Experience in using budgeting tool and ERP system with strong logical understanding of data flow and processes.

• Advanced Excel and PowerPoint skills, and data modelling using Power BI or similar dashboard visualization tool.

• Strong analytical skill and critical thinking to present financial information in concise meaningful ways and passionate about data-driven discussions leveraging technology.

• Experience in working in non-profit and charity organizations would be an asset.

• Strong interpersonal and written & verbal communication skills with demonstrated ability to work with cross-functional teams/departments.

Working Conditions

-Work Location

Work is generally performed indoors within an office environment, with standard office equipment available.

-Physical Requirements

Work is generally sedentary in nature, but may require standing, walking or reaching for up to 10% of the time. Employee is required to look at a computer screen and use a keyboard for up to 90% of the time.

-Work Conditions

Working environment is generally favorable. Lighting and temperature are adequate. Work is performed amid normal conditions of dust, odors, fumes, and noises. Employee is required to work with large sums of cash. Work is deadline driven. Work is cyclical and at times there will be large volumes of work to complete.

-Hours of Work

Some weekend or evening work may be required. Moderate overtime may be required.

-Hazards

Hazards are considered minor and controllable.

-Other

Due to the nature of the job, and our commitment to a safe environment, the candidate is subject to a criminal record check.