A Brief Overview

The Financial Analyst will primarily focus on supporting year-end procedures, preparing working papers, detailed financial analyses, account reconciliations, journal entries, and variance analyses for student fee accounts. This role also involves generating ad-hoc reports, acting as a financial liaison with university departments, monitoring long-term debt interest payments, and assisting with capital project reporting and analysis. The description below provides a general overview of administrative responsibilities and does not completely capture the specific focus of this role.

This position performs various accounting and financial administration duties, analyzes information, prepares various financial reports to assist with decision making, and monitors financial activity to ensure compliance with policies, procedures, and other requirements. This position assists departments with preparing and/or monitoring their budgets and overall expenses. This position also provides administrative support and advice as needed.

CORE DUTIES

• Processes financial transactions, monitors account activity and banking, identifies variances, and prepares journal entries.
• Performs financial administration activities related to budgets and accounts, ensures financial controls are in place, and provides financial process advice in line with university policies and procedures.
• Identifies concerns or irregularities in accounts.
• Gathers and analyzes various types of financial data to support decision making.
• Coordinates information prepared by others to support budget preparation and planning. Liaises with senior staff and external funding agencies with respect to budgets, reporting and audits.
• Process and/or approves expenses for daily operations including ERS and travel reimbursements, and purchasing office supplies, software, computers, and furniture.
• Ensures on-going contracts with individuals receive approval and are documented and processed.
• Provides advice and administrative support on the processes and tracking of various development projects and awards.
• Other duties as required in support of the department and/or unit.

REQUIRED QUALIFICATIONS

EDUCATION

• Three-year Community College Diploma or Three-Year Bachelor Degree, or equivalent.

EXPERIENCE

• More than 3 years and up to and including 5 years of experience.

LICENSES AND CERTIFICATIONS

• Satisfactory Criminal Records Check required.

Consideration may be given to an equivalent combination of education and experience.

JOB KNOWLEDGE AND REQUIREMENTS

• Practical and applied knowledge of specialized methods and processes that are typically acquired through a combination of technical or academic qualification and/or work experience.
• Provide consultation and advice on non-straightforward and/or complex issues.
• Interaction with others typically requires interpersonal skills and the ability to understand and influence.
• Adapt messages to meet the needs of the intended audience.
• Build relationships, trust and credibility.
• Manage own work and may train and review the work of casual employees, work study students and/or volunteers, to see commitments through to completion.
• Contribute to setting work priorities and direction, supporting the team in achieving goals and objectives.
• Participate in project team meetings and develop individual project plans.
• Lead procedural or technological change within a unit.
• Identify new problems and seek information and input to fully understand the cause of problems.
• Identify opportunities to improve the effectiveness and efficiency of work processes.
• Draw logical conclusions and provides opinions and recommendations.
• Research equity, diversity, accessibility and inclusion resources and best practices relevant to the job and unit operations in order to inform evidence-based planning.
• Commitment to principles of equity, diversity, accessibility, inclusion, Indigenization and human rights for equity deserving groups.