Intermediate Analyst, Financial Planning and Reporting

Role Overview

Reporting to the Senior Manager of Financial Planning and Reporting, the Intermediate Analyst, Financial Planning and Reporting acts as a resource person for financial planning by carrying out analyses and making recommendations to support decision making. Monitors and controls the financial activities of funds under the incumbent’s responsibility to ensure they comply with the policies, guidelines and regulations of the University and funding agencies.

What You Will Do

Conducts various financial studies and analyses to provide recommendations to management and other members of the faculty or service on the effective preparation of budgets, budget forecasts and shortfalls, so as to maximize revenue and contain expenditures. Creates moderately complex financial reports and helps design analytical tools such as dashboards, performance and quality control indicators, and costing models to ensure that the faculty or service’s financial resources are managed in a consistent and efficient manner.

Why It Might Be a Fit

University degree in accounting, finance or business administration, or an equivalent combination of education and work experience. Minimum five years of demonstrated experience in a similar role. Professional accounting accreditation an asset.

Requirements

• University degree in accounting, finance or business administration, or an equivalent combination of education and work experience
• Minimum five years of demonstrated experience in a similar role
• Professional accounting accreditation an asset
• Knowledge of business administration processes and practices, including financial planning and budgeting
• Knowledge of financial planning principles, policies, procedures and practices
• Thorough knowledge of the administrative structure and governance of a large organization, preferably in a university setting
• Supervisory experience an asset
• Autonomy and discretion
• Critical and analytical thinking
• Knowledge and experience using computer systems and software such as Windows, financial systems, spreadsheets, databases, the internet and email
• Bilingualism – English and French (spoken and written)

Tagged as: Financial Modeling