University of Waterloo

  • Faculty Financial Analyst

    Requisition ID
    2019-4497
    Job Category
    Finance
    Department
    3000 - Dean of Math Office
    Job Status
    Temporary Appointment (Contract)
    Hiring Range
    $66,605 - $83,256
  • Overview

    Term: 1 year

     

    Reporting to the Faculty Financial Officer, the Faculty Financial Analyst assists in ensuring that all financial activity in the Faculty of Mathematics is properly accounted for and available financial management tools are effectively utilized. The Faculty Financial Analyst provides the Faculty Financial Officer with information to support strategic and financial planning, management, and internal control.

    Responsibilities

    Financial analysis and management of information

    • Provide analytical support to the Faculty Financial Officer in respect of but not limited to budgets, revenue, and expenditure
    • Identify trends and areas of concern for further investigation including but not limited to the utilization of budgets
    • Identify areas that may need improvement by way of classification of transactions for management reporting and decision support
    • Assist the Faculty Financial Officer in developing periodic reports for the Dean and the Executive Officer, as may be needed

     

    Financial management and internal controls

    • Maintain awareness of and keep current with university policies and procedures including research related sponsor guidelines
    • Conduct periodic review and audit of financial transactions within the Faculty of Mathematics to ensure compliance with applicable policies and procedures including research sponsor guidelines, and donor expectations in the case of donations. This includes all funds; Operating, Trust, Endowment, and Research
    • Review areas of risk in terms of deficits in departments and/or specific grants
    • Manage the Research Support Fund in terms of planning and reporting
    • Monitor computer equipment inventory and periodic replacements for staff and administrative faculty
    • Manage CRC and similar research chair appointment related processes including budgets
    • Assist the Faculty Financial Officer in review, improvement and/or development of faculty financial procedures and adequate internal controls

     

    Financial transactions review and records management

    • Review of P-Card transactions of assigned cardholders
    • Review Concur claims of assigned approvers prior to approval
    • Periodic review and management of user access to various university systems
    • Manage and monitor retention of financial transaction and related records in the Faculty of Mathematics and review business practices where necessary based on University policies and procedures

     

    Financial administrative support

    • Assist Dean of Mathematics staff concerning financial policies and procedures
    • Assist Associate Deans and their staff concerning financial policies and procedures
    • Serve as a resource to staff and faculty concerning university financial systems such as Unit 4, Concur, CentreSuite, Quest, etc
    • Identify training needs and opportunities for the administrative staff and assist the Faculty Financial Officer in the development, documentation, and delivery

    Qualifications

    • Undergraduate degree or equivalent related education/experience and a recognized accounting designation (CPA Canada)
    • Minimum 5 years of progressive accounting experience
    • Demonstrated experience in development and delivery of financial reports for management information
    • Working experience on enterprise financial software and databases
    • Excellent understanding of generally accepted accounting principles in Canada, and a good understanding of accounting requirements and financial practices of Canadian Universities
    • Strong analytical and interpersonal skills
    • Ability to build excellent working relationships with key individuals both inside and outside of the Faculty
    • Must possess advanced MS Excel, and intermediate MS Word, PowerPoint, SharePoint, and Outlook skills
    • Excellent written and oral communication skills, demonstrated analytical and problem solving skills, and proven planning and organizational skills
    • Minimal physical demands and minimal exposure to disagreeable physical conditions

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