Senior Manager, Budget and Financial Planning

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Job Profile

Job Title

Department

Compensation Range

The Compensation Range is the span between the minimum and maximum base salary for a position. The midpoint of the range is approximately halfway between the minimum and the maximum and represents an employee that possesses full job knowledge qualifications and experience for the the normal course employees will be hired transferred or promoted between the minimum and midpoint of the salary range for a job.

Posting End Date

Note: Applications will be accepted until 11:59 PM on the Posting End Date.

Job End Date

This position is expected to be filled by promotion/reassignment and is included here to inform you of its vacancy at the University.

At UBC we believe that attracting and sustaining a diverse workforce is key to the successful pursuit of excellence in research innovation and learning for all faculty staff and students. Our commitment to employment equity helps achieve inclusion and fairness brings rich diversity to UBC as a workplace and creates the necessary conditions for a rewarding career.

Job Summary

This joint position shared between the UBC Okanagan Finance Department and the Office of Planning and Institutional Research (OPAIR) plays a critical role in supporting long-term financial planning campus-wide budgeting processes and institutional decision-making. The role is responsible for developing and maintaining complex financial models scenario forecasts comprehensive reports and performance metrics that inform multi-year financial planning enrolment forecasting tuition allocation analysis and the evaluation of institutional priorities.

This position oversees the Okanagan Budget Office leading campus-wide budget consolidation financial reporting and coordination with UBC Vancouver. The role ensures the accuracy and consistency of financial data and assumptions and supports strategic planning through the preparation of reports and analysis for senior leadership and other key stakeholders. This role supports strategic decision-making by ensuring the accuracy and timeliness of financial information presented to the Okanagan Budget Committee UBC Executive and other senior stakeholders.

This position is also responsible for providing financial oversight to an assigned Okanagan portfolio including annual budget quarterly reporting internal control monitoring and staff mentoring. This position is responsible for developing analyzing and implementing financial controls systems and activities to support achievement of the academic and operational goals of faculties and administration units within the assigned portfolio.

As the subject matter expert for budgeting systems this position provides technical leadership mentors Finance Managers and drives continuous improvement through system enhancements and integrated planning initiatives. The position also represents the Okanagan campus on system-wide committees and project teams ensuring alignment and collaboration across institutional planning finance and research functions.

A key contributor to integrated planning this position works closely with academic and administrative leaders to synthesize financial and institutional data into actionable insights that support effective and sustainable decision-making across the UBC Okanagan campus.

Organizational Status

Primary report to the Director Integrated Planning and Chief Budget Officer with a dual reporting relationship to the Associate Director Senior Manager Budget and Financial Planning works closely with the Senior Finance Manager and members of the Okanagan Finance Manager team and is expected to build strong working relationships with senior financial management and key stakeholders across the University community.

Work Performed

Provides strategic decision support services for the Okanagan campus:

• Develops and maintains long-term financial forecasts scenario models and performance metrics to support strategic planning.

• Builds and maintains complex financial and enrolment models to evaluate current and future institutional priorities resource needs and operational sustainability.

• Oversees and manages the Tuition Allocation Model for the Okanagan campus providing analysis of the impact of tuition allocation principles and changes to funding allocations.

• Develops analyzes and runs comprehensive financial reports and supporting analysis for key concerns of senior management.

• Provides long-term financial forecast performance metrics scenario and variance analysis for presentation to campus leadership on a regular basis

• Serves as a strategic advisor to campus leadership by synthesizing financial and institutional data into actionable insight for decision-making.

• Works collaboratively with OPAIR to integrate financial data with institutional research to inform planning and policy decisions. Researches coordinates and implements special financial projects that link with OPAIR data.

• Builds strong working relationships with senior leadership academic units and administrative departments to understand operational challenges and provide strategic financial guidance.

Provides Budget Office Leadership to support strategic financial planning and budgeting of the UBC Okanagan campus:

• Oversees campus-wide budget consolidation forecast submissions and financial reporting processes ensuring completeness accuracy and readiness for review by Okanagan leadership and submission to the UBC Vancouver Budget Office.

• Oversees all operations of the Okanagan Budget Office including the annual and multi-year budget process quarterly forecast reporting and related planning cycle coordination with UBC Vancouver.

• Sets the strategic vision and goals for the Budget Office team identifying priorities and providing feedback coaching training performance management and evaluation and career development.

• Ensures that UBC Okanagan financial data reporting structures and assumptions are aligned with system-wide standards and practices.

• Supports preparation of presentations and documentation for the Board of Governors Senate and Executive translating complex information into clear actionable formats.

• Oversees the reconciliation and reporting of central accounts including revenue campus-wide expense accounts and ministry funding allocations and ensures internal funding and capital reserves are effectively planned tracked and reported on in a timely manner.

• Provides oversight and consolidation of budget requests and financial data across all units for leadership consideration.

• Provides analysis and evaluates the accuracy and data reliability of consolidated quarterly forecasts and budgets prior to submitting for leadership review and the Vancouver budget office.

• Participates in University committees and task forces to represent the financial planning perspective for the Okanagan campus.

• Promotes an integrated planning approach to planning and budgeting that considers all factors and impacts including academic and operational needs.

Provides strategic financial leadership for am Okanagan Finance portfolio overseeing all aspects of financial management and planning:

• Acts as a member of the portfolio leadership team participating in strategic budget resource and staffing decision-making.

• Develops short and long-term financial plans to support portfolio and campus objectives and coordinates and reviews annual budgets across all portfolio units.

• Advises portfolio leaders and staff on financial strategy and best practices evaluates financial effectiveness and recommends improvements in collaboration with leadership

• Leads the creation and management of financial reports from transactional details to executive summaries

• Provides financial mentorship and education to portfolio staff

• Identifies and resolves financial issues supports special projects with analysis and recommendations and ensures internal controls are effective efficient and continuously improved

• Acts as the primary liaison between the portfolio and central Finance on all financial matters

Facilitates operational excellence and provides technical system expertise:

• Acts as a subject matter expert for UBC Okanagan on budgeting systems such as Adaptive Planning OfficeConnect and Workday Finance.

• Collaborates with cross-campus stakeholders on system enhancements integration of new tools and process reengineering initiatives. Acts as key Okanagan representative on committee meetings and system conversions.

• Keeps abreast of system wide changes and ensures issues are addressed in a timely manner.

• Provides technical mentoring and training to Finance Managers to improve campus-wide financial literacy and data interpretation skills.

• Serves as a liaison between Finance Strategies OPAIR and other planning functions to ensure coordination and consistency across data and reporting frameworks.

Performs other related duties as required.

Consequence of Error/Judgement

The work undertaken by this position has a significant impact on the financial administration of the University. Consequence of error impacts the planning decision making and financial viability of units. Reports reviewed and shared by this position must be correct contain the appropriate complete information and present the information in a manner that enables them to be easily understood by campus leaders. Errors in the information/reports prepared by this position could result in poor financial decisions by Senior addition if the information presented does not support appropriate financial monitoring then problems could be overlooked and continue to worsen over time and thus jeopardize the financial health of the University. A high degree of judgment technical expertise and strategic thinking is required.

Supervision Received

Works with a high degree of independence on strategic and operational work under the broad direction of the Director Integrated Planning and Chief Budget Officer.

Supervision Given

This position is responsible for managing the Okanagan Budget Office staff and works closely with the Okanagan Finance Manager team providing guidance and direction as required

Qualifications

Minimum

• Undergraduate degree in relevant discipline. Completion of the CPA accounting program (CA CGA or CMA). Minimum of eight years of related experience or the equivalent combination of education and experience.

• Willingness to respect diverse perspectives including perspectives in conflict with ones own

• Demonstrates a commitment to enhancing ones own awareness knowledge and skills related to equity diversity and inclusion

Preferred

• Experience in developing and managing complex long-term organizational financial forecast models. Knowledge and expertise in complex and technical financial and accounting concepts

• Advanced knowledge of computer software applications (primarily Excel and Microsoft products platform) including complex spreadsheet data warehousing and business intelligence tools. Experience with Workday and Adaptive Planning is an asset

• Strong understanding of GAAP principles and ability to apply knowledge to UBC and its related entities

• Excellent verbal and written communication presentation and interpersonal skills.

• Demonstrated analytical problem solving planning and organizational skills.

• Ability to think strategically grasp complex business and financial theories

• Ability to work under pressure adapt to changing priorities multi-task and meet deadlines.

• Ability to work with a high degree of accuracy and attention to detail.

• Willingness to respect diverse perspectives including perspectives in conflict with ones own

• Demonstrates a commitment to enhancing ones own awareness knowledge and skills related to equity diversity and inclusion