Financial Analyst

Job Category

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

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

UBC Sauder School of Business is one of the worlds leading business faculties. The school consistently ranks among the top 100 in the world and is recognized internationally for excellence in research and learning an outstanding faculty and unmatched global partnerships. A collaborative and respectful culture within which all members of our community can thrive is a key principle in our strategic plan and one that underpins our educational mission.

We acknowledge that UBC Sauder at the Vancouver Point Grey campus is situated on the traditional ancestral and unceded territory of the Musqueam. We acknowledge that UBC Sauder at UBC Robson Square is situated on the traditional territory of the Musqueam Squamish and Tsleil-Waututh.

The role of the Financial Analyst is to support UBC Sauders finance leadership by providing data analysis preliminary hypothesis and insights to support unit leaders in decision making. With direction from UBC Sauder finance leaders and in collaboration with academic and non-academic unit managers the role is responsible for budget preparation complex accounting transactions reporting training financial analysis and modeling.

This role is primarily based at the UBC Point Grey Campus but may be required to regularly attend UBC Sauders Robson Square campus.

Organizational Status

Reports to the Associate Director Finance while taking direction from the Assistant Dean Finance on budgetary matters. The Financial Analyst is a member of the UBC Sauder Finance and Procurement team which supports faculty and employees across the entire school.

Work Performed

- Prepares budgets and projections on an annual and quarterly basis to help UBC Sauder units better understand their resources and manage within their financial means.

- Provides effective reporting for the leadership team and budgetary owners pertaining to financial activities (actual vs. budgeted reports etc.) and any additional analysis required.

- Supports the leaders of UBC Sauder revenue-generating units such as Real Estate Division and Professional Growth portfolios with strategic financial decision making and operational improvements.

- Manages develops and prepares complex models and reports from various systems and sources using various software packages and tools to support financial decision making and analysis including hiring and new program development.

- Monitors compliance with GAAP UBC policies and tax regulations; monitors and evaluates internal controls for weaknesses and improvements; evaluates and makes recommendations on improving accounting and reporting systems and develops accounting processes and systems for the unit; participates in the development of new corporate systems through requirement definition design and testing.

- Develops and implements financial policies and procedures to improve internal controls or increase efficiencies.

- Develops year end accounting procedures and systems and trains others in ensuring these are managed correctly. Coordinates the unit year end general ledger and accounts payable processes including complex accruals and preparing proper documentation for external auditors.

- Reviews research special purpose endowment and operating accounts for units to ensure that expenditures do not exceed the funding available. Provides consultation to account holders highlighting successes or areas requiring immediate action and establishes guidelines on sound financial practices to assist units in managing their funds. Provides strategic support to departments by identifying resolution on financial issues including liaising with Central Finance to assist in resolving deficit issues.

- Responsible for highly sensitive and confidential transactions and for dispute resolution for financial issues between Sauder portfolios and central UBC the Deans Office and third parties.

- Provides financial advice and training to administrators managers investigators heads and directors on policies and procedures and how to understand UBC ledger reports.

- Drafts new policies and procedures as well as training material relating to financial policies internal controls expenditure reimbursements and related areas.

- Participates in technology projects by summarizing and relaying requirements and needs of the UBC Sauder units pertaining to financial matters.

- Performs other duties as required.

Consequence of Error/Judgement

The Financial Analyst is expected to work independently at a professional accountant level to produce a product that requires little detailed review. This position is key to maintaining the Schools financial structure and data integrity which supports all financial reporting and decision making. Errors and poor decisions by this position could result in unreliable information or no information being available to effectively manage the finances of a large and very complex organization. The accountability of this position requires the incumbent to deal effectively with the appropriate personnel both professional and non-professional at all such levels of involvement and responsibility both within and outside the University.

Supervision Received
Reports to the Associate Director Finance. Takes direction from the Assistant Dean Finance on budgetary matters.

Supervision Given
May supervise support and student employees and provide guidance or give work instructions to accounting clerks engaged in routine clerical functions.

Minimum Qualifications
Undergraduate degree in a relevant discipline. Enrolled in the CPA Professional Education Program (PEP) modules. Minimum of three 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 Qualifications

• Demonstrated ability to adequately present complex financial information to nonfinancial audience.

• Strong oral communication report writing and presentation skills are required.

• Demonstrated financial analytical and budget preparation and management skills.

• Ability to consolidate financial data from various sources into financial statements and reports that are useful for management decision-making.

• Ability to analyze problems identify key information and issues and effectively resolve.

• Ability to analyze and reconcile accounts and to resolve discrepancies.

• Ability to maintain accuracy and integrity of accounting transactions and financial reporting.

• Ability to perform complex analyses.

• Ability to perform workflow analysis and process improvements.

• Experience managing general ledger activity including but not limited to accounts payable cash management accounts receivable reconciliations and financial reporting.

• Thorough knowledge of accounting audit budgeting principles and practices and financial planning and general business practices is required.

• Knowledge of University accounting systems Workday and UBC finance and procurement policies is an asset.

• Advanced Excel user.

• Knowledge of contracts procurement policies regulations and procedures related to finance payroll and audit.

• Ability to prioritize and work effectively under pressure to meet deadlines.

• Ability to thrive and adapt to the changing and challenging demands of an innovative unit within a larger university bureaucracy. Comfortable working in a fastpaced multicultural environment.

• Excellent interpersonal and diplomacy skills as well as strong intercultural skills are required.