Senior Analyst, Finance Planning

4 weeks ago

Waterloo ON, Canada University of Waterloo Full time

The incumbent works closely with the Manager, Student Financial Services and Finance Business Systems Analysts to ensure that there is operational support and collaborative project support for Student Financial Services. The incumbent will support accounting for and reporting of student revenue and receivables, acting as a functional expert in relation to the student information system.
Execute and support daily operations of the Student Financial Services team
Monitor processes related to tuition assessment, student registration, UHIP administration and payroll payment plans
Monitor and ensure the quality of student account information (amounts billed, amounts owing) and adjustments in the student system
Advise Student Financial Services team on complex, non-routine transactions
Use judgment in applying knowledge of University policies and procedures and other published guidelines to Student Financial Services business processes
Identify, recommend and implement improvements in business processes with a focus on improving the efficiency of operations and the accuracy of results while maintaining appropriate internal controls
Provide a high quality, consistent level of customer service to students, parents, campus partners and external partners
Provides functional system analysis and project leadership in system development related to financial systems and integrations across the University while supporting major more complex business processes
Collaborate with Finance, IST and other campus partners on system upgrades, including testing and ongoing maintenance of the student information system
Optimizes application of technology, business, and accounting with regards to finance/financial system to transform business processes & reporting
Participate in projects within relevant deadlines
Establish project priorities to ensure responsiveness to stakeholders’ requests including timelines and progress to completion
Provides documentation to Finance management team and UW campus partners to support informed decision making
Leading and training the Student Financial Services team
Provides functional day-to-day guidance and support to the Student Financial Services team
Identifies training needs for business-critical functions
Oversees implementation of new systems, or policies/procedures as needed,
Contributes to goal-setting and strategic planning for the department (with Manager and BSA)
Supports Manager with hiring, training, and mentoring Student Financial Services team
Supports achievement of Student Financial Services team members’ performance goals by promoting professional development and progression opportunities
Leads the planning and coordination of cross-functional activities as needed
Provides Manager with input into performance reviews of Student Financial Services team members
Responds to escalated inquiries from Student Financial Services team as appropriate
Provide advice, training and direction on policies, procedures and best practices
Participate in working groups to understand and contribute to planning and decision-making
Contributes to the development, improvement and promotion of strong internal financial controls to minimize risks
Provide ongoing training and support to team members and campus partners on relevant processes and forms
Refer changes in policies or procedures to the Manager, Student Financial Services
Accounting for and reporting of student revenue and receivables
Account for and report on student revenue and receivables, which are material amounts in the University’s financial statements, as follows:
Apply a strong understanding of the financial system, generally accepted accounting principles, and the University’s requirements for accounting for and reporting on student revenue and receivables to complete required accounting for student revenue and receivables
Support team in the preparation of account reconciliations
Review and analyze relevant account balances in the financial system and address discrepancies
Address accounting requirements for the month-end and year end close processes, including responsibility to prepare specific year end working papers supporting the financial statement preparation
University degree, courses in accounting, business, or information systems preferred
Chartered Professional Accountant (CPA) designation considered an asset
Minimum 3 years’ experience in an accounting/finance related environment
Experience in business/systems analysis and projects
Familiar with project management methodologies
Demonstrated project management and leadership across multiple stakeholders
Exceptional computer skills, eg MS Excel, Word
Confident public speaker an asset
Knowledge of FIPPA, AML, AODA, is an asset
Our active work toward reconciliation takes place across our campuses through research, learning, teaching, and community building, and is co-ordinated within the Office of Indigenous Relations.
The University regards equity and diversity as an integral part of academic excellence and is committed to accessibility for all employees. The University of Waterloo seeks applicants who embrace our values of equity, anti-racism and inclusion. As such, we encourage applications from candidates who have been historically disadvantaged and marginalized, including applicants who identify as First Nations, Métis and/or Inuk (Inuit), Black, racialized, a person with a disability, women and/or 2SLGBTQ+.
however, Canadians and permanent residents will be given priority.
The University of Waterloo is committed to accessibility for persons with disabilities.

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