Financial Analyst

3 weeks ago

Waterloo, Canada Wilfrid Laurier University Full time

**Date**:Jun 23, 2023

**Location**: Waterloo, CA

**Company**:Wilfrid Laurier University

**Department**: Student and Ancillary Services

**Job Type**: Continuing

**Full-time/Part-time**: Full Time (>=1249 hrs/year)

**Campus**: Waterloo

**Reports to**:Manager, Ancillary Finance

**Employee Group**: WLUSA

**Application Deadline: July **2, 2023

**Requisition ID**:6419

Wilfrid Laurier University is a leading multi-campus university that excels at educating with purpose. Through its exceptional employees, students, researchers, leaders, and educators, Laurier has built a reputation as a world-class institution known for its rich student experience, academic excellence, and global impact. With a commitment to Indigenization and commitment to equity, diversity, inclusion, Laurier’s thriving community has a place for everyone.

Laurier has more than 19,000 students and 2,100 faculty and staff across campuses in Waterloo and Brantford, as well locations in Kitchener and Milton. The university is committed to providing an inclusive workplace, a flexible work policy and employing a workforce that is reflective of local and national demographics. Our locations are situated on the traditional territories of the Neutral, Anishnawbe, and Haudenosaunee peoples. We recognize the unique heritages of Indigenous peoples and support their intentions to preserve and express their distinctive Indigenous cultures, histories, and knowledge through academic programming and co-curricular activities. Laurier’s Centre for Indigegogy is one example of how Laurier honours Indigenous knowledge.

**Position **Summary**

This position’s primary responsibility is to be a financial resource for the Ancillary Services portfolio. The Ancillary Services client groups includes Residence Operations (including Ezra Apartments), Food Services, OneCard, Conference Services, Bookstore Operations, Printing Services, Parking Resources, Distribution Services and Special Constable Services. The incumbent will provide effective financial and analytical support and will include monthly monitoring, timely reporting and analysis of the financial operations and budgets. The Financial Analyst supports recommendations on budget planning, financial strategies, and deals with confidential financial information. The position reports directly to the Manager, Ancillary Finance.

**Accountabilities**

Budgeting & Planning
- Oversees and maintains a financial model that is used for strategic planning purposes
- Coordinates and sets up fiscal year budgets and distributes details of the approved ancillary budgets to the client group
- Coordinates and prepares multi-year project budgets and forecasts
- Advised on all budget and financial planning matters, policies/procedures, and accounting practices

Client Service
- Serves as the point of contact with client groups
- Supports month-end/year-end completion as coordinated by Financial Services
- Advises client groups on financial matters, policies/procedures, financial terminology, and standard accounting practice
- Advises on budget methodologies and budget terminology
- Advises client group management on all important budget and financial planning matters in a timely manner
- Provides ad hoc training on an individual basis as requested
- Provides training to client groups supported on the review of financial reports, accounting principles and university financial policies

Reporting & Analysis
- Develops and maintains a variety of internal reports on an on-going basis; creates reports and works with management to develop financial forecasts to meet operational and strategic planning requirements (short and long term) for the department. The regularity of these reports may vary from monthly, quarterly to annually. Reports include but are not limited to:

- Budget to Actual report and forecasts
- Custom financial reports based on client needs
- Prepares advanced qualitative and quantitative analysis of budgets, forecasts, and actual results to assist in management decision making
- Collaborates with various units and individuals across the university to support effective reporting and analysis for internal and external audience
- Prepares internal and external financial reports as required
- Assists client groups with understanding various financial reports and information

Operational Systems Management
- Leads and/or participates in financial working groups/committees/project analysis as required Collaborates within Financial Resources and Integrated Planning & Budgeting to ensure full utilization and consistency of financial systems, model, policies, and procedures
- Leads and/or participates in continuous improvement initiatives
- Ensures transactions are input into university finance systems to support timely financial internal and external reporting
- Processes budget transfers and journal entries as required

**Qualifications**
- A CPA designation is required.
- Minimum 3 years of experience in a simi

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