Financial Officer

7 days ago


Waterloo, Canada University of Waterloo Full time

Overview:
**Term: 18 Months**

Reporting to the Vice-President, University Relations (VPUR), the Financial Officer provides financial management and planning support for all units under the Office of the Vice-President, University Relations. The incumbent supports staff within University Relations in their planning and expenditure roles and is the primary functional liaison with UW Finance.

In addition to budgeting, reporting and financial oversight provided to all units, the incumbent is the accounting and system resource providing support for payables and receivable and financial systems operations. The incumbent is responsible for financial management and compliance for all units in support of University Relations’ goals. The incumbent contributes to plan development, and provides oversight for financial planning, budgeting and special projects. As such, they are involved in systems analysis and recommendations.

The incumbent is accountable for the integrity of all University Relations internal financial statements and ensures financial data is processed and recorded in accordance with generally accepted accounting principles and the University’s policies and procedures.

**Responsibilities**:
Financial Management and Internal Control
- Oversee all financial transactions and financial reporting for University Relations and ensures all financial activity is properly accounted
- Represents the office of the VPUR to corporate finance to communicate and interpret corporate requirements within University Relations. An in-depth understanding of the corporate systems and processes ensures that available financial management tools are effectively applied to meet the needs of both
- Acts as the primary liaison with UW Finance and has signing authority on all UR accounts
- Develops, improves, promotes, identifies and implements strong internal financial structure, procedures and controls
- Ensures efficient and effective financial accountability and adherence to the University’s financial policies and procedures and leads development of new financial management tools
- Conducts regular audits and reviews of University Relations financial procedures to ensure they
are understood and followed and that the available financial management tools and resources are effectively applied
- Acts as a resource to staff for financial administration and is responsible for the budgeting process, financial planning and forecasting
- Coordinates the development and submission of the annual operating budget to UW Finance for all University Relations departments in consultation with the VPUR, department heads, and staff
- Reports and reviews the overall financial position with the VPUR and UR leadership team on a regular basis
- Develops, prepares, analyses and reviews with the VPUR and UR leadership team financial
reports including monthly and fiscal year-end reporting, budget variance, project results and identification of issues as necessary
- Accountable for the review, monitoring and processing of invoices, payments and other transactions for University Relations accounts
- Ensures all statements issued through Unit4 are reconciled monthly, monitored for accuracy and completeness, and inaccuracies are reported, processed and monitored
- Ensures purchase requisitions, service contracts and other appropriate documents are processed
in a timely manner and accurately reflect all policies, contractual agreements, and budget requirements

Business Operations and Management
- Provides advice to the Vice-President, University Relations that includes analysis and forward planning for University Relations
- Works with the Procurement department on behalf of UR to coordinate RFP’s, contracts, and procure goods and services
- In cooperation with other department staff, recommend and develop business processes
that support the department goals, implementing any necessary policies and procedures and monitoring to ensure understanding and compliance with the processes
- Collaborates with the University Relations leadership team to manage financial functions
- Responsible for providing analysis of overall University Relations financial results and business processes

Financial Planning
- Fulfils the role of advising the Vice-President, University Relations, helping to develop longer-term financial goals and strategies to achieve them, as well as recommending appropriate financial business processes
- Provides financial analysis, recommendations and ad-hoc reports to inform decisions related to the day-to-day and long range financial planning of University Relations
- Brings financial acumen and expertise to assist in the development of University Relations strategic plans as required
- Assists the VPUR and UR leadership with special projects as assigned
- Provides leadership and financial support on special projects as assigned
- Prepares an overall picture of the financial status of University Relations’, identifying potential prob


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