Lead Officer, Financial Planning and Reporting

2 weeks ago

Ottawa, Canada University of Ottawa Full time

Job Type:
Employee

Duration in Months (for fixed-term jobs):
17

Job Family:
Financial Planning and Reporting

of Open Positions:
1

Faculty/Service - Department:
Finance, Library

Campus:
Morisset Hall

Union Affiliation:
SSUO

Date Posted:
November 16, 2023

Closing Date:
November 27, 2023

Note: Applications will be accepted until 11:59 PM on the day prior to the Posting End Date above

Hours per week:
35

Salary Grade:
SSUO Grade 09

Salary Range:
$67,783.00 - $85,623.00

1. General Information

Job Title (Generic): Lead Officer, Financial Planning and Reporting

Job ID (Generic): ADM005

Job Grade: 9

Job Description Last Review Date: May 1st, 2015

2. Position Purpose

Oversee the day-to-day financial operations of the sector with the objective of ensuring sound

financial management and providing advice to upper management to support long-term strategic

planning. Supervise and lead a team of employees whose role is to perform a variety of functions

related to the financial and administration operations of the sector in order to ensure a productive

and positive environment and to provide senior level advice and support for more complex issues.

May represent upper management on central committees whose mandates are related to the

incumbent’s area of responsibility.

3. Typical Accountabilities

1. Budget: Oversee the administration of internally and/or externally-funded budgets to ensure

compliance with established policies. Analyze financial statements against budgets for various

types of funds to identify and address any inconsistencies. Define budget priorities for the

sector and provide expert advice to managers on the effective preparation of budgets, budget

projections and shortfalls. Develop key financial performance indicators and monitor

performance.

2. Financial: Oversee the ongoing financial transaction processes for the sector, to ensure best

practices and compliance with established policies. Develop and evaluate business practices

and management tools for effective financial control. Act as approval agent for major

purchases, travel advances, requests for reimbursement and credit card statements to ensure

expenditures.

3. Purchasing: Act as approval agent for procurement of goods and services for the sector to

ensure compliance with supplier contracts.

4. Payroll: Oversee the verification of payroll reports for all employee groups, including part-time

support and faculty salaries, within the sector, to ensure salary accuracy and to reconcile

inconsistencies with budget forecast and actual expenditures.

5. Processes and procedures: Design and implement new or modify existing work methods,

procedures and processes and monitor compliance by his/her team for the purpose of

continuously improving operations to maximize productivity and effectiveness.

6. Records management: Implement and manage an effective filing and records management

system to preserve confidentiality of the records and ensure that complete and accurate

documentation is available for future reference or audit purposes.

7. Reporting: Prepare and analyze various moderately
- to highly-complex reports on cost/benefit

analyses and financial performance of the sector to provide advice and recommendations to

managers and to support long term strategic planning.

8. Supervision of others: Supervise work performed by administrative support roles to organize

priorities and provide guidance in the attainment of individual objectives.

5. Knowledge, Experience and Skills

Essential Qualifications
- Advanced knowledge of accounting principles normally acquired through postsecondary studies

in a related discipline or an equivalent combination education and work experience
- Minimum 5 years of experience in a similar role

Key Competencies
- Planning
- Initiative
- Service excellence
- Teamwork and cooperation

Other Qualifications
- Knowledge of computer systems and software including financial systems, spreadsheets,
- Professional accounting designation is an asset
- Experience in supervision
- Experience participating in strategic planning
- Experience in budget planning, control and analysis
- Experience in analyzing reports

high quality work under pressure while meeting strict deadlines
- Strong interpersonal and communication skills
- Strong organizational skills
- High level of discretion
- Bilingualism - French and English (spoken and written)

6. Direct Reporting Relationships

Administrative support roles
- Participate in hiring process, set objectives, supervise work, evaluate performance, and provide guidance in the attainment of individual objectives.

7. Typical Contacts or Working Relationships

Executive members of staff
- Share information for purposes of strategic planning

Employees of the sector
- Provide financial information as required for others to attain their own objectives.

Researchers and others with main budget responsibility
- Communicate all relevant information concernin

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