Financial Planning Specialist

4 weeks ago

Nanaimo, British Columbia, Canada Vancouver Island University Full time

The Financial Analyst collaborates closely with both academic and administrative leaders, as well as support personnel within their designated service areas. This role is a vital component of the university's Central Financial Services, contributing to one of the essential Finance teams focused on Financial Planning & Analysis.

Leveraging a high degree of technical proficiency, accuracy, and meticulous attention to detail, the incumbent will offer strategic insights and assistance for financial and operational functions in alignment with the university's Financial Services standards, processes, and applicable legislation. The position entails conducting extensive analysis, data entry, process evaluations, and applying robust accounting knowledge across several key financial domains.

The incumbent employs various financial and accounting systems to prepare, monitor, analyze, and provide strategic recommendations regarding finance and operations for work orders associated with a wide array of academic and university operational activities, including professional development, research, cost recovery, and contract programs.

Key Responsibilities:

The duties and expectations may differ based on the assigned service areas:

  • Partner with leaders from academic and administrative units, delivering practical financial support and guidance for budgetary responsibilities.
  • Assist in budget formulation, oversee budget performance and financial trends, project future requirements, identify emerging challenges, and maintain ongoing communication with leadership.
  • Provide consolidated forecasts for divisions, aid leadership in financial report presentations, and evaluate external financial partnership agreements.
  • Prepare and review budget data, draft projections, and engage in informed discussions regarding budget planning.
  • Support specific projects or areas as directed by leadership, collaborating with central Financial Services on enrollment and tuition revenue forecasting.
  • Monitor financial activities with stakeholders, interpret financial reports, and offer advice for decision-making.
  • Execute a diverse range of financial tasks in support of assigned service areas.
  • Prepare, review, and authorize internal departmental charges, purchase requisitions, and reconcile work orders. Manage journal entries and salary transfer requests.
  • Collaborate with colleagues and leaders on invoice requests, ensuring purchase orders are established, and prepare monthly and year-end accounting entries.
  • Provide guidance and support on financial processes, forms, and budgets, including training and updates.
  • Generate financial reports and conduct variance analysis, delivering comprehensive insights into key financial discrepancies.
  • Maintain ledger balances, track accounting records for general ledger accounts, prepare sections of annual financial statements, and liaise with external auditors.
  • Monitor and prepare reconciliations for specific accounts, manage capital requests, and correct inaccuracies.
  • Assist in the development of internal controls, reporting, and new initiatives, redesigning processes for enhanced efficiency.
  • Educate and support financial system users, fostering understanding of financial reports and resource management.
  • Conduct reviews of business processes and policies, redesigning for efficiency and implementing best practices.
  • Analyze financial areas, document issues, recommend actions, and implement solutions.
  • Ensure compliance with financial requirements in contracts for consulting, construction, and services.
  • Track and record overload/additional-hours appointments and cost distribution changes for HRIS entry.
  • Complete data entry, resolve discrepancies, and escalate unresolved issues to leadership.
  • Design and establish financial processes, accounting structures, and reporting frameworks for new initiatives, consulting with business owners and Enterprise Systems.
  • Cross-train to provide backup support for other analysts or functions within the Finance department.
  • Financial Analysts assigned to campus development divisions will have additional responsibilities related to maintenance of PM Web.

Required Qualifications:

  • A Bachelor's degree in a relevant field (e.g., Accounting, Finance, Business, Economics) with a minimum of 5 years' experience managing complex cost recovery/revenue-based budgets, including budget preparation, development, monitoring, extensive data entry in Excel, analysis, quarterly reviews, and year-end reconciliation. An equivalent combination of education and experience may be considered.
  • Proven ability to plan, organize, and develop effective systems work instructions and procedures to support finance functions.
  • Demonstrated capacity to manage multiple tasks, meet deadlines, and prioritize effectively.
  • Strong critical thinking skills.
  • Proven initiative and independence, while also working effectively as part of a team.
  • Proven ability to provide confidential service.
  • Experience working with a diverse range of external audit clients and integrated system experience.
  • Solid understanding and application of current accounting principles for not-for-profit, public sector, and charitable organizations.
  • Proven ability to produce concise and complex financial reports.
  • Ability to interpret, explain, report on, and provide advice regarding various accounting, budgetary, and financial management issues.
  • Effective oral and written communication skills, with the ability to maintain strong working relationships across all levels of faculty and staff.
  • Superior investigative and analytical skills, with the ability to identify and implement strategies for improvement.
  • Proficient in Microsoft Office, particularly Microsoft Excel, with demonstrated ability to apply Excel to complex financial analysis.
  • Candidates must be self-motivated and capable of working with minimal supervision within tight deadlines.

Preferred Qualifications:

  • A recognized Canadian accounting designation (CPA-CA, CPA-CGA, CPA-CMA), with current membership.
  • Knowledge of PSAB standards and Unit 4 Financial Software.
  • Direct experience in a post-secondary environment or a publicly funded organization of similar size.

Vancouver Island University offers eligible employees a comprehensive benefits package, generous paid holiday time, professional development opportunities, and a desirable pension plan. As part of the VIU community, employees collaborate with supportive colleagues in an encouraging environment and are equipped with the tools and training that foster learning and development. The advantages of employment at VIU are numerous, including well-being initiatives, strategic discounts, and flexible work arrangements.

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