Financial Planning and Budgeting Specialist

3 weeks ago

Cranbrook, Canada University of Waterloo Full time
Position Overview

The Financial Planning and Budgeting Specialist is accountable to the Director of Unit Budgets and Integrated Planning, playing a pivotal role in assisting various departments across the institution. This position focuses on the formulation and oversight of comprehensive plans and operational budgets that align with the university's strategic objectives. The Specialist will collaborate closely with personnel in Faculties and Academic Support Units, offering guidance and expertise in budget formulation, management, and oversight. The ideal candidate will enhance the financial stability of the institution by fostering relationships and promoting the adoption of best practices in financial assessment and integrated planning, ensuring budgetary alignment with institutional priorities.

Key Responsibilities

Budget Development and Oversight


• Aid Faculties and Academic Support Units in crafting and sustaining annual budget frameworks.
• Provide counsel on budgetary best practices and adherence to institutional guidelines.
• Generate revenue and budget forecasts for units to clarify their obligations, resources, and the financial implications of their decisions.
• Contribute to the creation and supervision of financial, costing, and reporting models for internal stakeholders, including senior management.
• Review budget plans and expenditures for thoroughness, accuracy, and consistency with budgetary frameworks.
• Strive to enhance the quality of financial data to fulfill reporting and accountability standards.

Workforce Financial Strategy


• Partner with units and Human Resources to facilitate the development of workforce strategies that conform to budgetary constraints and future financial obligations.
• Assist in cost assessments related to staffing and position funding.

Budget Education and Assistance


• Collaborate with various units to elevate financial literacy and cultivate a culture of fiscal responsibility and best practices.
• Conduct training sessions on budgeting fundamentals and financial management.
• Present financial data in a clear and compelling manner to aid in decision-making.
• Work with departments to support the development and maintenance of tools for financial analysis, budgeting, and revenue forecasting, including enrollment and related tuition and non-tuition revenues.
• Provide timely guidance to address and resolve issues.
• Offer continuous support and mentorship to enhance budgeting capabilities within the units.

Relationship Building


• Collaborate effectively with colleagues in various departments, including Finance and Institutional Analysis & Planning (IAP), to synchronize budget support functions and ensure alignment.
• Foster collaborative relationships with unit leaders and support staff to promote effective communication and cooperation in budget planning.

Data Analysis and Reporting


• Evaluate financial data to identify potential risks and offer insights and recommendations for budget optimization.
• Assist in the preparation of accurate and timely financial reports utilizing various systems, supporting account analysis, budget analysis, financial reporting, and decision-making.
• Maintain existing financial reports and enhance them based on reporting requirements.
• Provide recommendations to the Director and senior leadership team, implementing procedures to bolster internal controls and increase efficiencies.
• Prepare data and conduct analysis on financial information requested by governmental bodies and other relevant external organizations.

Qualifications


• Bachelor's degree in finance, accounting, business administration, economics, mathematics, or a related discipline.
• A Master's degree or a financial designation (e.g., CPA) is advantageous.
• A combination of education and experience may be considered.
• A minimum of 3-5 years of analytical or budget-related experience.
• Proficiency in budgeting, financial analysis, or mathematical analysis methods, and/or project management or planning in a complex environment.
• Experience in making independent judgments and managing confidential information.
• Strong analytical and problem-solving capabilities.
• Effective communication and interpersonal skills.
• Familiarity with the University's policies and procedures and the academic culture on campus is beneficial.
• Awareness of and experience with University governance processes is an asset.
• Ability to work autonomously and collaboratively within teams.
• A collaborative team player who values strong, collegial relationships with colleagues, both within the Office and throughout the University.
• Exceptional written and verbal communication skills.
• Discretion and the ability to maintain confidentiality.
• Strong time-management skills and meticulous attention to detail.
• High capacity for work and a willingness to go above and beyond when necessary.
• Ability to adapt quickly, exercise sound judgment in adjusting priorities, and manage a workload that often involves multiple projects simultaneously.
• High level of maturity and empathy; well-developed interpersonal skills.
• Strong organizational and analytical skills.

Equity Statement

The University of Waterloo recognizes that much of our work occurs on the traditional territory of the Neutral, Anishinaabeg, and Haudenosaunee peoples. Our main campus is located on the Haldimand Tract, the land granted to the Six Nations that includes six miles on each side of the Grand River. Our ongoing efforts toward reconciliation take place across our campuses through research, learning, teaching, and community engagement, coordinated within the Office of Indigenous Relations.

The University values the diverse and intersectional identities of its students, faculty, and staff. We regard equity and diversity as essential components of academic excellence and are committed to accessibility for all employees. The University of Waterloo seeks applicants who embrace our values of equity, anti-racism, and inclusion. Therefore, we encourage applications from candidates who have been historically disadvantaged and marginalized, including those who identify as First Nations, Métis and/or Inuk (Inuit), Black, racialized, persons with disabilities, women, and/or 2SLGBTQ+.

All qualified candidates are encouraged to apply; however, Canadians and permanent residents will be given priority.

The University of Waterloo is committed to accessibility for persons with disabilities. If you have any accommodation requests related to the application, interview, or workplace, please reach out to Human Resources.

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