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Financial Analyst

2 months ago

Kitchener, Ontario, Canada University of Waterloo Full time
Job Title: Financial Analyst

The University of Waterloo is seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will be responsible for providing financial information and internal controls related to the Societies, Orientation, and Student Refugee Program funds.

Key Responsibilities:
  • Provide leadership, coordination, and management of Society financial statements, annual budgets, and annual year-end reports.
  • Prepare monthly financial reports for each Society, analyzing results and discussing with Society representatives.
  • Review and monitor inventory tracking and recording systems to ensure accuracy and recommend improvements.
  • Manage Societies' capital asset accounting treatment and internal controls, including compliance and audit.
  • Ensure complete and accurate records are maintained by monitoring expenditures and commitments against budgets.
  • Identify gaps in internal controls, suggest and implement improvements, and establish new financial structures and processes.
  • Accurately and appropriately assess and record HST and rebates taken.
  • Ensure that all WUSA and Society financial/accounting obligations are completed on schedule and in compliance with the Societies Agreement.
  • Provide oversight and conduct periodic audits on all cash handling and point of sale procedures throughout all Societies.
  • Review reimbursement requests to ensure accuracy, compliance, eligibility, and appropriate account coding.
  • Maintain productive working relationships with all WUSA Societies and provide guidance on processes that impact fiscal management, financial compliance, and stewardship of assets.
  • Participate in and provide information for annual external audit, working directly with the External Auditor as required.
Requirements:
  • Post-Secondary degree with a focus on accounting and business courses.
  • CPA designation or actively pursuing CPA designation considered an asset.
  • Significant experience in an accounting/finance-related environment, including preparation of financial statements.
  • Independent judgment in areas of time management, task prioritization, organization, and decision-making.
  • Evidence of integrity, confidentiality, and professionalism in the work environment.
  • Previous experience managing or coaching staff or volunteers.
  • Experience in an enterprise-wide computerized accounting environment.
  • Experience in a not-for-profit environment is preferred.
  • Previous experience working with students within a dynamic environment an asset.
  • Outstanding interpersonal skills with a demonstrated ability to contribute in a collaborative environment.
  • Good judgment with strong critical thinking, analytical, and problem-solving skills.
  • Proven ability to provide clear and positive communication; excellent written communication skills, including aptitude for analysis and presentation of financial data in a clear and concise manner.
  • Demonstrated leadership and mentoring skills.
  • Adept at taking initiative and managing multiple priorities and deadlines.
  • Proven ability to maintain detailed and meticulous records.
  • Intermediate to advanced knowledge of MS Office Suite.
  • Works independently with a strong work ethic.
  • Exceptional attention to detail.
  • Understanding of GAAP (generally accepted accounting principles), CRA regulations, and their application to not-for-profit organizations.