Financial Analyst

**Date**:Feb 21, 2025 **Location**: Waterloo, CA **Company**:Wilfrid Laurier University **Department**: Student and Ancillary Services **Job Type**: Continuing **Full-time/Part-time**: Full Time (>=1249 hrs/year) **Campus**: Waterloo **Reports to**:Manager, Ancillary Finance **Employee Group**: WLUSA **Application Deadline**:March 7, 2025 **Requisition ID**:9072 Wilfrid Laurier University is a leading multi-campus university that excels at educating with purpose. Through its exceptional employees, students, researchers, leaders, and educators, Laurier has built a reputation as a world-class institution known for its rich student experience, academic excellence, and global impact. With a commitment to Indigenization and commitment to equity, diversity, inclusion, Laurier’s thriving community has a place for everyone. Laurier has more than 21,000 students and 2,100 faculty and staff across campuses in Waterloo and Brantford, as well locations in Kitchener and Milton. The university is committed to providing an inclusive workplace, a flexible work policy and employing a workforce that is reflective of local and national demographics. Laurier's Waterloo, Kitchener, and Brantford campuses are located on the shared traditional territory of the Neutral, Anishnaabe, and Haudenosaunee peoples. This land is part of the Dish with One Spoon Treaty between the Haudenosaunee and Anishnaabe peoples and symbolizes the agreement to share, protect our resources, and not to engage in conflict. Laurier's Milton campus is located on the traditional territory of the Mississaugas of the Credit, and part of the Nanfan Treaty of 1701 between the British Crown and the Haudenosaunee Confederacy. **Position**Summary** This position’s primary responsibility is to be a financial resource for the Ancillary Services portfolio. The Ancillary Services self-sustaining client groups includes Residence Operations (including Ezra Apartments & Houses), Food Services, OneCard, Conference Services, Hawk Shops, Printing Services, Parking & Transportation Resources, Business Development, HUB Operations, Distribution Services and Special Constable Services. **Accountabilities** **Financial Reporting**: - Creates, presents and interprets financial reporting to client group Senior Leaders on a regular basis - Creates custom reporting and budget information to support Faculty, Management and Staff’s specific requirements - Prepares mandatory external reporting (i.e. Government funding agencies to ensure regulatory compliance) - Collaborates with various units and individuals across the university to support effective reporting and analysis for internal and external audiences **Forecasting & Analysis**: - Analyzes year-over-year trends - Analyzes budget to actual spending and forecasts actual year-end anticipated results - Coordinates and prepares multi-year forecasts - Analyzes non-operating units for profitability - Analyses and presents options to meet financial challenges - Supports month-end/year-end completion and analysis as coordinated by Financial Services **Budget Planning & Cost Modelling**: - Leads the annual and multi-year strategic budget planning process with client group Senior Leaders - Creates, oversees and maintains financial models to be used for strategic planning purposes - Completes budget planning documents required by Central Financial and are responsible for the accuracy of the budget data in the financial ERP system - Attends budget planning meetings to review prior year challenges and the upcoming financial landscape which will be incorporated into the client group budget planning - Provides cost modelling information for operating and non-operating initiatives - Prepares business cases and cost analysis as required **Information Dissemination and Training**: - Attends regular Financial Resources and Budget & Planning meetings to exchange information and collaborate on projects/initiatives with the objective of sharing best practices and continuous improvement ideas to incorporate into client group areas - Attends client group meetings to ensure alignment of priorities between client group and Financial Resources. - Attends University Town Halls and information sessions related to budgeting and financial matters - Provides current information to Client groups on: - Applicable financial policies and procedures - Collective agreements as they relate to financial matters - Provides information on budget model allocations (e.g. Responsibility Centre Management (RCM) budget model) - Provides technical training on an individual basis as requested - Provides training on the review of financial reports, accounting principles and university financial policies - Leads and/or participates in financial working groups/committees/project analysis as required - Collaborates within Financial Resources and Integrated Planning & Budgeting to ensure full utilization and consistency of financial systems, model, policies, a