Lead Officer, Financial Planning and Reporting

**Job Type**:
Employee

**Duration in Months**(for fixed-term jobs):
12

**Job Family**:
Financial Planning and Reporting

**# of Open Positions**:
1

**Faculty/Service - Department**:
Finance, PDI

**Campus**:
Main Campus

**Union Affiliation**:
SSUO

**Date Posted**:
August 11, 2025

**Applications must be received**BEFORE**:
August 22, 2025

**Hours per week**:
35

**Salary Grade**:
SSUO Grade 09

**Salary Range**:
$72,437.00 - $91,502.00

About the Professional Development Institute:
The Professional Development Institute (PDI) of the University of Ottawa has been in the business of providing recognized career learning for over 40 years. Tens of thousands of decision makers and professionals at all levels in the public service and the private sector benefit from courses, programs and events to advance their knowledge and expertise. PDI’s experienced instructors are content and industry experts in their field and are trained to meet the specific needs of adult learners.

**Position purpose**:
Oversee the day-to-day financial activities of the sector to ensure sound financial management and provide advice to senior management in support of long-term strategic planning. Supervise and lead a team of employees responsible for various functions related to the sector's financial and administrative activities, including the coordination and implementation of medical billing, to ensure a productive and supportive environment, and to provide high-level advice and support on more complex issues. May represent senior management on central committees with mandates related to the incumbent's area of responsibility.

**In this role, your responsibilities will include**:

- ** 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.
- ** Purchasing**: Act as approval agent for procurement of goods and services for the sector to ensure compliance with supplier contracts.
- ** 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.
- ** 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.
- ** 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.
- ** 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.

**What you will bring**:

- 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
- 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
- Strong interpersonal and communication skills
- Strong organizational skills
- High level of discretion
- Bilingualism - French and English (spoken and written)

**Key Competencies at uOttawa**:
Here are the required competencies for all or our employees at uOttawa:
**Planning**:Organize in time a series of actions or events in order to realize an objective or a project. Plan and organize own work and priorities in regular daily activities.
**Initiative**:Demonstrate creativity and initiative to suggest improvements and encourage positive results. Is proactive and self-starting. Show availability and willingness to go above and beyond whenever it is possible.
**Client Service Orientation**:Help or serve others to meet their needs. This implies anticipating and identifying the needs of internal and external clients and finding solutions on how to meet them.
**Teamwork and Cooperation**:Cooperate and work well with other members of the team to reach common goal(s). Accept and give constructive feedback. Able to adjust own behaviour to reach the goals of the team.

**Note: if this is a union position**:The hiring process will be governed by the current collective agreement related to the union affiliatio