Financial Officer, Future Cities Institute

3 weeks ago

Waterloo, Canada University of Waterloo Full time

Overview

Reporting to the Managing Director, Future Cities Institute (FCI), the Financial Officer (FO) is accountable for the management of the FCI’s financial operations and has key accounting and analytical support responsibilities. The Financial Officer provides financial information and advice to the Managing Director to support effective management and strategic planning. This includes administration and oversight of financial activity in all funds, long and short-term financial planning, and other finance-related functions and special projects. The incumbent is also responsible for the integrity of financial processes and practices to ensure conformity with generally accepted accounting principles and University policies and guidelines, and uniform application and implementation of all financial policies, guidelines, and best practices. The incumbent also provides leadership within the FCI on budgeting and planning initiatives and is the primary point of contact for all financial matters including analysis, recommendations, procurement, and procedures.

This position is contingent on funding. 

Responsibilities

Budget, Reporting and Financial Planning

Develop the FCI’s annual operating budget in consultation with the Managing Director Provide confidential advice and strategies relating to financial and budget sensitive activities Develop business plans . program expansion and new initiatives as required to assess financial viability and sustainability Provide financial analysis in support of current and long term projects Prepare projections of FCI’s financial position, identify any concerns, propose potential solutions and initiate corrective action where required Identify financial consequences of long-term plans, proposals or changes to facilitate effective strategic decision making Analyze impact of government and university funding decision on budget Prepare financial documentation to aid decision making (. budget allocations for various departmental initiatives, teaching resource summaries) Review and advise on agreements and memoranda of understanding for relationships with internal and external agencies/institutes regarding management and internal control of research funds Co-ordinate the setup of financial structures to ensure activity is properly managed Monitor the financial status of operating, research, trust and endowment funds

Financial Management and Internal Control:

Administer and monitor the operating budget, revenues, expenses and overhead allocation Oversee all personal reimbursement requests and faculty professional expense reimbursement claims to ensure accuracy, compliance and eligibility Monitor research accounts and report potential liability of research accounts in deficit Responsible for research compliance review Oversee the monitoring and internal control of research grants and ensure research activity is in compliance with university policies and procedures as well as those imposed externally by granting agencies Identify and address issues concerning compliance with sponsor agreements Review hiring documentation relating to the payment of faculty, staff, part-time/casual staff, graduate student assistants, co-op students Review independent contractor status requests Review new user requests for procurement and invoicing purposes Administer and reconcile payroll of ongoing and temporary staff and faculty Review expenses to ensure compliance with university policies and procedures, including those imposed externally by donors and granting agencies Liaise with other units where interdisciplinary or institutional activity are being performed Responsible for review of FCI’s trust and endowment funds Support effective financial planning, management and internal control and best practices for cost recovery training programs Collaborate with the Office of Research and Faculty of Environment Faculty Financial Officer (ENV FFO) to ensure reporting requirements are met Develop, improve and implement strong internal financial controls  Liaise with ENV FFO and Finance to ensure full application and consistency of financial systems, policies and procedures Recommends guidelines to track and control office expenses. Invests in the continual process improvement of FCI’s financial procedures, controls and reporting standards.

Research Accounts

Responsible for maintaining FCI’s internal and external research accounts Work closely with FCI’s Research Program Manager to track various grants that are managed under FCI’s operating unit Participate in the preparation, coordination, implementation and reporting of funding proposal budgets stemming from the FCI

Collaboration

Participates regularly in FCI meetings to understand and contribute to planning and decision making Serves as the primary point of contact with Finance on financial matters Collaborates with ENV FFO and Finance to ensure strong internal controls are in place and accounting policies and procedures are documented, well-understood, and adhered to consistently Interacts regularly with the senior leadership team  Collaborates with other FCI staff to ensure new projects and programs are appropriately budgeted and financially sustainable Work closely with FCI’s Academic Program Development Specialist to ensure financial feasibility and sustainability of new and existing training programs

Other Duties:

Provides back-up support on purchase and supply ordering, reconciliations during staff absences Attends all training on new systems and procedures, and meetings as required Develops standardized processes and updates procedure documentation as required Assists with special projects and other duties

Qualifications

Bachelor’s degree from a post-secondary institution with business, economics, accounting, financial analysis, or finance orientation. CPA designation is desired Minimum of 2 years of working in an administrative support and financial reconciliation and reporting role. Experience in working within publicly funded institutions will be an asset Experience and demonstrated comfort using databases, spreadsheets, reporting and analysis tools, and new technologies Knowledge of university working environment and systems. Or large, complex, multi-departmental organization Demonstrated competence with generally accepted accounting principles (GAAP), comfort with accounting software and systems High level competence in working with Excel Understanding of journal entries, preparing budgets and fore-casts, research accounts management Analytical skills, interpersonal, organization and communications skills required Comfort and clarity in explaining accounting information, as well as organizational procedures and policies Thoroughness and accuracy in typing and written correspondence is required Able to work in a small, high performance team environment A certain amount of autonomy is required to monitor financial activity and take initiative to recommend continual process improvements Flexibility is important to work at events after hours and assume tasks that arise as a course of business Integrity, confidence, good judgement and initiative are valued in the FCI team Excellent written and verbal communication skills

  • Managing Director, Future Cities Institute

    3 weeks ago

    Waterloo, Canada University of Waterloo Full time

    Overview The Managing Director (MD) is responsible for aspects of the overall business leadership, partnership development, and day-to-day operations of the Future Cities Institute (FCI). This position is central to advancing the University of Waterloo as a leading global centre for futures thinking and training and is founded on Waterloo at 100 and...

  • Communications Officer, Future Cities Institute

    3 weeks ago

    Waterloo, Canada University of Waterloo Full time

    Overview Reporting to the Managing Director of the Future Cities Institute (FCI), the Communications Officer will plan, implement and evaluate an integrated program of marketing and communications to advance the FCI’s image, profile and reputation. The integrated communications plan will support both the FCI and the University’s goals and values...

  • Academic Program Development Specialist, Future Cities Institute

    3 weeks ago

    Waterloo, Canada University of Waterloo Full time

    Overview The Academic Program Development Specialist reports to the Managing Director, Future Cities Institute (FCI) to support and manage the administration of the future cities programming. Significant aspects of this position include coordination with central university administration (. registrar’s office), course and lab scheduling of the...

  • Managing Director, Future Cities Institute

    6 days ago

    Waterloo, Canada University of Waterloo Full time

    Overview The Managing Director (MD) is responsible for aspects of the overall business leadership, partnership development, and day-to-day operations of the Future Cities Institute (FCI). This position is central to advancing the University of Waterloo as a leading global centre for futures thinking

  • Research Coordinator, Future Cities Institute

    3 weeks ago

    Waterloo, Canada University of Waterloo Full time

    Overview The Research Coordinator (RC) provides operational leadership and management, technical writing pertaining to large-scale domestic, international and other research programs, research grant development and applications, research program monitoring and reporting, and research-related education programs.  The RC provides necessary support to...

  • Financial Accounting Analyst Student

    6 days ago

    Waterloo, ON, Canada Definity Financial Full time €22

    Financial Analyst, Accounting and Reporting - Fall 2024 Co-op/Intern YOUR NEXT CO-OP PLACEMENT Hybrid with 2-3 days required in office per week at the Waterloo location. From classroom to co-op to career, every step of your journey has an impact on your future. That's why it makes sense to choose a co-op placement with a company that offers truly...

  • Faculty Financial Officer

    4 weeks ago

    Waterloo, Canada University of Waterloo Full time

    Overview: **Term: 18 months** The Faculty Financial Officer (FFO) is accountable to the Executive Officer for achieving service excellence in a complex, decentralized environment while ensuring that all financial activities in the Faculty of Engineering are properly accounted for and that available financial management tools are effectively applied. This...

  • Chief Advancement Officer

    1 month ago

    Waterloo, Canada Perimeter Institute Full time

    THE OPPORTUNITY The Chief Advancement Officer (CAO) will lead Perimeter’s advancement effort in the strategic development and execution of Perimeter’s ambitious advancement mandate. This position will report to the Managing Director and Chief Operating Officer and will be responsible for developing, leading and implementing bespoke, ambitious,...

  • Institutional Analyst

    4 weeks ago

    Waterloo, Canada University of Waterloo Full time

    Overview: Under the direction and guidance of IAP leadership, the Institutional Analyst (IA) is responsible for the development of databases, models, analyses, and reporting as well as communicating the results of analyses internal and external to IAP. The IA will proactively contribute to IAP’s mandate of providing data, advice, analytical and planning...

  • Financial Analyst, Accounting and Reporting

    7 days ago

    Waterloo, Canada Definity Financial Full time

    Financial Analyst, Accounting and Reporting - Fall 2024 Co-op/Intern Job DescriptionYOUR NEXT CO-OP PLACEMENTWork term: FallWork term length: 4 or 8 monthsWork setting: Hybrid with 2-3 days required in office per week at the Waterloo location.From classroom to co-op to career, every step of your journey has an impact on your future. That's why it makes sense...

  • Financial Analyst, Accounting and Reporting

    7 days ago

    Waterloo, Canada Definity Financial Full time

    Financial Analyst, Accounting and Reporting - Fall 2024 Co-op/Intern Job DescriptionYOUR NEXT CO-OP PLACEMENTWork term: FallWork term length: 4 or 8 monthsWork setting: Hybrid with 2-3 days required in office per week at the Waterloo location.From classroom to co-op to career, every step of your journey has an impact on your future. That's why it makes sense...

  • Financial Analyst, Accounting and Reporting

    1 week ago

    Waterloo, Canada Definity Financial Full time

    Financial Analyst, Accounting and Reporting - Fall 2024 Co-op/Intern Job DescriptionYOUR NEXT CO-OP PLACEMENTWork term: FallWork term length: 4 or 8 monthsWork setting: Hybrid with 2-3 days required in office per week at the Waterloo location.From classroom to co-op to career, every step of your journey has an impact on your future. That's why it makes sense...

  • Senior Financial Analyst

    3 weeks ago

    Waterloo, Canada Sun Life Financial Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day,...

  • Senior Manager, Donor Relations

    2 days ago

    Waterloo, Canada Perimeter Institute Full time

    “At Perimeter, I have found that on timescales of months, you can execute the kinds of projects that would otherwise take many years elsewhere. Anything can happen at Perimeter.”  – Avery Broderick, Associate Faculty member, Perimeter Institute Scientists at Perimeter Institute explore the cutting edge of modern theoretical physics. They grapple...

  • Financial Analyst, Accounting and Reporting

    6 days ago

    Waterloo, ON, Canada Definity Financial Full time €22

    Financial Analyst, Accounting and Reporting - Fall 2024 Co-op/Intern Job Description YOUR NEXT CO-OP PLACEMENT Work term: Fall Work term length: 4 or 8 months Work setting: Hybrid with 2-3 days required in office per week at the Waterloo location. From classroom to co-op to career, every step of your journey has an impact on your future. That's...

  • FUTURE OPPORTUNITY

    3 weeks ago

    Waterloo, Canada Sun Life Financial Full time

    FUTURE OPPORTUNITY - People Services Specialist, HR Shared Services page is loaded FUTURE OPPORTUNITY - People Services Specialist, HR Shared Services Apply locations Waterloo, Ontario Toronto, Ontario time type Full time posted on Posted 2 Days Ago job requisition id JR00096509 You are as unique as your background,...

  • FUTURE OPPORTUNITY

    3 weeks ago

    Waterloo, Canada Sun Life Financial Full time

    FUTURE OPPORTUNITY - People Services Specialist, HR Shared Services page is loaded FUTURE OPPORTUNITY - People Services Specialist, HR Shared Services Apply locations Waterloo, Ontario Toronto, Ontario time type Full time posted on Posted 2 Days Ago job requisition id JR00096509 You are as unique as your background,...

  • FUTURE OPPORTUNITY

    3 weeks ago

    Waterloo, Canada Sun Life Financial Full time

    FUTURE OPPORTUNITY - People Services Specialist, HR Shared Services page is loaded FUTURE OPPORTUNITY - People Services Specialist, HR Shared Services Apply locations Waterloo, Ontario Toronto, Ontario time type Full time posted on Posted 2 Days Ago job requisition id JR00096509 You are as unique as your background,...

  • Educational Outreach Program Manager

    3 weeks ago

    Waterloo, Canada Perimeter Institute Full time

    Perimeter Institute for Theoretical Physics is an independent, resident-based research institute devoted to foundational issues in theoretical physics at the highest levels of international excellence. With a mission to advance our understanding of the universe at the most fundamental level, stimulating the breakthroughs that could transform our future....

  • FUTURE OPPORTUNITY

    3 weeks ago

    Waterloo, Canada Sun Life Financial Full time

    FUTURE OPPORTUNITY - Senior People Operations Specialist, HR Shared Services page is loaded FUTURE OPPORTUNITY - Senior People Operations Specialist, HR Shared Services Apply locations Waterloo, Ontario Toronto, Ontario time type Full time posted on Posted 2 Days Ago job requisition id JR00096510 You are as unique as...