Job Description

Staff - Non Union

Job Category M&P - AAPS

Job Profile AAPS Salaried - Accounting, Level A

Job Title Accounting Team Lead

Department Finance Leadership | Extended Learning

Compensation Range $5,063.67 - $7,294.50 CAD Monthly

The Compensation Range is the span between the minimum and maximum base salary for a position. The midpoint of the range is approximately halfway between the minimum and the maximum and represents an employee that possesses full job knowledge, qualifications and experience for the position. In the normal course, employees will be hired, transferred or promoted between the minimum and midpoint of the salary range for a job.

Posting End Date May 10, 2023

Note: Applications will be accepted until 11:59 PM on the day prior to the Posting End Date above.

Job End Date

At UBC, we believe that attracting and sustaining a diverse workforce is key to the successful pursuit of excellence in research, innovation, and learning for all faculty, staff and students. Our commitment to employment equity helps achieve inclusion and fairness, brings rich diversity to UBC as a workplace, and creates the necessary conditions for a rewarding career.

Job Summary

This position reports to the Associate Director of Finance, Provost Portfolio with a dotted line report into the Director of Administration of UBC Extended Learning (ExL). This position is responsible for ensuring accuracy and timeliness of all financial reporting within Extended Learning. This position monitors internal controls, recommends, and implements improvements and also participates in preparing forecasts, budgets and the 5 year plan. This position is responsible for preparing financial reports, reconciling and evaluating and preparing complex student enrolment system month-end entries and providing guidance to existing ExL CUPE staff. This position is responsible for training, evaluating, disciplining staff and scheduling duties as discussed with the Associate Director. This position also works collaboratively with ExL leadership. Team lead will foster effective working relationships with diverse and complex internal and external collaborators and partners and all levels of administrative and academic units, faculty, departments and unions and associations.

This position will be primarily based at the David Strangway Building at the Point Grey Campus in Vancouver with a hybrid in person/remote working schedule.

Organizational Status

Reports to the Associate Director of Finance for Provost Portfolio.

Interacts and liaises with ExL leadership, UBC IT, program coordinators and support staff of Extended Learning.

Receives information from and provides information to UBC Central Finance to reconcile accounts and other ad hoc deliverables.

Contacts other UBC departments and external suppliers as appropriate.

Foster effective working relationships with diverse and complex internal and external collaborators and partners and all levels of administrative and academic units, faculty, departments and unions and associations.

Provides requested backup information to internal and external auditors.

Work Performed

Evaluate and prepare complex month end tuition revenue, deferred revenue, and AR entries.

Reconcile AR and Deferred revenue in the student registration system against Workday.

Exercises judgment in assessing materiality of period end adjustments, and records entries to balance Deferred revenue and AR accordingly.

Assess and prepare month end, quarter end, year-end accruals for revenue, expenses and transfers as needed.

Prepares actual monthly program level report that is fully costed using planning application tools.

Stays current on UBC Financial systems and reporting, training CUPE staff on changes as appropriate.

Participating in budget planning process and long-range financial planning.

Developing effective accounting processes, systems and procedures.

Documents and maintains the financial and accounting procedures that impact on crucial accounting decisions, budgets, and year-end issues.

Provides accurate and timely financial reports/analysis as required.

Trains non-financial persons as needed on financial applications, so they can self-serve ad hoc ledger and payroll reports ad hoc.

Analyzes existing workflows and outputs and makes process improvements as required.

Develops and monitors management reporting associated with data integrity; assesses, evaluates and recommends internal accounting controls, policies, and procedures.

Conducts and reviews monthly spot audits on transactions, investigating and resolving financial problems as they arise.

Maintains data integrity of the registration system, provides support and instruction to registration clerks on any issues that arise, resolves course refund processing problems.

Reviews T2202 high level data review and the program accounting string and taxable/non-taxable aspects of courses/programs in the student registration system.

Manages collection process by working with respective program areas and student registration staff on outstanding balances.

Integrate Provost Portfolio financial processes as requested by the Associate Director. These financial processes are identified but not limited to as journal entries, supplier payments, and internal chargebacks, and purchase requisition setup, goods and services receipts. As team lead will also support the CUPE positions during monthly, quarterly, year-end busy periods.

Performs other duties related to the qualifications and requirements of the job.

Consequence of Error/Judgement

Works independently and exercises advanced problem investigation and solving skills.

Exercises judgment in determining which problems should be resolved independently and which problems need to be communicated to the Associate Director of Finance.

Creatively and critically analyzes existing finance/accounting and registration systems, makes recommendations and implements improvements.

Ensures financial reports are correctly processed and distributed to the senior manager of the program areas in a timely manner.

Designs and implements new financial reports as required by the Director.

Analyzes and improves systems for issuing refunds. Refund errors may result in incorrect payments that can be uncollectible and/or delay proper refund payments.

Incorrect or poor decisions/judgments will have a significant impact on the reputation of the University and Continuing Studies and the latter\xe2\x80\x99s financial viability. Failure to quickly identify errors in accounting/administration structure and financial reporting has a major adverse effect on the quality and efficiency of Continuing Studies\xe2\x80\x99 operations and consequently on relations with students, senior administration and the university community.

Supervision Received

This position reports to the Associate Director of Finance, Provost with dotted line report to the Director of Administration of ExL.

This position is expected to work independently within assigned areas and work is reviewed in terms of achieving unit objectives and finishing deliverables on time.

Supervision Given

Manages current ExL CUPE Finance staff, responsible for training, evaluating and disciplining.

Provide recommendations and guidance to the registration staff for items like new course codes, changes to accounting revenue and spend categories.

Minimum Qualifications
Undergraduate degree in a relevant discipline. Completion of at least 7 of the 14 CPA academic prerequisites. Minimum of two years of related experience, or the equivalent combination of education and experience.

- Willingness to respect diverse perspectives, including perspectives in conflict with one\xe2\x80\x99s own

- Demonstrates a commitment to enhancing one\xe2\x80\x99s own awareness, knowledge, and skills related to equity, diversity, and inclusion

Preferred Qualifications

Advanced skills in the use of spreadsheets and databases.

Knowledge of Workday, Student registration applications preferred, Word, Excel, Database.

Knowledge of planning applications like Hyperion, Workday Adaptive Insights preferred.

Thorough knowledge and understanding of University policies and procedures.

Strong oral and written communication skills, analytical, problem-solving, decision-making, organizational and teaching skills.

Ability to maintain accuracy and attention to detail working under pressure to meet tight deadlines.

Ability to work both independently and within a team environment with a positive attitude.

Proven ability to exercise tact, diplomacy and sound judgement.

Able to explain difficult concepts clearly and patiently both to those supervised by the position and to leadership.

Personal attributes of an ideal ExL Team Member: high level of honesty and integrity, robust work ethic and accountability, demonstrated initiative, adaptability in a rapidly changing landscape, a creative and curious problem-solver, commitment to engendering a harmonious work environment and strong emotional intelligence.

University of British Columbia