Job Description

Staff - Non Union

Job Category M&P - AAPS

Job Profile AAPS Salaried - Accounting, Level C

Job Title Senior Financial Analyst - Treasury

Department Forecasting and Modelling | Cash, Modelling and Forecasting | Treasury | VP Finance and Operations

Compensation Range $7,071.58 - $10,169.00 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 March 8, 2024

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

Job End Date Dec 31, 2024

**Please note this is for a 9 month term.

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.

Summary

Treasury FP&A is responsible for decision support, business process re-engineering, evaluating business plans, translating the strategic plan into financial scenarios and presenting recommendations to Executives, the Board of Governors, Deans and Department heads. Treasury is also responsible for supporting UBC\xe2\x80\x99s cash management through annual and long-term cash forecasting and liquidity analysis.

The Senior Financial Analyst is capable of providing mathematical and financial modelling, detailed financial reports, supporting analysis, and research. The role will liaise with key stakeholders across the portfolio to carry out a variety of financial analysis tasks.

The duties of this position may vary significantly on a day-to-day basis, thus flexibility and prioritization are key.

Organizational Status

Reports to Manager, FP&A, Treasury. Provides project support to the Treasury FP&A team. Regularly interacts with other managers and directors throughout the University on a project basis, led by Treasury, Director, senior managers, or managers. Works in a hybrid office environment with frequent deadlines on multiple projects that may require flexibility in work hours.

Work Performed

Supports the development of strategic financial plans, business plans and business cases for the institution, faculty and departments. Provides advisory and consultation services on financial and budget issues required for decision making purposes.

Assesses the financial viability and impact of new and existing strategic initiative projects.

Develops, analyzes and runs comprehensive financial reports and supporting analysis for key concerns of senior management.

Researches and reports on various finance issues and the potential impact on University programs.

Provides business analysis and detailed specifications so that new financial tools can be used to analyze, display, and report financial information from multiple sources.

Engages sponsors and key stakeholders to determine business needs, cost reductions, reforms and improvement opportunities, particularly where there are treasury processes that impact other departments or units across the university.

Works with senior leaders to develop strategies based on financial and operational evaluations, risks and opportunities to identify and prioritize improvement opportunities.

Provides consultation and advisory services to all levels of management within faculties and departments in providing analysis and re-engineering of business process and policies to streamline and systemize reporting requirements and accounting issues.

Supports the creation, in conjunction with input from departmental units, key performance indicators and monitors, assesses and reports on status as required.

Performs data manipulation and analysis (graphical and statistical) as required in support of performance metric reporting

Participates in developing capacity standards in order to maximize operational efficiency, identify bottleneck, and work to remove any road blocks.

Performs end to end process mapping and all relevant documentation to provide leadership with decision making tools.

Uses end-to-end mapping and analysis to identify opportunities for improvement that positively impact up-stream and down-stream business partners.

Provides technical expertise for planning, managing and implementation of business unit process improvement initiatives.

Oversees reporting, monitoring and evaluation activities of current projects and/or actions targeted to improve key metrics and customer insights.

Works with all levels (leaders, managers, and associates) of assigned areas to identify opportunities for improvement, structure efforts to achieve the targeted improvements and establish measurement systems to monitor performance.

Develops and maintains relationships throughout business unit to enable business objectives and issue resolution and program consistency.

Analyzes, prepare and assist in preparing cash forecast results for current and future years by building assumptions, coordinating input from various sources and compiling results.

Assists with business process re-engineering by contributing to business process review and analysis to determine needs and identify deficiencies.

Extracts data and generating financial reports using Workday and Hyperion

Assists with the preparation of Board reports and presentations as required.

Researches and works on special financial projects as assigned by the Director, Treasury.

Performs other related duties as required.

Consequence of Error/Judgement

As a member of the Treasury group, consequence of error impacts the planning, decision making and financial viability of the departments, the units and the staff. Inaccurate financial modelling, projections and forecasts may lead to mismanagement of resources, which could result in significant financial losses and a negative reputational impact.

Supervision Received

Works under the direction of Manager, FP&A, Treasury. Work is reviewed in terms of adherence to University policy, legal and financial obligations.

Supervision Given

This position currently has no direct reports.

Minimum Qualifications

Undergraduate degree in a relevant discipline. CPA designation or equivalent designation. Minimum of five 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

CPA designation or equivalent

Complex financial modelling, analytical and planning experience is preferred.

Knowledge of accounting systems, project financing procedures and financial instruments.

Advanced knowledge of computer software applications (primarily Excel and Microsoft product platform).

Effective verbal and written communication, report writing, interpersonal, problem-solving, planning, and organizational skills.

Ability to work with a high degree of accuracy, analyze and extract complex data to produce business, statistical and financial reporting.

Ability to think strategically, grasp complex business and financial theories, identify key information and issues and suggest viable options as required.

Ability to work under pressure and adapt to changing priorities, multi-task, and meet deadlines.

Ability to work both independently and in a team environment.

Ability to build relationships at all levels of the department, and the University.

University of British Columbia