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Finance Partner (Senior Financial Analyst), Finance Services

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The University of Calgary

Sep 14

  • Job
    Full-time
    Senior & Expert Level
  • Accounting & Tax
    Banking & Finance
  • Calgary

AI generated summary

  • You need a CPA or MBA, 7+ years in financial roles, 2+ years in strategic support, and expertise in budgeting for $10M+ operations. Strong leadership and communication skills are essential.
  • You will analyze financial data, support strategic decisions, lead budget processes, improve financial procedures, provide reports, and ensure compliance with policies while managing special projects.

Requirements

  • A professional accounting designation (CPA, CA, CMA or CGA) with a related University degree, or an MBA. Other relevant graduate levels of education and experience may be considered.
  • Experience providing strategic decision support at the senior leadership level (2+ years).
  • Extensive work experience in various accounting functions including budgeting, forecasting, and financial analysis (7+ years).
  • Experience leading the budgeting and forecasting processes for operations in excess of $10M.
  • Proven ability to provide direction and leadership to staff.
  • Excellent written and verbal communication and presentation skills.
  • Demonstrated skills in building and maintaining productive and supportive working relationships with all levels of senior leadership, management and staff.
  • Proficient user of computer software applications, including large integrated enterprise resource planning systems, data warehousing, business intelligence tools and spreadsheets.
  • Good knowledge of not for profit accounting and university structures and operations.

Responsibilities

  • Gain an understanding of multiple complex areas in a relatively short period to collect, analyze and organize information, establish facts and make pragmatic, value-added recommendations.
  • Provide strategic decision support for Senior Leadership teams, ensuring leadership is apprised of all critical budgetary and financial issues, treating all matters with professionalism, sensitivity and confidentiality.
  • Lead the comprehensive annual planning and budget preparation process for assigned portfolios and review to ensure alignment and integration with the university's overall strategy and plans (e.g. Business Plan, Research Plan, Academic Plan, Enrollment Plan, etc.).
  • Lead the forecasting and planning process, including monthly budget-to-actual variance analysis and forecast.
  • Lead all monthly / quarterly / year-end financial activities within the Faculty / Unit in accordance with the institution's policies and procedures.
  • Work in partnership with stakeholders to continuously seek to improve financial processes and procedures within the Faculty / Unit by working with the financial process stream owners.
  • Develop proposals and business cases as required for new initiatives, and continuously review existing activities for process improvement and sustainability.
  • Provide a wide variety of ad hoc reporting and financial analysis to enable timely and effective decision making.
  • Serve as a conduit to share Faculty / Unit perspectives and ideas to integrate into institutional level planning, policy and procedure development.
  • Successful and timely completion of special assignments and projects that have institutional-wide impacts, including assessing, testing, key performance indicators, reporting, recommending, evaluation and feedback assessment (i.e. tuition allocation methodologies).
  • Stay current on trends and approaches to financial management and processes through continued professional development.
  • Understand and comply with the requirements of the University's Occupational Health and Safety Policy.

FAQs

What is the duration of the Finance Partner position?

The Finance Partner position is a Full-time Limited Term role for approximately 14 months.

Who will the Finance Partner report to?

The Finance Partner will report to the Associate Director, Finance Services.

What is the expected range of funds the Finance Partner will manage?

The Finance Partner will be assigned a portfolio with combined operating and internally restricted funds ranging between $50M and $100M.

What are some key responsibilities of the Finance Partner?

Key responsibilities include providing strategic decision support, leading the annual planning and budgeting process, conducting financial analysis, and ensuring compliance with university policies and procedures.

What qualifications are required for the Finance Partner position?

A professional accounting designation (CPA, CA, CMA or CGA) with a related University degree or an MBA, along with extensive experience in accounting functions and decision support at a senior leadership level, is required.

What type of experience is preferred for applicants?

Applicants should have 7+ years of extensive work experience in various accounting functions including budgeting, forecasting, and financial analysis, along with 2+ years of experience in providing strategic decision support at the senior leadership level.

Are there leadership responsibilities for the Finance Partner?

Yes, the Finance Partner will provide direction and mentorship to other staff and lead the delivery of specialized financial services.

What skills are important for the Finance Partner role?

Important skills include excellent written and verbal communication, strong analytical and problem-solving abilities, and proficiency in financial software applications and data analysis tools.

Is there an application deadline for this position?

The position will remain open until filled; however, applicants will be reviewed as they are received.

Does UCalgary promote diversity in its hiring process?

Yes, UCalgary encourages applicants from diverse backgrounds and is committed to removing barriers faced by designated groups in the hiring process.

Is there an opportunity for professional development in this role?

Yes, the Finance Partner is expected to stay current on trends and approaches to financial management through continued professional development.

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The University of Calgary

Canada's entrepreneurial university, A top research university

Education
Industry
1966
Founded Year

Mission & Purpose

The University of Calgary is a leading Canadian university located in the nation's most enterprising city. The university has a clear strategic direction to become one of Canada's top five research universities, where research and innovative teaching go hand in hand, and where we fully engage the communities we both serve and lead. This strategy is called Eyes High, inspired by the university's Gaelic motto, which translates as 'I will lift up my eyes.’