Fin Planning & Analysis Adv

Capilano University

North Vancouver

On-site

CAD 71,000 - 94,000

Full time

47 hours ago

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Benefits offered by this job

Defined pension plan

Employer paid benefit premiums

Job summary

Capilano University in North Vancouver is seeking a Financial Planning & Analysis Advisor to join the Finance Team. Reporting to the Manager, FP&A, this role conducts confidential forecasting, budgeting, and complex financial analysis, supporting the ERP upgrade and new reporting tools.

Responsibilities include developing annual budgets, monitoring variances, preparing internal and external reports, and guiding senior management through forecasting processes.

Qualifications

Bachelor’s degree in a relevant field (BBA/BCom).
Three years of directly related work experience including budgeting, accounting and financial reporting.
Experience with ERP upgrade/implementation is an asset.
Ability to work well under pressure and meet strict deadlines.

Responsibilities

Prepares budgets and projections on an annual and quarterly basis.
Provides financial analysis for budgeting and forecasting processes.
Leads development and maintenance of budgeting/reporting models for contracts and projects.
Manages financial data quality and supports reporting for senior management.

Skills

Budgeting accuracy

Financial analysis

Excel proficiency

Data interpretation

Confidentiality

Education

Bachelor’s degree in BBA/BCom

Tools

ERP systems

Advanced Excel

Job description

Capilano University is named after Chief Joe Capilano, an important leader of the Skwxwú7mesh (Squamish) Nation of the Coast Salish Peoples. We respectfully acknowledge that our campuses are located on the territories of the LíỈwat, xʷməθkʷəỷəm (Musqueam), shíshálh (Sechelt), Skwxwú7mesh (Squamish) and SəỈílwətaʔ/Selilwitulh (Tsleil-Waututh) Nations.

At CapU we are committed to supporting a campus community that is both diverse and inclusive. We believe that diversity within our workforce is essential in creating both an exceptional student, and employee experience. As part of this ongoing commitment, we strive to ensure that our recruitment campaigns are proudly reflective of the community we serve. We actively seek applications from Indigenous peoples, the 2SLGBTQ+ community, persons with disabilities as well as members of groups that experience discrimination based on race, ethnicity, gender identity, sexual orientation, place of origin, ancestry, and religion as we acknowledge the value each individual brings to the CapU community through their lived experiences.

To help us focus our efforts, we ask all applicants, should they wish, to complete a short anonymous questionnaire. The questionnaire results are not connected to you or your application, and do not form part of the selection process. Simply, the goal of collecting this anonymous data is to better understand our organizational reach, while continuously aiming to improve the diversity of our applicant pool.

Competition Number

JR100143

Position Title

Fin Planning & Analysis Adv

Employment Group

Exempt Staff

Position Status

Temporary (Fixed Term) Full time

Position Start Date

October 1, 2026

Position End Date

March 31, 2028

Department

Financial Planning and Analysis

Location

North Vancouver

Salary Range

The typical salary range for this role falls between $70,719.00 - $94,292.00 per annum, commensurate with experience, education, and internal equity, with future opportunities for performance-based pay and career progression. Additionally, we offer a comprehensive total rewards package, including a defined pension plan, employer paid benefit premiums, and more.

Job Description Summary

Reporting to the Manager, Financial Planning & Analysis, the Financial Planning & Analysis Advisor is an integral part of the Finance Team. Applying a high level of technical expertise and demonstrated accuracy and attention to detail, this role carries out confidential and sensitive forecasting, accounting and analytical work. The Financial Planning & Analysis Advisor is responsible for the University’s budget system and data, including development, maintenance, coordination and preparation of budget documents, and confidential complex financial analysis and forecasting. The position is also responsible for ongoing process improvements and will work towards developing new and improved processes for reporting and analytic tools to be used across the University for Budgeting and Forecasting. Duties include the development and preparation of annual budgets, internal and external reporting, and monitoring and correcting variances. This position is a leader within the FP&A division and acts as a resource person for senior management during the annual budget development and forecasting processes. This position works closely with the digital transformation project, assisting in the planning, implementation, and monitoring of the financial components within the University’s upcoming new enterprise resource planning software.

Job Description

ILLUSTRATIVE EXAMPLES OF DUTIES

General and Accounting

Prepares budgets and projections on an annual and quarterly basis to help Budget Owners better understand their resources and manage within their financial means.

Provides financial analysis for the collective bargaining process.

Provides research, technical support, accounting, and budgeting expertise to Financial Services management on a wide variety of budget, capital, and contract/project financial issues.

Prepares and analyzes monthly internal accounting reports to provide information, identify variances from budgets and to research reasons for variances.

Contributes to the development and oversight of financial, costing and reporting models for university contracts and projects.

Monitors budgets and expenditures for completeness of detail, accuracy of contents and adherence to contracts.

Ensures financial data quality to meet reporting, accountability requirements and national accounting standards

Responds and provides guidance to enable timely response and resolution to issues arising as a result of system or business process challenges.

Responds to requests for data and reports from internal and external partners.

Maintains accounting records up to and including working papers and preparation of year- end financial reports for both internal and external use.

Assists in the calculation of fees for courses and programs.

Maintains related journals, general ledger, cash receipts and cash disbursement reconciliations.

Assists with the preparation of budgets for fee for service contracts and other projects as required.

May be required to take training and act in the capacity of a floor warden as part of the University’s Emergency Preparedness Plan (Fire, W.H.M.I.S., Earthquake).

Performs duties related to the qualifications and requirements of the position.

Financial Systems

Manages, develops and prepares reports from various systems and sources to support account analysis, budget analysis, financial reporting and decision making.

Leads the team tasked to design, build, test, implement and maintain the new system for budget and forecast reporting (implementation of the ERP software).

Liases with the Institutional Research Department and Faculties to develop and maintain tools for financial analysis, budgeting and forecasting of enrollment and related tuition revenue.

Maintain existing financial reports and make improvements based on Management's reporting needs.

Process Improvement & Training

Provides recommendations to Management and implements policies and procedures to improve internal controls and increase efficiencies.

Non-Operating

Assists Management in the review of targeted funds and their related expense accounts to ensure expenditures do not exceed the funding available.

Decision-Making & External Stakeholders

Develops and prepares financial modeling to assess viability and impact of new projects, programs, and initiatives in conjunction with other units.

Provides analysis and interpretation of a variety of information, making financial- related recommendations as required.

Prepares data and provides analysis on financial information requested by government bodies and other relevant external agencies.

Works with external auditors to provide accurate information as required. Monitors and prepares reconciliations for specific accounts. Prepares correcting entries wherever inaccuracies are found.

REQUIRED KNOWLEDGE, ABILITIES AND SKILLS

Thorough knowledge of University policies and procedures related to Finance.

Through knowledge of the specific rules, legislation and regulations related to Finance.

Thorough knowledge of the principles and practices of budget control systems.

Thorough knowledge of accepted accounting, budgeting and financial reporting principles and practices.

Thorough knowledge of spreadsheet applications and the ability to upgrade if required.

Considerable knowledge of business English, spelling, and punctuation.

Working knowledge of word processing and database applications.

Ability to exercise and maintain confidentiality using good judgement and discretion in handling a large volume of confidential information.

Ability to independently identify and analyze complex accounting and financial systems problems, and to appropriately coordinate implementation of solutions through the Director, Finance.

Ability to prepare and produce a wide variety of financial and budget reports.

Ability to recommend and discuss methods of improving accounting systems and procedures.

Ability to work well under pressure, and to plan, prioritize, organize and implement work schedules to meet strict deadlines and work with minimal supervision.