Financial Analyst

University of Alberta; Edmonton; On-site; CAD 65,000 - 85,000; Full time

Job summary

A leading Canadian university is seeking a Financial Analyst to manage financial reporting and support budgeting processes. The ideal candidate will have an undergraduate degree in a relevant discipline and a minimum of three years of experience in finance. This hybrid role involves preparing financial summaries, conducting analysis, and participating in improvement projects. Strong communication skills and proficiency with financial tools are essential.

Benefits

Comprehensive benefits package

Hybrid work environment

Qualifications

• Minimum of three years of progressive experience in an office setting with a finance focus.
• Excellent oral and written communication skills.
• Strong ability to work on multiple tasks while maintaining high-quality standards.

Responsibilities

• Prepare financial summaries and assist in budget management and reporting.
• Provide financial analysis and reporting to stakeholders.
• Participate in corporate projects including software upgrades.

Skills

Analytical thinking

Problem-solving

Communication skills

Team collaboration

Deadline management

Education

Undergraduate degree in a related discipline or post-secondary diploma with accounting coursework

Tools

Microsoft Office

Google Suite

PeopleSoft

Job description

Overview

The competition is open to all applicants; internal candidates and applicants who were former employees of the University of Alberta will be given priority consideration before external candidates. Please log in to verify your internal candidate status.

This position is a part of the Non-Academic Staff Association (NASA).

This position has a term length of two years and offers a comprehensive benefits package.

Location - This role is hybrid with a mix of remote and in-person.

Position Summary

The Financial Analyst will play a key role in the Finance Partnership Network within Finance, Procurement and Planning in bridging the gap for research post-award administration, development and implementation of standard reporting templates, generating financial data and building of reporting tools that will help support the finance partnership network in budgeting, forecasting and reporting.

The incumbent will assess processes, determine requirements, and deliver data-driven recommendations and reports to executives and stakeholders to achieve the goals of the department and division. In addition to day-to-day data entry support, journal entries and monthly reporting, this position will be responsible for account analysis and reconciliation, preparation and distribution of management reports and budgets while ensuring accuracy and consistency as well as making recommendations for improvement in financial reporting and providing guidance, advice and training to community members.

This position will ensure effective data and information management (collection, analysis and reporting), and is responsible for assessing requests, compiling statistical information, investigating, preparing reports and analyzing trend information.

Responsibilities

• Proactively anticipates policy and procedure-related financial administrative needs, designs and offers supports and resources to address the ongoing and emerging needs.
• Acts expediently and with a service-orientation to solve specific problems, drawing on a well-developed understanding of area needs, as well as university and research sponsor (i.e. external funding agencies) policy, procedure or processes.
• Collects and curates up-to-date information re: budget management and reporting, and end of project reporting and close-out.
• Supports and provides financial advice, reviewing accounts on a monthly basis via various tools (Financials -eTrac, Data Warehouse/Tableau, PeopleSoft).
• Prepares monthly, quarterly and year-end financial summaries
• Assists in the compilation of financial information required for various reporting purposes for affiliated projects and department initiatives
• Analysis of current and historical data to determine analytical trends to support management in strategic decision making using initiative and senior-level experience to target appropriate areas for review and redress
• Complete preparation of monthly and year-end financial statement workbooks for regular reporting, forecasting and variance analysis.
• Complete ad-hoc reporting as required for year-end audit or as requested
• Create metrics that can be utilized across the university to support financial decision-making
• Participate and support in the rollout of new processes, protocols and reporting templates
• Supporting the annual budget and monthly forecasting process
• Lead and participate in corporate and operational projects, including process improvement projects, software upgrades etc.
• Lead monthly operational touchpoints with Senior Finance Partner and Director to help maintain communication and accurate financial information
• Determine and implement recommendations around the design and delivery of standardized financial reports, analytics practices and data management improvements.
• Develop predictive analytics and forecasting models on financial data.

Qualifications

• Undergraduate degree in a related discipline or post-secondary diploma with accounting and business coursework
• Minimum of three years of progressive experience in an office setting with a finance/administration focus, including process development and data modelling and analysis experience.
• Computer proficiency using Microsoft Office applications and Google Suite
• Knowledge of PeopleSoft (Financial) applications and University of Alberta policies and procedures is an asset.
• Excellent communication (oral and written) and interpersonal skills required
• Strong ability to think analytically and with an aptitude for problem-solving
• Ability to work on multiple tasks at one time while maintaining high-quality standards.
• Effective deadline and project management skills to balance competing priorities
• High motivation to work in as a team player in a collaborative and evolving environment, as well as independently.

Application Instructions

Click "Apply Now" to submit your resume and cover letter

About Us

The University of Alberta acknowledges that we are located on Treaty 6 territory, and respects the histories, languages and cultures of First Nations, Métis, Inuit and all First Peoples of Canada, whose presence continues to enrich our vibrant community.

The University of Alberta is a community of knowledge seekers, change makers and world shapers who lead with purpose each and every day. We are home to over 14,000 faculty and staff, more than 40,000 students and a growing community of 300,000 alumni worldwide.

Your work will have a meaningful influence on a fascinating cross-section of people - from our students and community members, to our renowned researchers and innovators, making discoveries and generating solutions that make the world healthier, safer, stronger and more just. Learn more.

At the University of Alberta, we are committed to creating an inclusive and accessible hiring process for all candidates. If you require accommodations to participate in the interview process, please let us know at the time of booking your interview and we will make every effort to accommodate your needs.

We thank all applicants for their interest; however, only those individuals selected for an interview will be contacted.

All University employees have a responsibility to foster a workplace that prioritizes safety in all its forms—physical, cultural, and psychological. This is achieved by promoting a safe environment, adhering to all safety laws, policies and procedures, completing all required safety training, identifying hazards and implementing controls, reporting incidents, and contributing to a culture of belonging and respect, while endeavoring to ensure that all colleagues feel valued and safe to express their thoughts, perspectives and concerns.

The University of Alberta is committed to creating a university community where everyone feels valued, barriers to success are removed, and thriving connections are fostered. We welcome applications from all qualified persons. We encourage women, First Nations, Métis and Inuit persons, members of visible minority groups, persons with disabilities, persons of any sexual orientation or gender identity and expression, and all those who may contribute to the further diversification of ideas and the University to apply.

L'Université de l'Alberta s'engage à créer une communauté universitaire où chaque personne se sent valorisée, où les obstacles à la réussite sont éliminés et où des connexions enrichissantes peuvent se développer. Nous accueillons les demandes de toutes les personnes qualifiées. Nous encourageons les femmes; Premières nations, Métis et Inuits; membres des groupes minoritaires visibles; personnes handicapées; personnes ayant une orientation sexuelle ou une identité et une expression sexospécifique; et tous ceux qui peuvent contribuer à la diversification des idées et à l'université à postuler.

About The Team

Finance, Procurement and Planning is responsible for financial reporting, resource planning, procurement, investments & treasury, and risk management & insurance. We have a team of service partners who work closely with the faculties, units and staff across the institution to provide excellent client service.