Financial Analyst

University of Alberta; Edmonton; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

The University of Alberta is seeking a Financial Analyst to join the Finance Partnership Network at North Campus, Edmonton. This in-person role focuses on bridging finance, procurement and planning for post‑award administration, and developing standard reporting templates.

You will deliver data-driven insights, budgets, forecasts, and monthly reports for executives and stakeholders. You will assess processes, generate analyses, and provide training and guidance to community members, while

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 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 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.

Responsibilities

• Bridge finance, procurement and planning through data-driven reporting and budgeting support.
• Prepare monthly, quarterly and year‑end financial summaries and reports.
• Provide guidance, training and financial advice to community members.
• Assist in journal entries, data entry, and monthly reporting.
• Develop reporting templates and dashboards to support forecasting and decision making.
• Analyze current and historical data to identify trends and inform management decisions.
• Lead and participate in process improvement projects and reporting template rollouts.
• Support annual budget and monthly forecasting processes.
• Collaborate with Senior Finance Partner and Director to maintain accurate financial information.
• Create standardized reports, analytics practices and data management improvements.

Skills

Analytical thinking

Problem solving

Communication skills

Interpersonal skills

Multi-tasking

Project management

Team player

Attention to detail

Deadline management

Education

Undergraduate degree in related discipline

Post-secondary diploma with accounting & business coursework

Tools

PeopleSoft Financial

Microsoft Office

Google Workspace

Tableau

Job description

Location - This role is in-person. Work primarily takes place at North Campus, Edmonton.

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, develop 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.

• 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.

• 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
  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 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.

This position is subject to all applicable terms and conditions of the collective agreement between the Governors of the University of Alberta and the Non‑Academic Staff Association (NASA).

This position offers a comprehensive benefits package.