Financial Analyst

UBC; Kelowna; Hybrid; CAD 80,000 - 115,000; Full time

Job summary

UBC Okanagan Campus in Kelowna, BC, Canada is seeking a Financial Analyst to join Budget and Financial Planning. You will support campus budgeting, forecasting, and financial reporting, providing data-driven insights to inform decisions.

The role requires a relevant undergraduate degree, CPA‑PEP progress, and 3+ years of experience, with Workday and ERP exposure preferred. This is a full-time, on-site position with a one-year term and competitive CAD compensation.

Qualifications

• Undergraduate degree in a relevant discipline.
• Enrolled in CPA Professional Education Program (PEP).
• Minimum of three years’ experience or the equivalent combination of education and experience.
• Experience with ERP systems and financial software is preferred.
• Commitment to equity, diversity, and inclusion in the workplace.

Responsibilities

• Supports campus budgeting and forecasting with data analysis and reporting.
• Prepares monthly, quarterly, and annual forecasts and budget submissions.
• Investigates variances, identifies root causes, and follows up with Finance Managers.
• Posts journal entries in Workday and updates forecasts in Adaptive Planning.
• Performs funding calculations and processes transfers in Workday and Adaptive.
• Prepares accruals and reconciles general ledger accounts.
• Provides ad-hoc financial reports and supports data requests from stakeholders.

Skills

Analytical thinking

Attention to detail

Communication

Time management

Education

Undergraduate degree in a relevant discipline

Enrolled in CPA Professional Education Program (PEP)

Tools

Workday

ERP implementation

Job description

## Financial AnalystApply: UBC Okanagan Campus - Kelowna, BC, Canada: Full time: Posted Yesterday: JR26189Staff - Non Union### ## **Job Category**M&P - AAPS## **Job Profile**AAPS Salaried - Accounting, Level B### ## **Job Title**Financial Analyst### ## **Department**UBCO | Budget and Financial Planning### ## **Compensation Range**$7,158.42 - $10,292.25 CAD MonthlyThe 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**October 18, 2026**Note:** Applications will be accepted until 11:59 PM on the Posting End Date.**Job End Date**November 5, 2027Please note this is a one-year term position.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.# **Job Summary**This position is responsible for performing general accounting functions, budgetary, systems and related financial activities for the UBC Okanagan Finance department. This role provides support to the Senior Manager, Budget and Financial Planning by proving data analysis, preliminary hypothesis and insights to support budgeting and decision making. This position also supports training of university financial systems for the Okanagan campus.# **Organizational Status**Reporting to the Senior Manager, Budget and Financial Planning, this role works closely with the Finance Managers that serve portfolio areas across the entire campus.# **Work Performed:****Supports the campus-wide budgeting and forecasting process:*** Develops templates and collects data for unit / portfolio level quarterly and annual reporting.* Prepares forecast and budget information for consolidated reporting on a monthly, quarterly, and annual basis, as required.* Investigates variances, identifies root causes, and follows up with relevant Finance Manager to ensure accuracy.* Posts TAM adjusting journal entries in Workday and updates corresponding forecasts in Adaptive.* Prepares GWI and MSP funding calculations for all units and posts entries in Adaptive and Workday.* Processes one-time and recurring funding transfer entries in both Workday and Adaptive Planning as required.* Prepares and posts accrual journals, including Administrative Leave, on a quarterly basis* Reconciles transactions posted to central accounts, including Central Revenue and all Campus Wide Expense workbooks* Prepares funding transfers for Adaptive and Calumo quarterly updates, budget submissions and 5-year planning.* Assists Finance Managers with unit-level budgeting and forecasting through data analysis, data entry, and preparation of reports.**Provides data and system technical expertise:*** Utilizes data warehousing, business intelligence tools and software applications to support the Senior Manager, Budget and Financial Planning with analysis, reporting and decision-making.* Collaborates with Finance team members to develop financial models for sensitivity analysis, trend and cost analysis, impact assessments, unit or program profitability evaluations, and \"what-if\" scenarios to inform strategic and operational decision making. Analyzes financial results for accuracy, investigates anomalies and makes necessary adjustments.* Participates in financial and unit testing of Workday business process improvements. Performs reconciliations between financial management systems during system implementations or modifications to ensure data accuracy and integrity.* Supports financial process analysis and contributes to documenting workflows and training on new systems and procedures.**Provides general accounting and internal control support to campus:*** Assists Finance Managers with the preparation and posting of miscellaneous journal entries as required.* Ensures financial data integrity by monitoring cost center transactions and reconciling general ledger accounts. Identifies and corrects miscoded entries to support timely, accurate, and compliant financial reporting in collaboration with Finance Managers* Prepares the monthly Research Funding Report for distribution to campus stakeholders and responds to ad-hoc research reporting requests.* Prepares the semi-annual Indirect Cost Recovery (ICR) report for the School of Engineering by extracting relevant research revenue data and calculating ICR amounts. Posts related journal entries to allocate Faculty ICR to appropriate worktags in accordance with funding guidelines.* Provides ad-hoc financial reports and analysis as requested by the Finance team.* Receives and processes invoices from external vendors and organizations for services supported by the Finance Department and/or AVPFO. Maintains organized records of invoices and related payments.**Performs other related duties as required.**# **Consequence of Error/Judgement**Must exercise judgment based on a thorough knowledge of procedures, guidelines and regulations. Actions and decisions are critical in ensuring the operational health of the unit. This position has access to sensitive information, the untimely release of which could cause acute embarrassment to the University, as well as litigation. Incorrect decision/judgement will directly affect the University s reputation. Information from budget and forecast models and reports are used for making significant management decision on the allocation/reallocation of resources. Financial errors and negative operation impacts (service and costs) could result if financial position of this department is inaccurate. The analyst, given initial parameters, would be expected to obtain the necessary data and create the analysis without supervision. The supervisor will review data and analyses produced by the incumbent. Mistakes discovered at this stage could result in lost time, and perhaps the wholesale revision of the analysis.# **Supervision Received**Under the supervision of the Senior Manager, Budget and Financial Planning, this position is expected to work independently and keep supervisor informed of workload status. Analyses and reports produced by this position will be reviewed for content, structure and adherence touniversity policy# **Supervision Given**This position has no direct reports.# **Qualifications****Minimum*** Undergraduate degree in a relevant discipline. Enrolled in the CPA Professional Education Program (PEP). Minimum of three years’ experience or the equivalent combination of education and experience.* Willingness to respect diverse perspectives, including perspectives in conflict with one's own.* Demonstrates a commitment to enhancing one's own awareness, knowledge, and skills related to equity, diversity, and inclusion.* **Preferred*** Experience with ERP implementation is an asset.* Experience with Workday is an asset.* Knowledge of UBC s institutional accounting processes (includes chart of accounts, technical accounting, reporting) and fixed assets (asset tracking, capitalization and capital projects) is highly recommended.* Demonstrated advanced knowledge and skill in the use of financial software applications, databases, spreadsheets, and word processing.* Ability to apply generally accepted accounting principles in an appropriate manner.* Ability to analyze problems, identify key information and issues, and effectively resolve.* Ability to prioritize and work effectively under pressure to meet deadlines.* Ability to effectively manage multiple tasks and priorities.* Ability to prepare financial reports.* Ability to perform complex analyses.* Ability to maintain accuracy and attention to detail.* Ability to exercise judgement, tact, discretion and confidentiality in all matters and to maintain effective working relationships.* Ability to communicate effectively verbally and in writing.