Hybrid Finance Analyst: Forecasting & Reporting

Socket.dev; Edmonton; Hybrid; CAD 70,000 - 110,000; Full time

Job summary

The University of Alberta is seeking a Financial Analyst to join the Finance Partnership Network within Finance, Procurement and Planning. Hybrid role with a mix of remote and in-person work at North Campus Edmonton, focusing on budgeting, forecasting and reporting for research post-award administration.

This position develops standard reporting templates, builds dashboards in Tableau, and delivers data-driven insights to executives, ensuring accuracy across monthly and year-end reporting and

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

• 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 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.

Skills

Analytical thinking

Problem solving

Communication

Project management

Team player

Multi-tasking

Microsoft Office

Google Suite

Education

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

Tools

PeopleSoft Financial

Tableau

eTrac

Data Warehouse

Job description

The University of Alberta is seeking a Financial Analyst to join the Finance Partnership Network within Finance, Procurement and Planning. Hybrid role with a mix of remote and in-person work at North Campus Edmonton, focusing on budgeting, forecasting and reporting for research post-award administration.

This position develops standard reporting templates, builds dashboards in Tableau, and delivers data-driven insights to executives, ensuring accuracy across monthly and year-end reporting and