Intermediate Analyst, Financial Planning and Reporting

uOttawa | Carrières - Careers; Ottawa; Hybrid; CAD 85,000 - 107,000; Full time

Job summary

The University of Ottawa seeks an Intermediate Analyst in Financial Planning and Reporting to support budgeting, forecasting and financial analysis across funds under the Research, Trust and Endowment portfolio. You will develop dashboards and reports and advise on financial controls in a bilingual environment.

The role requires a university degree in accounting/finance, at least five years of relevant experience, and familiarity with financial systems.

Qualifications

• University degree in accounting, finance or business administration, or an equivalent combination of education and work experience.
• Minimum five years of demonstrated experience in a similar role.
• Knowledge of financial planning principles, policies, procedures and practices.
• Bilingual English and French (spoken and written).

Responsibilities

• Resource Planning: conducts financial studies to support budgets, forecasts and shortfalls to optimize revenue and control expenditures.
• Reporting and Financial Tools: creates moderately complex reports and helps design dashboards and costing models.
• Advisory Services: serves as a resource on financial management of funds and ensures compliance with policies.
• Policies and Procedures: helps develop internal guidelines to improve efficiency and compliance.

Skills

Bilingual English/French

Autonomy & discretion

Analytical thinking

Professional relevance (FP&A)

Microsoft Excel

Education

University degree in accounting/finance/business

Tools

Windows OS

Financial software

Spreadsheets

Databases

Email/Internet tools

Job description

Intermediate Analyst, Financial Planning and Reporting# Careers## Intermediate Analyst, Financial Planning and ReportingApply: Ottawa, ON: Main Campus: Full time: Posted Today: End Date: November 13, 2026 (10 days left to apply): JR40999**Follow us on LinkedIn****Posting Reason:**Temporary replacement of a regular position**Job Type:**Employee**Anticipated Duration in Months** (for contracts and temporary assignments):6**Job Family:**Accounting**# of Open Positions:**1**Faculty/Service - Department:**Research, Trust and Endowment**Campus:**Main Campus**Union Affiliation:**SSUO**Date Posted (YYYY/MM/DD):**2026/11/02**Applications must be received** ****BEFORE**** **(YYYY/MM/DD):**2026/11/13**Hours per week:**35**Salary Grade:**SSUO Grade 10**Salary Range:**$85,040.00 - $107,421.00**Position purpose:** Reporting to the Senior Manager of Financial Planning and Reporting, the Intermediate Analyst, Financial Planning and Reporting acts as a resource person for financial planning by carrying out analyses and making recommendations to support decision making. Monitors and controls the financial activities of funds under the incumbent’s responsibility to ensure they comply with the policies, guidelines and regulations of the University and funding agencies. **In this role, your responsibilities will include:*** **Resource Planning:** Conducts various financial studies and analyses to provide recommendations to management and other members of the faculty or service on the effective preparation of budgets, budget forecasts and shortfalls, so as to maximize revenue and contain expenditures.* **Reporting and Financial Tools:** Creates moderately complex financial reports and helps design analytical tools such as dashboards, performance and quality control indicators, and costing models to ensure that the faculty or service’s financial resources are managed in a consistent and efficient manner.* **Advisory Services:** Acts as a resource person for management and other members of the Faculty or Service when it comes to the financial management of funds. Explains applicable policies and procedures and ensures that financial activities are compliant, consistent and comprehensive.* **Policies and Procedures:** Helps develop and implement internal financial guidelines, procedures and processes to improve operational efficiency and ensure that financial operations comply with the policies, guidelines and laws governing the University. **What you will bring:*** University degree in accounting, finance or business administration, or an equivalent combination of education and work experience* Minimum five years of demonstrated experience in a similar role* Professional accounting accreditation an asset* Knowledge of business administration processes and practices, including financial planning and budgeting* Knowledge of financial planning principles, policies, procedures and practices* Thorough knowledge of the administrative structure and governance of a large organization, preferably in a university setting* Supervisory experience an asset* Autonomy and discretion* Critical and analytical thinking* Knowledge and experience using computer systems and software such as Windows, financial systems, spreadsheets, databases, the internet and email* Bilingualism – English and French (spoken and written) #LI-MB1#LI-HYBRID**Key Competencies at uOttawa:** Here are the required competencies for all or our employees at uOttawa: **Planning:** Organize in time a series of actions or events in order to realize an objective or a project. Plan and organize own work and priorities in regular daily activities. **Initiative:** Demonstrate creativity and initiative to suggest improvements and encourage positive results. Is proactive and self-starting. Show availability and willingness to go above and beyond whenever it is possible. **Client Service Orientation:** Help or serve others to meet their needs. This implies anticipating and identifying the needs of internal and external clients and finding solutions on how to meet them. **Teamwork and Cooperation:** Cooperate and work well with other members of the team to reach common goal(s). Accept and give constructive feedback. Able to adjust own behaviour to reach the goals of the team. The University of Ottawa embraces diversity and inclusion in the workplace. We are passionate about our people and committed to employment equity. We foster a culture of respect, teamwork and inclusion, where collaboration, innovation, and creativity fuel our quest for research and teaching excellence. While all qualified persons are invited to apply, we welcome applications from qualified Indigenous persons, racialized persons, persons with disabilities, women and LGBTQIA2S+ persons. The University is committed to creating and maintaining an accessible, barrier-free work environment. The University is also committed to working with applicants with disabilities requesting accommodation during the recruitment, assessment and selection processes. Applicants with disabilities may contact [e-mail] to communicate the accommodation need. All qualified candidates are encouraged to apply; however, Canadians and permanent residents will be given priority. **Note: if this is a union position:** The hiring process will be governed by the current collective agreement related to the union affiliation noted above; you can click here to find out more. *If this is a front-line position with responsibilities to interact with students, selected candidates must be rated at the Low Advanced proficiency level or higher for both oral comprehension and reading comprehension in their second official language. The rating is determined by a proficiency test designed by the Official Languages and Bilingualism Institute.*Prior to May 1, 2022, the University required all students, faculty, staff, and visitors (including contractors) to be fully vaccinated against Covid-19 as defined in Policy 129 – Covid-19 Vaccination. This policy was suspended effective May 1, 2022 but may be reinstated at any point in the future depending on public health guidelines and the recommendations of experts.