Intermediate Analyst, Financial Planning and Reporting

University of Ottawa; Ottawa; On-site; CAD 77,000 - 99,000; Full time

Job summary

An established industry player is seeking an Intermediate Analyst for Financial Planning and Reporting. This role involves conducting financial analyses, creating complex reports, and advising management on budgetary matters. The ideal candidate will possess a strong background in finance or accounting, with at least five years of relevant experience. The position offers the opportunity to work in a collaborative environment that values diversity and inclusion, making a significant impact on financial decision-making processes. If you are passionate about financial management and thrive in a dynamic setting, this is the perfect opportunity for you.

Qualifications

• 5+ years of relevant experience in financial planning and reporting.
• Proficient in financial systems, spreadsheets, and databases.

Responsibilities

• Conduct financial analyses to support budgeting and forecasting.
• Create complex financial reports and develop analytical tools.

Skills

Financial Planning

Budgeting

Analytical Skills

Client Service Orientation

Teamwork

Bilingual (English and French)

Education

University degree in accounting, finance, or business administration

Professional accounting accreditation

Tools

Financial Systems

Spreadsheets

Databases

Windows

Job description

Intermediate Analyst, Financial Planning and Reporting

Follow us on LinkedIn

Job Type: Employee

Duration in Months: 12

Job Family: Accounting

# of Open Positions: 1

Faculty/Service - Department: Research, Trust and Endowment

Campus: Main Campus

Union Affiliation: SSUO

Date Posted: April 17, 2025

Applications must be received BEFORE: April 28, 2025

Hours per week: 35

Salary Grade: SSUO Grade 10

Salary Range: $77,637.00 - $98,070.00

Position purpose: Reporting to the Senior Manager, Financial Planning and Reporting, the Intermediate Analyst acts as a resource for financial planning by conducting analyses and making recommendations to support decision making. Monitors and controls the financial activities of funds to ensure compliance with university policies and funding agency regulations.

Responsibilities include:

1. Resource Planning: Conduct financial studies and analyses to advise management on budgets, forecasts, and expenditure management to maximize revenue and control costs.
2. Reporting and Financial Tools: Create complex financial reports and develop analytical tools such as dashboards and costing models to ensure efficient financial resource management.
3. Advisory Services: Serve as a resource for management on financial management of funds, explaining policies and ensuring compliance.
4. Policies and Procedures: Assist in developing and implementing financial guidelines and procedures to improve operational efficiency and compliance.

Qualifications:

• University degree in accounting, finance, or business administration, or equivalent experience
• Minimum five years of relevant experience
• Professional accounting accreditation is an asset
• Knowledge of financial planning, budgeting, and business processes
• Understanding of organizational governance, preferably in a university setting
• Supervisory experience is an asset
• Autonomy, discretion, analytical skills
• Proficiency with Windows, financial systems, spreadsheets, databases, internet, and email
• Bilingual in English and French (spoken and written)

Additional information:

• Key competencies include planning, initiative, client service orientation, and teamwork.
• The university promotes diversity, inclusion, and accessibility, encouraging applications from all qualified candidates, including Indigenous persons, racialized persons, persons with disabilities, women, and LGBTQIA2S+ persons.