Manager, Financial Planning and Budget - (01393.3)

Thompson Rivers University; Kamloops; On-site; CAD 99,000 - 112,000; Full time

Job summary

Thompson Rivers University is seeking a Manager for Financial Planning and Budget. This pivotal role involves overseeing the Financial Planning and Analysis team, ensuring effective budget management and financial reporting. The successful candidate will collaborate closely with university management to drive financial strategy and decision-making while fostering a customer-focused environment.

Qualifications

• Minimum 5 years in a financial management role.
• Minimum 3 years applying GAAP.

Responsibilities

• Oversees budgeting and financial planning functions.
• Develops short- and long-term financial plans.
• Manages a team responsible for financial analysis.

Skills

Customer Service

Problem-Solving

Supervisory Skills

Analytical Skills

Communication Skills

Education

Post-Secondary Degree in Business

Job description

Manager, Financial Planning and Budget - (01393.3)

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Application Restrictions

Open to both Internal and external

Job Type

Administrative/Management

Posting In effect from

26/6/2025

Closing Application Date

11/7/2025

Applications will be reviewed commencing the closing application date and may continue until the position is filled.

Full/Part Time

Full Time

Admin Type

Ongoing

Anticipated Start Date

24/7/2025

Position End Date (If Applicable)

DUTIES

OVERALL PURPOSE
General Accountability:
The Manager, Financial Planning and Budget is responsible for overseeing the Financial Planning and Analysis team members and a wide range of functions including budgeting, forecasting, and financial analysis. The Financial Planning and Analysis department provides a service-oriented approach as the primary contact for the University’s faculties, schools and departments for all financial planning needs. The position is key in exploring new technologies and service options for both internal and external customers. As a member of the Financial Services team, the incumbent is responsible for providing analysis, advice, and business support to all levels of management on a variety of financial and business matters.

Organization and Structure:
The Manager, Financial Planning and Budget reports directly to the Director, Financial Planning and Analysis. They have direct supervision of the Financial Planning and Analysis team in the Finance Department.

This position is an integral part of the Financial Services team and works collaboratively with all Directors and Managers in the team to achieve the strategic and operational goals of the Financial Services division and the University. Specifically, the Financial Services team is responsible for the full scope of financial services and will work together to prepare financial statements, analysis, internal and external reporting, review and implement new systems, business processes, procurement, warehousing and internal controls.

Nature and Scope:
The scope of the Manager, Financial Planning and Budget includes management, administration and coordination of the full range of budget development, financial analysis, variance analysis, preparation of special reports, problem resolution, general business support and streamlining of budget processes, systems and services provided to internal and external clients. The position also works closely with the Financial Reporting team in ensuring the correct application of generally accepted accounting principles in budgeting, forecasting, and certain year-end financial statement working paper preparation.

To be successful, the incumbent requires a high degree of motivation, critical thinking, judgement, management and supervisory skills, tact and diplomacy and well-polished communication and interpersonal skills.

MAJOR RESPONSIBILITIES

• Planning and managing the functions of budgeting and financial planning.
• Working with the Director, Financial Planning and Analysis in developing short- and long-term financial plans.
• Establishing goals and objectives, performance standards, motivating, training, directing, and evaluating the performance of staff.
• Responsible for the daily operational functions and the long-term planning of financial planning services. This includes working closely with the Financial Reporting team to ensure that the appropriate accounting treatment of specific transactions is maintained.
• Manages the development of budgets for all funds and oversees the implementation and improvement of budget processes and systems.
• Manages the preparation of quarterly and annual forecasts, applicable year-end working papers, variance and financial analytics and management reports.
• The hiring, promotion, dismissal, or reassignment of staff.
• In conjunction with the Executive Director, Financial Services, along with the Director, Financial Planning and Analysis, participates in the evaluation of financial systems and implementation of new systems and reports as needed.
• In conjunction with the Director, Financial Planning and Analysis, review, develop, monitor and amend systems procedures and business processes to ensure internal controls are appropriate, functional and operational.

REPORTS TO
Director, Financial Planning and Analysis

QUALIFICATIONS

REQUIRED KNOWLEDGE/SKILLS
Qualifications and Experience:

• Post-Secondary degree (preferably in business).
• Minimum 5 (five) years of progressive experience in a financial management role.
• Minimum 3 (three) years of experience in applying generally accepted financial accounting principles.

Skills and Knowledge:

• Ability and commitment to promote and apply high value of customer service.
• Demonstrated creative problem-solving skills.
• Excellent supervisory, organizational, analytical and communication skills.
• High level of initiative, integrity and honesty.
• Excellent skills in developing, analyzing and reporting on large amounts of data in electronic format.
• Demonstrated strong understanding of accounting and financial planning and analysis, and an ability to communicate financial data in non-technical terms to non-financial stakeholders.

*Please note that the salary for this position is under review*

Pay Band

$99,151.00 - $111,375.00 ( Admin Pay Band CL )

Location

# of Hires Needed

1

Organizational Unit

Thompson Rivers University -> Finance -> Financial Planning and Budget

Diversity and Inclusion Commitment:

Thompson Rivers University is strongly committed to hiring based on merit with a focus on fostering diversity of thought within our community. We welcome those who would contribute to the further diversification of our staff, our faculty and its scholarship including, but not limited to, women, Indigenous, Black and People of Colour, persons with disabilities and persons of any sexual orientation or gender identity. Please note that all qualified candidates are encouraged to apply, however applications from Canadians and permanent residents will be given priority.

NOTE: To learn more about Thompson Rivers University or living in Kamloops or Williams Lake please visit ourCareers website . External Candidates invited to interview will be required to bring a copy of their transcripts to the interview.