Planning Systems and Solutions Manager

ubc; Vancouver; On-site; CAD 9,600 - 14,000; Full time

Job summary

UBC is seeking a Planning Systems and Solutions Manager to provide strategic and technical leadership for budgeting and financial planning systems, including Adaptive Planning and Workday. The role ensures reliability, usability, and governance aligned with institutional data standards to support planning and forecasting.

The manager collaborates with central finance and BI teams to advance scenario functionality, automation, and data integration, strengthening decision support and long-term

Responsibilities

• Provides strategic leadership for the design, governance, and continuous enhancement of Adaptive Planning, Calumo and related budgeting, forecasting, and financial modeling applications to enable advanced planning capabilities across the institution.
• Serves as the senior liaison between central finance, decentralized units, IRP, UBC IT, Business Intelligence, and Financial Operations, ensuring planning systems, reporting needs, and underlying financial data structures remain aligned and strategically integrated.
• Leads the development and execution of the financial planning systems roadmap, guiding multi-year enhancements, modernization initiatives, and integration improvements that strengthen UBC's enterprise financial ecosystem.
• Oversees the development, testing, and deployment of system configurations, models, templates, and forecasting frameworks, ensuring they reflect institutional strategic priorities and governance standards.
• Ensures alignment of chart of accounts, reporting hierarchies, data structures, and account mappings across all core financial systems and enterprise reporting platforms (e.g., Adaptive Planning, Workday, Calumo).
• Provides stewardship of system security, access protocols, and data governance in partnership with IT and Financial Operations, ensuring integrity and risk mitigation across planning applications.

Job description

Staff - Non Union

Job Category

M&P - AAPS

Job Profile

AAPS Salaried - Accounting, Level E

Job Title

Planning Systems and Solutions Manager

Department

Financial Planning and Analysis | Office of the Comptroller | VP Finance and Operations

Compensation Range

$9,599.75 - $14,385.50 CAD Monthly The 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

September 23, 2026 Note: Applications will be accepted until 11:59 PM on the Posting End Date.

Job End Date

Ongoing

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

The Planning Systems & Solutions Manager provides strategic and technical leadership for the administration, enhancement, and integration of budgeting and financial planning systems, including Adaptive Planning, Workday and related applications. The role ensures these systems are reliable, user‑friendly, and aligned with institutional data and governance standards to support efficient planning and forecasting processes.

The Planning Systems & Solutions Manager collaborates closely with managers and leaders in central finance teams, including Business Intelligence team, Finance Operations, and administrative portfolios and faculties to advance scenario functionality, automation, data integration, and overall system usability. As the technical and strategic lead for planning tools, the role contributes directly to UBC's financial planning modernization agenda by guiding system improvements that strengthen decision‑support capabilities, operational efficiency, and long‑term institutional sustainability.

Organizational Status

Reports to the Senior Director, Budget & Financial Planning (FP&A) and works in close coordination with the Manager, Budgeting & Forecasting; Manager, Funding and the BI team.

Work Performed

• Provides strategic leadership for the design, governance, and continuous enhancement of Adaptive Planning, Calumo and related budgeting, forecasting, and financial modeling applications to enable advanced planning capabilities across the institution.
• Serves as the senior liaison between central finance, decentralized units, IRP, UBC IT, Business Intelligence, and Financial Operations, ensuring planning systems, reporting needs, and underlying financial data structures remain aligned and strategically integrated.
• Leads the development and execution of the financial planning systems roadmap, guiding multi‑year enhancements, modernization initiatives, and integration improvements that strengthen UBC's enterprise financial ecosystem.
• Oversees the development, testing, and deployment of system configurations, models, templates, and forecasting frameworks, ensuring they reflect institutional strategic priorities, financial governance standards and evolving planning requirements.
• Ensures alignment of chart of accounts, reporting hierarchies, data structures, and account mappings across all core financial systems and enterprise reporting platforms (e.g., Adaptive Planning, Workday, Calumo), enabling consistent, high‑quality financial information.
• Provides stewardship of system security, access protocols, and data governance in partnership with IT and Financial Operations, ensuring integrity, compliance, and appropriate risk mitigation across financial planning applications.
• Leads the design and continuous improvement of scenario modeling tools, forecasting functionality, and multi‑year planning models to support strategic decision‑making by executive leadership, faculties, and administrative units.
• Acts as a strategic advisor to decentralized finance teams, translating complex processes into actionable insights and guiding effective use of planning technologies to improve local decision‑support capabilities.
• Champions process improvement and operational excellence by identifying opportunities to enhance system workflows, template usability, user experience, and submission consistency, leveraging university enterprise applications to drive efficiency and service quality.
• Oversees and elevates user support, training, and documentation strategies to build institutional capability and a strong community of practice across analysts, planning staff, and power users.

This position is subject to the satisfactory completion of required background checks