Strategic Budget & Forecasting Analyst

UBC; Kelowna; Hybrid; CAD 80,000 - 115,000; Full time

Job summary

UBC Okanagan Campus in Kelowna, BC, Canada is seeking a Financial Analyst to join Budget and Financial Planning. You will support campus budgeting, forecasting, and financial reporting, providing data-driven insights to inform decisions.

The role requires a relevant undergraduate degree, CPA‑PEP progress, and 3+ years of experience, with Workday and ERP exposure preferred. This is a full-time, on-site position with a one-year term and competitive CAD compensation.

Qualifications

• Undergraduate degree in a relevant discipline.
• Enrolled in CPA Professional Education Program (PEP).
• Minimum of three years’ experience or the equivalent combination of education and experience.
• Experience with ERP systems and financial software is preferred.
• Commitment to equity, diversity, and inclusion in the workplace.

Responsibilities

• Supports campus budgeting and forecasting with data analysis and reporting.
• Prepares monthly, quarterly, and annual forecasts and budget submissions.
• Investigates variances, identifies root causes, and follows up with Finance Managers.
• Posts journal entries in Workday and updates forecasts in Adaptive Planning.
• Performs funding calculations and processes transfers in Workday and Adaptive.
• Prepares accruals and reconciles general ledger accounts.
• Provides ad-hoc financial reports and supports data requests from stakeholders.

Skills

Analytical thinking

Attention to detail

Communication

Time management

Education

Undergraduate degree in a relevant discipline

Enrolled in CPA Professional Education Program (PEP)

Tools

Workday

ERP implementation

Job description

UBC Okanagan Campus in Kelowna, BC, Canada is seeking a Financial Analyst to join Budget and Financial Planning. You will support campus budgeting, forecasting, and financial reporting, providing data-driven insights to inform decisions.

The role requires a relevant undergraduate degree, CPA‑PEP progress, and 3+ years of experience, with Workday and ERP exposure preferred. This is a full-time, on-site position with a one-year term and competitive CAD compensation.