UService Service Advisor - Finance

University of Calgary; Calgary; Hybrid; CAD 55,000 - 75,000; Full time

Job summary

UService Advisor Finance (Full-time, temporary for 15 months) provides front-line service to faculty, staff, students and external stakeholders on Accounts Payable, Accounts Receivable, and Finance systems. The role uses PeopleSoft, eFin, ServiceNow and PureCloud to document and resolve inquiries with escalation when needed.

Role located at Main Campus with a hybrid work schedule: in-office Tue–Thu and remote Mon/Fri, subject to change.

Qualifications

• Bachelor's degree in business, finance, administration, or a related discipline.
• 3-5 years of related experience in a customer service, administrative, finance, post-secondary, public sector, or shared services environment.
• Experience in a Finance service role is strongly preferred.
• Experience in a university or complex institutional environment is an asset.
• Knowledge of Finance policies, procedures, and processes related to Accounts Payable, Accounts Receivable, Supply Chain Management, and Research Accounting is preferred.

Responsibilities

• Provide courteous, timely, professional, and competent service to faculty, staff, students, and external stakeholders seeking support for Finance-related inquiries.
• Support inquiries related to Accounts Payable, Accounts Receivable, Supply Chain Management, Research Accounting, Finance systems, forms, procedures, and self-service resources.
• Assess, resolve, or elevate client inquiries using established policies, procedures, scripts, decision documents, knowledge articles, and standard operating practices.
• Use ServiceNow and PureCloud to receive, document, manage, resolve, and elevate client inquiries in accordance with service standards and ticket management expectations.
• Translate Finance processes, system navigation steps, documentation requirements, approval pathways, and procedural requirements into plain language for clients with diverse experience levels.

Education

Bachelor's degree in business, finance, administration, or a related discipline

Job description

Description

UService is currently seeking a Full-time Temporary Relief UService Advisor- Finance for approximately 15 months.

Reporting to the UService Team Lead, the UService Advisor Finance provides front-line and moderately complex service support to faculty, staff, students, and external stakeholders for Finance-related inquiries, processes, and systems. The role is primarily assigned to the Finance desk and supports inquiries related to Accounts Payable, Accounts Receivable, Supply Chain Management, Research Accounting, and related Finance policies, procedures, and institutional processes.

This role operates in a unionized environment (AUPE) and supports a high volume of inquiries across multiple service channels, including phone, email, chat, and in-person interactions. The UService Advisor - Finance assesses, resolves, documents, or escalates inquiries using established policies, procedures, scripts, decision documents, knowledge articles, and standard operating practices. The Advisor uses enterprise systems including PeopleSoft, ServiceNow, PureCloud, and eFin to support accurate service delivery, documentation, queue visibility, and client follow-up.

The position requires Finance-service knowledge, sound judgment, discretion, and the ability to apply research and analysis to routine and moderately complex inquiries. The Advisor works with limited guidance while recognizing when matters require escalation to a senior team member, Team Lead, support group, or business owner.

As UService continues to evolve toward a more integrated service model, the incumbent may be cross-trained to support additional service areas, including People & Culture, Payroll, IT, Research Services, or other UService-supported functions. Cross-functional support will be introduced within defined service boundaries and with appropriate training, tools, and escalation pathways.

Position located at Main Campus. Hybrid work schedule with in-office attendance on Tuesdays, Wednesdays, and Thursdays, and remote work on Mondays and Fridays (subject to change).

Summary of Key Responsibilities

(job functions include but are not limited to):

• Provide courteous, timely, professional, and competent service to faculty, staff, students, and external stakeholders seeking support for Finance-related inquiries.
• Support inquiries related to Accounts Payable, Accounts Receivable, Supply Chain Management, Research Accounting, Finance systems, forms, procedures, and self-service resources.
• Assess, resolve, or elevate client inquiries using established policies, procedures, scripts, decision documents, knowledge articles, and standard operating practices.
• Use available UService tools and resources before escalating inquiries, including knowledge articles, decision documents, internal procedures, scripts, and appropriate transfer or escalation options.
• Support clients in navigating Finance-related systems, forms, and self-service tools, including PeopleSoft, eFin, and related institutional platforms.
• Use ServiceNow and PureCloud to receive, document, manage, resolve, and elevate client inquiries in accordance with service standards and ticket management expectations.
• Translate Finance processes, system navigation steps, documentation requirements, approval pathways, and procedural requirements into plain language for clients with diverse experience levels.
• Identify when a Finance inquiry requires specialized interpretation, policy review, or business owner decision-making and elevate accordingly.

Documentation, Data Integrity, and Confidentiality

• Document clear, complete, and professional case notes for all client interactions, including categorization, status updates, follow-up actions, escalation details, and resolution outcomes.
• Maintain consistent ticket hygiene in ServiceNow, including appropriate assignment, categorization, prioritization, escalation, and closure practices.
• Ensure calls, chats, emails, and in-person interactions are tracked appropriately using approved UService tools and processes.
• Support accurate queue visibility, service continuity, reporting, and performance monitoring through disciplined documentation and system use.
• Ensure alignment with service standards, university data protocols, privacy legislation, FOIP requirements, and appropriate handling of confidential information.
• Maintain strict confidentiality when handling sensitive personal, employment, financial, institutional, and technical information in accordance with university policy, FOIP legislation, and signed confidentiality agreements.

Queue, Service Standards, and Operational Support

• Participate in daily, weekly, or periodic ticket review discussions with the Team Lead or designate to support timely resolution, identify aging tickets, and address items outside service expectations.
• Monitor assigned tickets and follow-up actions to ensure inquiries are progressed, resolved, or elevated appropriately.
• Support first-contact resolution and service level objectives by using available resources effectively and elevating only when required.
• Participate in the collection and organization of operational data to support daily, weekly, or monthly service monitoring.
• Identify qualitative trends, recurring issues, service gaps, or process concerns and share observations with the Team Lead, Knowledge Manager, or appropriate service owner.
• Contribute to consistent service delivery by following established queue practices, communication standards, and escalation pathways.

Knowledge, Training, and Continuous Improvement

• Participate in the development, review, and updating of UService tools and templates, including knowledge articles, decision trees, scripted responses, process guides, and commonly used client responses.
• Use internal knowledge articles and standard operating procedures to guide support interactions and ensure consistent responses.
• Communicate gaps, outdated materials, unclear processes, or unsatisfactory web-based resources to the appropriate Team Lead, Knowledge Manager, or service owner.
• Remain current with changes to Finance policies, procedures, systems, forms, and service expectations through regular team meetings, training sessions, coaching, and service updates.
• Participate in structured training and cross-training activities to build competency in additional Finance tasks and, over time, adjacent UService-supported areas as required.
• Identify opportunities to improve client experience, ticket resolution, documentation quality, and service consistency within the Finance desk.
• Contribute to a collaborative team environment by sharing knowledge, supporting peers, and participating in feedback loops and process review discussions.

Qualifications / Requirements

• Bachelor's degree in business, finance, administration, or a related discipline is preferred; an equivalent combination of education, training, and experience will be considered.
• 3-5 years of related experience in a customer service, administrative, finance, post-secondary, public sector, or shared services environment.
• Experience in a Finance service role is strongly preferred.
• Experience in a university or complex institutional environment is an asset.
• Knowledge of Finance policies, procedures, and processes related to Accounts Payable, Accounts Receivable, Supply Chain Management, and Research Accounting is preferred.
• Experience using enterprise systems such as PeopleSoft, ServiceNow, PureCloud, eFin, and related platforms is preferred
• Demonstrated ability to assess, resolve, document, and elevate routine to moderately complex service inquiries
• Strong analytical, research, organizational, problem-solving, written, and verbal communication skills.
• Demonstrated professionalism, discretion, confidentiality, and commitment to equity, diversity, inclusion, Indigenous engagement, and respectful client service.

Application Deadline

October 23, 2026

This position is part of the AUPE bargaining unit, and falls under the Specialist / Advisor Job Family, Phase 2

UCalgary is Canada's entrepreneurial university, located in Canada's most enterprising city. It is a top research university and one of the highest-ranked universities of its age. Founded in 1966, its 36,000 students experience an innovative learning environment, made rich by research, hands‑on experiences and entrepreneurial thinking. It is Canada's leader in the creation of start‑ups. Start something today at the University of Calgary. For more information, visit ucalgary.ca.

The University of Calgary has launched an institution‑wide Indigenous Strategy ii' taa'poh'to'p committing to creating a rich, vibrant, and culturally competent campus that welcomes and supports Indigenous Peoples, encourages Indigenous community partnerships, is inclusive of Indigenous perspectives in all that we do.

The university's commitment to the Indigenous Strategy is evident through the oversight of 18 Elders serving on the Circle of Advisors and the many unit‑based circles working towards implementation of the strategy including the Faculty Advisory Circle and teams such as the Office of Indigenous Engagement, the Writing Symbols Lodge, and the Indigenous Research Support Team. Many Indigenous‑based events and processes are impacting curriculum, programming and polices at the University of Calgary.

As an equitable and inclusive employer, the University of Calgary recognizes that a diverse staff/faculty benefits and enriches the work, learning and research experiences of the entire campus and greater community. We are committed to removing barriers that have been historically encountered by some people in our society. We strive to recruit individuals who will further enhance our diversity and will support their academic and professional success while they are here. In particular, we encourage members of the designated groups (women, Indigenous peoples, persons with disabilities, members of visible/racialized minorities, and diverse sexual orientation and gender identities) to apply. To ensure a fair and equitable assessment, we offer accommodation at any stage during the recruitment process to applicants with disabilities. Questions regarding [diversity] EDI at UCalgary can be sent to Office of Institutional Commitments ([e-mail]) and requests for accommodations can be sent to People & Culture ([e-mail]).

Do you have most but not all the qualifications? Research show that women, racialized and visible minorities, and persons with disabilities are less likely to apply for jobs unless they meet every single qualification. At UCalgary we are committed to achieving equitable, diverse, inclusive and accessible employment practices and workplaces and encourage you to apply if you believe you are right for this role.

We encourage all qualified applicants to apply, however preference will be given to Canadian citizens and permanent residents of Canada.