Financial Planning Analyst

Resource Planning

Competition No.  -    S100346195D1
Posting Date  -    Oct 07, 2021
Closing Date  -    Will remain open until filled.
 
Position Type  -    Full Time - Operating Funded
Salary Range  -    $67,002 to $94,046 per year
Grade  -    12
Hours  -    35

This competition is open to all applicants however internal candidates and applicants who were former employees of the University of Alberta in the past 18 months will be given priority consideration before external candidates. Please indicate your internal status using the "Advertisement" drop down menu when applying.

This position offers a comprehensive benefits package which can be viewed at: Faculty & Staff Benefits.

The Office of Resource Planning is seeking a highly service-oriented professional to support the University of Alberta’s integrated financial planning framework. Reporting to the Director, the Financial Planning Analyst has a lead role in the development and analysis of the University of Alberta’s consolidated budget and forecasts. This in turn supports institutional strategic planning and the Comprehensive Institutional Plan.

A critical success factor will be in taking an integrative approach towards financial planning. The individual will provide analysis and modeling to support evidence-based decision making at executive levels.  Equally important will be the provision of advice and recommendations based on qualitative analysis, impact assessments and short and long-term implications of alternatives. 

As a team member of an integrated unit, the Analyst will be a subject matter expert for uPlan, the institution’s enterprise budget planning system. As such, the Analyst has a role in supporting end-users on business processes and budget planning activities around the use of uPlan, as well as the ongoing development and maintenance of uPlan.

Duties

  • Develops and prepares the university’s budgets (operating, research, capital, ancillary and special purpose), including the multi-billion dollar consolidated budget
  • Leads analysis and modeling of institutional revenue streams and expenditures
  • Manages and recommends budget allocations in support of the strategic plan
  • Prepares financial schedules and documentation in support of the consolidated budget, e.g. statement of operations, transfers and net assets
  • Facilitates working sessions with central support units in reviewing and validating institutional financial risks and assumptions
  • Supports evidence-based decisions and financial management across the institution, including the leadership team (President and Vice-presidents)
  • Prepares institutional forecasts and variance analysis for executive management and board committees
  • Develops forward looking statistical analysis on institutional revenue streams and expenditures
  • Provides briefing materials and presentations for Executive Management (Vice-presidents) decision and ultimately for approvals through Governance
  • Provides assessment impact of political, economic and socio-economic factors to the University’s budget
  • Supports and enhance the university’s financial planning framework
  • Recommends planning approaches and resource allocation models in enhancing the university's financial planning framework; expected/ongoing areas include, but not limited to: development of institutional resource management and allocation models, institutional reporting strategy and policy and procedure development in support of institutional planning framework
  • Provides training to the financial community to ensure understanding of budget processes and adoption of uPlan
  • Acts as the subject matter expert on the use of the uPlan system; provides system support for end-users
  • Provides advice and guidance on financial matters in support of institutional planning

Qualifications

  • Minimum post-secondary degree in related field such as finance, commerce, accounting or statistics/mathematics
  • Minimum 5 years of progressive work experience in financial planning/budgeting/management
  • Forward thinker with strong analytical, problem solving and critical thinking skills, both qualitative and qualitative
  • Sound knowledge of budgeting concepts, and experience with budgeting, forecasting and planning, preferably within post-secondary or public sector organization
  • Understanding of standards under Generally Accepted Accounting Principles of Canada
  • Technical aptitude and experience working with enterprise management systems, business intelligence tools and Excel (and other Microsoft Office products)
  • Excellent written and verbal communication skills with the ability to develop strong collaborative relationships with individuals at varying levels and functions within the organization
  • Excellent time management skills with the ability to work within timelines and on concurrent projects
  • Highly organized with strong attention to detail and accuracy

Interested applicants should submit a cover letter and resume outlining relevant work and professional experience as well as a list of three professional references.

The University of Alberta is committed to an equitable, diverse, and inclusive workforce. We welcome applications from all qualified persons. We encourage women; First Nations, Métis and Inuit persons; members of visible minority groups; persons with disabilities; persons of any sexual orientation or gender identity and expression; and all those who may contribute to the further diversification of ideas and the University to apply.

We thank all applicants for their interest; however, only those individuals selected for an interview will be contacted.

 

How to Apply

Apply Online

Note: Online applications are accepted until midnight Mountain Standard Time of the closing date.

We thank all applicants for their interest; however, only those individuals selected for an interview will be contacted.

The University of Alberta is committed to an equitable, diverse, and inclusive workforce. We welcome applications from all qualified persons. We encourage women; First Nations, Métis and Inuit persons; members of visible minority groups; persons with disabilities; persons of any sexual orientation or gender identity and expression; and all those who may contribute to the further diversification of ideas and the University to apply.