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Financial Officer

Date: March, 2017
Reports to (Job Title): Administrative Officer
Jobs Reporting (Job Titles): Financial Support Assistant
Location: Main Campus
Grade:

USG 9

35 hr/wk


Primary Purpose

The incumbent’s primary responsibility is to provide financial reports and analysis for operating, research (chair, overhead, and starter accounts), trust, and endowment accounts to the Chair and Administrative Officer. The Financial Administrator provides regular reporting, advice, and information to support effective management and strategic planning in the department. The Financial Administrator makes recommendations on budget planning, financial strategies and deals with confidential financial information. The position works directly with the Chair and the Administrative Officer in approving and allocating funds to budget holders within the department.

The incumbent acts as the liaison between the department, Faculty Financial Officer, and Finance. The Financial Administrator will ensure compliance with financial management policies and procedures necessary to ensure effective and efficient department operations. The incumbent will work closely with the Faculty Financial Officer to ensure the use and development of financial management best practises and conformity with faculty and university policies and guidelines.  

Key Accountabilities:

1.  Budgeting & Planning

 

2.  Reporting

 

3.  Advising

 

 

4.  Analysis

 

5.  Human Resources

 

6.  Other

Position Requirements

Education:

A BA in business, accounting or a related discipline; equivalent combination of education and experience will be considered. 

Experience:

5 years of progressive accounting experience.   

Technical:

MS Word Excel PowerPoint Other
Intermediate Expert powerpoint

FORE: Intermediate

Oracle Financials, PeopleSoft
FileMaker-Pro: Intermediate
Outlook: Intermediate
Cognos and Impromptu: Intermediate

Sharepoint

Nature and Scope

Interpersonal Skills:

Internally, communicates with the Chair, Administrative Officer, faculty, staff, students, Dean’s office staff, Finance, Office of Research, Awards Office, Development, Human Resources, Payroll, and other university departments to obtain, clarify and discuss information to resolve issues and gain resolution.
Externally, this position will have significant contact with auditors, clients, vendors, and suppliers to resolve issues related to payments and invoices.

Communication skills must be geared to both financial and non-financial individuals.    

Level of Responsibility:

The position provides expert advice and is responsible for ensuring finances are being managed appropriately within the department. This position exercises signing authority on all operating, trust, and endowment accounting in the department.  The job has specialized work with minimal supervision and provides guidance to others.

Decision-Making Authority:

Responsible for ensuring the department’s finances and budgets are being managed appropriately and for implementing improvements to processes and internal controls to meet established standards.  Responsible for raising issues to the Chair and Administrative Officer as required. 

Physical and Sensory Demands:

This role requires exertion of physical or sensory effort resulting in moderate fatigue, strain or risk of injury as a substantial amount of time (especially during year end reporting) is spent sitting at a computer with repetitive keyboard movements.

Working Environment:

This role involves minimal psychological risk resulting from unavoidable exposure to disagreeable or uncomfortable environmental conditions.  There may be ambiguity of situations and shortcomings in data, and some internal clients may be demanding, may request breaking policy, and some situations may require escalation.  This role involves irregular and/or high volumes and multiple and/or tight deadlines beyond one’s control (e.g. multiple stakeholder demands), and constant interruptions (e.g. phone, e-mail)