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Financial Reporting Analyst

Date: February, 2014
Reports to (Job Title): Manager, Corporate Accounting and Financial Reporting
Jobs Reporting (Job Titles): None
Location: Main Campus

USG 10

35 hr/wk

Primary Purpose

The Financial Reporting Analyst is accountable to the Manager, Corporate Accounting and Financial Reporting for accurate and timely reporting of the University’s financial data.  The individual must be knowledgeable of generally accepted accounting practices and exercise.  As well the individual will be expected to respond to ad hoc internal requests.

Key Accountabilities:

1.  Responsible for accurate and timely reporting of university financial information


2.  Accurate and timely external reporting requirements for the University of Waterloo


3.  Prepare financial statements and reporting for other legal entities including the University of Waterloo (Hong Kong) Foundation Limited and Friends of University of Waterloo Foundation


4.  Other

Position Requirements


University undergraduate degree

Professional accounting designation (e.g. CA, CMA or CGA)  



MS Word Excel PowerPoint Other
Intermediate Advanced Beginner

Oracle E-business Suite,


Nature and Scope

Interpersonal Skills:

Superb communication and strong interpersonal skills are required to address and resolve issues of procedure, policy, and compliance.   This position communicates internally with Finance team members as well as administrative staff, and Financial Officers across the campus community.  The Financial Reporting Analyst must communicate accounting information to clients, often with little or no accounting experience, in order to achieve accurate financial accounting and reporting and be able to resolve issues.  Excellent written and verbal communication skills are essential. 

Level of Responsibility:

The Financial Reporting Analyst must apply knowledge of policies, procedures, business and accounting to complete all applicable financial reporting accurately and within relevant deadlines.  The incumbent must address compliance issues and resolve discrepancies with internal and external client groups.  The individual must have the ability to respond to multiple competing priorities.

Decision-Making Authority:

The individual must be self-directed and able to work independently.  The incumbent must be willing to be accountable and responsible for decisions in an environment with competing priorities and limited resources.  Any changes in policies or procedures must be referred to the Manager, Corporate Accounting and Financial Reporting to approve or determine the appropriate level of approval required.

Physical and Sensory Demands:

Minimal physical demands typical of a position operating within an office environment.  Concentrated, attention to detail is required in an open office environment with competing priorities.  The incumbent must be able to manage concurrent assignments and prioritize workload in order to meet deadlines. 

Working Environment:

Minimal exposure to disagreeable working conditions typical of working in an office environment.  The university operates in a decentralized environment in terms of decision making and centralized environment in terms of establishing standards, policies, procedures and financial systems.  Consequently the accounting and technical skills across university units of those dealing with financial matters vary significantly.  Due to the nature and complexities of the university business activities, disagreements and contentious issues and situation may arise from time to time due to differing interpretations of policies and procedures.  There may be periods of irregular/high volumes e.g. year-end.  The individual must be able to manage concurrent assignments and prioritize workload in order to meet deadlines.