Lead Officer, Financial Planning and Reporting

Posted:
12/4/2024, 2:32:29 PM

Location(s):
Ottawa, Ontario, Canada ⋅ Ontario, Canada ⋅ North Carolina, United States ⋅ Charlotte, North Carolina, United States

Experience Level(s):
Senior

Field(s):
Finance & Banking

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Job Type:

Employee

Duration in Months (for fixed-term jobs):

23

Job Family:

Financial Planning and Reporting

# of Open Positions:

1

Faculty/Service - Department:

Student Affairs, Finance, GEE, Wellness, Business Management

Campus:

Main Campus

Union Affiliation:

SSUO

Date Posted:

December 05, 2024

Applications must be received BEFORE:

December 16, 2024

Hours per week:

35

Salary Grade:

SSUO Grade 09

Salary Range:

$69,478.00 - $87,764.00

About Student Affairs :

Student Affairs is at the very heart of the student experience at the University of Ottawa. We recruit the very best future students, support them throughout their university years and leave them well-prepared for fulfilling careers and future studies. Our team of more than 600 dedicated staff provides the services that keep students happy, well and thriving as they pursue their ambitions. We help them apply and enrol for courses, we oversee 11 residences and an award-winning Dining Hall, we organize fun events and varsity sports activities, we run an innovative career development and experiential learning program and much more!

There’s nothing more rewarding than helping future generations reach their full potential at a world-class university. With our wide variety of career opportunities and professional development pathways, we’re sure that you’ll enjoy the experience as much as our students do.

Position purpose:

Oversee the day-to-day financial activities of the Health and Wellness sector, including the Student Health Center, to ensure sound financial management and provide advice to senior management in support of long-term strategic planning. Supervise and lead a team of employees responsible for various functions related to the sector's financial and administrative activities, including the coordination and implementation of medical billing, to ensure a productive and supportive environment, and to provide high-level advice and support on more complex issues.  May represent senior management on central committees with mandates related to the incumbent's area of responsibility.

In this role, your responsibilities will include:

  • Budget: Oversee the administration of internally and/or externally-funded budgets to ensure compliance with established policies. Analyze financial statements against budgets for various types of funds to identify and address any inconsistencies. Define budget priorities for the sector and provide expert advice to managers on the effective preparation of budgets, budget projections and shortfalls. Develop key financial performance indicators and monitor performance.

  • Financial: Oversee the ongoing financial transaction processes for the sector, to ensure best practices and compliance with established policies. Develop and evaluate business practices and management tools for effective financial control. Act as approval agent for major purchases, travel advances, requests for reimbursement and credit card statements to ensure proper application of policies and to reconcile inconsistencies with budget forecast and actual expenditures.

  • Purchasing: Act as approval agent for procurement of goods and services for the sector to ensure compliance with supplier contracts.

  • Payroll: Oversee the verification of payroll reports for all employee groups, including part-time support and faculty salaries, within the sector, to ensure salary accuracy and to reconcile inconsistencies with budget forecast and actual expenditures.

  • Processes and procedures: Design and implement new or modify existing work methods, procedures and processes and monitor compliance by his/her team for the purpose of continuously improving operations to maximize productivity and effectiveness.

  • Records management: Implement and manage an effective filing and records management system to preserve confidentiality of the records and ensure that complete and accurate documentation is available for future reference or audit purposes.

  • Reporting: Prepare and analyze various moderately- to highly-complex reports on cost/benefit analyses and financial performance of the sector to provide advice and recommendations to managers and to support long term strategic planning.

  • Supervision of others: Supervise work performed by administrative support roles to organize priorities and provide guidance in the attainment of individual objectives

What you will bring:

  • Advanced knowledge of accounting principles normally acquired through postsecondary studies in a related discipline or an equivalent combination education and work experience

  • Minimum 5 years of experience in a similar role

  • Knowledge of computer systems and software including financial systems, spreadsheets, databases, Internet and e-mail

  • Professional accounting designation is an asset

  • Experience in supervision

  • Experience participating in strategic planning

  • Experience in budget planning, control and analysis

  • Experience in analyzing reports

  • Experience in interpreting, explaining and applying policies and regulations Ability to produce high quality work under pressure while meeting strict deadlines

  • Strong interpersonal and communication skills

  • Strong organizational skills

  • High level of discretion

  • Bilingualism – French and English (spoken and written)

Key Competencies at uOttawa:
Here are the required competencies for all or our employees at uOttawa: 

Planning: Organize in time a series of actions or events in order to realize an objective or a project. Plan and organize own work and priorities in regular daily activities.
Initiative: Demonstrate creativity and initiative to suggest improvements and encourage positive results. Is proactive and self-starting. Show availability and willingness to go above and beyond whenever it is possible.
Client Service Orientation: Help or serve others to meet their needs. This implies anticipating and identifying the needs of internal and external clients and finding solutions on how to meet them.
Teamwork and Cooperation: Cooperate and work well with other members of the team to reach common goal(s). Accept and give constructive feedback. Able to adjust own behaviour to reach the goals of the team.

The University of Ottawa embraces diversity and inclusion in the workplace. We are passionate about our people and committed to employment equity. We foster a culture of respect, teamwork and inclusion, where collaboration, innovation, and creativity fuel our quest for research and teaching excellence. While all qualified persons are invited to apply, we welcome applications from qualified Indigenous persons, racialized persons, persons with disabilities, women and LGBTQIA2S+ persons. The University is committed to creating and maintaining an accessible, barrier-free work environment. The University is also committed to working with applicants with disabilities requesting accommodation during the recruitment, assessment and selection processes. Applicants with disabilities may contact [email protected] to communicate the accommodation need. All qualified candidates are encouraged to apply; however, Canadians and permanent residents will be given priority.

Note: if this is a union position: The hiring process will be governed by the current collective agreement related to the union affiliation noted above; you can click here to find out more.

If this is a front-line position with responsibilities to interact with students, selected candidates must be rated at the Low Advanced proficiency level or higher for both oral comprehension and reading comprehension in their second official language. The rating is determined by a proficiency test designed by the Official Languages and Bilingualism Institute.

Prior to May 1, 2022, the University required all students, faculty, staff, and visitors (including contractors) to be fully vaccinated against Covid-19 as defined in Policy 129 – Covid-19 Vaccination. This policy was suspended effective May 1, 2022 but may be reinstated at any point in the future depending on public health guidelines and the recommendations of experts.