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You will be updated with latest job alerts via emailThe Financial Analyst Campus Housing will assist the Manager Financial Operations in providing financial and operational support within the Campus Housing department. This role will support complex financial and accounting tasks and perform a wide variety of detailed analysis. The Financial Analyst will prepare and present materials that support department projects and strategic decision making. This role will also support daily operations by processing financial transactions and ensuring financial activities follow best accounting practices and conform to the Universitys policies and procedures. This position also supports the Manager Financial Operations in providing Campus Housing staff and UW Campus partners (Corporate Finance Student Financial Services) inquiry support for financial matters relating to student accounts and Campus Housing financials. This position will also assist in maintaining the integrity of financial data and records within the Campus Housing department.
Financial Analysis Forecasting and Special Projects
Accurately complete complex financial and accounting tasks. Perform a wide variety of detailed analysis including historical investigative and forecasting. Summarize key data points and present findings. Support Campus Housings budgeting process annual reporting requirements and departmental projects.
Perform investigative analysis (i.e. cost/benefit) to support strategic decision making within the department Summarize and present findings in a clear and concise manner to the Manager Financial Operations and Campus Housing staff.
Support ongoing departmental projects by preparing historical analysis material as required. Determine key data points and present findings using a variety of methods (pivot tables charts graphs).
Update Housing Finances multi year projection/forecasting files. Manipulate data sets to model alternate scenarios as requested.
Support the Manager Financial Operations in completing the annual department budgeting process. Prepare presentation material as required
Support the Manager Financial Operations in completing the annual audits (internal external). Review requests and prepare supporting documentation.
Prepare the annual HR Taxable Benefit report. Submit for review to the Manager Financial Operations.
Aid as a functional user expert for financial system upgrades/implementations. Troubleshoot issues and make process improvement recommendations.
Liaison with UW Campus Partners prepare supporting documentation and submit interdepartmental transfers. Job Description Financial Accounting & Operational Support Accurately prepare and process a wide variety of financial transactions to support daily operations within the Campus Housing Finance department. Under guidance of the Manager Financial Operations ensure best accounting practices are followed and that financial transactions adhere to the University of Waterloos policies and procedures.
Accurately assess students residence and meal plan charges within Housings internal financial system. Generate file uploads from Housings internal financial system to Quest.
Track delinquent accounts generate past due payment reminders and follow up directly to secure monies owed. Escalate arrears cases as needed to the Manager Financial Operations.
Collect record and allocate funds accurately against student housing accounts using a variety of payment methods.
Prepare bank deposits and generate corresponding journal entries. Prepare and submit revenue reporting templates to UW Finance for processing.
Review student accounts and process adjustments cancellations and refunds as appropriate.
Maintain the integrity of Housings petty cash fund and record any transactions as required
Process incoming invoices: determine appropriate account allocation and submit to A/P for payment
Prepare Unit 4 invoicing and supporting backup for Housing A/R transactions.
Financial Reporting & Reconciliation Navigate through the Universitys Financial Systems (Unit 4 Concur Centre suite) and extract relevant data. Examine and mold data sets to create a variety of financial reporting material.
Extract examine and mold data sets to create custom financial reports designed for individual business units.
Compile and maintain data and statistics as it relates to housing key performance indicators.
Review and analyze historical financial information and create summary reports for the Manager Financial Operations & Housing staff.
Reconcile multiple housing accounts against Unit 4 transactions and balances on a monthly termly and yearly basis.
Reconcile the departments purchasing card receipts against Centre suite transactions. Customer Relationships & Staff Support Interact regularly with Campus Housing staff students and UW Campus Partners to investigate and resolve financial questions or issues.
Aid Campus Housing staff in resolving questions or issues with financial matters including account allocations invoice submissions Concur & travel claims or one time payment requests. Submit access/removal requests on behalf of Campus Housing staff relating to UW Financial systems (Unit 4 Concur Centre suite)
Assist Campus Housing staff with completing applications for new Purchasing Cards Department Watcards and UW Insurance setups)
Support the Housing Finance email inbox to resolve student staff or UW Campus Partners inquiries issues or requests.
Support the Housing Finance ticketing queue to resolve student staff or UW Campus Partners inquiries issues or requests.
Communicate clearly with department staff students & UW Campus Partners. Advise on best financial practices where appropriate act with integrity and uphold the values of the department.
Create & maintain process documentation for the Housing Finance department. Update as required and make documentation accessible to Campus Housing staff. Provide training where required Financial Records & Systems
Maintenance Job Description Maintain and organize physical and electronic records for the Campus Housing Finance department. Periodically review and update Campus Housing data within the Universitys Financial Systems. Maintain member lists and records relating to Campus Housing operations.
Assist the Manager Financial Operations in maintaining the integrity of Campus Housing data within the Universitys various Financial Systems. Periodically review user access and submit requests for changes or deactivations.
Periodically review outstanding Unit 4 purchase order encumbrances. Investigate and follow through to payment and completion.
Maintain Campus Housings department memberships (OACUHO ACUHOI). Periodically review and update member lists and submit the annual renewal invoice for processing.
Maintain records relating to department Watcard usage Purchasing card holders and staffing lists.
Compile and store department records both paper and electronic as per Canada Revenue and UW guidelines.
Other administrative duties and projects as required.
The University of Waterloo acknowledges that much of our work takes place on the traditional territory of the Neutral Anishinaabeg and Haudenosaunee peoples. Our main campus is situated on the Haldimand Tract the land granted to the Six Nations that includes six miles on each side of the Grand River. Our active work toward reconciliation takes place across our campuses through research learning teaching and community building and is coordinated within the Office of Indigenous Relations.
The University values the diverse and intersectional identities of its students faculty and staff. The University regards equity and diversity as an integral part of academic excellence and is committed to accessibility for all employees. The University of Waterloo seeks applicants who embrace our values of equity antiracism and inclusion. As such we encourage applications from candidates who have been historically disadvantaged and marginalized including applicants who identify as First Nations Mtis and/or Inuk (Inuit) Black racialized a person with a disability women and/or 2SLGBTQ.
Positions are open to qualified candidates who are legally entitled to work in Canada.
The University of Waterloo is committed to accessibility for persons with disabilities. If you have any application interview or workplace accommodation requests please contact Human Resources atorext. 45935.
Required Experience:
IC
Full-Time