Position title: Financial Strategist Reports to: Vice President, Finance Employee status: Hourly Exempt, Appointed Length of term: September 1, 2026 – April 30, 2027 Hours per week: 10 hours per week Compensation: $20.00 per hour Position PurposeThe Office of the AMS Vice President, Finance is responsible for all financial matters of the organization including all clubs and constituencies.

The Financial

Strategist will support the VP Finance portfolio by improving financial transparency, forecasting business outcomes and opportunities, and automating and enhancing internal processes. This position is designed to enhance the Society’s analytical and operational capabilities in alignment with the AMS Three-Year Financial Plan (2024–2027), with an emphasis on KPI monitoring, student fee impact analysis, and strategic financial decision-making.The Financial Strategist will focus on utilizing financial data to build confidence among stakeholders and facilitate data-informed decision-making across the AMS. This position will involve several important projects and initiatives across the VP Finance portfolio.Duties and Responsibilities Build and maintain financial dashboards for internal and external stakeholders, includingvisualizations of fund usage

Conduct monthly variance analyses and develop auto-generated variance reports for distributionto constituencies

Work with the VP Finance and relevant stakeholders in the development of the Society’s recent AMS Three-Year Financial Plan and review of Financial Policy 4 on Endowment Management

Work with the VP Finance and Business Development Subcommittee on creating a comprehensive review of the Society’s businesses.

Track and monitor Key Performance Indicators (KPIs)



outlined in the current AMS Three-Year FinancialPlan, providing monthly summaries to the VP Finance and relevant department heads

Collaborate with the AVP Finance and Communications teams to produce visually engagingfinancial reports that are accessible to students and stakeholders.

Collaborate with the AMS Accounting team and software solutions providers to enhance andautomate the AMS’s financial systems and tools

Research potential AMS business development opportunities and evaluate their financial viability, alignment with student needs, and projected return on investment through relevant analyses

Assist in tracking AMS reserve funds and researching low-risk investment options to supportlong-term financial sustainability and endowment planning

Assist the VP Finance in the planning and execution of any referenda relating to the duties of the Office of the VP Finance

Other duties as required Qualifications and Experience Must be a currently registered student at UBC Vancouver or one of its affiliated colleges

Previous experience in a financial role within an AMS club, constituencies, or any other subsidiary is an asset Strong analytical and problem-solving skills

Strong interpersonal and communication skills

Interest in the Financial goals of the AMS and its business units

Experience or strong interest in financial analysis, forecasting, or business strategy

Proficiency with Microsoft Office and data visualization tools such as Power BI

Familiarity with or willingness to learn ERP and accounting systems (e.g., Microsoft BusinessCentral, Continia)

Above average in both writing and computer skills To Apply:Please submit a resume and cover letter. Applications without a cover letter will not be considered.Application deadline: 11:59pm August 10.

📌 Financial Strategist (Vancouver)
🏢 UBC AMS
📍 Vancouver