Join UBC Okanagan’s finance team as a Financial Planner, specializing in budgeting and data analysis. This full time position supports financial decision-making across campus, ensuring accuracy and integrity in financial operations.

Reporting to the Senior Manager, Budget and Financial Planning, you will assist with budgeting, forecasting, and general accounting functions. Your role includes preparing forecasts, investigating variances, and developing templates for reporting. Collaborating with Finance Managers, you'll contribute to financial process analysis and assist in training university financial systems.

Key Responsibilities:
• Prepare forecasts and budget information for reporting
• Investigate variances and ensure data accuracy




• Collect data for quarterly and annual reporting
• Reconcile general ledger accounts and transactions
• Assist with the preparation of miscellaneous journal entries

Requirements:
• Undergraduate degree in a relevant discipline
• Minimum three years’ experience or equivalent
• Proficiency in financial software and reporting tools
• Solid analytical skills and attention to detail
• Enrollment in CPA Professional Education Program

Drive effective financial planning and contribute to UBC Okanagan's mission in this vital role.
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📌 Financial Planner at UBC Okanagan (British Columbia)
🏢 Toronto-Dominion Bank
📍 British Columbia