Staff - Non Union

Job Category

M&P; - AAPS

Job Profile

AAPS Salaried - Accounting, Level B

Job Title

Financial Analyst

Department

UBCO | Budget and Financial Planning

Compensation Range

$7,158.42 - $10,292.25 CAD Monthly

The Compensation Range is the span between the minimum and maximum base salary for a position. The midpoint of the range is approximately halfway between the minimum and the maximum and represents an employee that possesses full job knowledge, qualifications and experience for the position. In the normal course, employees will be hired, transferred or promoted between the minimum and midpoint of the salary range for a job.

Posting End Date

October 18, 2026

Note: Applications will be accepted until 11:59 PM on the Posting End Date.

Job End Date

November 5, 2027

Please note this is a one-year term position.

At UBC, we believe that attracting and sustaining a diverse workforce is key to the successful pursuit of excellence in research, innovation, and learning for all faculty, staff, and students. Our commitment to employment equity helps achieve inclusion and fairness, brings rich diversity to UBC as a workplace, and creates the necessary conditions for a rewarding career.

Job Summary

This position is responsible for performing general accounting functions, budgetary, systems and related financial activities for the UBC Okanagan Finance department. This role provides support to the Senior Manager, Budget and Financial Planning by proving data analysis, preliminary hypothesis and insights to support budgeting and decision making. This position also supports training of university financial systems for the Okanagan campus.

Organizational Status





Reporting to the Senior Manager, Budget and Financial Planning, this role works closely with the Finance Managers that serve portfolio areas across the entire campus.

Work Performed:

Supports the campus-wide budgeting and forecasting process:

- Develops templates and collects data for unit / portfolio level quarterly and annual reporting.
- Prepares forecast and budget information for consolidated reporting on a monthly, quarterly, and annual basis, as required.
- Investigates variances, identifies root causes, and follows up with relevant Finance Manager to ensure accuracy.
- Posts TAM adjusting journal entries in Workday and updates corresponding forecasts in Adaptive.
- Prepares GWI and MSP funding calculations for all units and posts entries in Adaptive and Workday.
- Processes one-time and recurring funding transfer entries in both Workday and Adaptive Planning as required.
- Prepares and posts accrual journals, including Administrative Leave, on a quarterly basis
- Reconciles transactions posted to central accounts, including Central Revenue and all Campus Wide Expense workbooks
- Prepares funding transfers for Adaptive and Calumo quarterly updates, budget submissions and 5-year planning.
- Assists Finance Managers with unit-level budgeting and forecasting through data analysis, data entry,



and preparation of reports.

Provides data and system technical expertise:

- Utilizes data warehousing, business intelligence tools and software applications to support the Senior Manager, Budget and Financial Planning with analysis, reporting and decision-making.
- Collaborates with Finance team members to develop financial models for sensitivity analysis, trend and cost analysis, impact assessments, unit or program profitability evaluations, and "what-if" scenarios to inform strategic and operational decision making. Analyzes financial results for accuracy, investigates anomalies and makes necessary adjustments.
- Participates in financial and unit testing of Workday business process improvements. Performs reconciliations between financial management systems during system implementations or modifications to ensure data accuracy and integrity.
- Supports financial process analysis and contributes to documenting workflows and training on current systems and procedures.

Provides general accounting and internal control support to campus:

- Assists Finance Managers with the preparation and posting of miscellaneous journal entries as required.
- Ensures financial data integrity by monitoring cost center transactions and reconciling general ledger accounts. Identifies and corrects miscoded entries to support timely, accurate, and compliant financial reporting in collaboration with Finance Managers
- Prepares the monthly Research Funding Report for distribution to campus stakeholders and responds to ad-hoc research reporting requests.
- Prepares the semi-annual Indirect Co

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