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Financial Planning and Reporting
Temporary
Campus Housing - Shared Services
This position is being offered as a Secondment or contract opportunity.

The Manager, Financial Operations & Analysis reports jointly to the Assistant Director, Shared Services and the Financial Officer, Associate Provost, Students. The incumbent is reports to the Assistant Director, Shared Services in regards to business operations and analysis and to the Financial Officer, Associate Provost, Students in regards to financial accountability and processes.
This role is to provide strong financial management, analysis, and strategic planning support to ensure Campus Housing remains financially viable in the short and long-term. The incumbent is accountable for the integrity of the department’s internal financial records, and to ensure all financial data and transactions are processed and recorded in accordance with generally accepted accounting principles, and meet the University’s established financial policies and procedures. The incumbent also provides leadership within the department on a variety of responsibilities, including the budgeting process, internal and external audits, internal financial controls, and operational or strategic planning initiatives.

Contributes to goal-setting and strategic planning for the department with management-level peers, and implements those plans and objectives within their area of responsibility
Assists in the creation of and adherence to Campus Housing’s mission, vision, values, and strategy
Ensures effective communication of departmental direction and initiatives to direct reports by establishing transparency through shared departmental planning
Proactively participates in departmental project prioritization and reviews it on an ongoing basis, while taking the initiative to make recommendations to senior managers with respect to departmental planning and objectives.
Models the values of Campus Housing and the priorities of the management team in interactions with colleagues, campus partners, and those outside the university
Fiscal Management and Control
Provides leadership, co-ordination and management of occupancy reports, expense reports, and internal financial statements, annual budgets, annual year end reports and financial position forecasts
Ensures the department adheres to the Universities financial policies and procedures
Contributes to the development, improvement, and promotion of strong internal financial controls to minimize risks
Conducts periodic audit and review of departmental financial resources, policies, and procedures to ensure financial accountability. Exercises and maintains proper signing authority, as outlined by university policy, on all departmental operating accounts
Performs ongoing monitoring of budgets and financial transactions during the fiscal year
Develops and delivers financial training materials as needed, documents financial processes within the department, and provides training, coaching and guidance to department staff to ensure compliance and clarity
Financial Strategy and Long-Term Planning
Provides financial analysis in support of current and long-range planning, including but not limited to special projects,



business development and capital projects
Prepares multi-year budget to inform senior management of the department’s projected financial position
Provides financial input, including supporting documentation, to the senior management team and UW campus partners to support informed decision-making
In conjunction with the department’s senior management team, prepares and submits the annual Campus Housing operating budget to UW Finance, and the proposed residence fee increase for consideration at the Board of Governors.
Presents the department’s financial analysis monthly to functional unit managers and is prepared to provide an overview to senior management as required
Identifies and highlights existing risks or financial consequences of existing operational procedures or future planning proposals and offers solutions to mitigate negative outcomes.

Business Management
Ensures implementation of the financial resources to support senior management in strategic planning, budget preparation, establishing/monitoring of performance measures, operations review, identifying areas for cost reduction, forecasting and analysis of operational performance
Analyzes the financial details of business operations to identify development opportunities and areas where improvement is needed
Ensures the integrity and accuracy of Campus Housing accounting procedures including cash handling, bank deposits, revenue reporting, reconciliations, Accounts Receivable and Accounts Payable, department charges and clearing accounts
Ensures business processes are properly documented for effective compliance and clarity, and acts to update and refine regularly.
Meets regularly with staff who have financial accountability to ensure effective financial planning, management, and control is maintained. Data Analysis and Reporting

Creates and implements policies and procedures regarding how Campus Housing financial data is used for research and reporting, in collaboration with the senior management, including who has access to financial data within the department
The incumbent is accountable for the stewardship of financial data within the department, including:
Ensuring financial data has integrity for what it is being used for
Ensuring privacy and data storage regulations are followed
Ensuring the appropriate application of the data by establishing review and approval processes
Acts as a consultant to management-level peers and staff, to safeguard accurate interpretation of departmental financial data, assess project and program outcomes, and ensure that strategic issues and priorities are critically examined and planning activities are grounded in sound and reliable evidence
Presents financial data analytics in an efficient and easily understandable way to a wide variety of audiences and users, using various reporting formats and technologies
Creates and maintains reporting dashboards for senior management, including
Determining the most salient key performance indicators
Developing reliable ways of assessing key business outcomes on an ongoing basis
Reporting on financial performance for all business units,



and ensuring understanding among those who make decisions based on the information presented
Mines existing data to identify opportunities and participates in market research and analysis
Develops reliable forecasting and other modelling to inform and support planning
Research new tools, systems and practices to recommend ongoing improvements in data analytics

Participates regularly in departmental working groups to understand and contribute to planning and decision making
Serves as the primary point of contact with UW Finance staff on financial and other business matters
Collaborates with University Finance and other colleagues as appropriate to ensure strong internal controls are in place and accounting policies and procedures are documented, well understood, and adhered to consistently
Provides functional support to UW Finance on local financial systems implementations, upgrades and major business process changes
Interacts regularly with management-level peers and senior management, departmental staff, and supports cross-functional work wherever reasonable
Establishes and maintains strong partnerships and relationships with units throughout the university and the Affiliated & Federated Institutions of Waterloo (AFIW) that help Campus Housing achieve its objectives, while ensuring that the department is represented professionally
Staff Management
Hires, trains, supervises, mentors, and provides feedback to direct reports and colleagues, as appropriate
Initiates and conducts regular performance conversations and annual reviews with direct reports
With input and support from the senior management, addresses performance and staffing issues quickly and decisively - and proactively, whenever possible - within their team

Post-secondary education in Accounting, Financial Analysis, Business, or related discipline or equivalent post-secondary education and experience is required.
Professionally recognized accounting designation (e.g. CA, CMA or CGA) would be an asset.

Minimum of 7 years of qualified experience in financial services is required.
Experience and demonstrated comfort using databases, spreadsheets, enterprise-level software, reporting/analysis tools, and new technologies.

Business acumen, along with strong analytical, critical thinking, and problem solving-skills
Solid understanding of generally accepted accounting principles, CRA guidelines and the application in not-for-profit organizations.
Solid management, leadership, and advising skills
Familiar and comfortable using accounting databases and enterprise-level software application
Advanced Microsoft Excel skills (e.g., Equity Statement

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, anti-racism and inclusion. As such, we encourage applications from candidates who have been historically disadvantaged and marginalized, including applicants who identify as First Nations, Métis and/or Inuk (Inuit), Black, racialized, a person with a disability, women and/or 2SLGBTQ+.

The University of Waterloo is committed to accessibility for persons with disabilities.

📌 Manager - Financial Planning & Analysis, Operations (Waterloo)
🏢 University of Waterloo
📍 Waterloo