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Job summary

This role performs general accounting, budgeting, and financial analysis to support the UBC Okanagan Finance department. The incumbent develops financial models, prepares forecasts, and ensures data integrity across university financial systems.

Job details

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 new 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 Cost Recovery (ICR) report for the School of Engineering by extracting relevant research revenue data and calculating ICR amounts. Posts related journal entries to allocate Faculty ICR to appropriate worktags in accordance with funding guidelines. Provides ad-hoc financial reports and analysis as requested by the Finance team. Receives and processes invoices from external vendors and organizations for services supported by the Finance Department and/or AVPFO. Maintains organized records of invoices and related payments. Performs other related duties as required. Consequence of Error/Judgement Must exercise judgment based on a thorough knowledge of procedures, guidelines and regulations. Actions and decisions are critical in ensuring the operational health of the unit. This position has access to sensitive information, the untimely release of which could cause acute embarrassment to the University, as well as litigation. Incorrect decision/judgement will directly affect the University s reputation. Information from budget and forecast models and reports are used for making significant management decision on the allocation/reallocation of resources. Financial errors and negative operation impacts (service and costs) could result if financial position of this department is inaccurate. The analyst, given initial parameters, would be expected to obtain the necessary data and create the analysis without supervision. The supervisor will review data and analyses produced by the incumbent. Mistakes discovered at this stage could result in lost time, and perhaps the wholesale revision of the analysis. Supervision Received Under the supervision of the Senior Manager, Budget and Financial Planning, this position is expected to work independently and keep supervisor informed of workload status. Analyses and reports produced by this position will be reviewed for content, structure and adherence to university policy Supervision Given This position has no direct reports. Qualifications Minimum Undergraduate degree in a relevant discipline. Enrolled in the CPA Professional Education Program (PEP). Minimum of three years’ experience or the equivalent combination of education and experience. Willingness to respect diverse perspectives, including perspectives in conflict with one's own. Demonstrates a commitment to enhancing one's own awareness, knowledge, and skills related to equity, diversity, and inclusion. Preferred Experience with ERP implementation is an asset. Experience with Workday is an asset. Knowledge of UBC s institutional accounting processes (includes chart of accounts, technical accounting, reporting) and fixed assets (asset tracking, capitalization and capital projects) is highly recommended. Demonstrated advanced knowledge and skill in the use of financial software applications, databases, spreadsheets, and word processing. Ability to apply generally accepted accounting principles in an appropriate manner. Ability to analyze problems, identify key information and issues, and effectively resolve. Ability to prioritize and work effectively under pressure to meet deadlines. Ability to effectively manage multiple tasks and priorities. Ability to prepare financial reports. Ability to perform complex analyses. Ability to maintain accuracy and attention to detail. Ability to exercise judgement, tact, discretion and confidentiality in all matters and to maintain effective working relationships. Ability to communicate effectively verbally and in writing.

What you’ll do

This role performs general accounting, budgeting, and financial analysis to support the UBC Okanagan Finance department. The incumbent develops financial models, prepares forecasts, and ensures data integrity across university financial systems.

Requirements

Candidates must hold an undergraduate degree in a relevant discipline and be enrolled in the CPA Professional Education Program. A minimum of three years of experience is required, along with strong technical skills in financial software and accounting principles.

Listed skills

• Budgeting · Preferred
• Financial Reporting · Preferred
• Data analysis · Preferred
• Financial analysis · Preferred
• Accounting · Preferred
• Workday · Preferred
• Forecasting · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial analysis
• Budgeting
• Forecasting
• Accounting
• Data analysis
• Financial reporting
• Reconciliation
• Workday
• Adaptive Planning
• Business intelligence
• Financial modeling
• Internal controls
• General ledger
• Research funding reporting
• Cost analysis
• Sensitivity analysis
• Report Writing
• Employment Equity
• General Ledger Reconciliation
• Tactfulness
• Workday Adaptive Planning
• Frontline Decision-Making Autonomy
• Workday (Software)
• Research Funding
• Workflow Management
• Ability To Meet Deadlines
• Planning
• Research
• Accruals
• Data Analysis
• Asset Tracking
• Unit Testing
• Internal Controls
• Business Intelligence Tools
• Management
• Business Process Improvement
• Spreadsheets
• Decision Making
• Lawsuits
• Communication
• Confidentiality
• Data Collection
• Data Entry
• Data Warehousing
• Indirect Costs
• Word Processing
• Enterprise Resource Planning
• Finance
• Equities
• Financial Management

Job areas

• Finance & Accounting
• Education
• Administrative
• Financial Analyst
• Financial Analyst (General)
• Financial Analysts
• Financial and Investment Analysts