• Job Description

  Req#: JR16270
  Staff - Non Union

  Job Category

  M&P - AAPS

  Job Profile

  AAPS Salaried - Accounting, Level A

  Job Title

  Benefits Financial Coordinator

  Department

  Employee Benefits Program Support | Total Compensation | Central Human Resources

  Compensation Range

  $5,622.33 - $8,081.00 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

  March 4, 2024

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

  Job End Date

  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.

  Position Summary

  Provides essential financial, analytical and related administrative support to HR’s Health, Wellbeing & Benefits (HWB) unit with a primary focus on UBC’s benefits plans and relocation funds. HWB is responsible for managing the University’s benefit plans (over $90 million per year), which includes extended health, dental, health and personal spending accounts, life insurance, disability benefit plans, Employee & Family Assistance Program, retiree and survivor benefits, union health, welfare and hardship funds, relocation funds, and extraordinary expense fund.

  Provides financial coordination for Total Rewards, Health and Wellbeing (TRHW) unit within Human Resources, which consists of HWB, Compensation, and Workplace Health Services (WHS).

  Organizational Status

  Reports to the Manager Benefits and works closely with the Finance, Relocation and Benefits Analyst. Consults and works with other units of Human Resources, VP Finance and Operations (e.g., Payroll, Accounts Payable, Financial Reporting, Financial Services, Procurement, Research and Trust Accounting, Revenue Accounting), the Integrated Service Centre (ISC), administrative managers and staff of other departments.

  Work Performed

  Financial Coordination

  • Perform core accounting functions and general financial activities for the Total Rewards, Health and Wellbeing (TRHW) unit within Human Resources. Assist in budget and financial planning by assessing surpluses/deficits, and analyzing variances, including quarterly forecasting, month end and year-end financial activities and establishing audit procedures.
  • Analyzes existing Workday reports, and collaborates with HR Operational Excellence and ISC on the development of new customized reports.
  • Compile, analyze, and prepare reports pertaining to financial processes by performing data management functions using complex spreadsheet applications, as necessary. Identifies trends and monitors fiscal activity including making recommendations to resolve deficits.
  • Provide advice and guidance to TRHW in areas of financial policies and processes including support for procurement processes and setting up vendor contracts in Workday. Makes recommendations on financial processes and procedures.
  • Coordinates monthly financial activities within Workday Finance: Prepares remittance payments to health care and insurance providers for benefit plans.
  • Prepares accounting journals for Retiree & Survivor Benefits plans and Sun Life Inpatriate Plan.
  • R eview and authorize payments, fund transfers, and expenses.
  • Manages financial activities for the following funds and programs:
  • Extraordinary Expense Fund sick leave and severance reimbursement claims including audit of reimbursements to ensure alignment with Policy #FM7 Extraordinary Expenses – Grant and Contract-Funded Employees
  • Healthy Workplace Initiative Program (HWIP) claims
  • Union Health & Welfare and Hardship Funds
  • Ergonomics Fund

  • Reviews and adjudicates the relocation claims process from the University’s Central Relocation Fund (CRF) allowances and guides Associate staff with the preliminary review of claims.
  • Develops relocation surveys, analyzing and reporting on the results.

  Other Related Duties

  Undertakes special projects as required.

  Provides backup to the Finance, Relocation & Benefits Analyst.

  Performs other duties related to the requirements and qualifications of the job, and may from time to time support other areas of the unit as required.

  CONSEQUENCE OF ERROR/JUDGEMENT

  Information from budget and forecast models and reports developed by this position are used for making significant management decisions related to the allocation/reallocation of resources. Errors could cause financial hardship or missed opportunities for the effective delivery of services and programs to faculty and staff.

  Inaccuracies in research or data evaluation, or inappropriate recommendations could negatively impact decision making by the senior management.

  SUPERVISION RECEIVED

  Reports to Manager, Benefits. Works independently under general direction from the Finance, Relocation and Benefits Analyst. Work is reviewed in terms of adherence to financial policies, procedures and accuracy.

  SUPERVISION GIVEN

  Provides advice and guidance on financial processes and transactions performed by Health, Wellbeing, & Benefits Associate staff.

  
  
  Minimum Qualifications
  Undergraduate degree in a relevant discipline. Completion of at least 7 of the 14 CPA academic prerequisites. Minimum of two years of related 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 Qualifications

  Education & Experience:

  Enrolment in a recognized professional accounting designation program such as the CPA program. Experience with UBC financial practices and processes is preferred.

  Skills:

  • Proficiency in financial management, including budgeting, forecasting, and financial analysis.
  • Excellent knowledge of software and financial management systems, and in particular intermediate to strong skills in Microsoft Excel, including the use of database functions, advanced filters, lookups, and nested “if” formulas.
  • Experience using Workday is required.
  • Ability to perform database queries and produce reports.
  • Experience in data conversion and quantitative analysis. Good knowledge of UBC’s policies and procedures is preferred.
  • Excellent interpersonal skills and ability to collaborate with diverse populations and hold space for different points of view and experiences.
  • Sound analytical and problem-solving skills.
  • Accuracy, thoroughness, and attention to detail and follow through.
  • Strong ability to take initiative and manage projects independently under general direction.
  • Demonstrated ability to collaborate with others in a team environment.
  • Ability to exercise sensitivity, diplomacy, tact, and discretion in handling confidential and sensitive financial matters.
  • Excellent oral and written communication skills.

• About the company

  25306 The University of British Columbia is a public research university with campuses in Vancouver and Kelowna, British Columbia.

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