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.

The Financial Analyst is responsible for providing financial analysis for t he Digital Payment Program (DPP) for all University transactions that has revenue in excess of $800M. With direction from the Finance Services Manager, Financial Operations, the role is responsible for budget preparation, reporting, business process improvement, financial analysis and modelling , and financial management of the DPP.

ORGANIZATIONAL STATUS

Reports directly to the Financ e Services Manager , Financial Operations . This position performs work independently under general direction from the Finance Services Manager and i nteracts with members of the DPP program including the Digital Payment Program Manager . This position will be required to collaborate with other University departments and organizations including Treasury Office, Financial Planning and Analysis Office, I ntegrated Service Center , Enrollment Services, Housing, and campus merchants , Global Pay, TouchNet , TransferMate and other stakeholder s .

WORK PERFORMED

• Monitors t he monthly manual and automated DPP chargeback cycle across UBC for the purposes of addressing anomalies and p robl ems .

• Reviews manual processes and reports to ens ure appropriate trans fers are accurate , working with the relevant stakeholders as requ ire d .

• Ensure s the automated transfers are accurate , any discrepancies are investigated, and the root cause is resolved which requires the FA to work with the ISC to update the monthly automated allocation.

• Work s with stakeholders and the Finance Services Manager, to prepare budgets and financial forecasting on a monthly, quarterly, and annual basis to help the DPP leadership team to understand their resources, manage within their financial means and make informed decisions on changes .

• Works in collaboration with stakeholders in business planning meetings a to understand the work, create effective reporting, comparing budget to actuals, manage issues, and complete analysis required by the program leadership to accurately understand the variances.

• Develop s and prepare s models and reports from various systems (including Workday, TouchNet , Global Payments, TransferMate , Partner Systems ) to support financial decision-making and analysis including loan payment, bad debt recovery, hiring, and chargeback rate changes .

• A naly zes the 10-year financial model and makes recommendations to ensure program sustainability . This includes making recommendations on potential chargeback rate changes . Any rate changes would require the FA to provide financial information that would be included in a briefing note to the Board of Governors .

• Prepares the calculation and report for bad debt recovery .

• Investigate s billing discrepancies and engage s DPP customers to answer queries and find effective solutions . This includes analysis of transactions between multiple systems and troubleshooting potential issues.

• Monitors appropriateness of Worktags for new merchants.

• Facilitates training sessions related to the financial aspects of the DPP policies and procedures .

• Works with the stakeholders of F inance processes of the DPP, prepare s and maintain s update s and new business process documentation for various systems, including workflow and integrations.

• Review financial components of DPP contracts.

• Perform s other duties as required .

CONSEQUENCE OF ERROR

Failure to prepare accurate and timely financial statements and analysis could result in inaccurate reporting in the University financial statements which could result in incorrect financial decisions.

SUPERVISION RECEIVED

Reports to the Finance Services Manager , Financial Operations .

SUPERVISION GIVEN

N/A

MINIMUM QUALIFICATION :

• Undergraduate degree in a relevant discipline. Minimum of three 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

PREFFERED QUALIFICATIONS:

• CPA designation

• Experience managing general ledger activity, including but not limited to Accounts Payable, Cash Management, Accounts Receivable, Reconciliations and Financial Reporting.

• Experience in fund accounting, financial control and policy interpretation

• Experience working with complex finance and budget systems, including ERPs.

• Demonstrated financial, analytical and budgetary skills.

• Ability to interpret data at a high level and to present findings developed from compilation of complex and possibly disparate financial data .

• Ability to consolidate financial data from various sources into financial statements and reports that are useful for management decision making.

• Ability to analyze problems, identify key information and issues and effectively resolve them . Ability to analyze and reconcile accounts and to resolve discrepancies.

• Ability to maintain accuracy and integrity of accounting transactions and financial reporting. Ability to perform complex analyses.

• Ability to manage changes in day-to-day responsibilities and prioritiz e tasks .

• Strong oral and written communication and interpersonal skills to work with a diverse group of people to collaborate on improving process, practice and systems.

• Ability to perform workflow analysis and process improvements. Ability to exercise judgment, discretion and diplomacy.

• Ability to prioritize and work effectively under pressure to meet deadlines.

• Ability to work effectively independently with minimal supervision and in a team environment.

• Ability to apply generally accepted accounting principles in an appropriate manner.

• Ability to exercise judgment, tact discretion and confidentiality in all matters and to maintain effective working relationships with internal and external contacts.

• Comfortable working with senior management. Able to communicate financial concepts to financial and non-financial managers and staff.

• Comfortable working in a fast-paced multicultural environment.