Manager, Financial Planning & Analysis

Staff - Non Union

Job Category
M&P - AAPS

Job Profile
AAPS Salaried - Accounting, Level F

Job Title
Manager, Financial Planning & Analysis

Department
Treasury Leadership | Treasury | VP Finance and Operations

Compensation Range
$9,859.25 - $15,380.75 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
February 7, 2025

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

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.

Job Description Summary

UBC Treasury is responsible for the safeguarding and leveraging of the University s $4.5 billion assets. The Manager, Financial Planning and Analysis supports the strategic decision making and financial planning of the University by developing and providing complex financial modelling through a long-term financial model, financial reports, supporting analysis, and research, referenced for decision making purposes within the University s $2.5 billion budget. This position also performs business analysis and provides support within the annual long-term financial budget forecast process and the business plans as required by the Board of Governors.

Organizational Status

Reporting to the Director, Treasury, the Manager, Financial Planning and Analysis is a key member in Treasury team. The position will work closely with all members in the Treasury team and will partner with other finance departments, other finance leads within the University and regularly interact with external parties and University related entities such as UBC Properties Trust & Investment Management Trust.

Work Performed

1. Responsible for development and management of the University s long-term models to assess the impact for decision making purposes and long-term trend of the University.
2. Builds complex financial models for a broad range of University and department strategic initiatives. The financial modelling will be prepared as required to assess the financial viability and impact of new and existing strategic initiative projects.
3. Provide long-term financial forecast performance metrics, scenario and variance analysis to the UBC Board of Governors on a regular basis based on the long-term financial models.
4. Partner with other finance departments and other University departments to assist and monitor the main drivers of revenue and expenses for the University.
5. Regular conversations with key stakeholders within the University to build relationships and be informed of the latest developments in their respective areas.
6. Develops and evaluates strategic options and alternatives on financial decisions that impact the university, performs cost benefit analysis, investment appraisal and risk assessments for strategic initiatives.
7. Evaluates strategic initiatives that provide economic benefit to the university, including planning, budgeting, and financial impact.
8. Analyzes complex and detailed analytical financial reports on cash flow projections, expenditures, financial and other related areas.
9. Reviews prepared forecast results for current and future years by building assumptions, coordinating input from various sources and compiling results.
10. Liaise with Financial Reporting and Budget office to better improve output of financial information.
11. Develops, analyzes and runs comprehensive financial reports and supporting analysis for key concerns of senior leadership.
12. Researches and reports on various finance issues and the potential impact on University programs.
13. Evaluates and analyses new initiatives and capital investment decisions and makes recommendations for prioritization. Supports the development of capital budgets, schedule of capital maintenance, and project costing.
14. Uses Business analysis and detailed specifications so that new financial tools can be used to analyze, display, and report financial information from multiple sources.
15. Provides analysis and review on the annual financial budgets and business plan as required by the UBC Board of Governors.
16. Reviews work and provides feedback, training, guidance and development to the Senior Treasury Analyst and other cross functional professionals. This includes the creation of development plans for direct reports.

Consequence of Error/Judgement

Any errors in assessment could materially impact the planning, decision making and financial viability of central operations, faculties, and departments. Inaccurate financial modelling, projections and forecasts may lead to mismanagement of resources, which could result in significant financial losses and negatively impact UBC s ability to perform and uphold its reputation as a world class institution.

Failure to provide adequate short and long term strategic financial planning advice would undermine the ability of the VP, Finance and Operations to set and implement priorities for allocation of resources, making it difficult to achieve the educational and research mandate for the University. Failure to provide sound strategic advice and effective leadership on financial policy and systems together with timely and accurate financial advisement would damage the reputation of Treasury and its ability to effectively manage its relationships with the departments.

Supervision Received

Works independently and with full professional latitude towards broad mandates. Reports to the Director, Treasury in respect of the achievement of strategic goals. Liaises with all levels within the University Community (including VPs, Deans & AVPs) and external parties on a regular basis. Performance subject to periodic review for soundness of judgement, leadership, overall effectiveness and attainment of objectives.

Supervision Given

Provides guidance to other Treasury professionals as required. Provides direction to external investment managers and consulting professionals.

Minimum Qualifications

1. Willingness to respect diverse perspectives, including perspectives in conflict with one's own.
2. Demonstrates a commitment to enhancing one's own awareness, knowledge, and skills related to equity, diversity, and inclusion.

Preferred Qualifications

1. Undergraduate degree in a relevant discipline and completion of the CPA Accounting program (CA, CGA or CMA).
2. Minimum of 9 years experience or the equivalent combination of education and experience.
3. Experience in finance, post-secondary education or health care sectors preferred.
4. Experience in developing and managing complex long-term organizational financial forecast models.
5. Experience working collaboratively with Senior Leadership and Management and other professionals.
6. Demonstrated knowledge and expertise in highly complex and technical financial concepts and instruments.
7. High proficiency with Excel, Power Point and Word including complex spreadsheet, data warehousing and business intelligence tools.
8. Ability to work well under pressure, prioritize tasks to meet deadlines and demonstrate a high degree of accuracy.
9. Excellent written, verbal and presentation skills. Ability to communicate complex financial concepts in an understandable manner to non-financial savvy personnel.
10. Demonstrate strong interpersonal, problem-solving, planning and organizational skills.
11. Strategic mindset and ability to evaluate and apply complex financial concepts to develop and maintain financial strategies.
12. Strong understanding of GAAP principles and ability to apply knowledge to UBC and its related entities.
13. Work both independently and in a team environment.
14. Strong understanding of the high level financial structure of the University.