Senior Financial Planning Analyst

at  Mount Royal University

Job Description:

QUALIFICATIONS

• University Bachelor of Commerce Degree or equivalent
• Canadian Chartered Professional Accountant (CPA) designation is required.
• 6 - 10 years of related experience, including:
• In-depth knowledge of financial accounting, budgeting and progressive levels of experience in multiple and varied complex scenarios.
• Strong experience in managing technology related controls in conjunction with financial accounting and other internal controls is required, along with a thorough understanding of the fundamental financial planning and accounting framework, and the many related accounting and regulatory requirements and their impact on the resulting reporting.
• Attention to detail, analytical, organizational, problem resolution and critical thinking skills
• Excellent financial forecasting, budget projection modeling and technical accounting skills
• Strong ability to prioritize amongst equally important requirements
• Strong interpersonal skills, high level of verbal and written communication skills with the ability to work independently
• Ability to understand reporting impacts related to specific decision making as it relates to resource planning and provide sound judgement and logic to financial scenarios
• Budget and financial management experience with the ability to provide sound professional judgment and logic to financial scenarios
• Applicable systems & technology experience in all MS Office products, in particular Excel, Word & PowerPoint

ABOUT THE ROLE

Reporting to the Manager, Resource Planning, this position provides hands on support in coordinating and capturing the University’s budget through each three-year budget cycle, ensuring proper representation of the Institution’s approved annual business plan. As a Senior Financial Planning Analyst, you will be responsible for analyzing financial data, preparing budget reports, and managing budget systems and models, in support of efficient allocation of resources to support organizational objectives. You will work closely with stakeholder to support budget development, monitor spending, and identify areas for cost savings and improvement. The Senior Financial Planning Analyst, Resource Planning provides expert knowledge and advice from an institutional perspective on the financial planning and reporting needs of the University, ensuring relevant, timely and accurate financial analysis, reporting and accountability for the University and its’ controlled entities. This position is involved in preparing the financial analysis of major components of the University, data management, and maintenance of budget systems. The incumbent is responsible for the development of budget and financial reports, developing procedures and supporting systematic tools to meet the changing requirements of the University and its stakeholders.

Mount Royal University’s Financial Services is responsible for the accurate and timely recording, analysis and reporting of all financial information for the University, MRU Foundation, and Mount Royal Early Learning Centre. The Department comprises of functional areas and provides the following key services:

• Financial Reporting
• Commerce & Receivables
• Payables & Expense Management
• Procurement
• Budget & Resource Planning
• Treasury & Investment
• Internal Control Framewor