Financial Planning & Analyst Student M/F

Wilfrid Laurier University is a leading multi-campus university that excels at educating with purpose. Through its exceptional employees, students, researchers, leaders, and educators, Laurier has built a reputation as a world-class institution known for its rich student experience, academic excellence, and global impact. With a commitment to Indigenization and commitment to equity, diversity, inclusion, Laurier’s thriving community has a place for everyone.
Laurier has more than 21,000 students and 2,100 faculty and staff across campuses in Waterloo and Brantford, as well locations in Kitchener and Milton. The university is committed to providing an inclusive workplace, a flexible work policy and employing a workforce that is reflective of local and national demographics. Laurier's Milton campus is located on the traditional territory of the Mississaugas of the Credit, and part of the Nanfan Treaty of 1701 between the British Crown and the Haudenosaunee Confederacy.
The Financial Analyst’s (FA) primary responsibility is to be the lead financial support and subject matter expert for the client groups that they support. The position provides accurate and timely financial support and analysis to their respective units via reporting, information dissemination, and recommendations on budgeting and financial strategies and deals with confidential financial information. Additionally, the FA acts as the liaison between the client groups and Financial Resources to ensure compliance with financial management policies and procedures, and external Governance to ensure the use of and development of financial management best practices. The position reports directly to the respective Manager in the Budget & Planning unit with accountability to the client group management. The position may support other administrative, faculty, or ancillary units as required and provides financial support on university and/or departmental wide special projects or initiatives.
Creates, presents and interprets financial reporting to client group Senior Leaders on a regular basis

• Government funding agencies to ensure regulatory compliance)
• Collaborates with various units and individuals across the university to support effective reporting and analysis for internal and external audiences

Forecasting & Analysis:

• Analyzes non-operating units for profitability
• Analyses and presents options to meet financial challenges
• Supports month-end/year-end completion and analysis as coordinated by Financial Services

Budget Planning & Cost Modelling:

• Leads the annual and multi-year strategic budget planning process with client group Senior Leaders
• Creates, oversees and maintains financial models to be used for strategic planning purposes
• Completes budget planning documents required by Central Financial and are responsible for the accuracy of the budget data in the financial ERP system
• Attends budget planning meetings to review prior year challenges and the upcoming financial landscape which will be incorporated into the client group budget planning
• Prepares business cases and cost analysis as required

Information Dissemination and Training:

• Attends regular Financial Resources and Budget & Planning meetings to exchange information and collaborate on projects/initiatives with the objective of sharing best practices and continuous improvement ideas to incorporate into client group areas
• Applicable financial policies and procedures
• Provides technical training on an individual basis as requested
• Provides training on the review of financial reports, accounting principles and university financial policies
• Leads and/or participates in financial working groups/committees/project analysis as required
• Leads and/or participates in continuous improvement initiatives

internal process implementation as it relates to financial requirements and meeting mandated financial objectives (e.g. establishing reconciliation methods
~budget and financial planning matters, policies/procedures, and accounting practices

Knowledge and experience in financial modelling and data analysis.

• Advanced spreadsheet skills (Excel), and knowledge of other MS office products (Word, PowerPoint) and ERP systems.
• Knowledge of Millennium, Banner, Cognos is an asset.
• Excellent communication, problem solving, time management, and interpersonal skills with a focus on providing exceptional customer service in a team environment.

This is a full time, limited term position with an approximate end date of June 2027. The normal hours of work are 8:30 am to 4:30 pm, Monday to Friday. Flexibility in hours will be required, including evening and/or weekend work due to events. This position is eligible for a flexible work arrangement, as per Policy 8.14 (Flexible Work Policy). Rate of Pay: $47.26 to $49.97 per hour with an annual step progression on anniversary date up to $54.01 per hour.
Considerations for new hire step placements include, qualifications and length/depth of required experience, relevant market rates for similar jobs, internal equity, and estimated learning curve in starting the job.

Equity, diversity and creating a culture of inclusion are part of Laurier’s core values and central to the Laurier Strategy. Laurier is committed to increasing the diversity of faculty and staff and welcomes applications from candidates who identify as Indigenous, racialized, having disabilities, and from persons of any minority sexual and gender identities. Indigenous candidates who would like to learn more about equity and inclusive programing at Laurier are welcomed to contact the Office of Indigenous Initiatives. Candidates from other equity deserving groups who would like to learn more about equity and inclusive programing at Laurier are welcomed to contact Equity & Accessibility. wlu.ca/content/How-to-apply/
Should you be interested in learning more about this opportunity, please visit www.wlu.ca/careersfor additional information and the online application system. All applications must be submitted online. All other aspects of the hiring process are reviewed by our Talent Acquisition team.