Senior Manager, Financial Planning

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Position purpose

Plans the drafting of the annual budget for the institution as a whole, from the three-year budget to budget updates. Develops and maintains analytical tools used in detailed planning of the budget Evaluates the quality of the information received in terms of risks and conducts a series of analyses and revisions to ensure that the information produced is high-quality and complies with budget policies. Oversees financial system operations by implementing controls to ensure data integrity and accuracy. Within the Financial Planning Service team, supervises operational activities to ensure that the sector’s goals are achieved.

Specific accountabilities

Given the University’s decentralized budget process, the incumbent must work with those who are responsible for budgets in the administrative units (faculties and services) to meet the accountabilities described below:

• Plans the drafting of the annual budget for the Operating Fund and Ancillary Services Fund for the institution as a whole. Plans the issuing of budget objectives for faculties and services, analyzes their budget inputs, ensures compliance with the budget instructions issued, provides the guidance and expert advice needed to finalize the budget within deadlines.
• Ensures that budget tracking is conducted regularly to produce the fall and winter updates for the Operating Fund and the Ancillary Services Fund. Reviews and analyzes current data from administrative units to ensure their expenditures fall within their budget envelopes.
• Plans the drafting of the five-year budget for the Operating Fund. Issues budget assumptions and reviews various scenarios for different revenue and expense categories.
• Plans, leads and organizes all operations related to position control to ensure the integrity and accuracy of all centrally funded regular positions.
• Ensures that the financial system runs smoothly by maintaining the necessary control points to ensure the integrity and accuracy of budget data. Keeps abreast of all news and discussions in “Workday Community” to pursue the development of Adaptive Planning tools. Plans the performance of the work required to check that spreadsheets are operating correctly following modifications and updates.

Competencies, knowledge, experience and skills

• Knowledge of accounting or finance acquired through university education and professional designation (CPA or MBA)
• At least seven years’ experience in accounting, preferably in budget management, financial planning and financial analysis
• Experience in managing human resources and teams and in resolving interpersonal conflicts
• Excellent abilities to analyze, synthesize and solve complex problems
• Ability to exercise professional judgment to design, interpret and apply policies and procedures and to assess business risks
• Experience in using computer systems, preferably Workday/Adaptive Planning, and software such as spreadsheets, word processors and databases
• Interpersonal skills that allow the incumbent to successfully negotiate with various stakeholders, work in cooperation with faculty and service partners, and communicate effectively as an expert
• Organizational skills, ability to meet tight deadlines, set priorities and perform several tasks at once while ensuring the high quality of the information produced
• Self-reliance, creativity and initiative in order to produce financial analyses that are relevant to decision-making
• Flexibility in order to adapt to and meet the many changing needs for financial information
• Bilingualism - French and English (spoken and written)

*This position may be eligible for a telework arrangement. Learn more about our telework guidelines click here

Key Competencies at uOttawa:
Here are the required competencies for all or our employees at uOttawa:

Planning: Organize in time a series of actions or events in order to realize an objective or a project. Plan and organize own work and priorities in regular daily activities.
Initiative: Demonstrate creativity and initiative to suggest improvements and encourage positive results. Is proactive and self-starting. Show availability and willingness to go above and beyond whenever it is possible.
Client Service Orientation: Help or serve others to meet their needs. This implies anticipating and identifying the needs of internal and external clients and finding solutions on how to meet them.
Teamwork and Cooperation: Cooperate and work well with other members of the team to reach common goal(s). Accept and give constructive feedback. Able to adjust own behaviour to reach the goals of the team.

The University of Ottawa embraces diversity and inclusion in the workplace. We are passionate about our people and committed to employment equity. We foster a culture of respect, teamwork and inclusion, where collaboration, innovation, and creativity fuel our quest for research and teaching excellence. While all qualified persons are invited to apply, we welcome applications from qualified Indigenous persons, racialized persons, persons with disabilities, women and LGBTQIA2S+ persons. The University is committed to creating and maintaining an accessible, barrier-free work environment. The University is also committed to working with applicants with disabilities requesting accommodation during the recruitment, assessment and selection processes. Applicants with disabilities may contact hrtalentmanagement@uottawa.ca to communicate the accommodation need. All qualified candidates are encouraged to apply; however, Canadians and permanent residents will be given priority.

Note: if this is a union position: The hiring process will be governed by the current collective agreement related to the union affiliation noted above; you can click here to find out more.

If this is a front-line position with responsibilities to interact with students, selected candidates must be rated at the Low Advanced proficiency level or higher for both oral comprehension and reading comprehension in their second official language. The rating is determined by a proficiency test designed by the Official Languages and Bilingualism Institute.

Prior to May 1, 2022, the University required all students, faculty, staff, and visitors (including contractors) to be fully vaccinated against Covid-19 as defined in Policy 129 – Covid-19 Vaccination. This policy was suspended effective May 1, 2022 but may be reinstated at any point in the future depending on public health guidelines and the recommendations of experts.

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About us

The University of Ottawa is the largest bilingual (English-French) university in the world. Located at the heart of Canada’s capital, we have ready access to the great institutions of our country. Our advances in social sciences, health, engineering, science and the humanities make uOttawa a unique place to learn, grow and excel.

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The University of Ottawa aspires to employing a staff that fully represents the diversity of Canada's population. As a result, it is committed to employment equity principles and aims to provide an inclusive and barrier-free workplace.

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