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Graduate Financial Officer and Analyst

Date: March 12, 2015
Reports to (Job Title): Assistant Director, Graduate Financial Aid & Awards
Jobs Reporting (Job Titles): N/A
Department: Graduate Studies Office


Main Campus


USG 10
35 hr/wk

Primary Purpose

The Graduate Financial Officer and Analyst provides essential financial management and oversight to ensure all financial activity in the Graduate Studies Office , including awards and financial aid, follows proper accounting practices and conforms to the University’s policies and procedures.  The incumbent is responsible for providing accurate statistics, forecasting and analysis for operating budgets, admissions, enrolment, degrees, graduate income, etc., to support senior management decision making  on issues related to fiscal year budgets, enrolment management, minimum funding guarantees, award program allocations and quality of graduate students.  In addition, the incumbent is an expert resource for the Graduate Studies Office and departmental and Faculty administrative staff for financial administration.

Key Accountabilities:

1.  Financial Management of Graduate Bursaries, Awards and Scholarships



2.  Financial Management of Operating Budgets



3.  Responsible for the production of reports and statistical data on past and current activity levels for admissions, enrolment, degrees and graduate income to support internal planning, decision making and forecasting

Position Requirements


Undergraduate degree in Accounting or Business or equivalent.  Recognized accounting designation (CMA, CA, CGA) required.


5+ years experience in financial analytics environment.  Competencies will include critical thinking, strong analytical and problem solving skills, interpersonal, organizational and excellent communication and collaborative skills.



Proven experience with word processing, worksheet, presentation software (Microsoft Word, Excel, PowerPoint, SharePoint)


MS Word Excel PowerPoint Other
word excel powerpoint other

Nature and Scope

Interpersonal Skills:

Superb communication and strong interpersonal skills are required to address and resolve issues of procedure, policy and compliance.  The Graduate Financial Officer and Analyst interacts directly with all members of the Graduate Studies Office Awards Team; Associate Provost and Associate Dean, Graduate Studies; Director, Graduate Academic Services; Associate Deans, Graduate Studies, members of other functional areas of the Graduate Studies Office including Admissions, Records, Systems; and other staff across campus.  The incumbent participates as a staff resource to the Graduate Student Endowment Fund Committee and is a member of the Endowment Fund Management Committee and other working groups as appropriate.  He/she acts as a resource and provides direction within the Graduate Studies Office and to department/Faculty administrators. Using a patient and collaborative approach, the incumbent must communicate accounting information to clients, who often have little or no accounting experience, in order to achieve accurate financial accounting and reporting and be able to resolve issues.  Excellent written and verbal communication skills are essential.  Externally, the incumbent interacts with the Awards Branch of the Ministry of Training, Colleges and Universities in providing annual reports regarding the financial status and annual expenditures for certain awards.                                                                                                                                                            

Level of Responsibility:

The Graduate Financial Officer and Analyst has no direct reports but is responsible for coaching/training of staff within the Graduate Studies Office, departments and Faculties who manage scholarship funding for graduate students as well as providing advice to the Director, Graduate Academic Services and Associate Provost, Graduate Studies regarding the overall operating budget within the Graduate Studies Office.  The incumbent ensures that financial activity undertaken follows accepted accounting principles as well as university policies and guidelines.  The incumbent provides statistical analytics; based on the data anaylsis and forecasting the incumbent provides, he/she is counted on to provide input on available options to support decisions made by the Director, Graduate Academic Services and Associate Provost, Graduate Studies. He/she participates in the supervision of Work Study students in the GSO.

Decision-Making Authority:

The Graduate Financial Officer and Analyst makes financial management decisions on all endowments and trusts managed within the Graduate Studies Office and provides direction to departments and Faculties regarding action items required to ensure funds are spent within the award programs.  The incumbent determines available Faculty or department budget based on formulas for university-wide awards paid from operating accounts.  Through the management and reconciliation and forecasting of the Graduate Studies Office operating budget, he/she provides input with regards to the direction of funds. The decisions the incumbent makes are based on multiple factors:  relevant policies, government regulations, strategic objectives.  At times these objectives are competing, so a sound judgement is required. The incumbent makes recommendations about timing and format of actions including but not limited to:  financial scenarios, carryover and new budget requests.                                                                                                                                                                                                      

Physical and Sensory Demands:

Minimal demands typical of an administrative position within an office environment.  Concentrated attention to detail is required in an office environment with competing priorities.  The incumbent must be able to manage concurrent assignments and prioritize workload in order to meet deadlines.

Working Environment:

Travel:  minimal                                                                                                                                                                                                     Working Hours:regular working hours, some occasional overtime may be required                                                             

Physical and Sensory Demands: 

extensive sitting, concentrated and attentive use of one or more senses, dealing with interruptions. The university operates in a decentralized environment in terms of decision making and centralized environment in terms of establishing standards, policies, procedures and financial systems.  Consequently, the accounting and technical skills across university units of those dealing with financial matters vary significantly.  Due to the nature and complexities of the university business activities, disagreements and contentious issues and situations may arise from time to time due to differing interpretations of policies & Procedures.