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Financial Officer

Date: January 1, 2016
Reports to (Job Title): Administrative Officer
Jobs Reporting (Job Titles):
  • Coordinator, Research Services
  • Research Program Coordinator
Department: Statistics and Actuarial Science


Main Campus


35 hr/wk

Primary Purpose

The Financial Officer is accountable for providing financial reports for operating,trust, and endowment accounts to the Olair and Administrative Officer to support the effective management and strategic planning in the Department. He/she is responsible for the  integrity of financial processes and practices within the Department to ensure conformity with generally accepted accounting principles and University of Waterloo policies and guidelines. The Financial Officer will work closely with the Faculty Financial Officer,Mathematics to ensure the use and development of financial management best practices and conformity with faculty and university policies and guidelines

Key Accountabilities:

1.  Financial Planning & Development, including but not limited to:

3.  Staff Leadership,Training and Development, induding but not limited to:

4.  Communication & Records


5.  Administrative leadership,indudlng but not limited to:

Position Requirements


Post-secondary accounting related diploma or equivalent combination of education and experience.  Enrollment in an Accounting designation an asst.


Intermediate experience with Microsoft Outlook and Word.
Expert experience with Microsoft Excel including features such as databases and pivot tables.
Expert experience with internal online financial reporting systems
Experience with online human resources management systems
5+ years proven experience in management accouting, preferably in waterloo.  Competent instrategis and creative thinking, strong analyticaland problem solving, interpersonal, organizational and communication skills.  Tach judgement and diplomacy are essential.  Ability to manage multiple priority projects.  Demonstrated ability to work independently and handle confidential information.


MS Word Excel PowerPoint Other
word excel powerpoint other

Nature and Scope

Interpersonal Skills:

Internal Contacts: Works with individuals/departments to discuss information and problems, induding but not limited to:

Level of Responsibility:

The job is a Department-wide funetion that has a specialized function and has direct reports.

The responsibility includes providing mentoring and leadership to members within the Department as it relates to finances.

Decision-Making Authority:

This position requires decisions in the development and implementation of the department budget based on policies and procedures and strategic objectives. Decisions are based on priorities and appropriate aetions to take In order to address financial issues and to implement processes and internal controls to meet established standards. The position has signing authority on all operating accounts and access to trust and endowments.

Physical and Sensory Demands:

Minimal demands typical of an administrative position within an office environment.

Working Environment:

Travel:  None


Working Hours:  Regular working hours,occasional evening/weekend work required



Risks  -physicaland psycholog:


Physical risks - No significant risks

Psychological risks - Minimal exposure to disagreeable conditions typical of a supervisory position