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Financial Officer

Date: May, 2014
Reports to (Job Title): Administrative Officer
Jobs Reporting (Job Titles): None
Location: Main Campus


35 hr/wk



Waterloo International

Primary Purpose

Within Waterloo International (WI), responsible for effective oversight of the planning, management, support, and internal control of the complex financial activities associated with the outward-looking uWaterloo internationalization plan. Plays a key role in ensuring the efficacy and continuity of the financial systems that support the viability of student mobility and the achievement of institutional internationalization goals.

Key Accountabilities:

1.  Responsible for managing all aspects of WI financial strategies, including long-term planning


2.  Responsible for planning, developing, implementing, and overseeing the effective internal control, management, and administration of all WI unit finances


3.  Collaborates, advises, and consults


5.  Understands and applies current, relevant market research and institutional knowledge



6.  Other

Position Requirements


Bachelor’s degree in accounting or business, preferably BBA, BCom, or equivalent; Accounting designation (CGA, CMA, or CA)



MS Word Excel PowerPoint Other
Advanced Advanced Intermediate

Financial Analysis Software, Oracle Financial FORE, PeopleSoft


Nature and Scope

Interpersonal Skills:

Internally, communicates with employees in a wide range of departments and groups and at all levels to ensure the effective operation of WI financial systems; externally, communicates with a wide variety of domestic and international audiences to deal with, influence, and motivate others to support the success of WI initiatives.

Level of Responsibility:

Manages a department-wide function or process; responsible for the overall strategy, planning, management, and internal control of on-campus and offshore WI finances along with the training and coaching of administrative staff; answerable for the integrity of the essential fiscal support that underpins the achievement of uWaterloo’s student mobilization and internationalization goals.

Decision-Making Authority:

Provides expertise as a key player in long-term planning decisions, and continually makes decisions about the most effective methods of operationalizing all WI financial strategies, including research, organization of staff and resources, personal interactions and collaboration, work flow, consultation, budget, and other key accountabilities; determines the optimal course of action to solve problems and to exert a positive influence on other stakeholders; exercises signing authority on all department accounts, and applies independent professional judgment in situations in which clear direction is unavailable and/or interpretation is required.

Physical and Sensory Demands:

Minimal demands typical of a position operating within an office environment; periods of extensive sitting and concentrated use of visual senses.

Working Environment:

Minimal exposure to disagreeable conditions typical of administrative and financial responsibilities; exposure to stress and pressure associated with management-level responsibilities, interruptions and urgent requests, and workloads that vary substantially according to the time of month and year; intermittent work outside the normal operating hours of the institution and occasional travel.