Senior Financial Planning Analyst

Mount Royal University

Calgary, CAN

Full Time

Senior

Hybrid

1 weeks ago

Financial AnalysisBudgetingForecastingVariance AnalysisFinancial ReportingCPA

Free

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Financial AnalysisBudgetingForecasting

Mount Royal University’s Financial Services is responsible for accurate and timely recording, analysis and reporting of all financial information.
The department comprises Financial Reporting, Commerce & Receivables, Payables & Expense Management, Procurement, Budget & Resource Planning, Treasury & Investment, and Internal Control Framework.

Reporting to the Manager, Resource Planning, this position provides hands on support in coordinating and capturing the University’s budget through each three year budget cycle.
As a Senior Financial Planning Analyst, you will be responsible for analyzing financial data, preparing budget reports, and managing budget systems and models.
You will work closely with stakeholders to support budget development, monitor spending, and identify areas for cost savings and improvement.

Prepare and develop calculations, estimates, forecasting and variance analysis for key budget revenue and expense drivers.
Perform analytical review of divisional and departmental budget information for accuracy, compliance, completeness and reasonableness.
Support preparation of complex detailed financial analysis and reports for the University's 3 year operating and capital budgets.
Develop and recommend new models and strategies for improving accuracy and efficiency related to financial budget estimates.
Monitor and analyze significant financial components for future budget planning and variance analysis.
Capture and support communication of budget directions related to development of the upcoming operating and capital budget.
Review and maintain the budget account structure in accordance with Provincial government reporting regulations.
Monitor and ensure compliance gaps are addressed in budget reporting and meet government requirements.
Assess and analyze business processes and system needs, recommending improvements for optimal efficiency.

Support strategic and operational decision making by developing and preparing financial analysis and reports.
Analyze and compile data from various sources and prepare long range projections and immediate impact analysis.
Review and recommend changes to significant financial projections and estimates impacting the institutional financial position.
Develop and test financial estimates based on historical trends and analytics.
Design reporting to ensure accuracy, completeness and consistency.
Monitor and support communication of changes in accounting standards and Provincial reporting requirements.

Provide expert level support to business areas through communication and training on budgeting tools and processes.
Prepare and provide training sessions for management and administrative staff on financial software.
Support business units on preparation of budget and forecast entries and related analysis.
Prepare and upload approved budget balances to ERP systems ensuring completeness and accuracy.
Troubleshoot budget system issues and work with ITS/system vendors as needed.
Manage budget and planning systems, including maintenance of master data and system access.
Collaborate with business units to determine improvements to financial systems and processes.
Design, develop, and recommend software tools and processes for optimal budget development and reporting.
Mentor and train within Finance and other business units on accounting, budgeting, and institutional policies.

University Bachelor of Commerce Degree or equivalent.
Canadian Chartered Professional Accountant (CPA) designation is required.
6 10 years of related experience including in depth knowledge of financial accounting and budgeting.
Strong experience in managing technology related controls in conjunction with financial accounting.
Attention to detail, analytical, organizational, problem resolution and critical thinking skills.
Excellent financial forecasting, budget projection modeling and technical accounting skills.
Strong ability to prioritize amongst equally important requirements.
Strong interpersonal and communication skills with ability to work independently.
Ability to understand reporting impacts related to decision making and provide sound judgement.
Budget and financial management experience with sound professional judgment.
Applicable systems & technology experience in MS Office products, particularly Excel, Word & PowerPoint.

Competitive total compensation package including learning/training paid by employer.
Paid vacation, winter holiday closure, personal days and free membership in fully equipped recreation centre.
Positions over six months may be eligible for health and dental benefits, pension, health and personal spending accounts, and disability benefits.

Founded in 1910 and located in Calgary, Alberta, Canada, Mount Royal University is a student focused undergraduate university.
MRU serves approximately 15,782 students and offers 13 bachelor's degrees encompassing 37 majors.
MRU is a diverse community with over 1,800 employees.