Manager, Financial Operations & Analysis
uwaterloo · Waterloo, Ontario, Canada
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Job Requisition ID:
2026-03286
Time Type:
Full time
Employee Group:
Staff
Job Category:
Financial Planning and Reporting
Employment Type:
Temporary
Department:
Campus Housing - Shared Services
Hiring Range:
$80,248.28 - $100,310.35
Posting Information:
This posting is for an existing vacancy.
Term: 20 months
This position is being offered as a Secondment or contract opportunity.
The internal posting deadline for this position is, October 29th, 2026, date, year at 11:59PM.
Job Description:
Primary Purpose
The Manager, Financial Operations & Analysis reports jointly to the Assistant Director, Shared Services and the Financial Officer, Associate Provost, Students. The incumbent is reports to the Assistant Director, Shared Services in regards to business operations and analysis and to the Financial Officer, Associate Provost, Students in regards to financial accountability and processes.
This role is to provide strong financial management, analysis, and strategic planning support to ensure Campus Housing remains financially viable in the short and long-term. The incumbent is accountable for the integrity of the department’s internal financial records, and to ensure all financial data and transactions are processed and recorded in accordance with generally accepted accounting principles, and meet the University’s established financial policies and procedures. The incumbent also provides leadership within the department on a variety of responsibilities, including the budgeting process, internal and external audits, internal financial controls, and operational or strategic planning initiatives.
Key Accountabilities
Leadership
- Contributes to goal-setting and strategic planning for the department with management-level peers, and implements those plans and objectives within their area of responsibility
- Assists in the creation of and adherence to Campus Housing’s mission, vision, values, and strategy
- Ensures effective communication of departmental direction and initiatives to direct reports by establishing transparency through shared departmental planning
- Proactively participates in departmental project prioritization and reviews it on an ongoing basis, while taking the initiative to make recommendations to senior managers with respect to departmental planning and objectives.
- Models the values of Campus Housing and the priorities of the management team in interactions with colleagues, campus partners, and those outside the university
- Fiscal Management and Control
- Provides leadership, co-ordination and management of occupancy reports, expense reports, and internal financial statements, annual budgets, annual year end reports and financial position forecasts
- Ensures the department adheres to the Universities financial policies and procedures
- Contributes to the development, improvement, and promotion of strong internal financial controls to minimize risks
- Conducts periodic audit and review of departmental financial resources, policies, and procedures to ensure financial accountability. Maintains financial historical records in accordance with UW guidelines
- Exercises and maintains proper signing authority, as outlined by university policy, on all departmental operating accounts
- Performs ongoing monitoring of budgets and financial transactions during the fiscal year
- Ensures prudent use of funds through the UW Purchasing Card program, acts as the department reviewer
- Develops and delivers financial training materials as needed, documents financial processes within the department, and provides training, coaching and guidance to department staff to ensure compliance and clarity
- Financial Strategy and Long-Term Planning
- Provides financial analysis in support of current and long-range planning, including but not limited to special projects, business development and capital projects
- Prepares multi-year budget to inform senior management of the department’s projected financial position
- Provides financial input, including supporting documentation, to the senior management team and UW campus partners to support informed decision-making
- In conjunction with the department’s senior management team, prepares and submits the annual Campus Housing operating budget to UW Finance, and the proposed residence fee increase for consideration at the Board of Governors.
- Reviews the financial statements monthly to ensure accuracy and monitor financial position
- Presents the department’s financial analysis monthly to functional unit managers and is prepared to provide an overview to senior management as required
- Identifies and highlights existing risks or financial consequences of existing operational procedures or future planning proposals and offers solutions to mitigate negative outcomes.
Business Management
- Ensures implementation of the financial resources to support senior management in strategic planning, budget preparation, establishing/monitoring of performance measures, operations review, identifying areas for cost reduction, forecasting and analysis of operational performance
- Analyzes the financial details of business operations to identify development opportunities and areas where improvement is needed
- Ensures the integrity and accuracy of Campus Housing accounting procedures including cash handling, bank deposits, revenue reporting, reconciliations, Accounts Receivable and Accounts Payable, department charges and clearing accounts
- Ensures business processes are properly documented for effective compliance and clarity, and acts to update and refine regularly.
- Meets regularly with staff who have financial accountability to ensure effective financial planning, management, and control is maintained. Empowers and encourages staff to use best practices throughout the department.
Data Analysis and Reporting
- Creates and implements policies and procedures regarding how Campus Housing financial data is used for research and reporting, in collaboration with the senior management, including who has access to financial data within the department
- The incumbent is accountable for the stewardship of financial data within the department, including:
- Ensuring financial data has integrity for what it is being used for
- Ensuring privacy and data storage regulations are followed
- Ensuring the appropriate application of the data by establishing review and approval processes
- Acts as a consultant to management-level peers and staff, to safeguard accurate interpretation of departmental financial data, assess project and program outcomes, and ensure that strategic issues and priorities are critically examined and planning activities are grounded in sound and reliable evidence
- Presents financial data analytics in an efficient and easily understandable way to a wide variety of audiences and users, using various reporting formats and technologies
- Creates and maintains reporting dashboards for senior management, including
- Determining the most salient key performance indicators
- Developing reliable ways of assessing key business outcomes on an ongoing basis
- Reporting on financial performance for all business units, and ensuring understanding among those who make decisions based on the information presented
- Mines existing data to identify opportunities and participates in market research and analysis
- Develops reliable forecasting and other modelling to inform and support planning
- Research new tools, systems and practi