Financial Analyst

FINANCIAL ANALYST

Position summary
Reporting to the Associate Director of Financial Data and Awards, the incumbent prepares weekly and quarterly institutional payments, maintains financial data in the CFI Awards Management System (CAMS), and establishes and maintains the cash flow forecasts. The incumbent also supports the Senior Financial Analyst in responding to internal and external data requests, performing data analysis and improving CAMS.

The incumbent may be asked to perform any or all of the activities described below.

• Establish, maintain and update cash flow forecasts and award commitment schedules using various forecasting techniques and analyses (e.g., trend analysis, development of appropriate assumptions, etc.)
• Work closely with the Senior Financial Analyst in updating forecasting hypotheses when necessary
• Support monitoring of actual cash outflows against forecasts for each of the funding and contribution agreements with the Government of Canada
• Assist the Senior Financial Analyst in preparing quarterly financial reporting to be submitted to the Government of Canada

• Maintain awards and payments information via Microsoft Excel and in CAMS, including data entry of weekly payment information, revisions to future instalments, entry of awards approvals and entry of subsequent changes to contributions
• Participate in timely follow-up and processing of payments related to previously held instalments
• Review financial reports submitted by institutions

• Assist in complex analysis of financial data to inform the work of this position or the Finance team, making use of business intelligence tools such as Cognos to extract the data from CFI information systems
• Author Cognos reports to support the information needs and work of the entire Finance team
• Undertake various ad hoc analyses in response to organizational needs including internal and external data requests

• Maintain the integrity of the payment and award information in CAMS, which is critical and involves various reconciliations with other sources (e.g., Excel schedules, accounting system, etc.)
• Correct data integrity issues that have been raised for award finalization and financial information in CAMS on a timely basis

• Assist in the improvement and development of CAMS through design, testing and implementation
• Troubleshoot and provide support to recipient institutions with respect to CFI online forms (e.g., award finalization, financial reports, amendment requests)

• Assist in maintaining the documentation of Microsoft Dynamics processes (e.g., award finalization, financial reporting)
• Assist in the annual Infrastructure Operating Fund payment analysis, communicate results to institutions and perform related follow-up activities
• Assist in the annual Financial Trend Analysis, which is the CFI’s primary institution-level oversight tool
• Assist in the preparation of documents for Board meetings, annual reports and corporate plans
• Respond to external financial information requests (e.g., Statistics Canada, confirmation to auditors of recipient institutions)
• Undertake special projects as required

• University degree in commerce, accounting, finance or similar field
• Excellent English and French verbal, reading and writing skills (bilingual imperative position)
• Advanced skills in data mining and financial analysis
• Advanced Microsoft Excel skills
• Strong attention to detail and time management skills
• Ability to adapt to an ever-changing environment
• Experience or aptitude working with business intelligence tools and databases (e.g., reporting, analysis, etc.)
• Team player with excellent interpersonal and collaboration skills

• Experience working with Cognos and Microsoft Dynamics
• Knowledge of the CFI environment
• Experience in awards administration

The CFI offers a competitive compensation package that includes employee benefits and participation in the Sun Life Financial pension plan, four weeks of paid vacation leave as well as personal days and access to the Wellness Fund that covers health and wellbeing items for you…