Senior Financial Specialist

UBC Sauder School of Business is one of the world’s leading business faculties. The school consistently ranks among the top 100 in the world and is recognized internationally for excellence in research and learning, an outstanding faculty and unmatched global partnerships. A collaborative and respectful culture within which all members of our community can thrive is a key principle in our strategic plan, and one that underpins our educational mission.

We acknowledge that UBC Sauder at the Vancouver Point Grey campus is situated on the traditional, ancestral and unceded territory of the Musqueam. We acknowledge that UBC Sauder at UBC Robson Square is situated on the traditional territory of the Musqueam, Squamish and Tsleil-Waututh.

The Senior Financial Specialist is responsible for providing financial processing support of an advanced and complex nature for the UBC Sauder School of Business. The Senior Financial Specialist is responsible for all accounts payable and accounts receivable duties, monitoring and identifying budgetary discrepancies and assisting with financial reporting, as well as providing Workday training to student employees, new employees and faculty members as part of the onboarding process.

The Senior Financial Specialist is also responsible for the financial integrity of the in-house registration system by providing financial helpdesk support and instructions to three separate business units at UBC Sauder.

The Senior Financial Specialist is expected to make recommendations to improve the efficiency and effectiveness of processes for continuous improvement at UBC Sauder.

This role is primarily based at the UBC Point Grey Campus.

Organizational Status
Reports to the Associate Director, Finance, but is expected to perform routine duties independently with minimal supervision. Interacts with all business units at UBC Sauder that have registration and finance-related positions and is the first contact within UBC Sauder’s Finance Strategy and Support unit.

Work Performed

• Coordinates and provides training and support for new employees, student employees and faculty members on finance-related policies and procedures in Workday as part of the onboarding process.
• Oversees the preparation of electronic requisitions for expenditures and purchases.
• Reviews financial-related work of others within UBC Sauder business units, checking accuracy and compliance with policies and procedures
• Provides instructions over the phone to registration employees on registration system processes.

• Processes financial documents electronically in Workday.
• Reconciles operating, specific purpose funds, tri-council research accounts (approx. total excess of $200M) by conducting complex and detailed analysis into discrepancies. Resolves issues, escalating to the Associate Director, Finance, as needed. This requires understanding of the business operations of the account and strong working knowledge of Workday and UBC accounting procedures.
• Works with the Associate Director to prepare budget-related data, which can include reconciling any errors, exceptions or variances on budgetary-related systems.
• Supports UBC Sauder units with an approximate total of over 100+ program accounts. Monitors and follows up on deficit accounts and provides guidance to account holders on resolutions. Exercises judgment and applies knowledge of the University granting agencies and accounting policies and procedures.
• Prepares and distributes financial reports, ledgers, statement of accounts (Form 300s) and summaries as requested.
• Prepares documents for all accounts receivable invoices. Duties consist of invoicing internal and external clients, tracking and depositing payments into Workday per UBC regulations, and initiating follow-up action as required.
• Monitors and prepares accounting journal for internal billing accounts, including cell phone charges, photocopier, office lease payments and other related transactions.
• Works with UBC Sauder units to prepare accrual accounting journals on a quarterly and annual basis.
• Uploads monthly journal templates to ensure revenues are recorded on the general ledgers.
• Reviews requests for payment to…