Finance Manager

The Portfolio Finance Manager provides financial management, within an assigned portfolio at UBC’s Okanagan campus. This position is responsible for developing, analyzing, and implementing financial controls, systems, and activities to support achievement of the academic and operational goals of faculties and administration units within the assigned portfolio. The incumbent works collaboratively across the portfolio, campus, and the University in alignment with the strategic goals and priorities of UBC.

Organizational Status
The Portfolio Finance Manager position reports directly to the Associate Director, Finance Operations and works closely with leaders within his/her assigned portfolio. As a member of the Finance Strategies team the incumbent will work collaboratively with other Portfolio Finance Managers to share knowledge and best practices. The incumbent will work in collaboration with the leaders of Payment & Finance Services and Budget & Strategic Decision Support on the Okanagan campus.

The incumbent will work closely with other leaders on the Okanagan campus and liaises with central services units on the Vancouver campus such as Treasury, University Counsel, Internal Audit, etc. The incumbent will also establish relationships with colleagues on Vancouver campus to exchange information and best practices.

Work Performed

1. Oversees all aspects of financial management, including all funds, of the portfolio by:

• Planning, organizing and directing initiatives for the efficient management of financial resources.

• Monitoring the overall financial effectiveness and efficiency of all units within the portfolio, and instituting changes as necessary in consultation with the Associate Director and portfolio leaders.

• Providing advice on the application of financial policies and procedures.

• Coordinating and overseeing development and implementation of systems, policies and procedures.

• Developing short and long-range financial plans to optimize the portfolio s financial effectiveness in conjunction with portfolio and campus strategic goals.

• Managing the coordination and review of annual budgets for all units within the portfolio.

• Acting as liaison between the portfolio and Finance on all financial matters.

• Providing financial advice, support and assistance to portfolio staff.

• Providing strategic direction and guidance to the portfolio leaders.

• Leading the development and management of all reporting requirements related to units within the portfolio, from transactional level details required to support monthly reconciliation processes to summarized management reports to enable decision-making.

• Monitoring existing internal controls throughout the portfolio and ensuring internal controls are operating effectively; reviewing internal controls continuously to ensure efficiency is maximized and risks are mitigated.

2. Contributes to strategic planning and direction for the portfolio by:

• Acting as a member of the portfolio leadership team, participating in strategic, budget, resource, and staffing decision-making.

• Providing strategic advice to units consistent with organizational objectives on the effective and efficient use of financial resources.

• Developing key objectives and tactics as required to meet the strategic objectives of the portfolio, linking financial goals with departmental planning and operations.

• Identifying and researching issues and coordinating the resolution of these issues.

• Working in close partnership with portfolio leaders on special projects and projects of a sensitive, confidential nature by identifying issues, researching background materials, strategizing, developing, presenting and implementing recommendations, and delivering related communication on behalf of the portfolio.

3. Establishes best practice and develops capacity across the portfolio by:

• Providing mentoring and education for staff.

• Participates in the development and delivery of campus wide training initiatives.

• Acting as a thought partner to leaders.

• Working with all stakeholders to build consensus in planning processes and initiatives.

• Establishing relevant financial indicators for each unit in the portfolio and monitoring…