Staff - Non Union

Job Category

M&P - AAPS

Job Profile

AAPS Salaried - Accounting, Level C

Job Title

Sr. Financial Analyst, Interior

Department

UBCO | Interior Support Staff | Medical Undergraduate | Faculty of Medicine

Compensation Range

$7,502.25 - $10,788.33 CAD Monthly

The Compensation Range is the span between the minimum and maximum base salary for a position. The midpoint of the range is approximately halfway between the minimum and the maximum and represents an employee that possesses full job knowledge, qualifications and experience for the position. In the normal course, employees will be hired, transferred or promoted between the minimum and midpoint of the salary range for a job.

Posting End Date

July 11, 2026

Note: Applications will be accepted until 11:59 PM on the Posting End Date.

Job End Date

Ongoing

This position is based in Kelowna, BC.
Please include a cover letter with your application.

At UBC, we believe that attracting and sustaining a diverse workforce is key to the successful pursuit of excellence in research, innovation, and learning for all faculty, staff and students. Our commitment to employment equity helps achieve inclusion and fairness, brings rich diversity to UBC as a workplace, and creates the necessary conditions for a rewarding career.

The Regional Associate Dean, Interior oversees and supports the delivery of Faculty of Medicine (FoM) medical education and research activity through the Interior Health (IH) region. The education activities are delivered in partnership with Interior Health (IH); over 1600 clinicians and allied health professionals across the Interior Health region support learning and clinical training for medical students and residents.

The Southern Medical Program (SMP) is a regional education site for the Faculty of Medicine’s distributed Doctor of Medicine Undergraduate Program (MDUP) Home - MD Undergrad Education, UBC Faculty of Medicine). The SMP delivers its education and training at education sites including regional and community hospitals, community health centres, and family physician offices in 30 different communities. The SMP training sites are located across the traditional, ancestral and unceded territories of the Tŝilhqot’in, Secwépemc, Dãkelh Dené, St’át’imc, Syilx, Nlaka’pamux, and Ktunaxa Nations, comprised of 54 First Nations Communities. There are 15 Métis Chartered Communities within the Interior region.

The Faculty of Medicine delivers Postgraduate Medical Education (PGME) in Family Practice and over 80 specialty and subspecialty programs recognized by the Royal College of Physicians and Surgeons of Canada and the College of Family Physicians of Canada (Home - UBC - Faculty Of Medicine - Postgraduate Medical Education). Within the Interior Health region, there are Family Practice sites, including Enhanced Skills Emergency Medicine, as well as Royal College specialty programs.

The Centre for Chronic Disease Prevention and Management (CCDPM) is a Faculty of Medicine research centre based at UBC Okanagan (Centre for Chronic Disease Prevention and Management (ubc.ca). The Centre is focused on fostering new discoveries, collaborating with industry leaders, and progressing health science in the urgent research field of chronic disease prevention.

Faculty, staff and learners are located through the Interior region at clinical sites in hospital settings as well as at the University of British Columbia Okanagan (UBCO) Campus.

Job Description Summary
The Sr. Financial Analyst, Interior is responsible for preparing budget submissions, variance analysis, responses to financial queries and other analysis as required by the Faculty of Medicine Interior education and research portfolios.

The Sr. Financial Analyst, Interior works with and advises faculty leadership and management of the education programs and research activities, including the Centre for Chronic Disease Prevention and Management (CCDPM).This position manages cash flows, and prepares complex financial reports on both a scheduled and on an as-required basis. The work takes place in an environment of changing priorities and tight timelines.

The Sr. Financial Analyst works with the Faculty of Medicine Education and Research financial colleagues and leadership to meet the financial management objectives of programs and units within the Faculty of Medicine, particularly the statutory reporting and budgeting requirements for the distributed undergraduate medical education program. Reporting to Administrative Director, Interior and taking direction from the Associate Director of Finance, Education Services, the Sr. Financial Analyst, Interior is also responsible for interpret University and Faculty policies and procedures and to implement financial systems in the Interior portfolio.

Organizational Status
Reports to the Director Administration, Interior and takes direction from the Associate Director of Finance, Education Services, Faculty of Medicine. Is expected to work independently in a collaborative and professional environment. The incumbent is expected to communicate and work effectively at all levels throughout the Faculty of Medicine, and with financial staff at UBC Vancouver and Okanagan campuses, partner universities (UVic and UNBC), and the Interior Health Authority as required.

Work Performed

• Monitors cash flow and spending against annual allocations. Manages the monthly or quarterly projections for the programs and units within Interior portfolio Identifies risks and resolves issues.
• Enhances, evolves and develops reporting tools and information delivery processes through various process improvement initiatives and provides project leadership in working groups to do so. Using a high level of excel skills and knowledge of university finance management systems, can drive best practices and innovate reporting to design new processes and systems that link the various accounting systems to improve strategic and operational decision-making.
• Provides detailed financial analysis for monthly or quarterly reports and periodic program wide funding reviews. Evaluates, manages and reports on all variances to budget; provides business reasons and where applicable recovery plans for unfavorable variances.
• Reviews education and research budgets and forecast. Works collaboratively with the Associate Director of Finance, Education Services, to ensure the budget, forecast, and 5-year plan are completed on time and appropriately for each component of the portfolio. Ensures consistent assumptions, guidelines and practice between the programs, units, departments and within the Faculty as a whole.
• Provides strategic support to education and research teams within the Interior portfolio by critically evaluating and building different budget models such as the alternative funding plan, activity-based budgeting, using complex models and performing detailed what if scenarios and sensitivity analysis. As part of the budget process, collaboratively works on various funding arrangements and cost sharing agreements with external funding partners such as health authorities, Ministry of Health, foundations, and other external partners.
• In conjunction with faculty and administrative leaders, develop complex financial plans that link strategic plans for multiples of divisions within one unit or for multiple program areas. Advises leaders on financial implications of various planning options, including endowments and salary awards.
• Develops performance measures for the different areas to evaluate their effectiveness and sustainability. Uses financial tools and modelling to evaluate the success of individual programs or activities and to advice on whys to ensure sustainability.
• Ensures accurate payments for teaching and leadership activities, supports queries and addresses issues in collaboration with colleagues and relevant leadership.
• Supports costing for new hires, projects, programs and initiatives by evaluating funding requirements and availability and preparing complex cost benefit and risk analysis to support new initiatives.
• Manages financial enquiries from faculty, staff, guests, and contractors.
• Supports research finance for Interior based faculty members, including research planning and forecasting; understanding grant reporting and grant closures; understands grant restrictions to recommend financial options.
• Develops and maintains working relationships with representatives of various central units in the university (i.e. finance operations, budget office, RTA, etc.) and external organizations such as health authorities, ministries, foundations, etc. in facilitating the exchange of information, advising of accounting policies and related matters and resolving any payment or funding issues.
• Advises the Associate Director of Finance, Education Services on issues requiring more serious attention and handles multiple units within the portfolio with ease, without compromising any one units’ requirements.
• Provides support and guidance to other staff in the overall finance team on reporting and financial data analysis. Coordinates with other financial support services to resolve issues escalated by the Units.
• Maintains a full understanding and expertise of all financial policies and procedures to ensure compliance by all Units in the portfolio.
• Performs other related duties as required.

Consequence of Error/Judgement

The Sr. Financial Analyst must have a thorough understanding of the principles of accounting and sound financial management skills. They are required to apply this theoretical knowledge to research the information needs of faculty management, develop structures to collect the data required, and create processes to compile the data into meaningful reporting formats which enable financial results and risks to be readily determined. The position is required to use judgment to interpret financial information received from a variety of sources, assess financial risks and problems, and make recommendations to manage the risks and resolve financial issues.

Reports reviewed and shared by this position must be correct, contain the appropriate, complete information, and present the information in a manner that enables them to be easily understood by Interior and Faculty of Medicine Unit leaders. Errors in the information/reports prepared by this position could result in poor financial decisions by Senior Management. If reports to funders (such as the Ministry of Health) are incorrect, this could damage the relationship with the funder, cause significant reputation losses to the Faculty. In addition, if the information presented does not support appropriate financial monitoring, then problems could be overlooked and continue to worsen over time and thus jeopardize the financial health of the Faculty and the University.

Supervision Received
Reports to the Director Administration, Interior and takes direction from the Associate Director of Finance, Education Services, Faculty of Medicine. Is expected to work independently in a collaborative and professional environment.

Supervision Given
Manages administrative financial staff; responsible for hiring and performance management as required.

Qualifications
Minimum

• Undergraduate degree in a relevant discipline. Completion of an accredited Accounting program (CA, CGA or CMA). Minimum of five years’ experience or the equivalent combination of education and experience.
• Willingness to respect diverse perspectives, including perspectives in conflict with one’s own
• Demonstrates a commitment to enhancing one’s own awareness, knowledge, and skills related to equity, diversity, and inclusion

Preferred

• Experience in post-secondary education or health care sectors preferred.
• Experience in fund accounting, budgeting, financial analysis and development of financial tracking and reporting systems.
• Extensive experience with large ERP systems is preferred.
• Experience with research finance.
• Experience working collaboratively with Senior Leadership and Management and other professionals.
• Experience with and ability to consolidate and interpret financial data, present findings and assist non-financial managers in understanding financial reports. Strong time management and multi-tasking skills.
• Ability to consolidate data from various sources to develop budgets and financial reports to support Senior Management decision making.
• Demonstrated ability to develop appropriate and effective financial reports. Initiative, creativity and flexibility to develop options for the resolution of complex financial issues.
• Ability to maintain accuracy and attention to detail while maintaining an overall big picture perspective.
• UBC FMS certification will be required. Ability to develop and monitor complex budgets.
• UBC FMS certification will be required. Ability to develop and monitor complex budgets.
• Ability to manage complex financial matters and perform complex analysis.
• Financial management skills; including strategic and multi-year planning, forecasting, budgeting, oversight and report preparation. Knowledge of and ability to utilize principles, methods, techniques and systems of financial management.
• Ability to develop, apply and adjust financial plans to attain objectives.
• Ability to manage staff performance by establishing standards and goals, evaluating performance, providing feedback and taking corrective action. Comfortable working with senior management.
• Able to communicate financial concepts to non-financial managers and scientists, as well as to guide and mentor financial staff at different levels.
• Demonstrates good judgment and initiative in decision making and in resolving complex financial problems not clearly covered by guidelines. Ability to analyze and interpret data, determine implications and provide recommendations.
• Ability to apply generally accepted accounting principles in an appropriate manner.
• Comfortable working in a fast-paced multicultural environment. Advanced Excel user, comfortable with pivot tables and other analytical tools. Thorough knowledge of UBC administrative policies, procedures and guidelines.
• Strong administrative management skills with a demonstrated ability to take initiative and be proactive.
• Strong organizational and analytical skills, good problem solving and conceptual skills. Ability to work independently under minimal direction using sound judgment and decision-making skills and in a team environment.
  
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