Senior Manager, Financial Planning

Posting Reason:

Replacement of a regular position

Job Type:

Employee

Anticipated Duration in Months (for contracts and temporary assignments):

N/A

Job Family:

Financial Planning and Reporting

# of Open Positions:

1

Faculty/Service - Department:

Financial Planning Service

Campus:

Main Campus

Union Affiliation:

N/A

Date Posted (YYYY/MM/DD):

2026/11/13

Applications must be received BEFORE (YYYY/MM/DD):

2026/11/24

Hours per week:

35

Salary Grade:

Non-Union Grade NM2

Salary Range:

$118,675.00 - $148,344.00

The Financial Planning Service prepares the budget for all University funds as well as budget management and controls for the Operating Fund and Ancillary Enterprises Fund budgets. It works with various stakeholders involved in the process, both senior executives and stakeholders in faculties and services, so that budgets and budget updates are submitted to the various authority levels up to the Board of Governors in time for their scheduled annual meetings.

The Financial Planning Service also conducts various special projects, analyses complex processes, documents them, and provides sound advice on budget issues to senior executives. In terms of budget management, Financial Planning Service acts as a subject matter expert and initiates change management at the University level.

Position purpose

Plans the drafting of the annual budget for the institution as a whole, from the three-year budget to budget updates. Develops and maintains analytical tools used in detailed planning of the budget Evaluates the quality of the information received in terms of risks and conducts a series of analyses and revisions to ensure that the information produced is high-quality and complies with budget policies. Oversees financial system operations by implementing controls to ensure data integrity and accuracy. Within the Financial Planning Service team, supervises operational activities to ensure that the sectors goals are achieved.

Specific accountabilities

Given the Universitys decentralized budget process, the incumbent must work with those who are responsible for budgets in the administrative units (faculties and services) to meet the accountabilities described below:

• Plans the drafting of the annual budget for the Operating Fund and Ancillary Services Fund for the institution as a whole. Plans the issuing of budget objectives for faculties and services, analyzes their budget inputs, ensures compliance with the budget instructions issued, provides the guidance and expert advice needed to finalize the budget within deadlines.
• Ensures that budget tracking is conducted regularly to produce the fall and winter updates for the Operating Fund and the Ancillary Services Fund.Reviews and analyzes current data from administrative units to ensure their expenditures fall within their budget envelopes.
• Plans the drafting of the five-year budget for the Operating Fund. Issues budget assumptions and reviews various scenarios for different revenue and expense categories.
• Plans, leads and organizes all operations related to position control to ensure the integrity and accuracy of all centrally funded regular positions.
• Ensures that the financial system runs smoothly by maintaining the necessary control points to ensure the integrity and accuracy of budget data. Keeps abreast of all news and discussions in Workday Community to pursue the development of Adaptive Planning tools. Plans the performance of the work required to check that spreadsheets are operating correctly following modifications and updates.

Competencies, knowledge, experience and skills

• Knowledge of accounting or finance acquired through university education and professional designation (CPA or MBA)
• At least seven years experience in accounting, preferably in budget management, financial planning and financial analysis
• Experience in managing human resources and teams and in resolving interpersonal conflicts
• Excellent abilities to analyze, synthesize and solve complex problems
• Ability to exercise professional judgment to design, interpret and apply policies and procedures and to assess business risks
• Experience in using computer systems, preferably Workday/Adaptive Planning, and software such as spreadsheets, word processors and databases
• Interpersonal skills that allow the incumbent to successfully negotiate with various stakeholders, work in cooperation with faculty and service partners, and communicate effectively as an expert
• Organizational skills, ability to meet tight deadlines, set priorities and perform several tasks at once while ensuring the high quality of the information produced
• Self-reliance, creativity and initiative in order to produce financial analyses that are relevant to decision-making
• Flexibility in order to adapt to and meet the many changing needs for financial information
• Bilingualism - French and English (spoken and written)

*This position may be eligible for a telework arrangement. Learn more about our telework guidelines

#LI-Hybrid

Key Competencies at uOttawa:
Here are the required competencies for all or our employees at uOttawa:

Planning: Organize in time a series of actions or events in order to realize an objective or a project. Plan and organize own work and priorities in regular daily activities.
Initiative: Demonstrate creativity and initiative to suggest improvements and encourage positive results. Is proactive and self-starting. Show availability and willingness to go above and beyond whenever it is possible.
Client Service Orientation: Help or serve others to meet their needs. This implies anticipating and identifying the needs of internal and external clients and finding solutions on how to meet them.
Teamwork and Cooperation: Cooperate and work well with other members of the team to reach common goal(s). Accept and give constructive feedback. Able to adjust own behaviour to reach the goals of the team.