General Accountability:
Plays a key role in the overall operations of the Financial Services department, providing direction for several areas including day-to-day transactional processing/accounting, operational systems knowledge/integrity, and project implementation. Provides leadership and support to both direct reports and other members of the functional team within the Financial Services department. Responsibilities include developing, improving, and managing operating processes and procedures for users, both internal and external to the department. Acts as a resource for both the Financial Services department, other departments on campus, students and external partners; in areas such as transactional accounting related functions, education and compliance specific to institutional and departmental level polices, and education and compliance specific to external regulations (GAAP, CRA). A high degree of professionalism and strict confidentiality is required, while providing exceptional customer service.
Organization and Structure:
The Lead Accountant, Financial Services is the first point of contact for a diverse group of individuals and organizations, both internal and external.
The Lead Accountant will report to one of the various managers in Financial Services as assigned. This position works closely with other members of Financial Services team as well as University stakeholders.
The Lead Accountant will have direct supervision of support staff within the relevant functional team, including oversight of workflow, review of work product, setting priorities, vacation and timesheet approval.
Nature and Scope:
The scope of the position includes management of the full range of external/internal reporting, year-end preparation, government and agency reporting and assist with the maintenance and integration of financial systems. The position will develop key internal and external relationships and assist in process reviews and general accounting functions.
To be successful, the incumbent requires a high degree of motivation, critical thinking, independence, judgement, tact and diplomacy and well-polished communication and interpersonal skills. In addition, the incumbent needs to have significant knowledge and experience in Canadian GAAP, financial reporting and business processes. Some experience in indirect tax would be beneficial.
The Lead Accountant provides comprehensive, strategic and operational advice and guidance in all facets of operations within a complex, multi-systems oriented environment. Key to the success of the Lead Accountant is their ability to develop strategic partnerships, understand the key challenges of the University as well as the Financial Services department.
MAJOR RESPONSIBILITIES
Contributes to financial planning and strategic direction of the University by:
- Assisting in implementing short and long-range financial plans to optimize the University’s financial effectiveness in alignment with institutional strategic goals.
- Providing strategic advice on the effective and efficient use of financial and human resources that are consistent with organizational objectives.
- Monitoring relevant financial indicators as needed for the functional team.
Contributes to financial management of the University by:
- Providing advice on the application of financial policies and procedures to relevant stakeholders.
- Leads the evaluation and implementation of systems and tools.
- Troubleshooting of issues in systems and tools as needed.
- Taking a leadership role in project planning and implementation.
Contributes to financial knowledge and understanding across the University by:
- Managing the review of business processes and implementation of new processes.
- Participating in the development and delivery of training initiatives
- Working in collaboration with other members of Financial Services team to share knowledge, best practices, and opportunities for improving efficiencies.
- Keeping abreast of issues pertaining to the University, including participation on University committees.
- Providing mentoring and education for University staff
