- Salary
- $10k – $16k
- Location
- UBCV | Brock Hall (BRCK), Canada
- Type
- Part-time
- Department
- Finance
- Seniority
- Entry
- Experience
- 9+ years
- Education
- Bachelor
- Closing date
- Today
- Source
- Workday
Description
Staff - Non Union
The Associate Director, Student Financial Management is responsible for providing university-wide strategic management of processes related to student financials, primarily in the area of tuition and student fees. Student Financial Management within Enrolment Services (ES) is responsible for the tuition life cycle, including assessment, student accounts management, accounting recognition and reporting, and tuition allocation using the System of Enterprise Reporting and Analytics. The annual tuition and student fees assessment is over $450 million; tuition fees represent approximately a third of the University s operating budget. This position has a direct impact on the management of tuition fees and therefore has a significant role in the effective operation of the University. The ES unit supports both Vancouver and Okanagan campuses with over 60,000 registered students.
The Associate Director also provides strategic financial management and performs senior level accounting functions in ES. The ES organization consists of multiple specialized student services and administrative units in both Vancouver and Okanagan campuses with a combined operating budget of $12 million. Student Financial Management also provides accounting, payroll and administrative support to the International Student Initiative (ISI) and Go Global units.
This position plays a crucial role in supporting the Director by providing financial leadership, strategic guidance and oversight for the tuition life cycle and to the various ES units which collectively serve students and faculty of the Vancouver and Okanagan campuses.
Organizational Status
The Associate Director, Student Financial Management reports to the Director. He/She works independently or in collaboration with the Director and other ES Vancouver and Okanagan unit directors, managers, and staff. He/She serves as the primary liaison for tuition assessment and UPass reporting. He/She serves as the primary liaison for all Hyperion and budgeting requirements in the Operating Fund. The Associate Director will also interact with external contacts, such as Canada Revenue Agency, the University s external auditors, TransLink, government agencies, student societies, and other organizations, on financial, accounting, audit, and tax-related matters.
Work Performed
Tuition and Student Fees
1. Provides strategic advice in the development and management of all reporting requirements related to student financials, from transactional level details required to support monthly reconciliation processes to summarized reports to enable faculty decision-making. Develops strategic partnerships with Faculty Finance Directors to establish consistent and meaningful tuition and fee reporting practices to the distributed community using the University s System of Enterprise Reporting and Analytics (SERA).
2. Provides strategic advice to faculties with respect to their decisions on budgeting, resource planning and the development and maintenance of the faculties 5-year budget for new strategic initiatives. These reports impact the long-term financial plans and operational activities of the faculties.
3. Leads and manages a number of tuition and fee-related projects of considerable size, diversity, complexity and risk, and assumes responsibility for their successful completion, e.g. developing new student financial system to provide robust platform for students for tuition and fee assessments. Provides strategic leadership in developing objectives and project plans with cross functional teams to ensure the project s success.
4. Leads the process of implementing new program and tuition fees approved by the Board of Governors and new student levy fees approved by the respective governing bodies in the Student Information System (SIS). This involves providing strategic guidance to faculties, ES units, IT Services and Student Societies (e.g. AMS, GSS) in the management of specialized and complex functions (business and systems) to ensure tuition and fee assessments (over $450 million) are accurately done for the University s over 60,000 registered students.
5. Provides strategic advice to the Provost Office, faculties, departments, and student societies to address complex tuition and student levy fee matters. This includes supporting the Provost Office in the preparation of annual board dockets for the approval of tuition fees, non-instructional fees, and student society fees.
6. Leads the development, management and implementation of business process reviews and re-engineering of existing financial processes, policies and systems affecting tuition revenues, and all activities related to student financials including tuition payments, write-offs, and tuition refunds.
7. Builds complex mathematical and financial models as necessary, in order to conduct and support analysis and research to assess the impact of tuition allocation principles and changes thereto on a faculty s funding allocation. Provides strategic recommendations in the further downstream tactical re-allocation of tuition-related funding for faculties.
8. Manages the process of creating and mapping student financial data to the PeopleSoft financial management system to ensure accurate tuition revenues and related student accounts are appropriately recognized in the University s financial statements.
9. Manages risk by identifying, researching and reporting on various financial issues involving tuition payments and refund policies, in order to assess their potential impact on University programs and student behaviour, in support of enrolment management. Misidentification could result in a loss of revenue for the faculties and University.
10. Participates in the development and ongoing maintenance of the tuition allocation model and student revenue analytics within SERA that meets the needs of the distributed Faculty Finance Directors while providing meaningful information centrally for the Budget Office to meet their reporting and other requirements.
11. Provides expert advice and guidance to Financial Reporting and Budget Office for tuition and fee-related matters. This includes providing information and reporting requests, forecasting fees and write-offs, performing variance analysis, and implementing chartfield changes for both revenue and student accounts.
Strategic Financial Planning and Budgeting
1. Develops short and long-range strategic financial plans, quarterly forecasts, and annual budgets for the entire ES portfolio in Vancouver and Okanagan campuses, a combined operating budget of $12 million.
2. Develops unit budgets in collaboration with unit directors, assesses the impact of the implementation of new funding initiatives and other budget adjustments, provides financial leadership to unit directors in business planning, including budgeting, forecasting, financial management and reporting, and develops systems and processes to improve management of the ES organization s financial resources.
3. Develops and prepares financial reports for individual units and provides unit directors with high level variance analysis of actual operating results in relation to forecast and planned activities to support decision-making.
4. Leads the implementation of University budget policy, initiatives, and priorities within the ES portfolio. Serves as primary liaison to the Budget Office for all Hyperion budgeting and reporting requirements as well as confirming allocation of funding initiatives. Serves as primary liaison to Financial Reporting for all financial reporting requirements.
5. Leads the development and implementation of reporting standards and oversees accounting and administrative functions including accounts payable, accounts receivable, payroll, procurement, and general financial operations. Directs the preparation of financial statements, management reports, and other financial analyses.
6. Develops, analyzes and directs the preparation of comprehensive financial reports and supporting analysis for key concerns of ES senior management. Performs comparative funding reviews and collaborates with managers in resolving financial and business related issues including those involving deficits in the operating fund.
7. Develops and implements financial and fiscal policies to benefit Enrolment Services and the university with respect to cost recovery fees collected on behalf of the Budget Office. This includes effective cost allocations, and identification of funding sources and opportunities. Works with unit directors with the development of cost recovery opportunities.
Other
1. Identifies significant financial risks and makes practical recommendations to reduce risk, improve operational performance and increase management confidence. Provides solutions to effectively manage change, combat employee resistance, and build senior management support for projects.
2. Maintains current knowledge of and ensures compliance to Generally Accepted Accounting Principles, University policies and procedures, Canada Revenue Agency regulations on the issuance of tax slips, and other relevant federal and provincial legislation.
3. Leads business process reviews or process streamlining projects and performs special analytical and ad hoc projects to increase efficiency and effectiveness of processes as required and in response to regulatory changes or University agreements.
4. Leads the efficient and timely completion of all year-end activities and internal cost recoveries within internal ES units, or between ES units and other University departments based on established agreements.
5. Represents ES on the FMS Advisory Committee, the Network of University Business Officers (NUBO) and other committees related to financial systems and financial management issues.
6. Serves as approver for all HR and Finance related workflow processes, such as ePAF, eRecruit job posting and job offer.
7. Performs other related duties as required.
Consequence of Error/Judgement
The Associate Director, Student Financial Management exercises considerable judgment in advising management on forecasting and budgeting matters and financial policies. Errors in judgment could cause financial hardship or missed opportunities for effective delivery of services to units, students, faculties and departments and could severely compromise ES and the University s ability to meet their objectives.
The many diverse functions and locations (including Okanagan campus) of ES units increase the complexity of this role. Failure to provide sound financial advice on policy and systems along with timely and accurate financial information could seriously interfere in decision-making and resource allocation, and cause the University and its faculties significant hardship.
Student revenue reporting errors could cause serious inaccuracies in the University s records perhaps resulting in errors in the financial statements and errors in funding allocations to faculties which would in turn interfere with the faculties ability to meet their objectives and students needs.
Supervision Received
The Associate Director works independently under broad directives from the Director. Work is reviewed in terms of service provided to faculties, departments and ES units, soundness of judgment, adherence to deadlines, achievement of objectives, and overall effectiveness in analytical and problem-solving skills demonstrated.
Supervision Given
Supervises accounting and support staff.
Minimum Qualifications
- 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 Qualifications
Undergraduate degree in a relevant discipline and completion of the CPA Accounting program (CA, CGA or CMA).Minimum of 9 years experience or the equivalent combination of education and experience.Postgraduate university degree in financial management or business administration preferred. Strong technical and systems skills and an ability to take advantage of technology to improve productivity.Ability to develop and implement financial policies in an environment of conflicting needs and views through a collaborative process.Experience with forecasting, budgeting, financial planning, complex reconciliation, systems development, and internal controls required. Knowledge of University policies and procedures preferred.Working knowledge of University financial and student systems (Hyperion Budgeting, PeopleSoft FMS, and SISC) and reporting tools (Crystal Reports, SERA-TAM, SmartView) preferred.Proficient spreadsheet (Excel) skills required.Ability to engage with senior levels of management and financial personnel in an organization.Effective oral and written communication.Ability to develop and monitor financial budgets and plans required.Interpersonal, analytical, problem-solving and organizational skills.Ability to work both independently and within a team environment.Ability to prioritize and work effectively under pressure to meet deadlines.Ability to maintain accuracy, attention to detail, and to demonstrate strong initiative, work ethics, and integrity.
Job Category
M&P - AAPSJob Profile
AAPS Salaried - Accounting, Level FJob Title
Associate Director, Student Financial ManagementDepartment
Student Financial Management | Enrolment ServicesCompensation Range
$10,459.67 - $15,675.58 CAD MonthlyThe 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
September 1, 2026Note: Applications will be accepted until 11:59 PM on the Posting End Date.
Job End Date
August 31, 2028
This position is expected to be filled by promotion/reassignment and is included here to inform you of its vacancy at the University.
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.
Job Description SummaryThe Associate Director, Student Financial Management is responsible for providing university-wide strategic management of processes related to student financials, primarily in the area of tuition and student fees. Student Financial Management within Enrolment Services (ES) is responsible for the tuition life cycle, including assessment, student accounts management, accounting recognition and reporting, and tuition allocation using the System of Enterprise Reporting and Analytics. The annual tuition and student fees assessment is over $450 million; tuition fees represent approximately a third of the University s operating budget. This position has a direct impact on the management of tuition fees and therefore has a significant role in the effective operation of the University. The ES unit supports both Vancouver and Okanagan campuses with over 60,000 registered students.
The Associate Director also provides strategic financial management and performs senior level accounting functions in ES. The ES organization consists of multiple specialized student services and administrative units in both Vancouver and Okanagan campuses with a combined operating budget of $12 million. Student Financial Management also provides accounting, payroll and administrative support to the International Student Initiative (ISI) and Go Global units.
This position plays a crucial role in supporting the Director by providing financial leadership, strategic guidance and oversight for the tuition life cycle and to the various ES units which collectively serve students and faculty of the Vancouver and Okanagan campuses.
Organizational Status
The Associate Director, Student Financial Management reports to the Director. He/She works independently or in collaboration with the Director and other ES Vancouver and Okanagan unit directors, managers, and staff. He/She serves as the primary liaison for tuition assessment and UPass reporting. He/She serves as the primary liaison for all Hyperion and budgeting requirements in the Operating Fund. The Associate Director will also interact with external contacts, such as Canada Revenue Agency, the University s external auditors, TransLink, government agencies, student societies, and other organizations, on financial, accounting, audit, and tax-related matters.
Work Performed
Tuition and Student Fees
1. Provides strategic advice in the development and management of all reporting requirements related to student financials, from transactional level details required to support monthly reconciliation processes to summarized reports to enable faculty decision-making. Develops strategic partnerships with Faculty Finance Directors to establish consistent and meaningful tuition and fee reporting practices to the distributed community using the University s System of Enterprise Reporting and Analytics (SERA).
2. Provides strategic advice to faculties with respect to their decisions on budgeting, resource planning and the development and maintenance of the faculties 5-year budget for new strategic initiatives. These reports impact the long-term financial plans and operational activities of the faculties.
3. Leads and manages a number of tuition and fee-related projects of considerable size, diversity, complexity and risk, and assumes responsibility for their successful completion, e.g. developing new student financial system to provide robust platform for students for tuition and fee assessments. Provides strategic leadership in developing objectives and project plans with cross functional teams to ensure the project s success.
4. Leads the process of implementing new program and tuition fees approved by the Board of Governors and new student levy fees approved by the respective governing bodies in the Student Information System (SIS). This involves providing strategic guidance to faculties, ES units, IT Services and Student Societies (e.g. AMS, GSS) in the management of specialized and complex functions (business and systems) to ensure tuition and fee assessments (over $450 million) are accurately done for the University s over 60,000 registered students.
5. Provides strategic advice to the Provost Office, faculties, departments, and student societies to address complex tuition and student levy fee matters. This includes supporting the Provost Office in the preparation of annual board dockets for the approval of tuition fees, non-instructional fees, and student society fees.
6. Leads the development, management and implementation of business process reviews and re-engineering of existing financial processes, policies and systems affecting tuition revenues, and all activities related to student financials including tuition payments, write-offs, and tuition refunds.
7. Builds complex mathematical and financial models as necessary, in order to conduct and support analysis and research to assess the impact of tuition allocation principles and changes thereto on a faculty s funding allocation. Provides strategic recommendations in the further downstream tactical re-allocation of tuition-related funding for faculties.
8. Manages the process of creating and mapping student financial data to the PeopleSoft financial management system to ensure accurate tuition revenues and related student accounts are appropriately recognized in the University s financial statements.
9. Manages risk by identifying, researching and reporting on various financial issues involving tuition payments and refund policies, in order to assess their potential impact on University programs and student behaviour, in support of enrolment management. Misidentification could result in a loss of revenue for the faculties and University.
10. Participates in the development and ongoing maintenance of the tuition allocation model and student revenue analytics within SERA that meets the needs of the distributed Faculty Finance Directors while providing meaningful information centrally for the Budget Office to meet their reporting and other requirements.
11. Provides expert advice and guidance to Financial Reporting and Budget Office for tuition and fee-related matters. This includes providing information and reporting requests, forecasting fees and write-offs, performing variance analysis, and implementing chartfield changes for both revenue and student accounts.
Strategic Financial Planning and Budgeting
1. Develops short and long-range strategic financial plans, quarterly forecasts, and annual budgets for the entire ES portfolio in Vancouver and Okanagan campuses, a combined operating budget of $12 million.
2. Develops unit budgets in collaboration with unit directors, assesses the impact of the implementation of new funding initiatives and other budget adjustments, provides financial leadership to unit directors in business planning, including budgeting, forecasting, financial management and reporting, and develops systems and processes to improve management of the ES organization s financial resources.
3. Develops and prepares financial reports for individual units and provides unit directors with high level variance analysis of actual operating results in relation to forecast and planned activities to support decision-making.
4. Leads the implementation of University budget policy, initiatives, and priorities within the ES portfolio. Serves as primary liaison to the Budget Office for all Hyperion budgeting and reporting requirements as well as confirming allocation of funding initiatives. Serves as primary liaison to Financial Reporting for all financial reporting requirements.
5. Leads the development and implementation of reporting standards and oversees accounting and administrative functions including accounts payable, accounts receivable, payroll, procurement, and general financial operations. Directs the preparation of financial statements, management reports, and other financial analyses.
6. Develops, analyzes and directs the preparation of comprehensive financial reports and supporting analysis for key concerns of ES senior management. Performs comparative funding reviews and collaborates with managers in resolving financial and business related issues including those involving deficits in the operating fund.
7. Develops and implements financial and fiscal policies to benefit Enrolment Services and the university with respect to cost recovery fees collected on behalf of the Budget Office. This includes effective cost allocations, and identification of funding sources and opportunities. Works with unit directors with the development of cost recovery opportunities.
Other
1. Identifies significant financial risks and makes practical recommendations to reduce risk, improve operational performance and increase management confidence. Provides solutions to effectively manage change, combat employee resistance, and build senior management support for projects.
2. Maintains current knowledge of and ensures compliance to Generally Accepted Accounting Principles, University policies and procedures, Canada Revenue Agency regulations on the issuance of tax slips, and other relevant federal and provincial legislation.
3. Leads business process reviews or process streamlining projects and performs special analytical and ad hoc projects to increase efficiency and effectiveness of processes as required and in response to regulatory changes or University agreements.
4. Leads the efficient and timely completion of all year-end activities and internal cost recoveries within internal ES units, or between ES units and other University departments based on established agreements.
5. Represents ES on the FMS Advisory Committee, the Network of University Business Officers (NUBO) and other committees related to financial systems and financial management issues.
6. Serves as approver for all HR and Finance related workflow processes, such as ePAF, eRecruit job posting and job offer.
7. Performs other related duties as required.
Consequence of Error/Judgement
The Associate Director, Student Financial Management exercises considerable judgment in advising management on forecasting and budgeting matters and financial policies. Errors in judgment could cause financial hardship or missed opportunities for effective delivery of services to units, students, faculties and departments and could severely compromise ES and the University s ability to meet their objectives.
The many diverse functions and locations (including Okanagan campus) of ES units increase the complexity of this role. Failure to provide sound financial advice on policy and systems along with timely and accurate financial information could seriously interfere in decision-making and resource allocation, and cause the University and its faculties significant hardship.
Student revenue reporting errors could cause serious inaccuracies in the University s records perhaps resulting in errors in the financial statements and errors in funding allocations to faculties which would in turn interfere with the faculties ability to meet their objectives and students needs.
Supervision Received
The Associate Director works independently under broad directives from the Director. Work is reviewed in terms of service provided to faculties, departments and ES units, soundness of judgment, adherence to deadlines, achievement of objectives, and overall effectiveness in analytical and problem-solving skills demonstrated.
Supervision Given
Supervises accounting and support staff.
Minimum Qualifications
- 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 Qualifications
Undergraduate degree in a relevant discipline and completion of the CPA Accounting program (CA, CGA or CMA).Minimum of 9 years experience or the equivalent combination of education and experience.Postgraduate university degree in financial management or business administration preferred. Strong technical and systems skills and an ability to take advantage of technology to improve productivity.Ability to develop and implement financial policies in an environment of conflicting needs and views through a collaborative process.Experience with forecasting, budgeting, financial planning, complex reconciliation, systems development, and internal controls required. Knowledge of University policies and procedures preferred.Working knowledge of University financial and student systems (Hyperion Budgeting, PeopleSoft FMS, and SISC) and reporting tools (Crystal Reports, SERA-TAM, SmartView) preferred.Proficient spreadsheet (Excel) skills required.Ability to engage with senior levels of management and financial personnel in an organization.Effective oral and written communication.Ability to develop and monitor financial budgets and plans required.Interpersonal, analytical, problem-solving and organizational skills.Ability to work both independently and within a team environment.Ability to prioritize and work effectively under pressure to meet deadlines.Ability to maintain accuracy, attention to detail, and to demonstrate strong initiative, work ethics, and integrity.
Skills
ExcelAccounts PayableAccounts ReceivableComplianceProcurementCPA
