Financial Reporting Analyst

  • 3-6 Year
  • Waterloo
  •   Posted On: August 1, 2018
  •   Skills:  Financial Reporting, Interpersonal, Problem Solving

Job Overview

Roles & Responsibilities

The Financial Reporting Analyst is accountable to the Manager, Corporate Accounting and Financial Reporting for accurate and timely reporting of the University’s financial data. The individual must be knowledgeable of generally accepted accounting practices.


Responsible for accurate and timely processing and review of University financial information

  • Prepare month end journal entries related to various bank transactions
  • Process and review journal entries prepared by departments related to foreign bank accounts to ensure accuracy and proper accounting policies and procedures are being followed
  • Perform various balance sheet account reconciliations to identify and resolve discrepancies
  • Provide accounting and business advice and expertise to the university campus on various policy and procedural issues
  • Recommend improvements and best practices to maintain a strong internal control framework and ensure the accurate reporting of financial transactions
  • Apply professional judgment in situations where clear direction is not available and/or interpretation is required

Assist in preparation of University financial reporting

  • Perform the bank reconciliation process
  • Participate in the year-end financial statement reporting and audit process to deliver working papers and supporting documentation to the external auditors
  • Assist with external audits required by departments outside Finance
  • Assist with special audits as required by external parties for research projects, enrolment etc
  • Prepare external reports accurately and within specified deadlines, including COFO reporting

Prepare financial statements and reporting for other legal entities including the University of Waterloo (Hong Kong) Foundation Limited and Waterloo Jishu Limited

  • Perform transaction recording for external entities under university control
  • Prepare all required internal and external reporting


  • Participate in department projects as required
  • Provide backup to other Finance functions as required
  • Participate as a functional expert representative in system upgrade and testing project teams
  • Keep current in advances in the industry and investigate technological solutions to recommend and implement process improvements


  • University undergraduate degree (preferably in Accounting, Business or Finance)
  • Canadian professional accounting designation (Canadian CPA) required
  • Minimum 3 years of experience in accounting/finance-related environment, with financial reporting experience
  • Experience with in an enterprise wide accounting system
  • Experience in a not-for-profit environment preferred
  • Advanced interpersonal, communication and listening skills
  • Strong analytical, technical and problem solving skills
  • Strong attention to detail
  • Understanding of generally accepted accounting principles and their application to not-for profit organizations
  • Works independently with a strong work ethic
  • Advanced Excel

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