JOB FACT SHEET
POSITION INFORMATION
Position Number: 13082
Current Grade (if applicable): 8
Working Title: Budget and Reporting Analyst
Faculty/Department: Business – Finance & Administration/Dean’s Office
Department ID: Click here to enter text.
Incumbent Name (if applicable): Click here to enter text.
Campus Address: Click here to enter text.
Campus Phone Number: Click here to enter text.
E-Mail Address: Click here to enter text.
Hours of Work/Week: Choose an item.
 Actual Hours Worked (if Part-Time): Click here to enter text.
Name of Supervisor: Click here to enter text.
Title of Supervisor: Click here to enter text.
Supervisor’s Phone Number: Click here to enter text.
Supervisor’s Email Address: Click here to enter text.
Position Type: Choose an item.
 If OTHER, please indicate Position Type: Click here to enter text.
Special Requirements:
Home Internet Access: Choose an item.
Professional Accreditation: Choose an item.
Conflict of Interest Disclosure: Choose an item.
Second Language: Choose an item.
SIGNATURES: The signatures below indicate that all parties have read and discussed the content of the JFS
EFFECTIVE DATE (if different from date signed): Click here to enter a date.
FINANCIAL AUTHORIZATION:
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INCUMBENT (if applicable):
SUPERVISOR:
DEPARTMENT HEAD/TRUSTHOLDER:
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1. SIGNIFICANT CHANGES SINCE LAST REVIEW
Enter text here.
2. POSITION SUMMARY
Reporting to the Manager, Budgeting and Reporting this is one of three front line
financial/management accounting positions (in addition to the Manager) within the School of
Business' Finance and Administration branch.
3. RESPONSIBILITIES/ACTIVITIES: Group activities into categories and list in point form each
duty performed until the major elements of the position are represented. Review each
statement to ensure that it accurately describes what is done and briefly, how it is done.
Please indicate the percentage of time spent on each of the major activities listed
Budgeting - 20%
Budget Development
 Provides guidance to managers and administrators regarding financial data
 Provides explanations and variance analysis of financial anomalies or issues
 Obtains, collects, and disseminates budget materials
 Administers the faculty consolidated budget process
 Guides department and unit/centre administrators through budget and forecast procedures
and processes
 Recommends improvements to budget and planning processes
Budget Maintenance
 Prepares budget working papers and completes verifications to ensure integrity of data
 Reconciles operating budgets to enterprise system financial information
 Collects and disseminates information for the new budget-based position tracking system
Budget Analysis
 Prepares reports used for year-over-year trend and issues analysis
 Investigates budget variance analysis
 Provides analytical and technical support for budget development, implementation, and
monitoring
 Identifies risks and issues and brings forward to management
Forecasting - 20%
 Conducts quarterly forecast tracking for units and monitors and tracks cost reduction and
cost savings initiatives
 Develops training processes, seminars, and presentations for budget and forecasting; trains
administrators on budget process and reporting
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Planning -10%
 Collects financial materials into coherent work plans
 Working closely with manager, helps develop financial timelines, operational and project
plans to ensure deadlines are met and communicated
Reporting - 30%
 Leads front-line monthly and quarterly reporting process
 Generates and distributes quarterly and annual financial statements to units
 Leads the development of the School's Annual Report
 Documents key processes, guides, and procedures
Issues Management and Problem Solving - 20%
 Provides analysis, and business intelligence solutions
 Analyses and provides technical knowledge for special planning activities and financial
reviews
 Develops ad hoc financial reports for department heads, administrators and Dean's Office
 Applies records management processes for decisions by units, as well as budget discussions
 and quarterly budget updates
 Completes additional projects as assigned
4. KNOWLEDGE: Identify the minimum formalized training/education and/or qualifications
required to prepare an individual to be functional in the position.
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Post-secondary education of a Bachelor’s degree or less with up to 18 months to become
functional in the role
A post-secondary degree in accounting, commerce, finance, business or related preferred
Accounting designation is preferred (CA / CGA / CMA / CPA)
A thorough and complete understanding of accounting concepts, best practices and
principles, including Public Sector Accounting Standards (PSAB), Not for Profit Accounting,
and Generally Accepted Accounting Standards (GAAP)
Knowledge of International Financial Reporting Standards (lFRS) combined with significant
budget/forecasting experience preferred
Knowledge of General Accepted Audit Standards (GAAS) is an asset
Knowledge of the Campus Alberta financial framework and related policies
5. INDEPENDENCE OF ACTION: Describe the initiative required, the creativity and original
thought, and also the amount of direction and control received from the supervisor or standard
practices and precedents.
A. What types of decisions are made independently?
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Provides advice to faculty and staff on how to interpret new operational, research, stipend,
grant, etc., financial information
Makes recommendations to manager on how best to apply budget processes
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Provides guidance to programs, departments, centres, institutes, and research and funds
holders on budget and financial processes
Advises manager and DFA on process improvements
Assesses need for, and develops training materials
Designs processes to support and conduct analysis
Develops data extraction processes, guides and procedures.
Recommends and initiates business process enhancements or internal control
improvements.
Investigates financial errors and resolves as appropriate; escalates issues to management as
required
Develops internal work plans required to meet School and university budget and reporting
deadlines
B. For what actions is it necessary to consult someone? Are approvals or instructions verbal or in
writing?
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Changes to approved budgets - in writing
Changes to forecast - verbal and/or in writing
Release of confidential information - in writing
Changing a School-wide process (DFA required)
Establishing annual operating budgets - in writing
Determining inappropriate or unusual transactions/activity in accounts or financial
statements must be brought to DFA - verbal and written
Exception to budget, forecast, or reporting policy - in writing
6. CONSEQUENCE OF ERRORS: Identify the extent of losses which result from mistakes in
judgment or poor decisions (typical instances, not rare or extreme ones), and the responsibility
for safety of others.
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Budget errors (calculation errors, omission of budget items) could result in unrealistic
financial data and inputs which could impact financial reports, resulting in improper
decisions
Poor explanation or advice related to budget and forecast processes to staff and
administrators: if budget/forecast parameters are misinterpreted by administrators, this
could result in errors in the budget and/or deadlines could be missed
Unexplained budget variances may result in over expended budgets or trust/grant accounts
which create significant audit risk, budget risk, and time commitments to correct
Reporting Calculation Errors: errors flowing into external reports to Centres, institutes,
alumni, donors negatively impact the School's reputation and ability to raise funds
Lack of timely distribution of financial information to budget/decision makers or external
agents could result in mismanagement of teaching and research resources
Inconsistent application of policies, breach of policy, non-compliance with terms and
conditions of external funding agents
Transaction errors in reports
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7. CONTACTS: Identify the contacts and the purpose of the interaction.
A. Inside the University
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School administrators; helps develop and apply budget and forecasting standards (applying
policies and processes)
Deans Office staff, Dean, Vice-Dean, DFA, manager and Associate Deans; provides financial
responses, standardized reports, and responds to reporting queries
Program heads, Department Chairs, research account holders, Directors/Executive Directors
of Centres and Institutes; responds to ad hoc information requests relating to research
accounts, trusts, endowments, specific research allocations and special purpose funds
Provides material to/used by Board members
Manager, Human Resources for position based budgeting and forecasting
External Relations (Development)
Financial Services, Provost Office, SMS Procurement, Travel, Budgeting and Planning, VP
Research Office, and others as required
B. Outside the University
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Boards of institutes that link to School of Business Centres
Business and Government partners providing funding directly to the School
Management/Executives of funding agencies
Business Advisory Council (BAC)-develop ad hoc reports, annual reporting of results,
outcomes, and interim progress to BAC made up of senior provincial officials and corporate
executives
C. Information Sources
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UAPPOL, GAAP, PSAB professional handbooks
Directors, key staff and administrators
Central Financial services colleagues, University, industry colleagues, team members, unit
heads, supervisors
Financial Services manuals, best practice standards, textbooks.
Professional associations and related publications (CMA, CGA, CA, CPA)
8. SUPERVISION: If this position is not required to supervise staff, please indicate “n/a”.
A. Describe all aspects of formal supervision required of this position. Please be sure to complete
Part B.
Enter text here.
B. Please indicate how many staff members are supervised by the position.
Full-time employees:
Part-time employees:
Casual employees:
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9. PHYSICAL DEMANDS: Describe the degree, frequency, severity, intensity and continuity of
physical activity and/or intense visual concentration required.
A. Activities
Sits at a computer more than 50% of the time
B. What types of equipment or tools are used in the job?
Computer, phone, desk furniture, filing cabinets, and electronic storage devices
10. WORKING CONDITIONS: Describe the disagreeable aspects of the job environment in
relation to employee safety and comfort, and the severity and frequency of exposure to
workplace hazards.
Standard office environment
11. SIMILAR POSITIONS AT THE UNIVERSITY OF ALBERTA: Please list any position numbers,
titles, departments or incumbent names that may be considered to be similar.
Enter text here.
12. ORGANIZATION CHART: An organization chart is mandatory for the evaluation process to
be completed. You may include this as a separate attachment or file may be pasted/
embedded below
Vice Dean
Director, Finance
and Administration
Manager, Financial
Budgeting and
Reporting
Budgeting and
Reporting Analyst
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