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Finance Compliance Officer, Research Grants

Job Information
Author ahnationtalk
Date November 28, 2017
Type Full Time
Company Wilfrid Laurier University
Salary $28.49 to $33.51 - Per Hour
Location Waterloo, ON
Category Accounting / Finance
Client Wilfrid Laurier University
Contact Information
Apply Now!

Posting ID : 8543
Apply By : 12/5/2017
Position Title : Finance Compliance Officer, Research Grants
Department : Research Finance
Job Type : Full-time, Limited Term
Campus : Waterloo
Reports To : Manager, Research Finance
Position Summary : At Laurier, we are a community. It’s what brings our students here and what keeps our people here.

As an educational institution, we inspire lives of leadership and purpose in our student community. As an employer, we seek, foster and value the same qualities of leadership and purpose in our employee community.

We currently have an opportunity to join the Laurier community as a Finance Compliance Officer.

This position reduces risk and liability to the university by proactive financial management of external research funding. The Finance Compliance Officer: Research Grants contributes to the efficient and effective management of research funds by reviewing research finance expenses for eligibility and availability of funds, as well as monitoring, tracking and providing reports on these funds within the Research Finance Office. The workload for these two accountabilities are split roughly 75/25, respectively. The incumbent liaises with university staff/faculty (particularly the Financial Resources Office) and external agencies for the purpose of exchanging financial data. The incumbent works regularly with highly sensitive and confidential information from internal and external sources.

This position has a university-wide mandate and is based at the Waterloo Campus. The incumbent provides subject matter expertise to all campuses, requiring regular interpersonal interactions and collaboration with departments at the Waterloo Campus, the Brantford Campus, the Toronto office and external partners. Special attention is given to ensure equitable service delivery across all locations.

Accountabilities : Compliance:
    • Reviews out of pocket expense forms, PCard statements, university Bookstore, Printing Services and Physical Resources requisitions, shopLaurier online procurement system purchase requisitions and research payroll requests on occasion for external and internal research grants;
    • Checks the expenses to ensure that they are eligible and documented according to the terms of the relevant funding agreements (or Broader Public Sector Procurements guidelines, as applicable) and any applicable budgets. The incumbent uses judgement on matters where the agency terms may be unclear;
    • Checks the balance of the associated research grant accounts to ensure that funds are available in the amount of the expense submitted;
    • Follows up with researchers, as required, to sort out any issues that arise during the review of the expenses;

Research Grant Administration and Reporting:

  • Monitors grant and contract accounts for inactivity, overdrawn balances, or expired projects and takes appropriate action;
  • Prepares financial statements for external funding agencies/institutions as needed and in a timely fashion, checking that expenditures are eligible re: agency guidelines;
  • Ensures that final reporting requirements from faculty holding grants are met (i.e. submission of papers, grant reports, etc.);
  • Assists from time to time on large-scale infrastructure grants such as CFI, OIT, etc., approving purchase orders, expense claims, etc. after verifying expenses are part of original budget and preparing financial and other reports for submission to the funding agency;
  • Prepares transfer letters to facilitate sub-grants from agency funds to researchers at other institutions;
  • Assists from time to time with overhead transfers, ensuring that overhead funds are set aside at appropriate times;
  • Occasionally sets up research grant details in Millennium Research Administration and schedules invoice and reporting requirements;
  • Occasionally prepares and submits invoices for payments per contract schedules;
  • Responds to queries from researchers regarding eligibility of expenses, balances in accounts, access to funds online and procedures for payments from research grants.

Other:

  • Keep up to date on internal and external regulations regarding qualifying expenditures through independent reading, discussions with the Manager, Research Finance and occasionally with agency representatives;
  • When possible, sort out all identified issues directly, deferring to Manager, Research Finance as deemed necessary.

Qualifications :

  • Minimum 2-3 year formal post-secondary program at community college in a related discipline, with two years related experience;
  • Proven record of accuracy and strong attention to detail is essential;
  • Experience interpreting policies/procedures and possesses an understanding of contract language;
  • Familiarity with integrated computerized finance systems (including payroll, accounts payable and general ledger);
  • Strong time management and organizational skills with the ability to handle multiple tasks, establish priorities and to move between tasks efficiently;
  • Ability to work independently and as part of a team in a complex and changing environment;
  • Proven ability to solve problems with diplomacy and tact;
  • Understanding of the financial needs of researchers;
  • Knowledge and proficiency of use in Excel, Word, Banner, Millennium and other software programs related to activities of the department.
Grade : WLUSA-06
Salary : $28.49 to $33.51 per hour
Salary Notes :

This is a full-time, limited term position until May 31, 2018.

This position is eligible for education equivalencies.

Please Note :

This position is represented by the WLU Staff Association bargaining unit.

Please submit a cover letter and resume.

Wilfrid Laurier University endeavors to fill positions with qualified candidates who have a combination of education, experience, skills and abilities to successfully perform the duties of the position while demonstrating Laurier’s Employee Success Factors.

Diversity and creating a culture of inclusion is a key pillar of Wilfrid Laurier University’s Strategic Academic Plan and is one of Laurier’s core values. Laurier is committed to increasing the diversity of faculty and staff and welcomes applications from candidates who identify as Indigenous, racialized, having disabilities, and from persons of any sexual identities and gender identities. Indigenous candidates who would like to learn more about equity and inclusive programing at Laurier are welcomed to contact the Office of Indigenous Initiatives at jbecker@wlu.ca. Candidates from other equity seeking groups who would like to learn more about equity and inclusive programing at Laurier are welcomed to contact the Diversity and Equity Office at diversity@wlu.ca. We have strived to make our application process accessible however if you require any assistance applying for a position or would like this job posting in an alternative format, please contact Human Resources at 519-884-1970 ext.2007 or hr@wlu.ca.

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