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Research Financial Analyst:University of Waterloo

Description de l'offre:

At the University of Waterloo, we create and promote a culture where everyone can reach their full potential. As an employee, you get support & opportunities that empower you to advance your career. Explore how we can bring big ideas to life, together. The University is a welcoming workplace for those of all abilities, interests, and expertise. As part of our workforce, you can do what you do best, every day.

Learn more about our recruitment process.

Job Requisition ID:
2026-03374

Time Type:
Full time
Employee Group:
Staff
Job Category:
Financial Planning and Reporting
Employment Type:
Temporary
Department:
Office of the Vice-President, Research and International - Research Finance IV
Hiring Range:
$61,954.88 - $77,443.60
Posting Information:
This posting is for an existing vacancy.
Term: 1 year

This position is being offered as a temporary contract.

Job Description:
Primary Purpose 
The Research Financial Analyst (RFA) is responsible for the financial administration and management of a portfolio of research accounts for a specific group of researchers. These responsibilities include problem–solving with respect to the management and analysis of a portfolio of research accounts, preparation of financial statements, management of the relationship between and requirements of internal and external stakeholders and ensuring adherence to financial requirements/guidelines specified by sponsors and to University policies. 
 
Key Accountabilities 
Manage and Foster Relationships with Internal and External Stakeholders 
Key point of contact between researchers and research administrators for financial advice, guidance and queries pertaining to research accounts 

Communicate regularly and proactively with researchers in person, by e-mail or by telephone to discuss progress on their accounts 

Provide advice and assistance to researchers and their departmental/faculty administrators on sponsor guidelines or university policy as it pertains to research 

Communicate with external research sponsors regarding interpretation of guidelines or reporting requirements and resolution of specific project needs/concerns/issues 

Liaise with Office of Research pre-awards colleagues regarding clarifications or amendments to research agreements/contracts 

Liaise with other UW academic support units to ensure appropriate management of research funds 

Financial Administration and Management of a Portfolio of Research Accounts 
Set up of new research accounts 

Review, gain an understanding of and approve new research projects through the research awards management system (InfoEd) 

Liaise with Office of Research pre-awards colleagues regarding new or unusual areas of the research agreement 

Set up budget, overhead and encumbrance journal entries in accordance with specific requirements of the award agreement 

Notify the Principal Investigator (PI) of the key financial reporting requirements and sponsor guidelines of the specific research project 

Financial administration and management of research accounts 
Ensure that reporting schedules are met by proactively tracking project schedules and reporting deadlines for assigned accounts to ensure that reporting deadlines are met 

Prepare invoice requests in accordance with invoicing schedules in the award agreement 

Prepare financial reporting in the format stipulated by each individual research sponsor 

Collate appropriate supporting documentation to accompany reports 

Liaise with representatives of collaborating institutions to ensure that all data/reporting/supporting documentation for a specific project is received on a timely basis 

Liaise with PIs and/or research project managers and administrators to ensure that any in-kind supporting documentation has been collected from external partners 

Review in-kind provided by external partners to support research projects to ensure that the documentation provided is appropriate and calculated in accordance with the specific sponsor’s requirements 

Maintain accurate, well organized financial project files 

Conduct budget variance analysis to identify areas of concern and in conjunction with PI’s take appropriate action 

Analysis of PI’s research accounts to assist them in efficiently managing their portfolios and in appropriately spending their research funds 

Monitor outstanding invoices to ensure that researchers are advised on a timely basis if payment may be an issue so that appropriate action can be taken 

Closing Research Accounts 
Monitor accounts that are coming close to their end date to ensure that all funds will be spent appropriately by the end date or that an extension request submitted 

Ensure that all reporting requirements have been met and all funds have been received 

Provide advice to PIs over options for resolving surplus or deficit account balances to an alternative eligible account 

Prepare journal entries to close out the project account ensuring that appropriate PI authorization and supporting documentation is retained 

Finalize the print and/or electronic research files ensuring that all appropriate documentation is kept according to record retention guidelines 

Facilitation of audits on research accounts 
Key point of contact with sponsor, UW or collaborating institution auditors during the audit of research accounts in their portfolio 

Provision of an overview of sponsor program details and UW policies and procedures to the auditors 

Preparation and reconciliation of audit support listings to auditors 

Provision of supporting documentation for transactions being audited 

Co-ordination and reconciliation of supporting documentation from collaborating institutions 

Responding to audit queries 

Required Qualifications  
Education 
University undergraduate degree preferably in Accounting, Business or Finance or equivalent combination of experience and education 

Enrolment in a professional accounting designation (i.e. CPA or international equivalent) is recommended as progression to USG 10 requires completion of said designation 

Experience 
Experience in financial reporting, account reconciliation and financial analysis 

Working knowledge of auditing practices and procedures is an asset 

Experience of effectively communicating with key stakeholders 

Knowledge of the academic and research environment is an advantage 

Knowledge/Skills/Abilities 
Intermediate to advanced knowledge of Excel 

Intermediate knowledge of Word 

Beginner to intermediate knowledge of PowerPoint 

Intermediate to advanced knowledge of Unit4, Adobe, Outlook 

Equity Statement

The University of Waterloo acknowledges that much of our work takes place on the traditional territory of the Neutral, Anishinaabeg, and Haudenosaunee peoples. Our main campus is situated on the Haldimand Tract, the land granted to the Six Nations that includes six miles on each side of the Grand River. Our active work toward reconciliation takes place across our campuses through research, learning, teaching, and community building, and is coordinated within the Office of Indigenous Relations.

The University values the diverse and intersectional identities of its students, faculty, and staff. The University regards equity and diversity as an integral part of academic excellence and is committed to accessibility for all employees. The University of Waterloo seeks applicants who embrace our values of equity, anti-racism and inclusion.  As such, we encourage applications from candidates who have been historically disadvantaged and marginalized, including applicants who identify as First Nations, Métis and/or Inuk (Inuit), Black, racialized, a person with a disability, women and/or 2SLGBTQ+.

Positions are open to qualified candidates who are legally entitled to work in Canada.

The University of Waterloo is committed to accessibility for persons with disabilities. If you have any application, interview, or workplace accommodation requests, please contact Human Resources at  or 519-888-4567, ext. 45935.

Profil / Compétences:

Secteur: Autre [ Voir toutes les offres de la catégorie: Autre ]
Des exigences linguistiques:
Type de contrat:
Salaire: Indéfini
Niveau d'études: CAP / BEP
Expérience (nb. années): Indéfini
Lieu du poste: Waterloo, Ontario Ontario
type de société Employeur
Date publication: 23/10/2026 / Visto 8 vezes
Coordonnées
Société: University of Waterloo


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