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Senior Financial Analyst
Position Summary
Reporting to Executive Director, Advancement Operations, the Senior Financial Analyst will lead the AAP team and ensure overarching University Advancement (UA) performance tracking, value for money analyses, benchmarking and trend monitoring, coordination of cross‑departmental analytics initiatives and governance reporting. Acting as senior subject‑matter expert, they will support UA strategic planning exercises and provide senior management with timely insights and recommendations regarding the continued performance of the unit.
Primary Responsibilities Design and implement evolving analytical reviews to ensure timely monitoring, analysis and reporting related to UA’s overarching performance and alignment with its strategic plan. Oversee the work of an Advancement Analyst to ensure optimal impact and delivery on the mandate of the Advancement Analysis and Planning office. Develop and evolve UA KPIs, monitor results and provide insightful, complex reports on related opportunities or risks.
Lead the coordination of cross‑functional analytical initiatives such as the collection of data for benchmarking exercises, longitudinal trend analyses, forecasting of fundraising results and provide a complex analytical review to ensure the accuracy and integrity of information presented. Partner and collaborate with various business domains to complete value for money analyses and provide recommendations focused on optimal allocation of resources to ensure effective and efficient operations. Prepare and present monthly, quarterly and yearly comprehensive reviews of UA key results with related management discussion and analysis.
Lead the governance reporting related to fundraising, engagement and operational results; ensure timely delivery and provide accompanying analyses. Provide expertise and participate in decision‑making discussions related to the setting of overarching UA goals and KPIs. Establish best‑in‑class practices for the continued benchmarking of UA operations.
Act as a lead participant in the development of policies and procedures related to the collection and retention of information in this domain. Foster ongoing practices to enhance the accuracy of data related to this domain. Keep informed of trends in advancement and actively seek and collect industry and peer data to gauge and benchmark the activities of UA.
Act as a leading member of UA’s Analytics Centre of Excellence (ACE), the Analytics and Data Governance Steering Committee and other unit committees. Design data visualizations, dashboards and reporting to support strategic and operational insights and decision making, interfacing with the Advancement Information Management unit to deliver these solutions. Present findings and results to varied audiences including senior management.
Maintain appropriate communication with all levels of the organization and across various business segments. Lead the promotion of a data‑informed culture. Develop and maintain cooperative and collaborative relationships with UA and McGill colleagues, acting as a trusted advisor and partner to the business and fostering strategic exchanges and relationships with peer organizations.
Perform other related duties as required.
Other Qualifying
Skills and Abilities Bachelor of Commerce degree and a CPA designation; 8+ years of financial analysis or similar role in a large organization (asset). Proven expertise in business analysis and financial modeling. Excellent written and oral communication skills.
High level of accuracy and attention to detail. Demonstrated ability to manage multiple analyses/projects in a timely manner, prioritise work, and work independently. Strong analytical skills and ability to collect, interpret and synthesize data from various sources.
Strategic, proactive business‑minded thinker. Strong interpersonal skills and leadership abilities. Capability to challenge the status‑quo and adopt a collaborative approach to business solutions; conscientious and thorough with concern for quality of deliverables.
Excellent computer skills; proficiency in MS Excel, PowerPoint, Tableau or other data‑visualisation tools. Knowledge of French and English (English required; proficiency Level 3–4 on a 0–4 scale).
Benefits Competitive benefits package (Health, Dental, Life Insurance) (if eligible) Defined contribution pension plan (employer contribution up to 10%) (if eligible) Group RRSP and TFSA Competitive vacation policy Two (2) personal days Two (2) floating holidays Nine (9) Summer Fridays (paid days off between St‑Jean‑Baptiste holiday and Labour Day) Paid time off during the December holiday period Tuition waiver for regular employees and their dependents Up to two (2) days of remote work per week where position permits Eligibility: Must be authorized to work in Canada and willing to work in Quebec at the campus where the position is based.
