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Added 8 mins ago
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Windows System Engineer - Endpoint /SCCM
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Toronto, ON
- $61.59 to $73.91 CAD / hour
- Contract
Are you a seasoned Build Analyst looking to make an impact? Apply Now!
Added 8 mins ago
PS
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- $25 to $30 CAD / hour
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Added 53 mins ago
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Added 1 hour ago
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Sr Analyst, Automation & Analytics
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Added 1 hour ago
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Added 1 hour ago
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University of Waterloo

Research Financial Analyst

Waterloo, ON, Canada

$61,954.88 - $77,443.60 · Full-time

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Job details

Pay: $61,954.88 - $77,443.60
Job type: Full-time
Posting language: English
Posted: Sep 23, 2026

Original job description

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:

2026-02809

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 II

Hiring Range:

$61,954.88 - $77,443.60

Posting Information:
This posting is for an existing vacancy.

Term: 2 years

This position is being offered as a Secondment or contract opportunity.

Internal posting closes on October 1, 2026, at 11:59 pm

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 hrhelp@uwaterloo.ca or 519-888-4567, ext. 45935.

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More about this job

Responsibilities

The Research Financial Analyst is responsible for the financial administration and management of a portfolio of research accounts, including budget tracking and financial reporting. They act as a key point of contact for researchers and external sponsors to ensure adherence to financial guidelines and university policies.

Requirements

Candidates must hold an undergraduate degree in Accounting, Business, or Finance. Enrollment in a professional accounting designation such as a CPA is highly recommended.

Skills

Financial administration
Financial reporting
Account reconciliation
Financial analysis
Budget variance analysis
Stakeholder management
Auditing
Excel
Word
PowerPoint
Unit4
Adobe
Outlook
Project management
Communication

Visa sponsorship

Not detected in the job text

Keywords

Financial Analyst
Research Finance
Accounting
Financial Administration
Budgeting
Account Reconciliation
Financial Reporting
Auditing
Stakeholder Management
InfoEd
Unit4
Excel
CPA
Research Accounts
Grant Management
University of Waterloo
Financial Analysis
Variance Analysis
Invoicing
Compliance

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