Job Description

Key Responsibilities

1. Financial Planning & Reporting

Develop and maintain financial models, forecasts, and valuation tools to support strategic planning. Prepare cash flow projections, budget reports, and P&L summaries for senior leadership. Consolidate and analyze financial performance across multiple campuses. Track budget variances and provide actionable insights for cost control and revenue optimization. Support reconciliation processes and intercompany transactions between Canadian and U.S. entities.

2. Investment Analysis & Support

Conduct investment research aligned with CFA principles, including fixed income, equities, and funds. Evaluate IRR, NPV, and risk-adjusted returns for proposed investments and capital projects. Monitor macroeconomic trends and assess their impact on institutional financial planning. Assist in preparing investment briefs, dashboards, and committee materials. Support development of investment policy, asset allocation, and risk management frameworks.

3. Executive & Institutional Coordination

Manage the Head of Finance & Strategy's schedule, meetings, and follow-ups. Liaise with HR, Academics, Admin, IT, and Finance to ensure timely execution of strategic initiatives. Prepare board decks, policy drafts, presentations, and formal correspondence. Act as a gatekeeper and trusted partner, understanding high-level institutional priorities. Coordinate communications across time zones between India-based teams and North American leadership.

4. Legal & Compliance Support

Assist in documentation for audits, licensing, and inspections by Canadian and U.S. regulatory bodies. Coordinate with legal counsel, government agencies, and regulatory authorities. Support due diligence in vendor selection, contract review, and capital expenditures. Maintain compliance calendars and ensure audit readiness.

5. Project Management & Strategic Support

Monitor project timelines and action items across departments. Support transition plans, organizational restructuring, and sensitive personnel matters. Collaborate on capital planning, financial audits, and governance compliance. Maintain confidentiality in handling sensitive information.

Qualifications

Bachelor's degree in Finance, Economics, Accounting, Business Administration, or related field. CFA Level I (completed or currently pursuing); Level II preferred. 2-4 years of experience in finance, investment research, FP&A, or executive support. Prior experience supporting senior executives in education, government, or regulated industries preferred. Strong understanding of professional communication, meeting coordination, and document handling. Familiarity with ministry reporting, compliance requirements, and post-secondary institutional workflows. Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint); experience with ERP/LMS tools preferred. Exceptional organizational skills, discretion, and ability to manage multiple priorities under pressure. Strong analytical and financial modeling skills, including pivot tables, charts, and sensitivity analysis. Experience working with Canadian or U.S.-based organizations or clients is strongly preferred.
Job Type: Full-time

Pay: ?30,000.00 - ?75,000.00 per year

Work Location: In person