Financial Strategist

AMS of UBC•Vancouver, BC

10d•Remote

About The Position

The Office of the AMS Vice President, Finance is responsible for all financial matters of the organization including all clubs and constituencies. The Financial Strategist will support the VP Finance portfolio by improving financial transparency, forecasting business outcomes and opportunities, and automating and enhancing internal processes. This position is designed to enhance the Society’s analytical and operational capabilities in alignment with the AMS Three-Year Financial Plan (2024–2027), with an emphasis on KPI monitoring, student fee impact analysis, and strategic financial decision-making. The Financial Strategist will focus on utilizing financial data to build confidence among stakeholders and facilitate data-informed decision-making across the AMS. This position will involve several important projects and initiatives across the VP Finance portfolio.

Requirements

Must be a currently registered student at UBC Vancouver or one of its affiliated colleges
Strong analytical and problem-solving skills
Strong interpersonal and communication skills
Interest in the Financial goals of the AMS and its business units
Experience or strong interest in financial analysis, forecasting, or business strategy
Proficiency with Microsoft Office and data visualization tools such as Power BI
Familiarity with or willingness to learn ERP and accounting systems (e.g., Microsoft Business Central, Continia)
Above average in both writing and computer skills

Nice To Haves

Previous experience in a financial role within an AMS club, constituencies, or any other subsidiary is an asset

Responsibilities

Build and maintain financial dashboards for internal and external stakeholders, including visualizations of fund usage
Conduct monthly variance analyses and develop auto-generated variance reports for distribution to constituencies
Work with the VP Finance and relevant stakeholders in the development of the Society’s new AMS Three-Year Financial Plan and review of Financial Policy 4 on Endowment Management
Work with the VP Finance and Business Development Subcommittee on creating a comprehensive review of the Society’s businesses.
Track and monitor Key Performance Indicators (KPIs) outlined in the current AMS Three-Year Financial Plan, providing monthly summaries to the VP Finance and relevant department heads
Collaborate with the AVP Finance and Communications teams to produce visually engaging financial reports that are accessible to students and stakeholders.
Collaborate with the AMS Accounting team and software solutions providers to enhance and automate the AMS’s financial systems and tools
Research potential AMS business development opportunities and evaluate their financial viability, alignment with student needs, and projected return on investment through relevant analyses
Assist in tracking AMS reserve funds and researching low-risk investment options to support long-term financial sustainability and endowment planning
Assist the VP Finance in the planning and execution of any referenda relating to the duties of the Office of the VP Finance
Other duties as required