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Financial Services Assistant

University of Toronto
Toronto, ON

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Job Details

Financial Services Assistant

Date Posted: 06/28/2022
Req ID: 25519
Faculty/Division: School of Management
Department: Joseph L. Rotman School of Management
Campus: St. George (Downtown Toronto)
Position Number: 00001743


About us:

The Rotman School of Management is part of the University of Toronto, a global centre of research and academic excellence at the heart of Canada’s commercial and financial capital. Rotman is a catalyst for transformative learning, insights and public engagement, bringing together diverse views and initiatives around a defining purpose: to create value for business and society. We make a fundamental promise – Here’s where it changes – to our students, our partners and the broader community. Everyone at Rotman, faculty and staff, plays a role in bringing that promise to life.

Your opportunity:

The Financial Services Office is responsible for the provisionof a broad range of budget and financial services to customers within the Rotman community. The academic goals and objectives of the School are supported through excellent financial management, and effective and appropriate use of all financial resources. Financial Services concentrates on standard setting through issuance of policies and procedures, on provision of professional consultation, advice and training and on broad-based financial services and initiatives, all within the context of high legal, ethical and professional standards.

As the Financial Services Assistant, you will be responsible for processing various transactions on FIS; reviewing invoices; answering vendor and customer inquiries; reviewing expense reimbursement forms, ensuring compliance to University policies and procedures; reconciling accounts for Research Centres; assisting the Financial Officers by preparing all documentation for reconciliation and preparing accounting forms and reports for the Director.

Your responsibilities will include:

  • Processing accounts payable and accounts receivable according to the University Guide to Financial Management
  • Checking that proper approvals are obtained prior to processing transactions
  • Reconciling accounts
  • Processing expense reimbursements
  • Processing and issuing invoices
  • Verifying that supporting documentation is attached to financial records before processing in FIS
  • Identifying and resolving individual financial discrepancies
  • Responding to enquiries within the defined scope of the role and redirecting as appropriate

Essential Qualifications:

  • Advanced College Diploma (3 years) with an intermediate level in a recognized accounting program or related area; or acceptable combination of equivalent education and experience
  • Minimum three (3) years experience in a financial services office with demonstrated financial experience
  • Experience in computerized information systems; experience with FIS is an asset
  • Well developed computer skills with a working knowledge of Microsoft Word and Excel
  • A high level of calculator and keyboard accuracy and speed is required
  • Ability to organize and manage a high volume of paperwork
  • Numerical aptitude; analytical ability
  • Ability to communicate effectively both verbally and in writing
  • Strong customer service orientation
  • Ability to work well both independently and as part of a team
  • Initiative, tact and grace under pressure

Assets (Nonessential):

  • Experience in the financial services area in an academic environment

To be successful in this role you will be:

  • Approachable
  • Articulate
  • Efficient
  • Meticulous
  • Organized
  • Team player

Closing Date: 07/08/2022, 11:59PM ET
Employee Group: USW
Appointment Type: Budget - Continuing
Schedule: Full-Time
Pay Scale Group & Hiring Zone:
USW Pay Band 09 -- $59,412 with an annual step progression to a maximum of $75,979. Pay scale and job class assignment is subject to determination pursuant to the Job Evaluation/Pay Equity Maintenance Protocol.
Job Category: Finance/Budget/Planning/Audit
Recruiter: Jen Salerno

Lived Experience Statement
Candidates who are members of Indigenous, Black, racialized and 2SLGBTQ+ communities, persons with disabilities, and other equity deserving groups are encouraged to apply, and their lived experience shall be taken into consideration as applicable to the posted position.

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All qualified candidates are encouraged to apply; however, Canadians and permanent residents will be given priority.

Diversity Statement

The University of Toronto is strongly committed to diversity within its community and especially welcomes applications from racialized persons / persons of colour, women, Indigenous / Aboriginal People of North America, persons with disabilities, LGBTQ2S+ persons, and others who may contribute to the further diversification of ideas.

As part of your application, you will be asked to complete a brief Diversity Survey. This survey is voluntary. Any information directly related to you is confidential and cannot be accessed by search committees or human resources staff. Results will be aggregated for institutional planning purposes. For more information, please see

Accessibility Statement

The University strives to be an equitable and inclusive community, and proactively seeks to increase diversity among its community members. Our values regarding equity and diversity are linked with our unwavering commitment to excellence in the pursuit of our academic mission.

The University is committed to the principles of the Accessibility for Ontarians with Disabilities Act (AODA). As such, we strive to make our recruitment, assessment and selection processes as accessible as possible and provide accommodations as required for applicants with disabilities.

If you require any accommodations at any point during the application and hiring process, please contact [email protected].

Job Segment: Accounts Payable, Accounts Receivable, Compliance, Information Systems, Equity, Finance, Legal, Technology


Established in 1827, the University of Toronto is Canada's largest university, recognized as a global leader in research and teaching. U of T's distinguished faculty, institutional record of groundbreaking scholarship and wealth of innovative academic opportunities continually attract outstanding students and academics from around the world.

U of T is committed to providing a learning experience that benefits from both a scale almost unparalleled in North America and from the close-knit learning communities made possible through its college system and academic divisions. Located in and around Toronto, one of the world's most diverse regions, U of T's vibrant academic life is defined by a unique degree of cultural diversity in its learning community.The University is sustained environmentally by three green campuses, where renowned heritage buildings stand beside award-winning innovations in architectural design.


U of T is one of Canada’s Top 100 Employers.
U of T is one of Canada's Best Diversity Employers.


Are you looking for a challenging, meaningful career in a supportive and diverse environment?

Work where the world comes to think.

Work where the world comes to discover.

Work where the world comes to learn.


Opportunities exist for people from a wide range of backgrounds, ranging from recent graduates to experienced senior professionals.

We offer challenging work within an open environment that celebrates diversity in all its forms. Our focus is on creating a positive work environment that attracts and retains excellent employees through a combination of competitive compensation, favourable working conditions, opportunities for career growth and development and a unique organizational culture.

Employees have access to:

  • Excellent health and dental benefits;
  • On-site support for training and career development;
  • Flexible work arrangements;
  • Childcare subsidy;
  • Tuition waivers;
  • Scholarships and/or tuition waivers for dependants;
  • Generous paid time off;
  • Support on equity and diversity issues;
  • On-site child care;
  • University Pension Plan;
  • Subsidized athletic facility membership;
  • World-renowned libraries;
  • Confidential counselling services;
  • Parking and TTC Metropasses;
  • Employee and Family Assistance Plan;
  • Continued health benefits for pensioners.


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