Finance Officer - Financial Services

Competition Number:
Position Type:
Staff Position
Closing Date:
Date of Posting:
Financial Services
Finance Officer
Full-Time Term Position
Hours of Work:
37.5 hours per week

$74,884 to $83,024 per annum

Reporting to the Manager of Financial Services, the incumbent is responsible for the day-to-day operations and management of the Banking and Data Control unit. This includes oversight of the University’s point of sale and cash operations, non-student invoicing (receivables) and bank procedures to ensure compliance with university policies and procedures. The incumbent will develop and oversee improvements in order to mitigate any fraud or financial loss to the university. 


  • Oversee the accuracy, timelines, collection, and reconciliation of the department point of sale, cash flow and bank accounts; and resolve issues that arise
  • Make recommendations to develop/refine procedures related to accounts receivable, point of sale and cash deposit/reconciliation and assist with implementation
  • Manage the overall billing and collection effort of non-student accounts receivables for the organization
  • Oversee mitigation of fraud risk strategies as it pertains to the banking and payment industry
  • Ensure monthly, quarterly, and annual activities are completed in a timely manner, including reconciliation of bank balances, GLs, and journal entries
  • Oversee the day-to-day workload and assignments of financial clerks
  • Assume responsibility for implementation, maintenance, and management of banking portals
  • Identify possible compliance issues and treat matters appropriately
  • Prepare and deliver reports, recommendations, or alternatives for continuous process improvement of financial operating systems across the organization
  • Oversee compliance with institutional processes and procedures pertaining to banking and sales processes
  • Liaise with external vendors to problem solve system issues


  • Undergraduate degree in Business or Commerce
  • A professional accounting designation would be an asset, but is not required
  • Minimum of 2 years of accounting experience or an equivalent combination of education and experience
  • Experience in the banking industry and/or mitigating fraud risk 
  • Experience with accounts receivable and collections
  • Leadership experience in a financial setting 
  • Experience with technology implementation, process mapping, implementing efficiency and improvements across banking functions and fraud mitigation, would be an asset
  • Excellent analytical, problem recognition and problem-solving skills
  • Must be change oriented and possess an attitude of continuous improvement
  • Detailed knowledge of and experience in working with computerized financial systems, spreadsheets, and database software.
  • Exceptional oral and written communication
  • Professionalism, maturity, and the ability to deal with confidentiality are vital in this role


Application Instructions:

Please submit electronically a cover letter, quoting the competition number, a resume and reference list to be received no later than the closing date via the link posted on the UPEI Human Resources website ( Applications will not be accepted via email.

If you are unable to apply online, you can drop off your resume to the Human Resources Department, Kelley Building, University of Prince Edward Island, 550 University Avenue, Charlottetown, PEI C1A 4P3, Fax Number (902) 894-2895.

In accordance with Canadian immigration requirements, all qualified candidates are encouraged to apply; however, Canadian citizens and permanent residents will be given priority. The University of Prince Edward Island is committed to gender equity in employment.

UPEI is committed to equity, diversity, inclusion, and reconciliation and believes in providing a positive learning and working environment where every person feels empowered to contribute. UPEI is committed to the principle of equity in employment and encourages applications from underrepresented groups including women, Indigenous peoples, visible minorities, persons with disabilities, persons of any sexual orientation or gender identity, and others with the skills and knowledge to productively engage with diverse communities.

UPEI encourages all qualified applicants to apply for job openings; however, in keeping with the terms and provisions of the university’s various employment and collective agreements, first priority will be given to internal candidates.

Only those applicants who are invited to an interview will be acknowledged.

UPEI encourages all qualified applicants to apply for job openings; however, in keeping with the terms and provisions of the university’s various employment and collective agreements, first priority will be given to internal candidates.