Co-ordinator, Funding and Finances (Lazaridis Institute)

October 31, 2022 Finance

Job Overview

Job title: Co-ordinator, Funding and Finances (Lazaridis Institute)

Job description: Department: Lazaridis School of Bus. & Econ.

Job Type: Limited Term

Full-time/Part-time: Full Time (
=1249 hrs/year)

Campus: Kitchener

Reports to: Associate Director Lazardis Institute

Employee Group: WLUSA

Application Deadline: November 11, 2022

Requisition ID: 3523

Wilfrid Laurier University is a leading multi-campus university that excels at educating with purpose. Through its exceptional employees, students, researchers, leaders, and educators, Laurier has built a reputation as a world-class institution known for its rich student experience, academic excellence, and global impact. With a and , Laurier’s thriving community has a place for everyone.

Laurier has more than 19,000 students and 2,100 faculty and staff across campuses in Waterloo and Brantford, as well locations in Kitchener and Milton. The university is committed to providing an inclusive workplace, a and employing a workforce that is reflective of local and national demographics. Our locations are situated on the traditional territories of the Neutral, Anishnawbe, and Haudenosaunee peoples. We recognize the unique heritages of Indigenous peoples and support their intentions to preserve and express their distinctive Indigenous cultures, histories, and knowledge through academic programming and co-curricular activities. Laurier’s Centre for Indigegogy is one example of how Laurier honours Indigenous knowledge.

Position Summary

The Lazaridis School of Business & Economics develops leaders with skills in management and economics for a rapidly changing and complex global environment. It seeks to advance knowledge and practices in these fields by supporting both theoretical and applied research. Further, the Lazaridis School strives to serve business and its community by fostering mutually beneficial alliances with leaders at local, national, and international levels.

The Lazaridis Institute for the Management of Technology Enterprises empowers emerging technology firms to scale rapidly into globally competitive enterprises. Through our Scale-Up Program, we provide the very best growth-stage Canadian tech companies the opportunity to work with world-class business leaders, and to build the networks that enable them to find the talent, the market contacts and the risk capital needed to grow. The Institute is co-creating a database designed to support innovators, founders, investors and researchers; and is also committed to capturing knowledge and best practices from its work with the tech ecosystem and with scholars to translate that knowledge into executive education curriculum. Our research arm is connecting scholars globally, to design, collaborate on, promote and disseminate research on innovation, technology and growth.

The incumbent is responsible for coordinating the funding and finances of the Institute to support the mission of the Lazaridis Institute. This includes:

Developing, implementing, and reporting on a fund raising strategy;
Coordinating fund raising efforts through the application, compliance, and reporting to funding sources; and,
Coordinating, analyzing, forecasting, and reporting on finances.

The incumbent reports to the Associate Director, Lazaridis Institute.

Accountabilities

Strategy Development

Develop, maintain, review, and revise a fund raising strategy for the Lazaridis Institute.
Develop, review, and revise metrics to assess the effectiveness of the strategy and maintain a database to store these metrics for longitudinal reporting.
Develop an action plan to execute the strategy successfully.
Write summary and longitudinal reports on the success of the strategy using appropriate multimedia elements and statistics.

Fund Raising

Successfully execute the strategy through relationship building and the completion of funding applications.
Collaborate with the Dean’s Office, the Corporate Engagement Officer, and Development & Alumni Relations on searching for potential sources of funds.
Outreach to potential sources of funds to develop and maintain positive relationships on behalf of the Lazaridis Institute in support of the strategy.
Apply to funding sources and coordinate the collection of information required for the application.
Monitor timelines and conditions of funding agreements to ensure compliance.
Collaborate with colleagues to ensure compliance with funding agreements
Collaborate with colleagues to ensure that the proper metrics are collected for funding reports.
Monitor and track the use of funds to ensure compliance and forecast potential shortages or problems.
Write and submit updates and reports for funding sources.
Anticipate and problem-solve any concerns that may negatively affect relations with a funding source.

Finances

Develop the budget for the Lazaridis Institute with senior leadership.
Monitor the budget and provide forecasting updates and reports.
Complete scenario analysis to predict the outcome of financial decisions.
Engage in ongoing cost reduction analyses in all areas of the Lazaridis Institute.
Collaborate with other Lazaridis Institute staff on finances, when necessary, to process expenses and payments correctly in a timely fashion.
Audit PCard statements and other expenses.
Assist external auditors as required.
Ensure compliance with fund agreements, Laurier financial and procurement policies, and broader public sector regulations.
Collaborate with Laurier’s Finance Department to create and implement processes and procedures to ensure the successful operation of the Lazaridis Institute.
Develop and maintain a partnership with the Lazaridis School’s Financial Officer, establishing and allowing for collaboration regarding financial matters, as required; delivering full transparency and accountability of the Lazaridis Institute financial management.

Supervision

Work with the Co-op office and the Associate Director to hire co-op students.
Direct the work of co-op students and supervise their day-to-day work and projects.
Coach and manage performance of co-op students to ensure a successful work-term experience.
Complete required follow-up co-op paperwork.
Provide job references upon request.

Collegiality and Professionalism

Assist colleagues within the Lazaridis Institute and the Lazaridis School during high-pressure times to complete tasks on time; including, support with events and reports.
Maintain confidentiality around programs, reports, and budgets.
Maintain a professional appearance and attitude.
Stay current on the most recent and relevant legislation, policies, best practices, literature, and software, related to the accountabilities and qualifications of the position.
Keep the manager up-to-date on important items related to the position through electronic or in-person communication and seek advice when necessary.

Qualifications

Bachelor’s Degree in Business or equivalent
3+ years of relevant work experience
Relevant experience with fund raising and donor relations
Relevant experience developing fund raising plans and aligning them to strategic and operational plans
Experience determining metrics to assess outcomes
Demonstrated interpersonal, intercultural, intergenerational, and persuasive communications
Ability to create and maintain positive relationships with colleagues and external stakeholders
Successful experience applying for and receiving funding
Ability to organize large amounts of information and timelines to meet deadlines
Experience ensuring compliance with policies and agreements
Relevant experience with creating, monitoring, and forecasting budgets
Knowledge of accounting principles
Proven ability for accuracy and exceptional attention to detail is essential
Demonstrated experience developing and writing informative and concise reports using multimedia elements, statistics, and financial data
Experience creating accessible (AODA compliant) and dynamic documents using Microsoft Word, Excel, and PowerPoint
Collegial personality and experience working within and supervising in a team environment
Self-motivated and experience working independently with little supervision
Love for life-long learning, an understanding of best practices within the field, and experience with independent learning of new skills, theories, and technology
Demonstrated problem solving experience and working under pressure with tight timelines
Experience working within either the entrepreneurship eco-system or a technology firm is preferred
Experience working within a post-secondary environment is preferred
Knowledge of broader-sector financial and procurement policies is preferred
An understanding of the Laurier Expense Handbook is preferred
Experience submitting invoices to shoplaurier is preferred
Experience with Millennium finance module is preferred
An understanding of the responsibilities under AODA legislation is preferred

This position has been deemed eligible for educational equivalencies. Please refer to the attached for details.

Hours of Work

This is a full-time, limited term position with an anticipated end date of September 1, 2023. The normal hours of work are 8:30 am to 4:30 pm, Monday to Friday. Flexibility in hours will be required, including evening and/or weekends to meet deadlines. When possible, the manager will adjust the work schedule so that no more than 35 hours are worked in a week.

Compensation

Grade: SH-07

Rate of Pay: $32.65 – $38.41 per hour

WLUSA/WLU Job Evaluation Factors

Score

Education and Experience

Interpersonal Skills

3.5

Applied Reasoning and Analytical Skills

Physical Skills

Co-ordination and Planning

Responsibility for Others

Impact of Decisions

3.5

Mental Effort

Physical Effort

Multiple Demands and Priorities

Working Environment

All Laurier employees and students are required to comply with the University’s . Effective May 1st, Wilfrid Laurier University will pause its proof of vaccination requirements. Should these recommendations change, vaccination requirements can be reinstated on short notice. Community members should remain up-to-date with their COVID-19 vaccinations.

Wilfrid Laurier University endeavors to fill positions with qualified candidates who have a combination of education, experience, skills and abilities to successfully perform the duties of the position while demonstrating Laurier’s Employee Success Factors.

Equity, diversity and creating a culture of inclusion are part of Laurier’s core values and central to the Laurier Strategy. Laurier is committed to increasing the diversity of faculty and staff and welcomes applications from candidates who identify as Indigenous, racialized, having disabilities, and from persons of any minority sexual and gender identities. Indigenous candidates who would like to learn more about equity and inclusive programing at Laurier are welcomed to contact the Office of Indigenous Initiatives. Candidates from other equity deserving groups who would like to learn more about equity and inclusive programing at Laurier are welcomed to contact Equity & Accessibility. We have strived to make our application process accessible, however if you require any assistance applying for a position or would like this job posting in an alternative format, please contact Human Resources. Contact information can be found at

Should you be interested in learning more about this opportunity, please visit for additional information and the online application system. All applications must be submitted online. Please note, a resume and cover letter will be required in electronic form.

Company: Wilfrid Laurier University

Expected salary: $32.65 – 38.41 per hour

Location: Kitchener, ON

Job date: Sun, 30 Oct 2022 03:40:55 GMT

Job Source: Careerjet.ca