Senior Financial Analyst

Job Description

Senior Financial Analyst, Financial Services

Vacancy: Yes

Posting #: NU-2026-37

Posting Period: November 3 - 24, 2026

Employer Group: Non-Union

Reporting to: Supervisor, Taxation & Revenue

Grade: 9

Wage Range Annually: $88,761 - $107,981

Position Status: Permanent full-time

Work Hours per Week: 35

Location: Cayuga, ON (Haldimand County Administration Building)

Core Competencies

• Reasoning
• Cognitive Flexibility
• Self-Direction
• Project Management
• Interpersonal Communication

Position Summary

Overall, this position provides trusted advisory services to assist in meeting the overall organizational strategic financial goals. This is completed through providing customer service excellence while working to ensure effective internal controls, fiscal planning and management reporting. Acting as the team leader for non-supervisory staff, this position provides work guidance / training on a required basis, by scheduling, coordinating, and assigning the work of others regarding financial processes, budget preparation, analysis, financial reporting, taxation operations (including tax sale) activities. Furthermore, this position provides, develops, and monitors effective, efficient and timely financial reports / information for the use of Staff, Management, and Council. This position also contributes in the establishment of procedures and monitoring systems to ensure accurate and timely financial processes, development of budgets and financial reporting, including the preparation of year-end financial statements and the Financial Information Return (FIR), which includes tangible capital asset reporting. 

Qualifications, Knowledge, and Skills

Education

• Community College Diploma relative to the area of responsibility.
• Special consideration will be given to applicants with:
  • Enrolment in a recognized Accounting program leading to the Professional Accounting Designation is considered an asset.

Experience

• Minimum 2 years of current related experience.

Knowledge/Skills

Responsibilities

The incumbent is responsible for, but not limited to:

People

• Offer consulting, financial and accounting services to Management and Staff related to capital and operating budgets as well as financial components of the Procurement Policy and Council Reports.
• Provide guidance, direction and training to Financial Analysts and Taxation / Revenue staff.
• Relationship management and conflict resolution with respect to external taxpayers, particularly those who are involved in the tax sale process.

Money/Asset

• Coordinate / monitor the Corporation’s current investment portfolio; including tracking cash flow requirements, monthly changes, recommending / preparing adjustments, verify available funds to conduct daily operations within acceptable financial management practices while ensuring compliance with relevant County Policies and legislation.
• Monitor approved annual operating and capital budgets to ensure department / division compliance, including providing monthly reports to management advising of non-compliance and / or issues.
• Assist in the development of annual tax rates and tax policy, which is imperative to the County’s revenue generation and sustainability

Functional

• Budget Responsibilities:
  
  • Administer budget software – version control, budget changes, account structure maintenance, and user security
  • Participate in the development and implementation of appropriate Budget / Reporting Services policies and procedures forms
  • Monitor and support the Financial Services team with adherence to budget and reporting timelines.
  • Assist in the preparation and distribution of budget reports and analysis required for Senior Management, Council and Public review.
  • Provide and maintain capital project accounting and reporting.
  • Taxation responsibilities:
    
    • Development and monitoring of assessment base management practices
    • Assessment Review Board (ARB) appeals and monitoring
    • Review of the annual assessment roll, property tax class reviews, etc;
    • Coordinate and monitor tax-related budget areas, by assisting with the development of annual tax rates and tax policy
    • Act as the main contact with legal authorities and taxpayers (and other related parties) related to tax sales.
• Year-End Responsibilities:
  
  • Assist in planning, development, implementing and maintaining a Public Sector Accounting Board (PSAB) 3150 compliant asset accounting and reporting system, including related policies and procedures
  • Assist in the year-end accounting processes, analysis and preparation of year-end financial statements and Financial Information Return (FIR), including the reporting of tangible capital assets, and preparation of notes to the financial statements.
• Reporting Responsibilities:
  
  • Research and prepare draft documentation to / for management staff on current projects, conditions, and issues, making recommendations as required.
  • May present information at public, council, and staff meetings.
  • Undertake various revenue and expenditure studies and / or analysis projects, as assigned (i.e. user fees).
  • Support in the preparation of business plans, reports and applications for grants.
• Project Management Responsibilities:
  
  • Coordinate the development of revised user fees and service charges, maintaining analyses to support user fees and service charges, while also organizing the submission of financial and grant reporting.
  • Coordinate / monitor the current contract with 3rd party services for billing and collection of Water and Wastewater revenues.
  • Administer the financial requirements of development agreements ensuring required documentation is issued / received within identified timelines (i.e., developer deposits, letters of credit).
  • Manage the execution and monitoring of multi-million dollar Front End Financing Agreements, while working closely with developers;
  • Review policies and cost allocation formulae for all shared services between Norfolk County and Haldimand County.
  • Create, establish and administer required Municipal Drain, Shoreline Protection and Tile Drainage fund accounts, with the necessary, applicable policies and procedures.
  • Apply project management practices in the management of activities required for the successful completion of assigned projects.
  • Guarantee that records of all projects / work undertaken are current, accurate, and complete and that documentation is readily retrievable. 

Demonstrate commitment to the Haldimand County Code of Conduct

The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the job.