Financial Analyst - Accounts Receivable

Financial Analyst- Accounts Receivable

Regular Full Time

Internal/External Posting

Posting Date: April 21, 2026

Closing Date: May 2, 2026

Posting # 2026024

Hours
Full time 37.5 hours a week

$33.57 - $35.25 per hour based on years of service with St. Margaret's School

Salary

This is a bargaining unit position in the Professional Employees Association
$33.57 - $35.25 per hour based on years of service with St. Margaret's School

All candidates must be legally able to work in Canada

Summary

St. Margaret’s School (SMS) is Western Canada’s only girl-centered, independent day and boarding school located in Victoria, British Columbia, Canada on the unceded traditional territories of the Esquimalt Nations, Songhees Nations, and W̱SÁNEĆ Nations. Founded in 1908, SMS is an international centre for girl-centered learning and leadership development, providing empowering education for girls from Junior Kindergarten to Grade 12 (boarding grades 7–12). St. Margaret’s School is an International Baccalaureate (IB) School offering the Diploma Program.

The Financial Analyst - Accounts Receivable is a key member of the finance department and is expected to work in a collaborative and supportive manner with the finance team. The Financial Analyst - Accounts Receivable responsible for the timely and accurate recording of all school cash receipts to revenue, and preparation and issuance of account statements. This position involves significant interaction with diverse customers to ensure that statements are properly understood, and payments are received and processed in a timely manner. This position works closely with the Financial Controller compiling information for regular reports, with the External Relations Team in reconciling student accounts, and with other staff in relation to account charges. The Financial Analyst - Accounts Receivable provides outstanding customer service through prompt, accurate and fair billing practices and through collection of accounts in accordance with policy. The Financial Analyst - Accounts Receivable identifies and recommends ways to streamline the receivables process.

The Financial Analyst - Accounts Receivable analyzes accounts receivable transactions to ensure compliance with internal controls and accounting policies, maintains and reconciles accounts receivable ledger and prepares management reports, including reports of delinquent accounts. This position also analyzes trends in bad debts and recommends improvements to accounts receivable policies and procedures. Maybe responsible for ad hoc customer billing and responding to customer inquiries regarding bills. From time to time this position will assist with key responsibilities related to the other Accounts Payable Clerk when coverage is needed and/or during times of increased departmental workload.

Core Competencies

Integrity & Trust

Service Orientation

Communication & Collaboration

Adaptability

Innovation

Resilience

Interpersonal Savvy

Duties and Responsibilities

Perform the duties of the accounts receivable function, including the accurate and timely recording of all school revenue through cash, cheque, or electronic transfers into the accounting system.

Prepare invoices and billing information for all prospective students.

Serve as the primary customer contact for billings and investigate and resolve all billing discrepancies or misapplied transactions.

Oversee internal and external customer transactions including preauthorized forms and remittances of PAP files through the bank, reoccurring credit cards, annual refunds, and weekly bank deposit.

Prepare and send account statements for all internal and external customers.

Follow up on delinquent accounts by sending collection letters, emails, and calls to the families.

Responsible for Meal Plan, Transportation and After School Care charges into accounting system.

Responsible for all credit balances, refunds, and adjustments, and apply adjustments and/or corrections to school billing records.

Balance revenue and receivable accounts, including tuition deferral and PAD receivable accounts.

Maintain an organized filing system for all appropriate documents.

Accurate and timely submissions of government remittances; GST & PST.

Manage and oversee creation and tracking of school student and staff charge sheets.

Assist in the preparation and sending of annual tax receipt letters, T4A and T2202A

Provide supporting documentation for year-end audit queries.

Reconcile Deposit Bank account.

Make cash deposit at the bank when required.

Responsible for reconciling and transferring transactions from Blackbaud Billing Management system to MS Dynamic Great Plains.

Assist with month-end and year-end analyses related to the year-end audit as required.

Perform all other responsibilities and tasks as assigned.

Required Education and Experience

Minimum of Business Administration Diploma (including Accounting courses) or relevant two years post-secondary education.

Minimum of 3 years of Accounts Receivable experience.

Required Knowledge, Skills & Abilities

Demonstrated ability to accurately calculate, post, correct, and manage accounting figures and financial records.

Demonstrated ability to perform the accounts receivable functions.

Excellent analytical and creative problem-solving skills, planning, prioritization and execution skills, and knowledge of internal controls.

Must possess a high level of moral judgment for handling confidential information and monetary transactions.

Experience in gathering data, compiling the proper information, and preparing financial reports.

Ability to perform moderate to complex account reconciliations.

Strong diplomatic, negotiation, and conflict resolution skills for dealing with late payments and delinquent accounts.

Experience or knowledge of collection practices would be an asset.

Basic knowledge of accounting systems, budgets, and internal controls.

High level of proficiency with Microsoft Office suite.

MS Dynamic Great Plains accounting systems is preferred.

Effective attention to detail and a high degree of accuracy and ability to meet deadlines.

Strong work ethic with the ability to act responsibly and ethically.

Ability to communicate efficiently, effectively, and accurately, both verbally and in writing, with all members of the school’s diverse community.

Strong interpersonal skills with the ability to establish good relationships and interact in a positive, collaborative, and professional manner with staff, faculty, customers, and students.

Able to build and maintain lasting relationships with other departments, key business partners, and government agencies.

Ability to take on responsibility and use initiative to prioritize and work effectively, under pressure.

Positive role model to all members of the St. Margaret’s community.

Actively support the vision, mission, and values of our school

Work Conditions

Regular hours of work Monday to Friday, 37.5 hours per week. 

Fast-paced environment.

Lifting or moving up to 15 lbs may be required.

Overtime as required.

St. Margaret's School emphasizes a dedication to equity, diversity, and inclusion across living, learning, and work environments. The school aims to have its workforce mirror the diversity of students and the community. Actively encouraging applications from groups facing historical or current equity barriers, the institution is committed to fostering an equitable, diverse, and inclusive community. Employees needing employment support, technical aids, or accommodations, are encouraged to contact Human Resources [email protected].

Interested candidates are invited to submit an application package, including a covering letter, curriculum vitae and professional references, through Bamboo HR.

Questions email [email protected]