Contact Finance

The Department of Finance is located at Discovery 1 3010, 1010, Strand Hall and Discovery 2 118 & 210.

Mailing Address:
8888 University Drive
Discovery 1 3010
Burnaby, BC
V5A 1S6

Fax Number: (778)782-4009

Charitable Return #11852 0725 RR0001

Courier/Visitor:
Discovery 1 3010
8888 University Drive
Burnaby, BC V5A 1S6

Hours: Monday -Friday
08:00-16:30
Weekends & Holidays: Closed

Executive Team

Alison Blair Associate Vice-President Finance (778) 782-7581 alison_blair@sfu.ca
Mary Aylesworth Director, Financial Operations (778) 782-3256 mary_aylesworth@sfu.ca
Dan Blue Director, Financial Services (778) 782-4708 daniel_blue@sfu.ca
Janis Kennedy Director, Budget Office (778) 782-3233 janis_kennedy@sfu.ca
Scott Penney Director, Planning & Analysis (778) 782-7513 scott_penney@sfu.ca
Jacky Shen Director, Treasury (778) 782-4017 jack_shen@sfu.ca
Bal Shergill Executive Assistant to Associate Vice-President, Finance (778) 782-4015 bal_shergill@sfu.ca
Michael Strang Director, University Projects (778) 782-9030 mstrang@sfu.ca
Jimmy Wong Associate Director, Financial Services (778) 782-6975 jimwong@sfu.ca

Financial Services

Hours: Monday -Friday
08:00-16:30
Weekends & Holidays: Closed
finance@sfu.ca

Dan Blue Director, Financial Services (778) 782-4708 daniel_blue@sfu.ca
Jimmy Wong Associate Director, Financial Services (778) 782-6975 jimwong@sfu.ca
Korina Chu Student Financial Director (778) 782-5384 chingc@sfu.ca
Leeann Liew Manager, Research Accounting (778) 782-8092 lhliew@sfu.ca

Financial Reporting

Banking queries and help: banking_transactions@sfu.ca

SAM queries and help: finauth@sfu.ca

FAST queries and help: finshelp@sfu.ca

GL journal data entry: banking_transactions@sfu.ca

Jimmy Wong Associate Director (778) 782-6975 jimwong@sfu.ca	Financial reporting leadership CAUBO report, chartfield governance: object codes
Reporting
Jonathan Duffin Senior Financial Analyst (778) 782-9666 jonathan_duffin@sfu.ca	FAST, 3^rd party journal integration, spreadsheet journals, Pension Plan Financial Statements, Statement of Financial Information, US Tax filing IRS990 & W8-BEN-E
Albert Sennett Financial Analyst (778) 782-4709 albert_sennett@sfu.ca	FAST, quarterly report Appendix C (AVED), month end, SFU Foundation, related entities
Lisa Wood Senior Financial Analyst (778) 782-8541 ljw3@sfu.ca
Capital
Kam Gill Senior Financial Analyst (778) 782-4726 kamgill@sfu.ca	Capital project accounting: Funds 52 & 59
Funds 13, 21, 23, 61 & 62
Shawn Li Financial Analyst (778) 782-3757 shawn_li@sfu.ca	Charitable return, fund manager & chartfield governance of funds 13 & 21 projects. Fund manager of funds 23, 61 & 62.
Heather Bray Clerk (778) 782-4020 hbray@sfu.ca	Fund 13 & 21 administrative inquiries
Banking, Accounts Receivable
Alison Griffin Financial Anyalst (778) 782-7370 alison_griffin@sfu.ca	Manager banking & receivables Chartfield governance fund 11 projects
Elizabeth Wei Clerk (778) 782-8503 elizabeth_wei@sfu.ca	Miscellaneous accounts receivable Banking, main account reconciliation Paper journal input
Sharon Wan Clerk (778) 782-3054 Sharon_wan@sfu.ca	Banking, main account deposits Petty cash Electronic journal posting
Signing Authority
Ida Luo Financial Analyst (778) 782-8713	- Signing Authority Management (SAM) - Signing authority system access finauth@sfu.ca - FINS and HAP department security tree maintenance - Chartfield governance · Departments · Programs ida_luo@sfu.ca

Payment Services

Hours: Monday -Friday
08:00-16:30
Weekends & Holidays: Closed
tex_help@sfu.ca
Help Line: 778-782-7087
Travel and Expense Claims Assistance

payables@sfu.ca
Vendor and Supplier Assistance

Mary Aylesworth Director, Financial Operations (778) 782-3256 mary_aylesworth@sfu.ca
Kari Sampson Senior Business Analyst (778) 782-2535 karis@sfu.ca
Reena Dhiman Business Analyst (778) 782-9844 reena_dhiman@sfu.ca
Sabina Diaconescu Senior Manager (778) 782-7255 sdiacone@sfu.ca	Commodity Tax Accounting and Queries (PST/GST/Non Resident Withholding Tax)
Jen Balenzano Assistant Manager (Acting) (778) 782-4046 jen_balenzano@sfu.ca	Employee Expense Claim Self Service Training Employee Expense Claims Access
Marina Vesninskaya AP Clerk (General Inquiries) (778) 782-4647 marina_vesninskaya@sfu.ca	General Enquiries Vendor/Supplier Payment
Olga Turcanu AP Clerk (General Inquiries) (778) 782-4766 olga_turcanu@sfu.ca	General Enquiries Vendor/Supplier Payment
Lucia Negosu AP Clerk (778) 782-6631 lucia_negosu@sfu.ca	Expense Allocation Adjustments & Queries
Dora Ko AP Clerk (778) 782-7358 dora_ko@sfu.ca	Vendor/Supplier Registration Non Resident Enquiries Independent Contractors Payments
Cindy Bell Employee General Inquiries (778) 782-4299 cindyb@sfu.ca	Employee Claims General Enquiries Wire Transfer Payments
Marlene Robertson Data Entry (778) 782-7120 robertso@sfu.ca	Employee Claims General Enquiries
Nesil Erhan AP Clerk (778) 782-4645 nesil_erhan@sfu.ca	Payment Processing (Cheque & EFT weekly runs) Courier Payments Vendor/Supplier General Enquiries

Procurement Services

Hours: Monday -Friday
08:00-16:30
Weekends & Holidays: Closed
procurement@sfu.ca
General enquiries

SFU’s Procurement Services staff are trained professionals with expertise in supply management strategies and Canadian public procurement law. Each member of our team supports a portfolio of specific SFU faculties and departments. This approach allows us to be more familiar with your unique needs.

When necessary, your officer can help you comply with SFU's requirements for purchasing goods and services. They can also advise you on how to best obtain market information, assist you with competitive bidding processes, and help you draft supply and service contracts.

For general inquiries, please contact either Barb Mcllhiney or Lisa Mulschlegel.

To find the officer assigned to your faculty or department, please consult the list below.

Mary Aylesworth Director, Financial Operations (778) 782-3256 mary_aylesworth@sfu.ca
Lily Li Manager Procurement Services (778) 782-4373 lily_li_3@sfu.ca	BCNet Compute Canada Projects and Agreements
Anny Chung Major Purchasing Contracts Officer (778) 782-4389 anny_chung@sfu.ca	Archives & Records Advancement & Alumni Engagement Beedie School of Business Faculty of Education Grad & Post-Doctoral Studies Internal Audit Legal Affairs Lifelong Learning Residence & Housing Safety & Security SFU International Student Services Teaching & Learning Centre
Paul Dhaliwal Major Purchasing Contracts Officer (778) 782-6840 paul_dhaliwal@sfu.ca	Ancillary Services BC Campus External Relations Facilities Support Finance & Administration Human Resources Merx Super User
Jocelyn Lee Buyer, Science Stores (778) 782-3305 jocelynl@sfu.ca	Science Stores Inventory Science supplies and equipment <$10,000
Barb Mcllhiney Procurement Services Assistant (778) 782-4301 barbra_mcilhiney@sfu.ca	Administrative Support Data Tracking / Reporting General Procurement Support PeopleSoft Support / Training PeopleSoft Workflow Backup and Followup Procurement Records Requisition Review & Distribution Vendor Information
Lisa Mulschlegal Procurement Services Assistant (778) 782-4260 lisa_mulschlegel@sfu.ca	Administrative Support Blanket Orders Data Tracking / Reporting General Procurement Support PeopleSoft Support / Training Procurement Records Requisition Review & Distribution Vendor Information
Rita Narovlyansky Procurement Programs Coordinator (778) 782-4388 rita_narovlyansky@sfu.ca	CCard Program Administration Courier Services Customs: Importing and Exporting Data Tracking / Reporting Monthly Financial Reporting Travel Program Administration
Eric Sheng Major Purchasing Contracts Officer (778) 782-6869 zlsheng@sfu.ca	BC Electronic Library Network Faculty of Applied Sciences Faculty of Environment Great Northern Way Innovation Office IT Library Services Office of the President
Laura Simonsen Major Purchasing Contracts Officer (778) 782-3295 laura_simonsen@sfu.ca	Faculty of Health Sciences Faculty of Science Institutional Research & Planning Office of the VP Academic Office of the VP Research Research Sustainability Office Sustainable Procurement Bonfire Super User
Wells Song Major Purchasing Contracts Officer (778) 782-5997 wells_song@sfu.ca	Facilities Services
Jennifer Thibeault Senior Buyer (778) 782-4616 jennifer_thibeault@sfu.ca	Athletics & Recreation Computers & related equipment Purchase Orders (<$75,000) Faculty of Arts and Social Sciences Faculty of Communications, Art & Technology General PO Inquiries Incidental Office Furnishings Procurement PeopleSoft Super User

Payroll

Hours: Monday -Friday
08:00-16:30
Weekends & Holidays: Closed

General enquiries
Requests for documents such as ROE, T4/T4A,
Employment Verification letters
Email: payroll@sfu.ca
Telephone: (778) 782-8486

Mary Aylesworth Director, Financial Operations (778) 782-3256 mary_aylesworth@sfu.ca
Rose Gonzales Manager, Payroll Services (778) 782-3770 rose_gonzales@sfu.ca	Requests for off cycle Manual Cheques
Michelle Bilalakis Assistant Manager, Payroll Services (778) 782-4093 mbilalak@sfu.ca	Information on Payroll Actuals or Encumbrance reporting.
Vacant Payroll Technician (778) 782-9040 send to payroll general email for the task list	TSSU Appointments – all departments except FASS and Sciences. Additional Pay, Dues, Garnishments
Sharon Assumption Faculty - Payroll Advisor (778) 782-3236 sharon_assumption@sfu.ca	Faculty Payroll Inquiries Overload Teaching Contract (OTC) and Lecturer Appointments
Juliet de Pieri Payroll Advisor (778) 782-3002 jdepieri@sfu.ca	Benefit Deduction inquiries Benefit Prepayment and Reconciliation
Gary Chow Payroll Advisor (778) 782-6567 kcchow@sfu.ca	TSSU Appointments – FASS and Sciences Payroll Appointment Forms (PAF) – Last Name K-T
Katherine Blight Payroll Advisor (778) 782-8486 kathy.blight@sfu.ca	Payroll Appointment Forms ( PAF) - Last Name U-Z
Lyubov Golovetska Payroll Advisor (778) 782-4839 lgolovet@sfu.ca	Payroll Appointment Forms ( PAF) - Last Name A-J
Nicole Michael Business Analyst (778) 782-4018 Nicole_michael@sfu.ca	Requests for HAP access
Helen Zhang Payroll Advisor (778)782-9276 hza103@sfu.ca	Payroll Appointment Forms (PAF) - Immigration Compliance

Treasury

Hours: Monday -Friday
08:00-16:30
Weekends & Holidays: Closed
treasury@sfu.ca

Jacky Shen Director, Treasury (778) 782-4017 jack_shen@sfu.ca	Information on PCI Data Standards; investment policies; endowment and non-endowment investments; banking relationships
John Pierce Assistant Treasurer (778) 782-4008 jdpierce@sfu.ca	Information on exchange rates; negotiation of currency hedge arrangements; PayPal accounts
Mary Jiang Clerk (778) 782-7042 mary_jiang@sfu.ca
Anna Liu Treasury Analyst (778) 782-7246 xiaoning_liu@sfu.ca@sfu.ca

Research Accounting

Mailing Address:
Simon Fraser University
Research Accounting
Room 210
Discovery 2
8888 University Drive
Burnaby, BC
V5A 1S6

Courier/Visitor:

Room 210
Discovery 2
8900 Nelson Way
Burnaby, BC
V5A 4W9

Hours: Monday -Friday
08:00-16:30
Weekends & Holidays: Closed
res-acct@sfu.ca

Leeann Liew Manager (778) 782-8092 lhliew@sfu.ca
Claudia Faria Supervisor (778) 782-4707 claudia_faria@sfu.ca
Chris Claiter Project Accountant (778) 782-4019 cclaiter@sfu.ca	CFI (excluding CFI funded through other institutions), CPAC, CANARIE, NIH Fund 31: 523XXX, 593XXX, 599136-599137, 569240-569242, 569244-569245, 591016, 864XXX Fund 35: 365XXX Fund 36: 36XXXX, EXCLUDING 364XXX and 365XXX
Clarissa Berlian Financial Administrator (778) 782-3411 clarissa_aurelia_berlian@sfu.ca	SSHRC, Federal or Provincial Government research grants, TRIUMF, research grants from other universities, Endowment funded and Interfund Transfer research grants Fund 31: 63XXXX, 640XXX, 729XXX, 74XXXX, 75XXXX, 78XXXX Fund 32: 693XXX
Amy Lam Project Accountant (778) 782-5908 alamh@sfu.ca	Research contracts⁄agreements excluding major research contracts/agreements, industrial research grants/contracts, other research grants Fund 31: 5XXXXX, 531009-531011, 77XXXX, 869XXX EXCLUDE: 521XXX, 562XXX, 572XXX, 573XXX, 591XXX, 592XXX
Moses Lo Project Accountant (778) 782-4495 htlo@sfu.ca	CFI funded through other institutions, Major research contracts⁄agreements, Genome Fund 31: 521XXX, 531001-531004, 531012 and higher, 562XXX, 572XXX, 573XXX, 591XXX, 592XXX Fund 32: 695XXX Fund 35: 364XXX Fund 36: 364XXX
Vivian Poon Project Accountant (778) 782-8978 vtpoon@sfu.ca	Externally restricted non-research contributions Fund 25: 1XXXXX
Amelia Shu Financial Administrator (778) 782-4875 amelias@sfu.ca	NSERC research non-collaborative programs Fund 31: 611XXX, 6194XX, 6195XX
Vacant Financial Administrator (778) 782-9734 vacant@sfu.ca	NSERC collaborative grants and all CIHR grants Fund 31: 612XXX-6193XX, 711XXX
Ina Hwang Financial Administrator (778) 782-3053 ina_hwang@sfu.ca	PICS, Heart & Stroke Foundation, NCEs, MITACS, BCIC, C150, CRC, MSFHR, Stem Cell Network, Provincial research grants, Fund 31: 641XXX, 65XXXX, 669XXX, 67XXXX, 681XXX, 719XXX, 724XXX,73XXXX, 76XXXX

Planning & Analysis

Hours: Monday -Friday
08:00-16:30
Weekends & Holidays: Closed
planning_analysis@sfu.ca

Scott Penney Director, Planning Analysis (778) 782-7513 scott_penney@sfu.ca	Strategic planning and alignment; qualitative and quantitative analysis; strategic communications; risk management
Vacant Planning Analyst (778) 782-	Qualitative and quantitative analysis; University Priority Fund applications / progress reports; performance metrics (KPIs); strategic alignment; strategic communications

Budget

Hours: Monday -Friday
08:00-16:30
Weekends & Holidays: Closed

budgethelp@sfu.ca
Help line (778) 782 -5263

Position	Current Contact	Current Client Services
Director	Janis Kennedy (778) 782-3233 janis_kennedy@sfu.ca	For inquiries related to: • Overall University budgetary processes • Overall delivery of client services
Senior Financial Analyst, Central Support Services	Susie Lee (778) 782-6974 ssglee@sfu.ca	For inquiries related to: • University Priority Fund • Tuition revenue projections & analysis • GUR revenue
Budget Analyst, Central Support Services	Nancy Geng (778) 782-7262 nancy_geng@sfu.ca	For inquiries related to: • Budget Consultation Schedule • GUR Funding Transfers
Senior Financial Analyst, Central Support Services	Sally Huang (778) 782-2561 sally_huang_2@sfu.ca	For inquiries related to: • Financial support for VPFA portfolio • Client-based analysis and support
Manager, Budget Operations	Amarjit Garcha (778) 782-4321 amarjit_garcha@sfu.ca	For inquiries related to: • Quarterly Budget-Actual Variance Analysis Report • Hyperion Planning system & annual budget processes • Project savings process
Budget Systems Analyst, Budget Operations	Peyman Abedi-Rad (778) 782-7359 peyman_abedi-rad@sfu.ca	For inquiries related to: • Hyperion Planning security • Hyperion Planning data
Budget Operations Coordinator, Budget Operations	Kam Gill (778) 782-5263 kkg11@sfu.ca	For inquiries related to: • Budget and Hyperion Planning Training • FTE Reports • Operating Carry Forward processes • Budget Transfers (BTs)
General Help	(778) 782-5263 budgethelp@sfu.ca	For inquiries related to: • General budget processes & requirements

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