Budget

The mission of the Budget Office is to provide unparalleled service in support of the University’s budgeting process.  By providing Senior Administration and budget units with sound financial information to assist them in their decision-making and aligning budget with the University’s strategic and operating plans.

In addition to supporting the University budget process, the office acts as a resource to various areas by providing reports, guidance and assistance in planning, implementing, monitoring and control.  The office also provides support for Senior Administration, with information required to make sound decisions and recommendations regarding the allocation of resources.

Contact Us

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

Guiding Principles

1. We will consult widely and be transparent in our decision making.

Input and suggestions are welcome from all.  We will not be speculative with respect to what decisions are possible, but once decisions are made they will be explained.

2. We will continue to position the University for the future by making select investments in accordance with the University Planning Framework.

We will selectively invest in those areas that are strategically important for the University.

3. We will place University priorities over unit priorities.

Decisions made at all levels must be in the best interest of the University as a whole as opposed to just the specific unit. Decisions that adversely impact other units must be brought forward prior to inclusion.

4. We will allocate budgets strategically.

At every level, we will strive to increase or cut differentially (as opposed to across the board) to support University priorities.

5. We will respect local decision making within the context of these principles.

We respect that people closest to the department or program are best positioned to make local decisions. Department Chairs and School Directors must make decisions within the overall context of these principles.

6. We will strive above all to protect the University‘s three core missions – students, research and community engagement.

Where the choice exists, we will give priority to students, research, community engagement and student financial support. Support services provided by both academic and non-academic units will be subject to a higher level of scrutiny, but this does not preclude reductions in the other areas.

7. We accept that the University cannot be all things to all people. We will prioritize allocation of resources based on alignment with the academic plan, enrolment patterns, and improvements to course accessibility.

All departments and programs, continued and proposed, must have appropriate and sustained funding to support their current mission and provide a solid foundation for maintenance of quality teaching and research. Teaching loads must be equitable and aligned across disciplines in support of student demand.

8. We will allow units flexibility to engage in revenue generating activities.

To the extent the idea offers a net gain (financially and academically) to the University as a whole, we will encourage and use a portion of the additional revenue to offset budget reductions.

9. We will be mindful and respectful of the human side of cost reductions.

A University’s strength is its people. Reductions are costly both from a financial and a personal perspective. We will take a strategic view towards position elimination.

10. We will not add any new facilities unless capital and operating funding can be secured.

New facilities will be added only where the business case indicates a cost reduction, or is tied to additional funding associated with student growth. We will continue to invest and maintain our buildings and infrastructure which is subject to deferred maintenance.

SFU Business #11852 0725 RT0001

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


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

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

If you need assistance, visit Contact Us or email finance@sfu.ca or
phone us (778) 782-8008