Financial Reporting
The Financial Reporting group is responsible for the external financial reporting function. External reporting includes the year end financial statements, quarterly provincial reporting, tax returns and the yearly report to CAUBO.
In addition, the Financial Reporting group supports and maintains the FAST reporting system which provides the internal reporting for SFU. Finally, we are also responsible for endowment and specific purpose, banking and capital accounting at SFU.
We strive to provide an exceptional level of customer service to all stakeholders through finshelp, training courses and continuous improvement to our FAST reporting system.
Contact Us
| Jimmy Wong Associate Director (778) 782-6975 jimwong@sfu.ca |
Financial reporting leadership CAUBO report, chartfield governance: object codes |
| Reporting | |
| Vacant Senior Financial Analyst (778) 782- |
FAST, 3rd 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 |
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| 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. |
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Fund 13 & 21 administrative inquiries |
| Banking, Accounts Receivable |
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| 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) - FINS and HAP department security tree maintenance |