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.

Forms and Resources

Forms and Resources Last updated Description
2017 Community Fiscal Year End Schedule   Jan 19, 2017
 
 Journal Spreadsheet Oct 18, 2016

This update includes:

 

  • fix to the "whitespace" error
  • printing issue fixed
  • separate CDN and USD amount column

 

Spreadsheet Journal Guide & Training Oct 1, 2016 Online Knowledge Centre
Setting Up the General Purpose Terminal Server Oct 1, 2016 This is for MAC users who need a windows environment to run the spreadsheet journal
 Journal Voucher (USD)
Oct 4, 2016 Journal voucher form for US dollar transactions
 Journal Voucher (CAD) Oct 4, 2016 Journal voucher form
Fast FAQ Oct 1, 2016 Online Knowledge Centre
Fast User Guide Oct 1, 2016 Online Knowledge Centre
FAST Security Review Tips Oct 1, 2016 Online Knowledge Centre
Capital Project Agreement Instructions
  Guide to completing the Capital Project Business Case and Agreement form
Capital Project Agreement   Capital project business case and agreement template
Capital Project Agreement Amendment   Capital project business case and agreement amendment template
Fund 11 Project Request Form Jul 14, 2017 Fund 11 project setup form
Fund 13 Conference Project Request Form   Conference project setup form
Fund 21 Specific Purpose Project Request Form   Specific purpose project setup form
2017/18 Month End Schedule   Schedule of month end close dates
Petty Cash JV 
Nov 2, 2016 Revised to accommodate Oct  18/16 SSJ
 Petty Cash Reimbursement Procedures
Oct 1, 2016 Petty cash procedures
 Petty Cash Reimbursement Form Oct 1, 2016 Petty cash reimbursement form
 Petty Cash Custodian Oct 1, 2016 To make changes to Custodian  or Cash Float amount
 Deposit Summary Nov 24, 2016

Summary banking form for deposits

This update include:

  • Fix the error in one of the formulas
Endowment Program    
Department Request Form July 7, 2017 Department Governance

Contact Us

Jimmy Wong
Associate Director
(778) 782-6975
jimwong@sfu.ca
 
Albert Sennett
Financial Analyst
(778) 782-4709
albert_sennett@sfu.ca
  • FAST, FINS, Appendix C, and monthly financials
Audrey Yan
Senior Financial Analyst, Capital Accounting
(778) 782-4011
audrey_yan@sfu.ca
  • Capital projects and expenditures, pension plan financial statements and quarterly forecast
Kam Gill
Senior Financial Analyst, Capital Accounting
(778) 782-4726
kamgill@sfu.ca
  • Capital projects and expenditures, pension plan financial statements and quarterly forecast
Debbie Schmaltz
Senior Financial Analyst (Temp Project)
(778) 782-8472
debbie_schmaltz@sfu.ca
  • FAST, FINS, Statement of Financial Information(SOFI), and IRS990
Ledgers/Data Entry
(778) 782-4020
finshelp@sfu.ca
  • Journal voucher and budget transfer data entry
Shawn Li (Temp)
Financial Analyst
(778) 782-3757
sxli@sfu.ca
  • Specific purpose and endowment funds, charitable return
Ida Ming Jun Luo (Temp)
Financial Analyst
(778) 782-
ida_luo@sfu.ca
 
Alison Griffin
Banking & Accounts Receivable
(778) 782-7370
algriffi@sfu.ca
  • Banking and signing authority
  • Petty cash and banking
Sharon Wan
Temp Clerk
(778) 782-3054
sharon_wan@sfu.ca
  • Banking and signing authority
Elizabeth Wei
Clerk
(778) 782-8503
ewei@sfu.ca
  • Miscellaneous accounts receivable and banking.
Anneli Douglas
Clerk
(778) 782-4877
anneli@sfu.ca
  • Fund 13 project set up

SFU Business #11852 0725 RT0001

Courier/Visitor:
Strand Hall 3000
8888 University Drive
Burnaby, BC V5A 1S6

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

If you need assistance, visit Contact Us or email finance@sfu.ca