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 |
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| Journal Spreadsheet | Oct 18, 2016 | This update includes:
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| 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:
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| Endowment Program | ||
| Department Request Form |
July 7, 2017 | Department Governance |
Contact Us
| Jimmy Wong Associate Director (778) 782-6975 jimwong@sfu.ca |
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| Albert Sennett Financial Analyst (778) 782-4709 albert_sennett@sfu.ca |
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| Audrey Yan Senior Financial Analyst, Capital Accounting (778) 782-4011 audrey_yan@sfu.ca |
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| Kam Gill Senior Financial Analyst, Capital Accounting (778) 782-4726 kamgill@sfu.ca |
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| Debbie Schmaltz Senior Financial Analyst (Temp Project) (778) 782-8472 debbie_schmaltz@sfu.ca |
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| Ledgers/Data Entry (778) 782-4020 finshelp@sfu.ca |
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| Shawn Li (Temp) Financial Analyst (778) 782-3757 sxli@sfu.ca |
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| Ida Ming Jun Luo (Temp) Financial Analyst (778) 782- ida_luo@sfu.ca |
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| Alison Griffin Banking & Accounts Receivable (778) 782-7370 algriffi@sfu.ca |
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| Sharon Wan Temp Clerk (778) 782-3054 sharon_wan@sfu.ca |
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| Elizabeth Wei Clerk (778) 782-8503 ewei@sfu.ca |
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| Anneli Douglas Clerk (778) 782-4877 anneli@sfu.ca |
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