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

Vacant
Associate Director, Financial Reporting
(778) 782 6975

 
Ida Luo 
Senior Financial Analyst
(778) 782-8713
ida_luo@sfu.ca
FAST, 3rd party journal integration, spreadsheet journals, Pension Plan Financial Statements, Statement of Financial Information, US Tax filing IRS990 & W8-BEN-E    
vacant
Financial Analyst
(778) 782-8472

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    
Specific Purpose & Endowment
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
irfhelp@sfu.ca

Fund 13 & 21 transaction processing and administrative inquiries    
Banking, Accounts Receivable    
Sharon Wan
Financial Analyst
(778) 782-3054
sharon_wan@sfu.ca
Manager banking & receivables
Chartfield governance fund 11 projects
Elizabeth Wei
Clerk
(778) 782-8503
elizabeth_wei@sfu.ca
Banking, main account reconciliation
  
Vacant
Clerk


Banking, main account deposits
Petty cash

Signing Authority
Alison Griffin 
Financial Analyst
(778) 782-7370

- Signing Authority Management (SAM)
- Signing authority system access
finauth@sfu.ca

- FINS and HAP department security tree maintenance
- Chartfield governance
·       Departments
·       Programs
algriffi@sfu.ca

JV Processing
Heather Bray
Clerk
(778) 782-4020
jrnlhelp@sfu.ca
Paper journal input
Electronic journal posting

SFU Business #11852 0725 RT0001

Courier/Visitor:
Discovery 1 3010
8888 University Drive
Burnaby, BC V5A 4W9

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

banking@sfu.ca 
finauth@sfu.ca  
finshelp@sfu.ca

If you need assistance, visit Contact Us or phone us (778) 782-8008