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
Financial reporting leadership
CAUBO report, chartfield governance: object codes    
Reporting    
Debbie Schmaltz
Senior Financial Analyst
(778) 782-8472
debbie_schmaltz@sfu.ca
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    
Capital    
Kam Gill
Senior Financial Analyst
(778) 782-4726  
kam_gill@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.  
Anneli Douglas
Clerk
(778) 782-4877
anneli@sfu.ca
Fund 13 & 21 administrative inquiries    
Banking, Accounts Receivable    
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)
- Signing authority system access
finauth@sfu.ca

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

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

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

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