financial reporting

Financial Reporting

The Financial Reporting team is committed to delivering accurate and timely financial insights for external reporting and analysis.

Faculty and Staff login

Log into Finance Connect to find more information on:

  • Chart of accounts
  • Forms and resources, including journal vouchers, year end fiscal schedules and more

We manage the following:

  • Preparing year-end financial statements per accounting standards, representing the university's financial position fairly and transparently.
  • Handling processes related to quarterly provincial reporting, tax returns and submitting the Financial Information Report and the annual report to the Canadian Association of University Business Officers (CAUBO).
  • Overseeing financial reporting for all endowments, banking and capital accounting.
  • Supporting and maintaining the FAST reporting system for internal SFU reporting purposes.

Assigned Officer

Services

Sarah Lee
Director, Financial Services
778.782.4708
sarah_lee@sfu.ca
 
Position Vacant
Senior Financial Analyst
778.782.4709

  • FAST, 3rd party journal integration, spreadsheet journals, Pension Plan Financial Statements, Statement of Financial Information, US Tax filing IRS990 & W8-BEN-E    
Evelyn Forrest 
Financial Analyst
778.782.8472
evelyn_forrest@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
 
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.  

Position Vacant
Clerk
778.782.4877
irfhelp@sfu.ca

  • Fund 13 & 21 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
  • Miscellaneous accounts receivable
  • Banking, main account reconciliation
  • Paper journal input    
Heather Bray
Clerk
778.782.4020
hbray@sfu.ca
  • Banking, main account deposits
  • Petty cash
  • Electronic journal posting    
Signing Authority
Ida Luo 
Financial Analyst
778.782.8713
ida_luo@sfu.ca
  • Signing Authority Management (SAM)
  • Signing authority system access
  • FINS and HAP department security tree maintenance
  • Chartfield governance

Contact Us

Hours

Monday - Friday: 8:00 a.m. - 4:30 p.m.
Weekends & Holidays: Closed

General Enquiries

778.782.8541
SAM finauth@sfu.ca
FAST  finshelp@sfu.ca
GL journal jrnlhelp@sfu.ca
Fund 13 & 21 transaction processing and adminsitrative inquiries: irfhelp@sfu.ca