Contact Finance

The Department of Finance is located at Discovery 1 3010, 1010, Strand Hall and Discovery 2 118 & 210.

Mailing Address:
8888 University Drive
Discovery 1 3010
Burnaby, BC
V5A 1S6

Finance: (778) 782-8008
Fax Number: (778) 782-4009

Charitable Return #11852 0725 RR0001

Courier/Visitor:
Discovery 1 3010
8888 University Drive
Burnaby, BC V5A 1S6

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

Executive Team

Alison Blair
Associate Vice-President Finance
(778) 782-7581
[email protected]
 
Mary Aylesworth
Director, Financial Operations
(778) 782-3256
[email protected]
 
Dan Blue
Director, Financial Services
(778) 782-4708
[email protected]
 
Janis Kennedy
Director, Budget Office
(778) 782-3233
[email protected]
 
Scott Penney
Director, Planning & Analysis
(778) 782-7513
[email protected] 
 
Jacky Shen
Director, Treasury
(778) 782-4017
[email protected]
 
Bal Shergill
Executive Assistant to Associate Vice-President, Finance
(778) 782-4015
[email protected]
 
Jimmy Wong
Associate Director, Financial Services
(778) 782-6975
[email protected]
 

Financial Services

Hours:  Monday -Friday
              08:00-16:30
              Weekends & Holidays: Closed
[email protected]

Dan Blue
Director, Financial Services
(778) 782-4708
[email protected]
 
Jimmy Wong
Associate Director, Financial Services
(778) 782-6975
[email protected]
 
Korina Chu
Student Financial Director
(778) 782-5384
[email protected]
 
Leeann Liew
Manager, Research Accounting
(778) 782-8092
[email protected]
 

Financial Reporting

Banking queries and help: [email protected]  

SAM queries and help: [email protected]

FAST queries and help: [email protected]

GL journal data entry: [email protected]  

Jimmy Wong
Associate Director
(778) 782-6975   
[email protected]
Financial reporting leadership
CAUBO report, chartfield governance: object codes    
Reporting    
Vacant
Senior Financial Analyst
(778) 782-
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
[email protected]
FAST, quarterly report Appendix C (AVED), month end, SFU Foundation, related entities    
Lisa Wood
Senior Financial Analyst
(778) 782-8541
[email protected]
 
Capital    
Kam Gill
Senior Financial Analyst
(778) 782-4726  
[email protected]
Capital project accounting: Funds 52 & 59    
Funds 13, 21, 23, 61 & 62
Shawn Li 
Financial Analyst
(778) 782-3757
[email protected]
Charitable return, fund manager & chartfield governance of funds 13 & 21 projects.  Fund manager of funds 23, 61 & 62.  



Heather Bray
Clerk
(778) 782-4020
[email protected]

 

Fund 13 & 21 administrative inquiries    
Banking, Accounts Receivable    
Alison Griffin
Financial Anyalst
(778) 782-7370
[email protected]
Manager banking & receivables
Chartfield governance fund 11 projects
Elizabeth Wei
Clerk
(778) 782-8503
[email protected]
Miscellaneous accounts receivable
Banking, main account reconciliation
Paper journal input    
Sharon Wan
Clerk
(778) 782-3054
[email protected]
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
[email protected]

- FINS and HAP department security tree maintenance
- Chartfield governance
·       Departments
·       Programs
[email protected]

Payment Services

Hours:  Monday -Friday
              08:00-16:30
              Weekends & Holidays: Closed
[email protected]
Help Line: 778-782-7087
Travel and Expense Claims Assistance

[email protected]
Vendor and Supplier Assistance

Mary Aylesworth
Director, Financial Operations
(778) 782-3256
[email protected]
 
Kari Sampson
Senior Business Analyst
(778) 782-2535
[email protected]
 
Reena Dhiman
Business Analyst
(778) 782-9844
[email protected]
 
Sabina Diaconescu
Senior Manager
(778) 782-7255
[email protected]

 

Commodity Tax Accounting and Queries (PST/GST/Non Resident Withholding Tax)

Jen Balenzano
Assistant Manager (Acting)
(778) 782-4046
[email protected]
  • Employee Expense Claim Self Service Training
  • Employee Expense Claims Access
Marina Vesninskaya
AP Clerk (General Inquiries)
(778) 782-4647
[email protected]
  • General Enquiries
  • Vendor/Supplier Payment
Olga Turcanu
AP Clerk (General Inquiries)
(778) 782-4766
[email protected]
  • General Enquiries
  • Vendor/Supplier Payment
Lucia Negosu
AP Clerk
(778) 782-6631
[email protected]
  • Expense Allocation Adjustments & Queries
Dora Ko
AP Clerk
(778) 782-7358
[email protected]
  • Vendor/Supplier Registration
  • Non Resident Enquiries
  • Independent Contractors Payments
Cindy Bell
Employee General Inquiries
(778) 782-4299
[email protected]
  • Employee Claims General Enquiries
  • Wire Transfer Payments
Marlene Robertson
Data Entry
(778) 782-7120
[email protected]
  • Employee Claims General Enquiries
Nesil Erhan
AP Clerk
(778) 782-4645
[email protected]
  • Payment Processing (Cheque & EFT weekly runs)
  • Courier Payments
  • Vendor/Supplier General Enquiries

Procurement Services

Hours:  Monday -Friday
              08:00-16:30
              Weekends & Holidays: Closed
[email protected]
General enquiries

SFU’s Procurement Services staff are trained professionals with expertise in supply management strategies and Canadian public procurement law. Each member of our team supports a portfolio of specific SFU faculties and departments. This approach allows us to be more familiar with your unique needs.

When necessary, your officer can help you comply with SFU's requirements for purchasing goods and services. They can also advise you on how to best obtain market information, assist you with competitive bidding processes, and help you draft supply and service contracts.

For general inquiries, please contact either Barb Mcllhiney or Lisa Mulschlegel.

To find the officer assigned to your faculty or department, please consult the list below.

 

Mary Aylesworth
Director, Financial Operations
(778) 782-3256
[email protected]
 
Lily Li
Manager Procurement Services
(778) 782-4373
[email protected]
  • BCNet
  • Compute Canada Projects and Agreements
Anny Chung
Major Purchasing Contracts Officer
(778) 782-4389
[email protected]
  • Archives & Records
  • Advancement & Alumni Engagement
  • Beedie School of Business
  • Faculty of Education
  • Grad & Post-Doctoral Studies
  • Internal Audit
  • Legal Affairs
  • Lifelong Learning
  • Residence & Housing
  • Safety & Security
  • SFU International
  • Student Services
  • Teaching & Learning Centre 
Paul Dhaliwal
Major Purchasing Contracts Officer
(778) 782-6840
[email protected]
  • Ancillary Services
  • BC Campus
  • External Relations
  • Facilities Support
  • Finance & Administration
  • Human Resources
  • Merx Super User
Jocelyn Lee
Buyer, Science Stores
(778) 782-3305
[email protected]
  • Science Stores Inventory
  • Science supplies and equipment <$10,000
Barb Mcllhiney
Procurement Services Assistant
(778) 782-4301
[email protected]
  • Administrative Support
  • Data Tracking / Reporting
  • General Procurement Support
  • PeopleSoft Support / Training
  • PeopleSoft Workflow Backup and Followup
  • Procurement Records
  • Requisition Review & Distribution
  • Vendor Information
Lisa Mulschlegal
Procurement Services Assistant
(778) 782-4260
[email protected]
  • Administrative Support
  • Blanket Orders
  • Data Tracking / Reporting
  • General Procurement Support
  • PeopleSoft Support / Training
  • Procurement Records
  • Requisition Review & Distribution
  • Vendor Information
Rita Narovlyansky
Procurement Programs Coordinator
(778) 782-4388
[email protected]    
  • CCard Program Administration
  • Courier Services
  • Customs: Importing and Exporting
  • Data Tracking / Reporting
  • Monthly Financial Reporting
  • Travel Program Administration
Eric Sheng
Major Purchasing Contracts Officer
(778) 782-6869
[email protected]
  • BC Electronic Library Network 
  • Faculty of Applied Sciences
  • Faculty of Environment
  • Great Northern Way 
  • Innovation Office
  • IT
  • Library Services
  • Office of the President
Laura Simonsen
Major Purchasing Contracts Officer
(778) 782-3295
[email protected]
  • Faculty of Health Sciences
  • Faculty of Science
  • Institutional Research & Planning
  • Office of the VP Academic
  • Office of the VP Research
  • Research
  • Sustainability Office
  • Sustainable Procurement 
  • Bonfire Super User
Wells Song
Major Purchasing Contracts Officer
(778) 782-5997
[email protected]    
  • Facilities Services
Jennifer Thibeault
Senior Buyer
(778) 782-4616
[email protected]
  • Athletics & Recreation 
  • Computers & related equipment
  • Purchase Orders (<$75,000)
  • Faculty of Arts and Social Sciences
  • Faculty of Communications, Art & Technology
  • General PO Inquiries
  • Incidental Office Furnishings
  • Procurement PeopleSoft Super User

Payroll

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

General enquiries
Requests for documents such as ROE, T4/T4A,
Employment Verification letters
Email: [email protected]
Telephone: (778) 782-8486

Mary Aylesworth
Director, Financial Operations
(778) 782-3256
[email protected]
 
Rose Gonzales
Manager, Payroll Services
(778) 782-3770
[email protected]
  • Requests for off cycle Manual Cheques
Michelle Bilalakis
Assistant Manager, Payroll Services
(778) 782-4093
[email protected]
  • Information on Payroll Actuals or Encumbrance reporting.
Vacant
Payroll Technician
(778) 782-9040
send to payroll general email for the task list
  • TSSU Appointments – all departments except FASS and Sciences.
  • Additional Pay, Dues, Garnishments
Sharon Assumption
Faculty - Payroll Advisor
(778) 782-3236
[email protected]
  • Faculty Payroll Inquiries
  • Overload Teaching Contract (OTC) and Lecturer Appointments
Juliet de Pieri
Payroll Advisor
(778) 782-3002
[email protected]
  • Benefit Deduction inquiries
  • Benefit Prepayment and Reconciliation
Gary Chow
Payroll Advisor
(778) 782-6567
[email protected]
  • TSSU Appointments – FASS and Sciences
  • Payroll  Appointment Forms (PAF) – Last Name K-T 
Katherine Blight
Payroll Advisor
(778) 782-8486
[email protected]
  • Payroll Appointment Forms ( PAF) - Last Name U-Z
Lyubov Golovetska
Payroll Advisor
(778) 782-4839
[email protected]
  • Payroll Appointment Forms ( PAF) - Last Name A-J
Nicole Michael
Business Analyst
(778) 782-4018
[email protected]
  • Requests for HAP access
Helen Zhang
Payroll Advisor                   
(778)782-9276
[email protected]
  • Payroll Appointment Forms (PAF) - Immigration Compliance 

Treasury

Hours:  Monday -Friday
              08:00-16:30
              Weekends & Holidays: Closed
[email protected]

 

Jacky Shen
Director, Treasury
(778) 782-4017
[email protected]
  • Information on PCI Data Standards; investment policies; endowment and non-endowment investments; banking  relationships
John Pierce
Assistant Treasurer
(778) 782-4008
[email protected]
  • Information on exchange rates; negotiation of currency hedge arrangements; PayPal accounts
Mary Jiang
Clerk
(778) 782-7042
[email protected]    
 
Anna Liu
Treasury Analyst
(778) 782-7246
[email protected]@sfu.ca
 

 

Research Accounting

Mailing Address:
Simon Fraser University
Research Accounting
Room 210
Discovery 2
8888 University Drive
Burnaby, BC
V5A 1S6

 

Courier/Visitor:


Room 210
Discovery 2
8900 Nelson Way
Burnaby, BC
V5A 4W9

Hours:  Monday -Friday
              08:00-16:30
              Weekends & Holidays: Closed
[email protected]

Leeann Liew           
Manager
(778) 782-8092
[email protected]
 
Claudia Faria
Supervisor
(778) 782-4707
[email protected]
 
Chris Claiter
Project Accountant 
(778) 782-4019
[email protected]

CFI (excluding CFI funded through other institutions), externally funded research contracts?agreements, industrial research grants/contracts, other research grants, NIH

  • Fund 31: 5X4XXX, 8X4XXX
  • Fund 35: 365XXX
  • Fund 36: 36XXXX, EXCLUDING 364XXX and 365XXX
Clarissa Berlian
Financial Administrator
(778) 782-3411
[email protected]

SSHRC, Federal or Provincial Government research grants, TRIUMF, research grants from other universities, Endowment funded and Interfund Transfer research grants

 
  • Fund 31: 63XXXX, 640XXX, 729XXX, 74XXXX, 75XXXX, 78XXXX
  • Fund 32: 693XXX
Helen He
Project Accountant
(778) 782-5908
[email protected]

Externally funded research contracts?agreements, industrial research grants/contracts, other research grants

  • Fund 31: 5X9XXX,  779XXX, 865021, 865023, 8X9XXX
Moses Lo
Project Accountant
(778) 782-4495
[email protected]

CFI funded through other institutions,  externally funded research contracts?agreements, industrial research grants/contracts, other research grants

  •  
  • Fund 31: 5X1XXX-5X3XXX, 8X3XXX
  • Fund 35: 364XXX
  • Fund 36: 364XXX
Vivian Poon
Project Accountant
(778) 782-8978
[email protected]

Externally restricted non-research contributions

  • Fund 25: 1XXXXX
Amelia Shu
Financial Administrator
(778) 782-4875
[email protected]

NSERC research non-collaborative programs

  • Fund 31: 611XXX, 613XXX, 617XXX, 618XXX
Ina Hwang
Financial Administrator
(778) 782-9734
[email protected]

NSERC collaborative grants and all CIHR grants

  • Fund 31: 612XX, 614XXX - 616XXX, 619XXX, 711XXX
Damon Pang
Financial Administrator
(778) 782-3053
[email protected]

PICS, Heart & Stroke Foundation, NCEs, MITACS, BCIC, C150, CRC, MSFHR, Stem Cell Network, Provincial research grants,

  • Fund 31: 641XXX, 65XXXX, 669XXX, 67XXXX, 681XXX, 719XXX, 724XXX,73XXXX, 76XXXX
Specific Purpose & Endowment
Shawn Li
Financial Analyst 
Specific Purpose & Endowment
(778) 782-3757
[email protected]
  • Fund 23, 61 and 62
Heather Bray
Clerk
(778) 782-4020
[email protected]
  • Fund 13 and 21

Planning & Analysis

Hours:  Monday -Friday
              08:00-16:30
              Weekends & Holidays: Closed
[email protected]

Scott Penney
Director, Planning Analysis
(778) 782-7513
[email protected]
  • Strategic planning and alignment; qualitative and quantitative analysis; strategic communications; risk management

Jonathan Duffin
Planning Analyst
(778) 782-9666
[email protected]
  • Qualitative and quantitative analysis; University Priority Fund applications / progress reports; performance metrics (KPIs); strategic alignment; strategic communications

Budget

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

[email protected]
Help line (778) 782 -5263

Position Current Contact Current Client Services
Director Janis Kennedy
(778) 782-3233
[email protected]

For inquiries related to:

?  Overall University budgetary processes
?  Overall delivery of client services 

Senior Financial Analyst,
Central Support Services
Susie Lee
(778) 782-6974
[email protected]

For inquiries related to:

? University Priority Fund
? Tuition revenue projections & analysis
? GUR revenue

Budget Analyst,
Central Support Services

Nancy Geng
(778) 782-7262
[email protected]

For inquiries related to:

? Budget Consultation Schedule
? GUR Funding Transfers

Senior Financial Analyst,
Central Support Services
Sally Huang
(778) 782-2561
[email protected]

For inquiries related to:

?  Financial support for VPFA portfolio
?  Client-based analysis and support

Manager, Budget Operations Amarjit Garcha
(778) 782-4321
[email protected]

For inquiries related to:

?  Quarterly Budget-Actual Variance Analysis Report
?  Hyperion Planning system & annual budget processes
?  Project savings process

Budget Systems Analyst,
Budget Operations

Peyman Abedi-Rad
(778) 782-7359
[email protected]

For inquiries related to:

?  Hyperion Planning security
?  Hyperion Planning data

Budget Operations Coordinator,
Budget Operations
Kam Gill
(778) 782-5263
[email protected]

For inquiries related to:

?  Budget and Hyperion Planning Training
?  FTE Reports
?  Operating Carry Forward processes
?  Budget Transfers (BTs)

General Help (778) 782-5263
[email protected]
 

For inquiries related to:

?  General budget processes & requirements

SFU Business #11852 0725 RT0001

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

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