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Financial Services ensures the current and long-term effectiveness of all financial functions of the University including: accounting, asset and debt management, financial statements, operating and research funds management, capital budgeting, balance sheets, University payments, and financial information systems.
The mandate of Financial Services, which is made up of nine administrative units, is to provide accurate and timely financial information to the Government, Granting Agencies and the Concordia community. Our clients are Researchers, Association members, Renovation participants, Faculty & staff, students and external parties.
Management at Concordia is responsible for the preparation and fair presentation of these reports.
Forms & guides
- Find guides and forms for students, and those related to the University Cashier
- Forms for staff and faculty are available on Cspace, Concordia's intranet (login)
Learn about Concordia University's Budget for 2014-2015
Financial Services is comprised of nine distinct units and overseen by Concordia's Chief Financial Officer.
Ensure all vendor invoices, travel advances and reimbursements, and other miscellaneous payments and reimbursements are paid in a timely manner and are in compliance with the University policies, government regulations and audit requirements.
Assist University management with planning, implementing and maintaining realistic operating budgets with available resources. Provide timely, relevant and accurate budget information to the community, and hold managers accountable for their budgets.
- Senior Director, Financial Planning and Budgets: Rose Bloom
Defines and develops business processes that streamline all administrative functions within Financial Services. Adopts strategies and technology that promotes effective and efficient business practices.
The Office of the Treasurer is responsible for Concordia’s financial oversight and management. The Office ensures the university’s financial health by managing assets and liabilities and offering sound corporate advice.
- University Treasurer: Marc Gauthier
Benefits portfolio (Pension plan, supplementary retirement plans, group insurance plans, post retirement and employment benefits and other University’s benefits)
- Administrator, University’s Benefits Portfolio: Maryse Picard
Investment portfolio (Pension fund, Concordia University Foundation, KWPMP)
- Senior investment advisor, Investment Portfolio: Bogdan Berliba
Corporate risks portfolio (Enterprise risk management program, risk financing, preventative and loss control/intervention programs), and
Capital and financing portfolio (Institutional capital and cash budgets, financing programs)
- Director, Capital and Risk Management: TBA
Manages and controls special funds on behalf of external parties and internal parties, such as government agencies, private industry, donors and internal contributors, and defines the protocols to move those funds to university researchers, financial managers and administrators.
The Student Accounts Office (SAO) manages the billing and collection of tuition and other fees. Working closely with students, the SAO's main objectives are accounts receivable and customer service. The unit liaises with other departments to ensure that students receive a holistic understanding of the variables that affect the financial aspect of their higher education experience.
The University Cashier manages all petty cash floats and reimbursements, and processes departmental deposits for the University community. The unit also manages the installation and maintenance of Concordia's point of sale payment systems.