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The Finance Department is a team of financial professionals who are committed to:

  • Providing expert financial advice and guidance in support of the University achieving its vision;
  • Adding value to University decision-making, enabling the University to maintain financial sustainability;
  • Focusing on continuous improvement and strong controls; and
  • Working to ensure strong financial operations and practices are in place,


  • Working proactively, collaboratively, responsively; and
  • Seeking to use modern, standardized processes that leverage technology.

We are committed to being a strategic advisor and delivering a variety of professional services to our community to support the operations of the University in fulfilling its strategic priorities.  We will hold ourselves and each other accountable to our service values and professional standards to provide a vibrant student experience; engage with faculty, staff and students; build our campus community; be available in person, as needed; and be adaptable and inclusive. 


Vibrant student experience 

We commit to and provide timely service and support in a way that provides clear and concise information. We are accountable for our service and professional standards and commitment. 

Student, Staff and Faculty engagement 

We aim to provide service that is effective, efficient, and transparent. We will partner with our campus resources to provide valuable and informative professional advice, protecting against risks to the University, and promoting the best interests of the University as a whole.  We will work together as a team to foster an engaged and supportive environment. 

Campus community 

We aim to strategically collaborate with campus partners through exceptional service and expert advice to enable long term, sustainable success, and impact.

Client services

We will make every effort to be available to address your inquiries in the preferable mode to your situation in a timely manner and will endeavor to acknowledge all inquiries within 2-3 business days.  There are certain business processes that require longer lead times or high-volume times of the year (e.g., registration, year end) where longer response times may occur.  


We recognize that each interaction is unique and will address you professionally and with respect. 


  • We will focus on continuous improvement, system-based processes and strong controls to support consistency and scalability of services.
  • We will strive to ensure that all procedures, documents, tools, and website content are up to date to provide current guidance and information.
  • We will ensure that our correspondence is professional and accurate.


We commit to providing self-service and publicly posted information for the most frequently requested categories of service. This may be done in several ways:

  • Publication of self-service forms which is maintained up-to-date;
  • Provision of an automated self-service request system; and/or
  • Publication of procedural and instructional documentation.


We will provide fair access to our services. We will treat you with professionalism and respect. 

Should you have comments or concerns with our service, please reach out to finance@uwaterloo.ca. 


This message was originally sent via email by Sarah Hadley, CFO, Finance,  on May 1, 2024 to Executive Council Members

We are pleased to announce that as part of our work towards streamlining our procurement processes across campus and improving system user experience, we will be shifting transaction processing away from the current CentreSuite system and instead using Concur.  Concur is our existing expense reimbursement system that most of campus is already familiar with.  This change consolidates the number of systems for campus. Once users are migrated, Concur will be used for the coding, review, and approval of P-Card transactions.

This message was originally published in the Daily Bulletin on April 29, 2024

Further to our project announcement on January 12, 2024, the Jaggaer eProcurement implementation project is on track and well under way, with significant progress made across the various modules. Configuration for Contracts and Supplier Management areas are both progressing smoothly, setting the stage for a transformative shift in our Supplier management processes. The Supplier Enablement component of the project kicked off in March, where our initial list of suppliers were contacted to consent to set up integrations with the system, and this marks a crucial milestone in enhancing supplier relations and streamlining operations.  

This message was originally published in the Daily Bulletin on January 17, 2023.

"We are pleased to share that the University will be implementing an eProcurement system to modernize and gain efficiencies in our procurement to payment processes," says a memo from Jacinda Reitsma, Vice-President, Administration and Finance, Sarah Hadley, CFO, Finance, and Gregory Smith, CIO circulated to the University's Executive Council on Friday, January 12.