Our People - Administrative Staff

Main accountabilities:

• Strategic planning and development
• Human resources management
• Operational oversight including space, equipment, technology and building security
• Financial oversight
• Relationship management with internal and external stakeholders

Tracy holds a CPA designation.  Her previous positions at UW include Faculty Financial Officer and Faculty Financial Analyst in the Dean of Engineering office.  Prior to joining the University, she was the Accounting Officer for the Waterloo Region District School Board and a Senior Manager at KPMG, Waterloo Office.

Main accountabilities:

• Organizes and manages all SAF events
• Relationship building with internal and external stakeholders, vendors, and sponsors
• Executing events that deliver on strategic goals and initiatives
• Oversees and manages event budgets
• Event reporting

Jessica is an events and marketing professional who has a passion for bringing people together who share a common goal or interest. You’ll often find her behind the scenes of the SAF events ensuring the school’s vision comes to life. Jessica has an extensive background in event and marketing management through her education, as well as past roles in events for Wilfrid Laurier University, Home Hardware Stores Ltd., and Cowan Insurance Group. In her spare time, she manages the marketing and promotions for the Elmira Maple Syrup Festival, the largest one-day maple syrup event in the world.

Main accountabilities:

• Program Advising
• Program Support
• Administrative Support
• Scheduling Officer for MTax courses
• Marketing and recruiting material coordinator

Joyce has been with the MTax program since 2004 and manages the day-to-day administrative responsibilities and supports to the Director of the MTax program, working out of both the Waterloo and Toronto sites. Joyce has previously held positions within the Registrar’s Office and Centre for Behavioural Research and Program Evaluation.

Main accountabilities for Course Management Coordinator

• Supports instructors with LEARN course setup and academic support for AFM courses
• Provides ongoing technical support to instructors and students for course related activities (LEARN, Crowdmark, PEAR, TopHat, etc.)
• Assists in coordinating Tutorial Assistant (TA) course assignments, marking sessions and training
• Maintains course data and manages the grade/exam appeal and review process
• Assists Payroll and Exam Coordinator with exam packaging and distribution, proctor scheduling/recruitment/direction

Main accountabilities:

• Human Resources Management – Oversees Advisors, Program and Scheduling Managers, and Administrative Support team
• Planning and Execution – Academic programs and the related operations and administrative activities that support student success
• Directs Advising Team – Guidance on implementing policy, sensitive or complicated student cases, and academic progression
• Scheduling and Enrollment – Oversees scheduling processes (courses and exams) and enrollment. Forecasts courses and teaching needs.

Main Accountabilities:

• Provides on-going support of faculty mentors and students in all external competitions
• Supports the CPA Ontario Centre for Sustainability Reporting and Performance Management (CSPM)
• Digital marketing and media support for SAF
• Provides marketing and communication support for SAF's recruitment strategies

Keidon is the competitions coordinator after working full-time and part-time in the role of  ‘social media and web associate’ for the SAF Communications team as a co-op student since Fall 2019. As a UWaterloo alumni in the Faculty of Health’s Recreation and Sport Business program, Keidon is excited to stay and learn at the University post grad.

Main accountibilities:

• Advises students on co-op planning related to SAF policies and SAF work/study sequences
• Coordinates learning opportunities related to co-op and career development starting with the Launch Your Career conference and the Co-op Ready conference
• Develops new avenues of employment and collaborates with employers and the staff in the Co-operative and Experiential Education Department to bring about value added co-op experiences

Lynn Graham has been a staff member at the University of Waterloo campus in areas such as Public Relations, Recruitment, Anthropology Department, the Centre for Ground Water Research and most recently in the School of Accounting and Finance. In her student services role, Lynn is also involved in Orientation planning, transition activities for students entering university, and the Peer Mentoring Community of Practice on campus.

Academic Advisors are here to help students, staff, and faculty. They advise on many different aspects, including:

• degree and graduation requirements
• academic progression and academic decisions
• adding and dropping courses
• co-op support and sequences
• transfers and exchanges
• examination policies and procedures
• petitions and appeals
• missed assessments
• Incomplete (INC) Grades
• Qualifying Program for Progression (QPP)
• Undergraduate Calendar Changes
• academic support and campus resources
• student engagement activities, such as events

For inquiries or to schedule a meeting with an SAF Academic Advisor, contact safadvisor@uwaterloo.ca. Provide your name and student ID number.

Main accountabilities:

• Strategically guides and implements all alumni outreach and engagement programs
• In coordination with the SAF Communications and External Relations team, leads SAF Advancement communication strategies, including but not limited to, the “uwsafalumni” social media channels, alumni webpages etc.
• Coordinates volunteer opportunities for SAF alumni, including but not limited to, guest speaking, mentorship, networking etc.
• Supports fundraising efforts for the School

Victoria is an alumni relations and fundraising professional, supporting the advancement priorities and initiatives at the School of Accounting and Finance.  A proud UWaterloo alum, Victoria has her Bachelor of Science in Biology, with a minor in Psychology, where during her time as an undergraduate student, Victoria worked in a diagnostic imaging clinic before coming into a co-op position with the Advancement Team at the School of Accounting and Finance.  Since graduating in 2019, Victoria has remained at SAF and is now pursuing her Fundraising Management Certificate from the Chang School of Continuing Education at Ryerson University.

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Main accountabilities:

• Manages the term-by-term scheduling for all AFM, SFM and CFM undergraduate courses
• Collaborates with Program Directors and SAF Advisors for all related programs (AFM, CFM, SFM, Math CPA and Science Biotech CPA) to develop course and exam timetables free from conflict
• SAF scheduling room representative for the AFM program – schedules academic and non-academic room scheduling
• Leads the administrative team that provides main office support, course administration and technical support, exam scheduling process, payroll and related academic operations

Main accountabilities:

• Digital marketing and media support for SAF, including photography and videography
• Technical support and guidance in course setup and maintenance of AFM's PBL courses
• Oversight of the SAF web sites to ensure adherence to WCMS, AODA, and FIPPA compliance
• Oversight and execution of SAF and Waterloo's brand and visual identity as it pertains to the web and digital media

Eric is a digital media and web professional, providing support and guidance to ensure SAF's and Waterloo's brand and visual identities are applied consistently and professionally. Eric provides technical expertise in the support of AFM's 1st year PBL courses. Prior to joining the University of Waterloo, Eric held roles as Data Centre Manager for Blackberry and Regional Operations Manager for a national aquarium consulting firm.

Main accountabilities:

• Brand leadership and strategic guidance in oversight of SAF's brand and visual identity
• Strategic development and operational oversight of communications and external relations
• Support and guidance to SAF areas in strategic communications and external relations
• Oversight and execution of SAF and Waterloo's brand and visual identity
• Management of the Communications & External Relations team

Patty is a senior facilitator for OHD and SSO delivering workshops for the Student Leadership Program and Personality Dimensions. Patty previously held the role of Associate Director of Admissions and Communications, providing leadership and strategic direction in the admission, recruitment, conversion, and retention processes for SAF's signature professional undergraduate programs. A proud UWaterloo alumnus, Patty has worked for various faculties across campus in the areas of admissions, recruitment, outreach, marketing, and communications.

• Domestic and international recruitment
• Relationship building and outreach with internal and external stakeholders
• Develop and implement digital marketing strategies and video production to aid in program awareness and recruitment
• Organize and manage SAF related recruitment events

Kelly has a passion for helping prospective students navigate their way through the university application process. You'll often find her chatting with prospective students and parents at SAF/UW recruitment events, DECA events and even grocery stores (true story). She also utilizes her professional background in radio and television broadcasting to produce SAF marketing videos and digital content. Kelly also runs the SAF Ambassador and Outreach Program (SOAP), which has her working closely with current students. For Kelly, the cycle of recruiting students, mentoring them in SOAP, then cheering them on during convocation is an incredibly rewarding experience.

Main accountabilities:

• Brand leadership and strategic guidance in oversight of SAF's brand and visual identity
• Strategic development and operational oversight of communications and external relations
• Support and guidance to SAF areas in strategic communications and external relations
• Oversight and execution of SAF and Waterloo's brand and visual identity
• Management of the Communications & External Relations team

Kaitlin is a marketing and communications professional that is passionate about storytelling and brand identity. Kaitlin previously held the role of Senior Manager, Liaison and Integrated Communications, and prior to that she was the Graduate Recruitment Officer within the Dean of Arts. As a proud Waterloo alumnus, Kaitlin has earned her master's degree in Rhetoric and Communication Design. 

Main Accountabilities:

• Customer service support and general assistance to all internal and external enquiries
• Manages facilities issues for building and classrooms
• Manages booking requests for resources such as video conferencing equipment and boardroom spaces
• Receives and delivers all incoming and outgoing mail or shipments 
• Assists Exam Specialist with exam assembly and distribution 
• Maintains office equipment and supplies 

Main accountabilities:

• Data Acquisition and Management
• Data Analysis, Visualization, and Reporting
• Maintain Data Integrity and Confidentiality
• Database and Software Research Support

Previously worked in Human Resources at UWaterloo as a Workforce Data Analyst, and prior to this, a Workday Business Analyst

Please contact safadvisor@uwaterloo.ca for academic advising

Academic Advising

For inquiries or to schedule a meeting or call with an SAF Academic Advisor, contact safadvisor@uwaterloo.ca. Provide your name and student ID within your message. 

Main Accountabilities:

• Responsible for student recruitment, engagement, academic advising, alumni relations, and employer development.
• Handles the day-to-day operations and management of the program.
• Responsible for recruiting future students into the CFM program.
• Connect with students at campus and off-campus events, responding to student inquiries, managing confirmation strategies, and developing communications.

Please contact safadvisor@uwaterloo.ca for academic advising

Main accountabilities:  

• Strategic development and management of the SAF social media channels
• Development of digital media and written communication pieces
• Provide support to SAF areas in strategic communications and external relations
• Oversight and execution of SAF and Waterloo’s brand and visual identity as it pertains to communications and external relations 

Alyana is a marketing and communications professional who has a passion for storytelling and creating community through social media. Alyana previously held the role of Marketing Lead at Concept by Velocity, the University of Waterloo’s entrepreneurship program. A proud UWaterloo alum, Alyana completed her undergraduate degree in the Arts and Business program and most recently completed a Graduate Diploma in Business and Entrepreneurship (GDip). In her spare time, she runs CuratedKW, a local platform to share the best of what Waterloo Region has to offer.

Academic Advisors are here to help students, staff, and faculty. They advise on many different aspects, including:

• degree and graduation requirements
• academic progression and academic decisions
• adding and dropping courses
• co-op support and sequences
• transfers and exchanges
• examination policies and procedures
• petitions and appeals
• missed assessments
• Incomplete (INC) Grades
• Qualifying Program for Progression (QPP)
• Undergraduate Calendar Changes
• academic support and campus resources
• student engagement activities, such as events

For inquiries or to schedule a meeting with an SAF Academic Advisor, contact safadvisor@uwaterloo.ca. Provide your name and student ID number.