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Controller's Office

Welcome to the Controller's Office! Our group aims to steward the Institute's financial resources effectively by providing high-quality financial information and outstanding service to the Caltech community.

We serve the Institute through our five teams, which focus on the following areas:

Accounting & Reporting

Annual financial reporting for Institute and Defined Contribution Plan financial statements and management reporting. Supports Auxiliary operations, oversees general ledger account reconciliation process and monthly and yearly fiscal period closing.

Bursar's Office (Student Accounts)

Billing and collecting tuition, fees, refunds, emergency loans and servicing student accounts.

Investment Accounting

Investments, trust and annuity agreements.

Fund Accounting

General budget fund, plant funds, endowment, gift, grant, and other activities accounts.

Payroll Services
(effective 10/1/15, Payroll Services reports to the Controller's Office)

Tax Office

All tax reporting, planning, and research. 

Please refer to Resources for more information on a specific area or topic. We hope you find our site useful, and we welcome all questions and comments.

Announcements

Other Helpful Links

Staff 

Matthew W. Brewer, Controller
(626) 395-8818
(626) 395-5944 - fax
Mail Code 225-6

Lorianne Bowers, Administrative Assistant
(626) 395-3655
Mail Code 231-6