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:
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.
Billing and collecting tuition, fees, refunds, emergency loans and servicing student accounts.
Investments, trust and annuity agreements.
General budget fund, plant funds, endowment, gift, grant, and other activities accounts.
(effective 10/1/15, Payroll Services reports to the Controller's 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.
- Information and useful forms related to Facilities Use and Technical Services Agreements are available.
Other Helpful Links
Matthew W. Brewer, Controller
(626) 395-5944 - fax
Mail Code 123-15
Lorianne Bowers, Administrative Assistant
Mail Code 101-15