Controller's Office

**Controller's Office FY2023 Closing Memo**

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 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.

Financial Assets Accounting

Cash, investments, trust and annuity agreements.

Fund Accounting

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

General Accounting and Plant Fund

Monthly close, account reconciliations, auxiliary financial reporting, general budget and plant funds, and fixed asset reporting.

Payroll Services

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

• Information and useful forms related to Facilities Use and Technical Services Agreements are available.

Other Helpful Links

• Financial Statements
• Policies and Procedures
• Resources
• Controller's Office Org Chart
• Banking Transition Town Hall Presentation
• Banking Transition FAQs

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