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 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.
Cash, investments, trust and annuity agreements.
General budget fund, plant funds, endowment, gift, grant, and other activities accounts.
Monthly close, account reconciliations, auxiliary financial reporting, general budget and plant funds, and fixed asset reporting.
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
- Financial Statements
- Policies and Procedures
- Controller's Office Org Chart
- Banking Transition Town Hall Presentation
- Banking Transition FAQs
Matthew W. Brewer, Controller
(626) 395-5944 - fax
Mail Code 225-6
Lorianne Bowers, Administrative Assistant
Mail Code 231-6