Our Vision

We exist to provide professional financial services to the Carleton community, using new technologies and innovative practices.

Our Mission

We contribute to the University’s mission by providing professional support that meets, and exceeds, the needs of the Carleton community and external stakeholders.

Our Core Values



We act ethically and are accountable for our work.

service excellence

Service Excellence
We meet customer needs through responsive, reliable, and courteous service.

decision making

Collaborative Decision Making
We collaborate in making evidence-based, timely and effective decisions.


Healthy Work-Life Balance
We foster a positive work environment.


We challenge the status quo with innovative work processes and practices.


Commitment to Carleton
We are dedicated to our university and our shared success.