Jesse Owen Email & Phone Number

Roseville, California, United States

West Sacramento, California, United States

• Engages with executives and business partners to budget forecasted expenses and revenue for the fiscal year
• Provides ad-hoc financial analyses, presentations, and recommendations for management to make strategic decisions
• Owns weekly, periodic, quarterly, and annual reporting provided to executive leadership and financial partners
• Improves reporting by reducing production time and visibly highlighting key indicators to be easily digestible
• Partners with business leaders to create and provide meaningful financial data that previously did not exist
• Assists Real Estate team with ROI models for potential business endeavors

Rocklin, California, United States

Rocklin, California, United States

• Improves processes and saved 250 hours of work per year by creating VBA macros and formula driven reporting
• Compiles and validates multitude of monthly financial reporting, including companywide key performance indicators
• Analyzes and reconciles financial reporting relating to balance sheet, income statement, and general ledger entries
• Provides management with timely turnaround of ad-hoc requests
• Assists teammates in developing process improvements and decreasing month-end close timeline
• Provides management with budget variance analysis and calculation of allowance for loan loss

Sacramento, California, United States

 Manages timelines and provides necessary support for associates in production roles Communicates with the client to address and resolve inquiries in a timely manner Analyzes and reconciles profit and loss allocation differences for securities, investors, and funds Reviews daily and monthly performance reporting to ensure accuracy Representative for.

Sacramento, California

• Reviews daily and monthly performance reporting to ensure timeliness and accuracy
• Communicates with client to address and resolve inquiries in a timely manner
• Representative for corporate initiatives- collaborate with local management, meet deadlines
• Manages, organizes, and reviews important quarterly reporting service provided to the client
• Analyzes and reconciles profit and loss allocation differences for securities, investors, and funds
• Utilize system generated reporting from multiple sources to reconcile data to the client

Sacramento, California

• Compile daily and monthly performance reporting for internal review prior to delivering to client
• Retrieves reports and files from online systems that are necessary for daily production
• Identifies and escalates key differences in profit and loss analysis
• Organizes team events in and outside of the workplace to build comradery

Westlake Village, CA

• Experience in assisting advisors with communication and support of high net worth accounts
• Assists financial advisors by producing monthly, quarterly, and yearly statements for clients
• Effectively assesses and analyzes online documents from electronic filing system for data entry
• Creates and produces ad-hoc reports for advisors, including cost basis

Thousand Oaks High School

Head Frosh/Soph Coach-Teaching fundamentals to beginning and early-level athletes-Introduction of concepts according to the overall team system-Preparing athletes to become great students and citizens of their community

Orem, UT And Riverside, CA

-Communicated with customers to deliver best possible experience-Followed manager to gain knowledge in sales margins and product pricing-Processed accounts receivable for clients-Fulfilled large orders by working efficiently as a team