Peter Owen, Cpa, Mba Email & Phone Number

Salt Lake City, Utah, US

Salt Lake City, Utah, US

Lehi, UT, US

Assist the CFO in formulating and/or executing on the company’s strategic finance and accounting goals and objectives. Oversee accounting, treasury, and reporting aspects for the management company, GP company, and employee co-invest entities. Manage the annual audit process to produce GAAP financials for these entities. Forecast cash flows and prepare.

Kansas City, MO, US

Led/Supervised the administration of hedge fund (HF), fund of private equity fund (FoPE), and fund of hedge (FoHF) fund clients. Led/Supervised and mentored four associates in the completion of this work and trained six associates. Assisted in the review of private equity fund (PE) and additional FoHF client work. Coordinated annual financial audits and.

Kansas City, MO, US

Prepared the annual audited, periodic unaudited financials and various reporting requirements for HF, FoPE, and FoHF clients.

Marina Del Rey, CA, US

Gained start-up and entrepreneurial experience and quickly learned the intricacies of the photography supply industry. Was the first company employee. Prepared unaudited monthly financial statements. Helped establish controls for small business environment. Cash management, inventory, A/P, A/R, and payroll. Produced daily and weekly cash forecasting.

Kansas City, MO, US

Learned the preparation and accounting requirements for Hedge Fund & Funds of Hedge Funds' Monthly and Annual Audited Financial Statements. Learned time management to report timely and accurately. Completed over 190 Monthly Financials and 9 Audited Financials. Complete additional month-end valuations, partner allocations, investor statements, and other ad.

Knoxville, Tennessee, US

Forecasted and managed cash for all Canadian retail operations, reported operational activities to management. Learned the accounting for cash operations. Assisted in a financial audit of the General Ledger Department. Researched economics of world oil industry, created analyses for risk management and hedging operations, presented solutions, and reported.

Bellevue, WA, US

Researched scorecards, utilized SAP BPC to gather data, and developed an Operational Expense Forecast Scorecard, which was implemented by the FP&A Profitability Team. Completed a post investment analysis. Increased knowledge of accounting through analysis of the company's P&L. Also responsible to gather data for an industry competitive landscape analysis.

Ogden, UT, US

Assist students with technological questions related to personal computer use. Troubleshoot and problem solve various issues with computers, printers, software, and students. Developed customer service abilities and approachs to teach students how to solve their own problems. Developed a greater understanding of several Microsoft and Mac applications.

US

Developed personal analytical skills by gathering, consolidating, analyzing, and graphically presenting financial data as well as operating metrics. Designed and reported operating metrics dashboard and summary for senior executives. Assisted in the development of economic models (company wide salesperson commission and pay plan).

Ogden, UT, US

Developed leadership, public relations, written and verbal communication skills. Served as the students’ public face, developed monthly presentation for the WSU Board of Trustees. Led the student governance of 18,000 students, managed a cabinet of 75 student representatives, co-managed a $779,877 budget for activities. Lead a team of 11 students, 4 faculty.

Master Of Business Administration (M.B.A.)

Bachelor'S Degree, Accounting

Bachelor'S Degree, Business Administration - Finance