Jordan Owens
Birch Tree
Summary
Experienced with financial reporting, budgeting, and compliance. Utilizes advanced accounting software to streamline processes and ensure accuracy. Understanding of regulatory standards and financial forecasting.
Overview
8
8
years of professional experience
Work History
Senior Accountant
Within Health Group, Inc.
Remote
07.2025 - Current
- Prepared comprehensive reconciliations for general ledger accounts, enhancing accuracy in financial statements.
- Mentored junior accountants, fostering professional growth and knowledge sharing within the team.
- Aided leadership in implementing a comprehensive budget.
Senior Staff Accountant
Telemed2U, Inc
Remote
03.2025 - 07.2025
- Assisted management in the implementation of key systems including AP and Accounting.
- Improved Month end close workpapers, aiding to reduce days to close by three days.
Senior Staff Accountant
Brightside Health, Inc.
San Francisco, CA
04.2024 - 02.2025
- Oversaw Accrual, Accounts Payable, Banking, & Fixed Assets month end tasks.
- Managed outsourced staff on all mail work and accounts payable.
- National Digital Mental Health Corporation. Scaled from approximately $8M to over $100M in ARR.
Junior Staff Accountant
Brightside Health, Inc.
San Francisco, CA
12.2021 - 03.2024
- Supported finance leadership in the Implementation of new AP system.
- Assisted VP of Finance In tracking and reporting on Daily Cash Management.
- Managed all accounts payable transactions as well as weekly payment process.
- First pass review of all Expense Reports and Credit Card transactions for policy adherence expense recording.
- Worked on ad hoc projects as assigned by the CFO & VP of Finance.
- National Digital Mental Health Corporation. Scaled from approximately $8M to over $100M in ARR.
Tax Associate
Forvis Mazars Group
Branson, MO
01.2021 - 12.2021
- Specialized In Small Business and Individual Returns.
- Performed first pass tax preparation and review.
- Organized and updated client databases with appropriate tax documentation.
- Researched Federal tax laws.
- Provided tax advisory and support to clients
Keyholder
Oakley Vault
Branson, MO
08.2018 - 08.2020
- Managed inventory and staff according to company protocol.
- Provided excellent customer service, creating a lasting positive impression for customers.
Education
Bachelor of Science - Agribusiness & Accounting
College of the Ozarks
Point Lookout, MO01-2020
Skills
- GAAP Accounting
- Cash Analysis
- Expense Review
- Accounts Payable
- Tax Preparation
- Accounts Payable Software Implementation
- Sage Intacct
- QuickBooks Enterprise
- Microsoft Suite & Google Suite
- Industry Knowledge in Healthcare
Timeline
Senior Accountant
Within Health Group, Inc.
07.2025 - Current
Senior Staff Accountant
Telemed2U, Inc
03.2025 - 07.2025
Senior Staff Accountant
Brightside Health, Inc.
04.2024 - 02.2025
Junior Staff Accountant
Brightside Health, Inc.
12.2021 - 03.2024
Tax Associate
Forvis Mazars Group
01.2021 - 12.2021
Keyholder
Oakley Vault
08.2018 - 08.2020
Bachelor of Science - Agribusiness & Accounting
College of the Ozarks
Summary of Accomplishments
- Accounting & Finance
- Three years of progressive experience finance & accounting.
- Process & System Planning
- Assisted in implementation and monitored ongoing company adherence employee expense reporting, as well as credit card issuance and ongoing expense review and recording.
- Leadership
- Managed off short mail processing and AP group.