Angie Owens, CMA
Senior Accountant at Transphorm Inc.- Claim this Profile
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English Native or bilingual proficiency
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Chinese Native or bilingual proficiency
Topline Score
Bio
Credentials
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Certified Management Accountant (CMA)
IMA | Institute of Management AccountantsDec, 2019- Nov, 2024 -
Notary Public Commission
Notary Public for The State of CaliforniaJun, 2018- Nov, 2024
Experience
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Transphorm Inc.
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United States
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Semiconductor Manufacturing
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1 - 100 Employee
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Senior Accountant
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Mar 2021 - Present
Sr. Accountant of a global semiconductor company that develops gallium nitride (GaN) transistors and modules for high-voltage power conversion applications. Primary responsibilities include but not limited to:• Primary finance contact for Government contracts• Verify and calculate all Government vouchers• Created and implement inventory count cycle with US, Japan, and Philippine team members• Reconcile inventories and raw materials• Assist external auditor requests• Review and test internal control procedures• Reconcile and record various stages of MOCVD Epitaxial wafer, from work in process to finished goods• Helped establish consistent policy and procedures with Transphorm Japan on inventory control• Calculate quarterly commission payables• Systems used: NetSuite ERP and WIPtrac Work in Process factory floor control system
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Partnervest Advisory Services, LLC
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United States
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Financial Services
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1 - 100 Employee
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Director of Operations
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Jan 2012 - Mar 2021
Manage day to day operations of Partnervest Advisory Services, an independent RIA, with emphasis on fee-based structure, representative transition, resource management and reduce operational risks. Improve operational efficiencies by strengthen communications between home office departments and Representatives in the field. Develop, implement and monitor financial reporting system and establish proper internal controls. Maintain three separate financial entities and provide quality service to Advisory, Insurance and Security clients across the board.
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Administrative Manager/ Registered CSR
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Jun 2005 - Jan 2012
Served as the Administrative Manager and Client Service Representative for Partnervest Financial Group and all its subsidiaries. Responsible for all commission payables, corporate accounting, quickbooks journal entries, vendor relationships, training programs, FINRA registration, and human resources. Continuously provide highest quality of service for both Financial Advisors and Clients. Maintain a can-do attitude and when necessary problem solve with creative outside of the box thinking.
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Accounting/ Compliance
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2005 - 2009
• Conduct onsite branch office audits for representatives operating in a Broker Dealer and Investment Advisory capacity.• Responsible for daily and annual BD and IA filings through FINRA Gateway.• Manage the firm’s annual renewal process for all registered BD and IA representatives and firm personnel.• Administer the firms selling agreement with 100+ Insurance and Mutual Fund Companies.• Assist the CCO with various compliance projects• Comply with SEC rules and regulations for client reporting and billing on $600MM AUM• Manage and train a commission department for 60+ Financial Advisors and Affiliates• Collaborate with CEO on strategic planning, and budgetary analysis, to determent the most efficient resource allocation• Responsible for development, implementation and monitoring of financial reporting systems and establish internal controls
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Education
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2001 - 2005
UC Santa Barbara
Bachelor of Arts, Communication -
2001 - 2005
UC Santa Barbara
Chinese Language and Literature
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