1. Frank E Owsley Jr
2322 N 67th
St, Kansas City, KS 66104; 913.299-0271; frankowsley@yahoo.com; https://www.linkedin.com/in/frankowsley
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Career Summary
Accountant with 11 years of Investment Accounting experience. Expertise in preparing quarterly
financial statements, monitoring daily cash transactions, and recording and reviewing all
financial activity for small client to large clients. Extensive knowledge of the transportation and
logistics industries.
• Financial Analysis
• Quarterly Schedule D Reporting
• Process Review and Analysis
• Change Leader
• Problem Solving
• Outsourcing Oversight
• Process Improvement
• Training Development
• Proficient with Excel
Career History
State Street, Kansas City, MO 04/04 – 04/15
Global provider of financial services to institutional investors including investment servicing, investment
management and investment research and trading, employs over 29,000 worldwide.
Accounting Specialist, Sr. Associate. - 02/07 to 04/15
Reviewed daily processes for accuracy and reasonableness. Assisted management with
implementation and review of new processes. Prepared monthly reports for client review. Trained
fund accountants when new processes were implemented.
• Recognized for outstanding customer service by Prudential’s fixed income group. Something the
managers said had not happened in years.
• While working on the conversion of new client, developed a report that cut down the Security
Master File approval times in PAM (a proprietary accounting program). It cut down the approval
time from 2 weeks down to 2 days.
• Selected by management to oversee the outsourced processes and assist with training of
overseas processors.
Fund Accountant - 04/04 to 02/07
Performed daily processing including: cash match and verification, trade verification,
running of journals and income verification.
• Improved the daily sorting process with 2 people from 45 minutes to 25 minutes a reduction of
37.5% or 3.33 hours per week.

2. Frank E Owsley Jr Page Two
Education
Bachelors Degree in Business Administration with emphasis in Accounting
National American University
Graduated with honors August 2006 (3.89 GPA) - Class Salutatorian
Associate of Applied Science Degree – Accounting
The Brown Mackie College
Graduated with honors (3.96 GPA) Phi Theta Kappa – Honor Society - President’s Honor Roll
Continuing Education via State Street Learning Center
Annual certification for Anti Money Laundering Act (AMLA) and Inadvertent Discloser.
Recent classes taken focused on dealing with oversight of foreign contributors through outsourcing.
Additional Skills
• Customer Service is of the utmost importance.
• Strong computer competence (Microsoft Applications: Word, Excel, Outlook, Power Point, and
Access)
• Strong accuracy aptitude, and detail orientation.
• Self-starter with strong problem-solving skills and determination
• Strong oral communication and interpersonal skills
• Ability to multi-task
• Ability to work under pressure and within a deadline oriented environment
• Good organizational skills and ability to prioritize assignments under tight deadlines.
• Good interpersonal skills.
• Able to prioritize activities and work well under pressure
• Comfortable leading and motivating others
• Excellent analytical and problem solving skills
• Strong understanding of domestic and international markets
• Experience with Fixed Income, Equity and Derivative Securities.
• Ability to work with minimal supervision
• Interprets client needs and works to meet those needs, offering assistance and advice on
standard practical issues; may call on others for help in situations outside own area of
knowledge
• Understands the key business practices relating to own area; uses this knowledge to focus and
improve own work
• Identifies the problem and all relevant issues in straightforward situations; generates possible
solutions, assesses each using standard procedures and makes a sound decision
• Probes and listens carefully, presents information clearly and in appropriate style, makes
technical information clear, persuades others in straightforward situations
• Contributes actively in team activities, sharing experience and ideas
• Experience with QuickBooks and other proprietary accounting programs