Edward D. Peterson, CPA
Orem, Utah 84059
admwrd@r.postjobfree.com
Career Summary:
I have spent a career focused on Accounting and Finance. I hold a Certified Public Accountant (CPA) license from the State of California having worked as a CPA for 4 years. In addition, I have spent 15 years in the banking and finance field serving as a Chief Financial Officer (CFO) of large San Diego-based firms. I have also served at the CFO of two large development firms focusing on real estate development and retail automobile sales. Recently, I have also taught Accounting, Finance, and Economics at the college level and shared my knowledge with students. I am seeking to continue my financial career by contributing my knowledge and practical experience with my future employer.
Education & Certificates
Brigham Young University – BS & MACC 1968 (Major: Accounting, Minor: Economics)
California CPA Certificate
Utah Contractor’s License
Career Related Experience
Historic Homes, LLC – 1997-2016 – Managing Member & CEO – Residential home builder.
Manager of entire financial and operational responsibilities of the company and its activities
Sunroad Enterprises, Inc. – 1993-1996 – Senior Vice President, CFO – Holding company owning office high-rise buildings, automobile dealerships, golf course ownership, etc. Responsible for corporate financial planning, financing, lender relationships, tax planning and compliance, regulatory reporting, etc.
Pacific Scene, Inc. – 1986-1993 – Senior Vice President, CFO – Large real estate development company.
Responsible for budgeting, reporting, financing, income tax planning and compliance, new project financial evaluation, financial institution relationships, etc.
First National Bank – 1982-1986 – Senior Vice President, CFO, Board Secretary
Responsible for all accounting, budgeting, tax planning, financial reporting, economic evaluations, compliance reporting, etc.
California First Bank – 1972-1982 – Senior Vice President, Real Estate manager
Responsible for governmental financial and tax reporting, financial planning and budgeting of all branch entities, evaluation of tax planning, reporting and business expansion. Responsible for all SEC reporting.
Touche Ross and Company – 1968-1972 – Audit Manager, San Diego, California
Audited business entities, prepared financial statements and income tax returns, evaluated accounting systems and other general accounting responsibilities.
Community Service
San Diego Taxpayers Association – Board of Directors – Elected President (2-year term). Responsible to oversee total activities of this Chamber of Commerce (San Diego) activity to ensure economic evaluation of all proposals by the City of San Diego and County of San Diego related to economic legislation and proposals.
Teaching Experience
Stevens Henager College – 2010 – 2020 Adjunct Instructor – School of Business
Brigham Young University – Hawaii – 2011 Visiting Adjunct Professor – Managerial Accounting
California CPA Foundation – 1980-1984 Adjunct Instructor and course author
San Diego State University – 1970-1974 Adjunct Professor – Accounting