Jon Potter Email & Phone Number
Operating Partner @ Stratix Advisory
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Jon Potter Location
- Lehi, UT, US
Jon Potter Work
- 2025 -now CFO Advisor @
- 2025 -now Operating Partner @
- 2024 -2025 Founder @
- 2023 -2025 VP of Finance and Operations @
- 2022 -2023 Corporate Controller @
- 2021 -2022 Financial Controller @ Intricately (acquired by HG Insights)
- 2019 -2021 Corporate Controller @
- 2018 -2019 VP Finance and Strategy @ Omadi (acquired by Traxero)
- 2017 -2018 VP Finance and Controller @ Omadi (acquired by Traxero)
- 2016 -2017 Director of Finance and Operations @ Omadi (acquired by Traxero)
- 2015 -2016 Accounting Manager @ Omadi (acquired by Traxero)
- 2015 -2015 Audit Senior Associate @
- 2014 -2015 Audit Associate @
- 2013 -2014 Tax Associate @
- 2012 -2012 Tax Intern @
Jon Potter Education
- Brigham Young University
Master of Accountancy (Master of Accountancy)
- Brigham Young University
Bachelor (Bachelor, Accounting)
Jon Potter Skills
- GAAP
- Accounting
- General Ledger
- Accounts Payable
- Financial Accounting
- Financial Analysis
- Financial Reporting
- Microsoft Excel
- Financial Statements
- PowerPoint
- Microsoft Word
- Budgets
- Data Analysis
- Tax
- QuickBooks
- Accounts Receivable
- Management
- Financial Modeling
- Auditing
- Access
- CPA
- Tax Accounting
- Corporate Tax
- Income Tax
- Tax Preparation
- Account Reconciliation
- Tax Research
- Spreadsheets
- Tax Returns
- US GAAP
- Internal Controls
- Bookkeeping
- Sarbanes-Oxley Act
- Finance
- Partnership Taxation
- Microsoft Office
- Assurance
- External Audit
- Analysis
- Analytical Skills
- Generally Accepted Accounting Principles (GAAP)
- Microsoft Access
- Leadership
- Customer Service
- Strategic Planning
- Revenue Recognition
- Cash Flow
- Training
- Cost Accounting
- Internal Audit
- Preferences
- Recruiting
- SALT
- Applications
- Business Strategy
- Fax
- Sarbanes Oxley Act
- Location
- Winter
- Utah
- Deloitte
- Lives
- Lake Homes
- Generally Accepted Accounting Principles Gaap
- Interviews
- Denver
- Oci
- Generally Accepted Accounting Principles
Jon Potter Summary
- Jon Potter, based in Lehi, UT, US, is currently a Operating Partner at Stratix Advisory. Jon Potter brings experience from previous roles at PracticeCFO, Grandview CFO, GoReact and HG Insights. Jon Potter holds a Master of Accountancy in Master of Accountancy @ Brigham Young University. With a robust skill set that includes GAAP, Accounting, General Ledger, Accounts Payable, Financial Accounting and more. Jon Potter has 3 emails and 1 mobile phone numbers on RocketReach.
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