Kyle Penuen

Kyle Penuen

Seven years inside institutional finance — and a working knowledge of nearly every system it runs on.

$2.5B Private credit portfolios supported at KKR

$500M Debt facility closed with a bank syndicate

80 Entities migrated onto a single ERP

3 Finance platforms evaluated, bought, or rolled out

Background

I started in audit at Ernst & Young, covering roughly eighty statutory entities across Apple and Seagate, and spent four years learning how large companies actually close their books. From there I moved to KKR, where I sat in private credit controllership — calculating partnership equity and incentive fees across five portfolios, and talking directly with the limited partners whose capital was in them. Most recently I was the senior accountant at Evergreen Services Group, a private-equity-backed holding company, where I owned the banking relationships and helped close a $500 million financing.

The thread through all of it is the same: I am the person in the room who translates. Between auditors and management. Between offshore teams and the deal desk. Between what an investor is really asking and what the numbers can honestly say.

The part I keep gravitating toward is the conversation, not the reconciliation. I want to be in investor relations or on the go-to-market side of the finance software I have spent my career inside — a buyer who became a builder's best advocate.

Experience

2023 – 2024

Evergreen Services Group

Senior Accountant, Private Equity · San Francisco

Owned banking relationships with Chase, PNC, and First Republic, and worked alongside a consortium of bankers to secure $500M in financing across term loans, a revolver, and a delayed-draw facility.
Coordinated a Microsoft Dynamics 365 Business Central rollout spanning 80 entities, and led the evaluation of FloQast and BlackLine from the buyer's seat.
Ran $3M per month in payables across 50+ vendor relationships, and launched the company's corporate card and expense program.
Served as the primary contact for offshore teams, external auditors, and tax advisors at KPMG and Moss Adams.

2021

KKR & Co.

Senior Fund Accountant, Private Credit Controllership · San Francisco

Engaged institutional investors directly — soliciting capital, distributing proceeds, and communicating performance across five portfolios totaling $2.5B.
Implemented Workiva across the 50-person private credit group, moving 10-Q preparation to the cloud and returning 15+ hours a month to analysis.
Handled ad-hoc investor, tax, and restructuring inquiries in daily partnership with the client management team.
Coordinated annual audits with Deloitte and prepared GAAP financial statements filed with the SEC.

2017 – 2021

Ernst & Young

Assurance Senior, promoted from Staff · San Francisco Bay Area

Managed timelines, deliverables, and client relationships across statutory audits of roughly 80 entities for Apple and Seagate Technology.
Led six offshore teams and coached eight associates and interns through formal and day-to-day feedback.
Planned and executed PCAOB-compliant integrated audits and quarterly reviews for technology, hardware, biotech, and advertising clients.

2012 – 2016

FUZE, Fit For A Kid

Event Host & Youth Leader · Los Gatos

My first sales seat, and the reason I keep coming back to client-facing work: generated leads, ran facility tours, and booked 150+ events.
Built Groupon campaigns that converted 30+ memberships a month and processed $180K in revenue.

Education

2017

San Jose State University

B.S. Business & Accounting, Lucas College of Business · GPA 3.7 · Securities Trading Association

2012 – 2014

De Anza College

Two A.A. degrees, Magna Cum Laude · Captain and closer, collegiate baseball · Phi Theta Kappa · Treasurer, Marketing Club