In Kelly’s role as senior manager, she works with middle market companies that have both domestic and foreign operations. She delivers advice and consultation regarding complex accounting matters, assists engagement teams in audit matters, and is responsible for ensuring that reports issued by the firm comply with professional standards.
Kelly works primarily with closely held and portfolio companies of private equity firms. In addition, she has experience in IPO-ready and publicly traded companies. Kelly also has extensive experience in Sarbanes-Oxley Act and the filing of Forms 10-K and 10-Q.
In May 2024, Kelly was selected as the industrials audit policy leader. In this role, she serves as a resource for audit teams serving industrials clients, develops and delivers training sessions to industrial client servers, and helps to advance the industrials practice through initiatives including the creation of audit tools and templates tailored to the firm’s industrials audits. Kelly aims to drive audit efficiency and consistency across RSM and its industrial audit practice.
Kelly is passionate about helping people and enjoys serving as a mentor. She points to past mentors who have invested in her as the primary reason for her tenure at RSM, and she aims to pay that forward by playing an active role in the development of others. She also enjoys advocating for her peers for the betterment of RSM and its people. Kelly’s goal is to help others fulfill their passions with the assistance of her mentorship and advocacy.