Kelly is a director with Baker Tilly’s risk advisory practice. Focused primarily on the financial services industry, Kelly’s background includes her current role serving in the risk advisory practice as well as years spent in the external financial statement audit practice. Kelly provides a variety of services, including system and organization controls (SOC) reporting activities, internal audit co-sourcing, Model Audit Rule (MAR) implementations and financial statement audits.
- Provides audit and advisory services to insurance and financial statement institutions
- Leads engagements with Baker Tilly’s risk advisory team to provide SOC reporting, internal audit co-sourcing and MAR implementations
- Manages multiple engagements and staff to ensure continuous progression of workflow
- Audits client information to help opine on financial statements under U.S. GAAP reporting guidelines and the statutory accounting principles prescribed by the National Association of Insurance Commissioners’ (NAIC) Accounting Practices and Procedures Manual
- American Institute of Certified Public Accountants (AICPA)
