Summary
Overview
Work History
Education
Skills
Licensing And Affiliates
Timeline
Generic

Kelley Harper, CPA

Winthrop,Massachusetts

Summary

Senior accounting professional with 14+ years of Big 4 accounting, finance and auditing experience focused on providing industry leading guidance to navigate the current regulatory environment. Strategic problem solver adept at managing numerous engagement teams simultaneously. Skilled communicator and presenter equally proficient at one-on-one relations and large audiences. Trusted advisor and sought-after coach who builds high performing teams in a demanding, ever-changing regulatory, technical and quality-focused environment. Passionate about well-being and developing inclusive, diverse teams that deliver exceptional client service.

Overview

15
15
years of professional experience

Work History

Quality Management National Office Director

PricewaterhouseCoopers LLP
06.2023 - Current
  • Serves as a consultant in the PwC National Office specializing in Quality and Risk management for public and private audit clients
  • Consultant on complex and judgmental audit risk areas including materiality and error assessments, going concern and liquidity analysis, fraud and illegal acts and cross border contracting to manage exposure and risk to the audit
  • Creates and delivers content to the assurance practice and 200+ Quality Partners to navigate challenging client situations and evolving regulatory landscape
  • Sought after specialist to the audit practice to interpret and provide guidance on key internal policy and procedures and navigate technology tools so teams remain compliant and execute a quality audit
  • Performs internal reviews of selected audit client files to ensure compliance with auditing standards and PwC quality controls
  • Co-chair of PwC National Office Purpose & Inclusion initiatives focused on social responsibility including hosting career sessions for 75 inner city Newark youths and two Rise Against Hunger meal packaging events with 10k meals going to Nicaragua and Sri Lanka.

SEC Services National Office Director

PricewaterhouseCoopers LLP
06.2021 - 06.2023
  • Served as a consultant in the PwC National Office specializing in SEC reporting by regularly reviewing periodic and transactional filings
  • Provided consultation, as a trusted advisor, to audit teams and clients for a portfolio of large public companies in the consumer markets sector, navigating initial public offerings and other SEC-registered transactions to completion
  • Regularly presented to clients on the current SEC landscape and contributed to internal and external thought-leadership publications that resulted in sharing valuable insights
  • Identified SEC reporting trends that impact client reporting and provided guidance to navigate complex reporting requirements that drove regulatory compliance
  • Spearheaded strategy to use remote global team members by identifying tasks, establishing processes and coaching team members which resulted in shifting 85 consult requests to offshore team members or approximately 250 hours.

Assurance Director

PricewaterhouseCoopers LLP
08.2009 - 06.2021
  • Oversaw global teams ranging from Fortune 100 to private clients across the retail, manufacturing, and healthcare industries
  • Responsible for oversight of executive relationships and ensuring excellent client service delivery of audit reports as well as numerous tax, audit-related, and advisory engagements across various reporting entities and territories
  • Proven track record of materially improving engagement margins driven by efficiencies using technology and reduction of unnecessary scope coupled with successful fee negotiations and oversight of engagement budgeting and economics, including regular updates to firm leadership
  • Developed and supervised execution of audit plans for public and private clients, assessing risks and responses based on changing profiles of the industries, regulatory environment, and enterprise business models and strategies that resulted in high quality, compliant audits in accordance with AICPA and PCAOB audit standards
  • Assisted clients with implementation of new accounting standards, including adoption of ASC606 Revenue from Contracts with Customer and ASC 842 Leases, by providing viewpoints on best practices and application
  • Directed global teams through the audit requirements and execution of an IPO for a large multinational audit client
  • Coordinated global teams through the audit process and local reporting requirements and collaborated closely with tax and IT audit teams to provide a seamless client experience, drive quality and provide insights
  • Supervised audit managers to ensure audit plans were executed effectively, provided updates to partners on audit status and issues identified and ensured milestones, phasing of work goals, and deadlines aligned with client and team expectations
  • Responsible for content creation, preparation, and delivery of presentations to executive management and audit committees, including updates on project management of various deliverables, significant and complex accounting, changes to audit plans, critical audit matters and relevant thought leadership (e.g., ESG, cyber, SEC proposals)
  • Identified efficiency opportunities by outsourcing multiple roles to overseas resources and utilizing technology solutions such as Alteryx and Tableau to eliminate manual and redundant processes that improved profitability of the job
  • Gained a thorough understanding of client’s end-to-end business processes and industry to recognize key performance drivers, business trends, and technical and industry developments that impacted business performance and overall financial reporting to address the impact timely
  • Researched authoritative accounting guidance and prepared memos outlining conclusions on the accounting for significant, complex transactions, including business combinations, debt transactions, and goodwill and intangibles and consulted with PwC National Office
  • Supervised, developed and motivated staff including formal career counseling for 15 individuals and mentorship programs including Northeast Women's Circle leader and Women’s Leadership Council mentorship program leader
  • Organized and executed various Boston office and market team initiatives including DEI committee leader, Skills 4 Society project for Union Capital Boston and mentor for Soul Train Boston.

Education

Bachelor of Science - Accounting

Stonehill College
Easton, Massachusetts
05.2009

Universidad De Pablo Olavide
Sevilla, Spain
2008

Skills

  • US GAAP & IFRS
  • Technical accounting standards implementation
  • Team leadership
  • Project and budget management
  • Presentations
  • SEC reporting
  • Internal control (including SOX) and risk assessments
  • Executive communications

Licensing And Affiliates

  • Certified Public Accountant, Massachusetts
  • Member of the American Institute of Certified Public Accountants
  • Member of Massachusetts State Board of Public Accountancy
  • Boston Chamber of Commerce Transformational DEI Certified
  • Alumni of the Boston Chamber of Commerce Women’s Leadership Program
  • Honorary member of Stonehill College Chapter of Beta Alpha Phi (BAP) and active campus recruiter

Timeline

Quality Management National Office Director

PricewaterhouseCoopers LLP
06.2023 - Current

SEC Services National Office Director

PricewaterhouseCoopers LLP
06.2021 - 06.2023

Assurance Director

PricewaterhouseCoopers LLP
08.2009 - 06.2021

Bachelor of Science - Accounting

Stonehill College

Universidad De Pablo Olavide

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Kelley Harper, CPA