Summary
Overview
Work History
Education
Skills
Certification
Recent Thought Leadership Published
Timeline
Generic

Kevin O'Connell

Franklin,MA

Summary

Kevin is PwC's Assurance Sustainability Leader. He also serves as PwC’s Global Asset and Wealth Management (AWM) Sector ESG Leader. In both roles at PwC, Kevin works with clients to implement strategies to improve their ESG reporting and communicate progress to their investors and other stakeholders. He advises clients as they lead with purpose and articulate their story and value to society. Kevin brings extensive experience in delivering ESG reporting strategy, materiality assessments, risk assessment, information governance and data quality, measurement, reporting and assurance services. He has more than 25+ years of internal controls reporting, risk management, and compliance experience serving large multinational financial services companies.

Overview

31
31
years of professional experience
1
1
Certification

Work History

Assurance Sustainability Leader

PwC
06.1998 - Current
  • Grew Assurance Sustainability practice from 12 to 250 staff and $75m in revenue over the last 4 years.
  • Built high-performing teams by recruiting top talent internally and externally and providing ongoing support through newly developed training programs (e.g., new joiners).
  • Managed budgets and resources to ensure profitability and meet financial goals.
  • Led cross-functional teams to build sustainability tools and accelerators (e.g., ESG Pulse) to help meet the demands of our internal and external stakeholders, fostering a culture of collaboration and innovation.
  • Delivered ESG reporting strategy, materiality assessments, risk assessment, information governance and data quality, measurement, reporting and assurance services for large multinational clients.
  • Previous roles included: Global ESG Asset & Wealth Management Leader, Trust & Transparency Solutions Leader
  • Demonstrated capabilities to be promoted from manager (hired) to Partner after 7 years.

Accounting Manager

Fidelity Investments
09.1993 - 06.1998

Managed 20 analysts, through coaching, advising, evaluating, and supporting, to produce accurate and timely completion of the daily pricing and bookkeeping for International equity and fixed income mutual funds.

Education

MBA - Finance And Management

Boston College
Boston
12.1997

Bachelor of Science - Finance

Northeastern University
Boston
06.1992

Skills

    Sustainability frameworks and regulations

    Internal controls

    Information technology

    Motivating teams

    Problem solving abilities

Certification

Certified Public Accountant (CPA)

Recent Thought Leadership Published

  • Forbes, "The Two Executive Roles That Will Turn Your Company Into A Sustainability Leader"
  • Triple Pundit, "Mandatory Climate-Related Disclosures Usher In A New Era of Transparency"
  • Strategy + Business, "The Race To Keep Pace With Investor Expectations on ESG"

Timeline

Assurance Sustainability Leader

PwC
06.1998 - Current

Accounting Manager

Fidelity Investments
09.1993 - 06.1998

MBA - Finance And Management

Boston College

Bachelor of Science - Finance

Northeastern University
Kevin O'Connell