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Dorothea M. Kelly, CPA                                                                                516-425-9275   

842 Lower Hollow Rd.  Dorset, VT  05251                                                                Thea@dorotheakellycpa.com

Summary of Accomplishments/Skills:

·        Conducted Audits of a Vermont Supervisory Union and related Schools and local Nonprofit with national and international prominence.

·        Established Financial Reporting and month end accounting processes for local Vermont businesses and nonprofits.  Provided CFO analysis to local businesses.

·         Provided production support around the Basel II Capital Engine for the first parallel run submission requirement to the EBK including maintaining all of the rules and analyzing and resolving validation and exception issues using a web-based tool.

·         Reviewed Capital Adequacy policies of a major international investment bank to ensure they are compliant with Basel II requirements.  Reviewed and implemented Basel II rules in accordance with GAAP for Balance Sheet and Capital purposes.    Specific focus on FASB 159 Fair Value Option and FASB 133 – impact on Derivatives business across business units within the consolidated bank.

·         Developed Business Requirements for the Bank’s new Basel II Capital Engine. 

·         Lead technical accountant for Protiviti’s Blackstone Group Accounting Policy engagement.  Policies included:    Fair Value under FASB 157, Fair Value Option under FASB 159, Consolidations, Goodwill, Intangible Assets, Impairment, and Non-Controlling Interests in Consolidated Entities.  Policies relating to SEC Reporting Requirements.

·         Wrote the SONY BMG Account Policy Manual in accordance with US GAAP.  Significant policies included:  Business Combinations and Consolidated Financial Statements, Revenue Recognition, Fair Value, and Income Taxes.

·         Conducted Financial Proprietary Pricing Reviews at a major investment bank (as consultant), made significant control recommendations around the unadjusted and post adjustment process.

·         As controller, identified and eliminated duplicate interest allocation entries, saving $6M for Deutsche Bank.

·         Spearheaded global team, establishing compliance monitoring for JP Morgan.

§  Developed wire control policy at Lehman Brothers.

Special Skills: Technical Accounting.  Financial Reporting and Disclosures. Regulatory Rules and Accounting Rules Interpretation and Implementation.  Reporting and analyzing operational risk events. Assessing adequacy and effectiveness of internal controls, policies and procedures. Monitoring corporate governance, accounting policy, risk management, compliance and control functions. Dealing effectively with senior management and regulators. Identifying needs and best practices. Regulatory Reporting. Capital Markets Risk and Control. 

As Vice President of the Board of The Parent-Child Home Program (a 501 (c) (3) non-profit organization) chaired The Resource Development Committee, The Finance Committee, and The Audit Committee.  President of the Board July 1, 2008 – June 30, 2010.

Dorothea M. Kelly                                                                                                             Page 2

Career Summary

Dorothea M. Kelly CPA LLC – Business Consulting, Accounting and Tax Compliance. 

2008 –Present

Commenced consulting and accounting business upon relocating from Long Island, New York to Dorset, Vermont.   Provide CFO/Controller services to privately owned local businesses.  Conduct audits of Vermont Supervisory Union and local nonprofits. 

Robert Half International - Consultant

 2007 –  2008

Technical Accountant writing Accounting Policy for clients:  The Blackstone Group and SONY BMG

Credit-Suisse - VP Financial Accounting

 2005 – 2007

Basel II Implementation – EBK and US GAAP compliance

Developed Business Requirements for the Bank’s Basel II Capital Engine.  Maintained all the Basel II rules for the web-based Capital Engine.  Followed up on all problems until resolved.  Maintained project management documentation that tracked all issues.  Responsible for final review and authority to close issues as resolved.  Worked with a large Finance and Technology Team as Basel II was one component of a $200 million Global Data Warehouse project.

Lehman Brothers Inc., VP – Operations Division, Operations Control, 2001 – July 2005

·         Monitoring and reporting on Operational Risk components for the Americas.

Weil Industrial Hardware, VP-Chief Financial Officer, 1999-2001.

·         Assumed operation of family business during time of crisis.

·         Managed all aspects of financial reporting, accounts receivable, accounts payable and customer service.

Deutsche Bank Securities Inc., VP-Equities Controlling, 1998-1999.

·         Managed month-end close process for Broker/Dealer in New York, and OTC Derivatives consolidated in London.

·         Synchronization of general ledger accounts to back office operation accounts and various reconciliations.

·         Automated segments of Equities’ Division month-end close process at Deutsche Bank Securities.

ABN AMRO North America Inc., VP/Manager – Internal Audit, 1997-1998.

·         Managed risk-based audit plan of Equities, Fixed Income, Futures, and various international businesses.

JP Morgan, VP/Manager-Internal Audit, 1993-1997.

·         Regional Audit Manager of Corporate Governance Group, Global Equities, and Treasury.

Other Experience

Salomon Brothers Inc.,  - VP/Manager – Internal Audit

Peat, Marwick, Mitchell & Company – Senior Auditor

Education, Professional Accreditation, Memberships

BBA, Public Accounting, Pace University, Lubin School of Business.

Certified Public Accountant (CPA), New York, Vermont

American Institute of Certified Public Accountants.

Trustee – Dorset Village Library – April 2009 to present; Treasurer January 2011 to present.

President of the Board of The Parent-Child Home Program  July 1, 2008 through June 30, 2010; VP July 1,2006 to June 30, 2008; Board member April, 2005 to June 30, 2006.

Computer Skills: Power Point, Word, Excel, Access, QuickBooks, ADP-BPSA, DBS-General Ledger; numerous proprietary investment banking operational/financial systems.

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