Cal Isley
Financial Services Professional
Boston, United States
I am a Big Four professional with over three years of experience serving clients across the asset management industry. At KPMG, I lead audit engagements for private equity funds, hedge funds, and public asset managers, serving as a primary client contact and coordinating deliverables for quarterly and annual filings. I review financial statements, communicate audit findings to client management, and manage multiple engagements concurrently while meeting demanding deadlines. My background in finance, accounting, and business analytics, combined with strong project management, communication, and critical-thinking skills, enables me to provide a thoughtful and effective client experience.
Experience
Senior Audit Associate
KPMG, LLC · Full-time
May 2025 – Present · 1 yr 4 mths
Boston, MA
I lead audit engagements for Asset Management clients, primarily Private Equity funds, Hedge funds, and Public Asset Managers. I serve as a primary client contact, lead meetings regarding audit status and deliverables, review draft financial statements, and collaborate with KPMG Partners to communicate audit expertise to client management. I prioritize work across multiple concurrent audits and consistently meet required deadlines.
Advisor Development Summer Analyst
Bank of America Merrill Lynch · Internship
Jun 2021 – Aug 2021 · 2 mths
Boston, MA
I learned essential concepts and skills for financial advising. I analyzed private wealth analysis reports and communicated findings to wealth advisors.
Education
Villanova University
Bachelor of Business Administration, Finance; Accounting; Business Analytics
Grade: GPA: 3.74
Activities and societies: Dean’s List (Each Semester)
Villanova School of Business. Majors in Finance and Accounting; minor in Business Analytics.
Skills
Languages
English
Native or bilingual proficiency