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Cal Isley

Actively looking

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

KL

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.

BO

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

VU

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

Asset management auditing
Private equity auditing
Hedge fund auditing
Financial statement analysis
Financial reporting
Audit engagement leadership
Client relationship management
Project management
Critical thinking
Financial analysis
Microsoft Word
Microsoft PowerPoint
Microsoft Excel
Microsoft Access
Bloomberg
Interpersonal communication
Meeting facilitation
Time management
Deadline management

Languages

English

Native or bilingual proficiency