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CI

Cal Isley

Financial Services Professional

Boston, United StatesActively looking

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

May 2025 – Present

Boston, MAFull time

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.

Audit engagement leadershipAsset managementPrivate equity fundsHedge fundsPublic asset managersClient relationship managementFinancial statement reviewFinancial analysisProject management
BO

Advisor Development Summer Analyst

Bank of America Merrill Lynch

Jun 2021 – Aug 2021

Boston, MAInternship

I learned essential concepts and skills for financial advising. I analyzed private wealth analysis reports and communicated findings to wealth advisors.

Financial advisingPrivate wealth analysisFinancial analysisCommunication

Education

VU
Villanova University

Bachelor of Business Administration, Finance; Accounting; Business Analytics

2022

GPA: 3.74

Dean’s List (Each Semester)

Villanova School of Business. Majors in Finance and Accounting; minor in Business Analytics.

Skills

Asset management auditingPrivate equity auditingHedge fund auditingFinancial statement analysisFinancial reportingAudit engagement leadershipClient relationship managementProject managementCritical thinkingFinancial analysisMicrosoft WordMicrosoft PowerPointMicrosoft ExcelMicrosoft AccessBloombergInterpersonal communicationMeeting facilitationTime managementDeadline management

Languages

English
Native or bilingual proficiency