Kate Kelly
About Kate Kelly
Kate Kelly is the Financial Reporting Manager at SEI, with over 17 years of experience in financial reporting and portfolio accounting.
Current Title and Role
Kate Kelly is currently serving as the Financial Reporting Manager at SEI. This role involves overseeing financial reporting processes, ensuring accuracy and compliance with regulatory standards, and managing a team responsible for financial documentation and analysis.
Professional Experience at SEI
Kate Kelly has had a long and varied tenure at SEI, beginning in 2006. Over her 17 years with the company, she has held several key positions. Her career at SEI started in Portfolio Accounting within the IMS division, where she worked for six years. She then transitioned to supervisory roles, including Supervisor of IMS and Financial Reporting Supervisor. In her current role, Kelly brings extensive experience to ensure the accuracy and regulatory compliance of financial reports.
Previous Employment History
Before joining SEI, Kate Kelly worked at PFPC as a Trader from 2003 to 2006. During her three years at PFPC, she was responsible for executing trades, managing portfolios, and ensuring accurate transaction recording, skills that laid the foundation for her subsequent roles in financial reporting and portfolio accounting.
Educational Background
Kate Kelly completed her Bachelor of Arts degree at West Chester University of Pennsylvania, where she studied from 1999 to 2003. Prior to her university education, she attended Bishop Shanahan, providing her with a strong foundational education that supported her career in finance and accounting.