Kelly O'Hara, CFA
chief financial officer at folience@ Folience
Cedar Rapids, Iowa, United States
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Kelly O'Hara, CFA is a highly experienced professional with 15.6 years of work experience in financial reporting, analysis, and accounting. She has a strong background in insurance, internal controls, and process improvement. Kelly has worked at reputable companies such as Berthel Fisher & Company Financial Services, Inc. and Berthel Fisher & Company Financial Services, Inc. She is skilled in various areas including CPA, financial planning, and variance analysis. Kelly's expertise also extends to auditing, budgets, and adaptive insights. She is currently based in Cedar Rapids, Iowa, United States.
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Emails and Phone Numbers

+1 319200****
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About

Controller at Berthel Fisher & Company Financial Services, Inc.

Work Experience

230 2nd Street SE #100, Cedar Rapids, IA, 52401, US

Financial Services

123
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Kelly O'Hara, CFA's Professional Milestones

  • Corporate Controller (2016-09-01~2018-10-01): Implementing efficient financial controls and streamlining accounting processes for enhanced financial reporting and reporting accuracy.
  • Controller (2015-03-01~2016-09-01): Streamlining financial processes and improving efficiency through implementation of advanced financial management systems.
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Education

University of Iowa
University of Iowa

Finance,

Accounting

1994-1999