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Image of Kelly Metz
Speaker

Kelly Metz

Principal
O'Connor Consulting Services

Kelly joined OCS in 2015 after spending over 20 years serving both not-for-profit and for-profit organizations in various leadership roles. While at OCS, she has served as interim CFO and Controller for several of our clients and has also served as the project manager for multiple accounting system implementations. In addition, Kelly has worked with multiple OCS clients to redesign their charts of accounts, document and improve policies and processes, and has conducted several reviews of clients' financial and grants management operations, resulting in process improvement recommendations. She has significant experience with federal grants and the Uniform Guidance; using her practical experience, she has created an OCS toolkit for certain grants management processes and developed training programs for OCS staff and clients alike. She has assisted clients in preparing for first-time federal Single Audits as well as preparing and implementing corrective action plans to address audit findings. Kelly has presented at the Greater Washington Society of CPAs' Not-For-Profit Symposium and has attained the AICPA's Not-For-Profit Certificate I. A native of Western Pennsylvania, she has a Bachelor of Science in Accounting from the University of Pittsburgh. She currently serves as the Treasurer of Friends of the Library Montgomery County and is a member of the Butler University Family Council.