Amy Shelly, Cpa Email and Phone Number
As a financial services leader, I have built teams, grown lines of businesses, and scaled enterprises. I have been a CFO for more than 12 years and have diverse experience that spans public and private equity-back firms engaged in trading, retail broker-dealer, investment banking, and operating a clearing house. From an organizational perspective, I know that the only way to get things done is through and with people. I am recognized as a leader who cares about people, and who creates a culture where individuals can grow and thrive while delivering incredible results. My skillset is broader than the corporate finance functions of accounting, finance, and treasury. I’ve also been responsible for strategy, project management, strategic sourcing, facilities management, and business engineering teams.Specialties: Finance, corporate finance, accounting, CFO, CPA, treasury, financial analysis, analytical skills, problem solving, negotiation, strategy, process improvement, team building, talent development, insurance, pension, business development, corporate development, due diligence, start-up, business integration, critical thinking, FP&A, GAAP, capital markets, fund raising, investor relations, debt financing, debt restructuring, debt refinancing, debt compliance, banking relationships, international tax planning, tax planning, working capital, systems implementation, risk management, internal controls, governance, SEC filings, regulatory reporting, 401k, board presentations, foreign exchange, FX, hedging, shareholder management, Board of Directors, Finance Committee, Audit Committee, contracts, legal documents, governance, international business, systems implementation, Oracle Fusion, S4Hana, M&A
Blockfills
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Chief Financial OfficerBlockfills Oct 2024 - PresentChicago, Illinois, Us -
Managing PartnerShelly Consulting Llc Jan 2023 - Oct 2024I leverage my extensive knowledge and expertise to assist clients with strategy development, system integrations, process improvements, and scalable organizational structures mitigating risks through right sized governance and control structures.
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Chief Financial OfficerOcc 2016 - 2022Chicago, Illinois, UsI led a team of 65 responsible for finance, accounting, treasury, strategy, project management, and facilities at Options Clearing Corporation, the world's largest equity derivatives clearing firm which settles 40 billion options a day. In this role, I managed over $650 million of capital. I co-sponsored the firm’s most important technology initiative – modernizing the core technology platform. During my tenure, we more than doubled our debt capacity, launched a new capital management strategy, streamlined our investments, and rebuilt the finance, accounting, and treasury teams. -
Strategic Finance AdvisorSalo, A Korn Ferry Company 2014 - 2016Minneapolis, Mn, UsDuring the period, I worked with multiple clients, driving diverse initiatives including international business expansion, ERP implementation, finance process improvement, and joint venture organizational design. -
Chief Financial OfficerOptiver Us Llc 2008 - 2014Amsterdam, NlIn this role, I partnered with the CEO and traders to [grow the business.] Optiver is one of the oldest market making firms in the world, providing liquidity to markets across the globe. I managed a $300 million balance sheet, guiding the business on efficient capital usage. To support growth, I shaped the tax strategy, while building core capabilities in accounting, tax, facilities, risk management, technology, and other back-office functions. -
ControllerChase Investment Services Corp. 2005 - 2008I oversaw corporate and regulatory financial reporting for JPM’s retail broker-dealer business. I was deeply involved in the rollout of new products for investors, partnering with legal, compliance and operations. I was also the primary contact for all finance-related audits with the external auditors, FINRA, the SEC, and other regulators. -
Vice PresidentAbn Amro 2002 - 2005Amsterdam, NlI played a central role in ABN AMRO’s establishment of a Sarbanes Oxley compliant internal control framework. I also managed legal entity and management reporting. -
Vice PresidentThe Hull Group, A Goldman Sachs Company 1995 - 2002I managed accounting for The Hull Group's international subsidiaries and participated in the firm’s preparation for an IPO. After the company was acquired by Goldman in 1999, I integrated the accounting foreign accounting operations to Goldman systems and pesonnel. Hull was an independent algorithmic trading firm and electronic market maker, known for its quantitative and technology-based trading strategy.
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Staff AccountantMitsui & Co., Ltd. 1991 - 1995Chiyoda-Ku, Tokyo, JpIn this foundational role, I learned the fundamentals of corporate finance and business partnering. Mitsui & Company is a diversified manufacturing and services conglomerate with global operations.
Amy Shelly, Cpa Education Details
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Saint Mary'S CollegeAccounting And Finance -
The Wharton School
Frequently Asked Questions about Amy Shelly, Cpa
What company does Amy Shelly, Cpa work for?
Amy Shelly, Cpa works for Blockfills
What is Amy Shelly, Cpa's role at the current company?
Amy Shelly, Cpa's current role is Chief Financial Officer | Chief Operating Officer | Financial Services | FinTech | Family Office.
What schools did Amy Shelly, Cpa attend?
Amy Shelly, Cpa attended Saint Mary's College, The Wharton School.
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