Assistant Controller
Current
Jul 2022 - Present
AeroLeads people directory · profile
Kelly Mathison Email & Phone Number
Assistant Controller at Invesco
at
Invesco US
1 work email found
@invesco.com
2 phones found area 469
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Assistant Controller at Invesco
Location
Dallas, Texas, United States
Who is Kelly Mathison? Overview
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Quick answer
Kelly Mathison is listed as Assistant Controller at Invesco at Invesco US, based in Dallas, Texas, United States. AeroLeads shows a work email signal at invesco.com, phone signal with area code 469, and a matched LinkedIn profile for Kelly Mathison.
Kelly Mathison previously worked as Assistant Controller at Invesco Us and Tax Manager at Kpmg. Kelly Mathison holds Master Of Science (M.S.), Accounting from Southern Methodist University.
Company email context
Email format at Invesco US
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{first}.{last}@invesco.com
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AeroLeads found 1 current-domain work email signal for Kelly Mathison. Compare company email patterns before reaching out.
Profile bio
About Kelly Mathison
Kelly Mathison is a senior tax accountant at KPMG. She graduated from Southern Methodist University with a Bachelors of Business Administration in Accounting. She also received her Masters of Science in Accountancy, with a concentration in Tax, from SMU. While at SMU, Kelly was a Hyer Scholar and was involved with several other honor societies including Beta Gamma Sigma. She has previously interned at Tolleson Wealth Management and the George W. Bush Presidential Center.
Listed skills include Ampl, Matlab, C++, C, and 9 others.
Current workplace
Kelly Mathison's current company
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8 roles
Kelly Mathison work experience
A career timeline built from the work history available for this profile.
Tax Manager
• Responsible for reviewing partnership tax allocations, Schedule K-1s, federal and state tax returns, informational and international forms• Analyze tax adjustments, including wash sales, straddles, constructive sales and swaps required to compute taxable income • Coordinate with clients and their fund administrators to gather information needed to deliver Schedule K-1s and tax returns in a timely and efficient manner.
Oct 2020 - Jul 2022
Senior Tax Associate
Oct 2017 - Oct 2020
Tax Associate
Oct 2015 - Oct 2017
Tax Intern
• Prepare work papers and federal returns for several tax clients and foundations• Analyze Tolleson’s current investment accounts in order to compare a client’s additional tax liability to the additional income earned
May 2013 - Apr 2014
Tax Intern
--Prepare partner tax allocations, tax adjustments, and Schedules K-1 for hedge funds, private equity funds, fund-of-funds, & MLPs --Ensure accurate completion of Schedules K-1 and tax filings by applicable deadlines --Perform tax research to determine or confirm the tax treatment of financial instruments
Jan 2014 - Mar 2014
Development Team Intern
• Research current economic trends, market conditions, legislation and policy proposals in relation to the center’s 4% growth initiative • Conduct ongoing evaluations to measure the success of event plans, economic programs and initiatives that support the Bush Center’s goals
Jan 2013 - May 2013
Exxonmobil Community Summer Jobs Intern
• Revamped and redesigned training materials and updated presentation materials for the Education/Training team• Created reports on pre- and post-test survey analysis and assisted with the annual report and year-end funder reports for the Marketing/Development team• Planned and executed service project for 60 Exxon Mobil interns at the Creative Arts Center of Dallas
Jun 2011 - Aug 2011
2 education records
Kelly Mathison education
Master Of Science (M.S.), Accounting
Southern Methodist University
Bachelor Of Business Administration (Bba), Accounting
Southern Methodist University
FAQ
Frequently asked questions about Kelly Mathison
Quick answers generated from the profile data available on this page.
What company does Kelly Mathison work for?
Kelly Mathison works for Invesco US.
What is Kelly Mathison's role at Invesco US?
Kelly Mathison is listed as Assistant Controller at Invesco at Invesco US.
What is Kelly Mathison's email address?
AeroLeads has found 1 work email signal at @invesco.com for Kelly Mathison at Invesco US.
What is Kelly Mathison's phone number?
AeroLeads has found 2 phone signal(s) with area code 469 for Kelly Mathison at Invesco US.
Where is Kelly Mathison based?
Kelly Mathison is based in Dallas, Texas, United States while working with Invesco US.
What companies has Kelly Mathison worked for?
Kelly Mathison has worked for Invesco Us, Kpmg, Tolleson Wealth Management, Rothstein Kass, and George W. Bush Presidential Center.
How can I contact Kelly Mathison?
You can use AeroLeads to view verified contact signals for Kelly Mathison at Invesco US, including work email, phone, and LinkedIn data when available.
What schools did Kelly Mathison attend?
Kelly Mathison holds Master Of Science (M.S.), Accounting from Southern Methodist University.
What skills is Kelly Mathison known for?
Kelly Mathison is listed with skills including Ampl, Matlab, C++, C, Java, Microsoft Office, Close Attention To Detail, and Team Leadership.
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