Kelly Mathison

Kelly Mathison Email and Phone Number

Assistant Controller at Invesco @ Invesco US
Kelly Mathison's Location
Dallas, Texas, United States, United States
Kelly Mathison's Contact Details

Kelly Mathison personal email

n/a

Kelly Mathison phone numbers

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.

Kelly Mathison's Current Company Details
Invesco US

Invesco Us

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Assistant Controller at Invesco
Kelly Mathison Work Experience Details
  • Invesco Us
    Assistant Controller
    Invesco Us Jul 2022 - Present
    Atlanta, Ga, Us
  • Kpmg
    Tax Manager
    Kpmg Oct 2020 - Jul 2022
    Toronto, On, Ca
    • 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.
  • Kpmg
    Senior Tax Associate
    Kpmg Oct 2017 - Oct 2020
    Toronto, On, Ca
  • Kpmg
    Tax Associate
    Kpmg Oct 2015 - Oct 2017
    Toronto, On, Ca
  • Tolleson Wealth Management
    Tax Intern
    Tolleson Wealth Management May 2013 - Apr 2014
    Dallas, Texas, Us
    • 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
  • Rothstein Kass
    Tax Intern
    Rothstein Kass Jan 2014 - Mar 2014
    Us
    --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
  • George W. Bush Presidential Center
    Development Team Intern
    George W. Bush Presidential Center Jan 2013 - May 2013
    Dallas, Tx, Us
    • 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
  • Junior Achievement Of Dallas, Inc.
    Exxonmobil Community Summer Jobs Intern
    Junior Achievement Of Dallas, Inc. Jun 2011 - Aug 2011
    Dallas, Tx, Us
    • 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

Kelly Mathison Skills

Ampl Matlab C++ C Java Microsoft Office Close Attention To Detail Team Leadership Financial Accounting Microsoft Excel Powerpoint Leadership Analysis

Kelly Mathison Education Details

  • Southern Methodist University
    Southern Methodist University
    Accounting
  • Southern Methodist University
    Southern Methodist University
    Accounting

Frequently Asked Questions about Kelly Mathison

What company does Kelly Mathison work for?

Kelly Mathison works for Invesco Us

What is Kelly Mathison's role at the current company?

Kelly Mathison's current role is Assistant Controller at Invesco.

What is Kelly Mathison's email address?

Kelly Mathison's email address is ke****@****pmg.com

What is Kelly Mathison's direct phone number?

Kelly Mathison's direct phone number is +146976*****

What schools did Kelly Mathison attend?

Kelly Mathison attended Southern Methodist University, Southern Methodist University.

What skills is Kelly Mathison known for?

Kelly Mathison has skills like Ampl, Matlab, C++, C, Java, Microsoft Office, Close Attention To Detail, Team Leadership, Financial Accounting, Microsoft Excel, Powerpoint, Leadership.

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