Andrew Kelleher

Tech-Driven Finance Professional

BSBA, Finance | University of Missouri

Currently

Financial Statement Audit at Richey May

Developing Tools to Streamline Data Processing

Contact

Connect on LinkedIn

Experience

Richey May

(2024 -
Audit Associate providing assurance services for Independent Mortgage Banks.
  • Led a full audit engagement as in-charge in my second year at the company, managing a team and coordinating internally with the manager and partner on the job, and externally with the client, from planning through financial statement delivery.
  • Led process improvements across compliance testing, client requests, and internal systems, redesigning the firm-wide SharePoint portal, updating workpapers and processes, and advising on a key system upgrade to improve accuracy and efficiency.
  • Built AI agents, including a testing agent that pulled and validated support documentation with built-in accuracy guardrails and a recommendation agent that leveraged internal libraries to generate tailored guidance, reducing billed hours in related testing areas by half or more.
Financial Analyst Internship for a 50+ Unit QSR Franchisee.
  • Managed daily reporting processes used to calculate employee bonuses, track company performance, and identify underperforming stores.
  • Supported FP&A functions and provided ad-hoc analysis for senior leadership, including budgeting, forecasting, variance analysis, and pricing strategy — including a report recommending operational hour adjustments to maximize profitability.
Analyst for an 11-Member Equity Fund Managing $2 Million of the University's Endowment
  • Built three-statement and DCF valuation models to evaluate investment opportunities within the Industrials and Materials sector.
  • Prepared and presented company research reports, combining financial forecasts, valuation analysis, and industry trend research to support sector-level investment decisions.

Photography

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