Kelly Bosch

Experience

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  Jones & Roth, PC

  Jan 1997 - Aug 2003

  Manager

  Primary focus on providing assurance services to affordable housing partnerships, not for profits, government entities and manufacturers.

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  PacificSource Health Plans

  Feb 2007 - Jul 2008

  Internal Audit Manager

  Responsible for providing oversight for various internal audit functions including the claims audits membership audits, and commission audits, and other financial, compliance and operational audits throughout the organization. Assist department personnel by reviewing audit results and developing recommendations for improvement. Responsible for managing the Organization’s formal risk assessment process on an annual basis. Responsibilities included documentation of key financial, operational and compliance related risks along with the identification of key controls in place to mitigate each identified risk. Perform annual review of risk assessment and monitoring of key controls for effectiveness. Develop formal internal audit plan using the risk assessment and documentation of key controls. Work with department managers to identify auditable activities and develop an efficient audit plan. Responsible for working with members of executive management to monitor audit findings and prepare summary status reports. Prepared and presented formal audit reports to members of the Audit Committee and Board of Directors on a quarterly basis. Responsible for the evaluation of compliance with established policies and procedures and insurance related regulations through the audit process. Responsible for ensuring the Organization’s compliance with state mandated insurance regulations and laws. Show less

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  Moss Adams

  Jul 2008 - Dec 2015

  Senior Manager

  Responsible for all phases of various assurance engagements including planning, development of client specific audit programs, analytical review, development of substantive testing procedures, drafting and review of financial statements and related disclosures, supervision of engagement teams, and board/audit committee presentations. Client industries include not-for-profit organizations, construction and real estate, restaurants, and forest products. Actively participate as a firm-wide trainer for professional staff for programs including the Summer Internship Program, Roadmap to Success, New Manager Training, and other Moss Adams University educational programs. Career advisor to professional staff and seniors with duties that include conducting evaluations, goal setting, educational plan development, and mentoring. Senior manager with responsibility for Eugene office new and experienced professional candidates and member of the Oregon Region recruiting team. Show less

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  University of Oregon Foundation

  Dec 2015 - now

  Chief Financial Officer

  Responsible for providing leadership, long-term strategy and best practices to enable the financial services team to produce accurate and useful gift, accounting, and other data information in support of University and Foundation operations. Designs, implements and maintains a program of continuous improvement to identify and prioritize opportunities for individual, work process, and system improvements in the pursuit of improvements in the delivery of value to University and Foundation customers. Responsible to establish, direct and oversee the proper recording of financial transactions to ensure accuracy, completeness and timeliness in processing and reporting. This position participates in strategic plan execution, system and procedural enhancements, and budgeting for the organization. Show less