Kelli FinneganVice President, Operational Due Diligence and Portfolio Analytics Boston at HarbourVestSpeaker
Profile
Kelli Finnegan joined HarbourVest in 2004 and is responsible for oversight of the global Operational Diligence team, which includes operational due diligence (ODD), corporate vendor management (CVM) and firm administration. The ODD team is responsible for evaluating and reporting on the operational controls of potential and existing investment managers. The CVM team is responsible for onboarding and maintain a vendor inventory, risk ranking and assessments, conducting continuous monitoring, issues tracking, vendor offboarding and vendor reporting and analytics.
Kelli has over 25 years of experience in the private equity industry. She initially started her career at HarbourVest in the fund accounting team. where she managed a team of accountants that provided quarterly and annual reports to investors. She also managed the firm’s year-end audits and the SOC 1 internal control process. Kelli’s prior experience includes accounting management roles at BISYS and PwC, focusing on private equity and venture capital clients.
Agenda Sessions
Risk management workshop – focus on 3rd party vendor risk
, 9:45amView SessionRisk management and ODD – the future
, 4:00pmView Session