Kelli George Souza
Director of Accounting at Alchemy.us
- Role
- Director of Accounting at Alchemy.us
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Kelli George Souza
Alchemy offers innovative services, tools, and learning programs that help higher education institutions deploy, understand, and take full advantage of their Workday solutions, particularly Workday Student. With complete support for the entire deployment lifecycle, Alchemy brings new perspectives and collaboration opportunities to the Workday partner ecosystem.
Experience
Director of Accounting
Feb 2024 — Present
Spearheading AI-enabled automation across accounting processes using Microsoft Copilot and Workday AI, reducing manual effort and improving speed, accuracy, and scalability • Deliver revenue flash reports and executive financial packages, enabling leadership to quickly assess performance, trends, and key drivers • Partner cross-functionally with VPs and business unit leaders to analyze financial results, identify margin improvement opportunities, and drive profitability at the business-unit level • Collaborate with project managers and directors to structure and negotiate profitable change order language, ensuring scope changes support organizational financial objectives • Lead external audits as primary coordinator, managing PBCs, reviewing financial statements, and resolving accounting matters—resulting in clean audit opinions every year • Oversee corporate tax compliance across 35+ states and federal filings, equity administration (cap table and stock options), and implementation of scalable internal controls to support growth
Education
San José State University
Bachelors' of Science, Corporate Financial Management
2011 — 2013
Diablo Valley College
Associates of Art, Business Administration
2009 — 2011
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