Michelle Morris-Penn
Principal - Family Office Services @Kaufman Rossin
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WORK HISTORY
Principal - Family Office Services @Kaufman Rossin
Miami-Fort Lauderdale, FL, US
EDUCATION
ACCA
FCCA, Chartered Accountant
Florida Atlantic University
Non-degree Graduate
St. Andrew High School
High school graduate
University of the West Indies, Mona, Jamaica
BSc., Accounting (Hons.)
Boston University
Certificate, Applied Project Management
ISACA
CISA, Information System Audit
ABOUT MICHELLE MORRIS-PENN
Dynamic and results-driven finance professional with a proven track record of leadership and strategic problem-solving. Adept at streamlining operations, optimizing costs, improving processes, and ensuring on-time project delivery. A collaborative leader with a hands-on approach, strong work ethic, and a proactive mindset, dedicated to achieving organizational goals. Bringing over 30 years of expertise in financial accounting, auditing, and system implementations—primarily within the financial services industry.As a Family Office Professional, Michelle builds relationships with high net-worth individuals and family offices, helping them to manage their finances and households, organize their book-keeping with monthly financial reporting, to achieve an improved lifestyle. Additionally, experienced in working with non-profit organizations, helping them streamline financial processes, develop timely budgets and financial statements, and maintain compliance with grant reporting requirements. Certifications for QuickBooks ProAdvisor, Xero Advisor, Bill.com Expert.Core Competencies - Financial Statement & Budget Preparation Strategic Planning, Execution & Management Internal / External Audit Liaisons Facilities & Fixed asset management Project Management Human Resource Administration Team Building & Leadership
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