Overview
Michelle Morris-Penn has more than 25 years of experience in accounting and finance and provides outsourced accounting and internal control solutions to high net-worth individuals, non-profits, family offices and their closely held businesses.
She specializes in financial accounting, investment and grant reporting, budgeting, fixed asset and property management, IT audit, and implementing efficient operational systems for clients in various industries, including financial services, manufacturing, and hospitality.
Before joining the firm, Michelle served as finance and operations manager at CIPHER, where she performed full-cycle accounting, SOC 1 & 11 audits, and administrative and human resource functions for the cybersecurity company's Miami and London offices. She has also served as chief financial officer for financial institutions in Jamaica and worked as an assistant manager at a Big Four firm for several years.
She is a member of the firm’s DEI (diversity, equity and inclusion) council, and leads the BOLD (black opportunities for leadership & development) employee resource group.
Active in the community, Michelle serves as president for the St. Andrew High Old Girls Association's South Florida chapter. Michelle is also Head of the Florida Chapter of the ACCA North America, a member of ACCA UK, and a member overseas of the Institute of Chartered Accountants of Jamaica (ICAJ) and a member of the South Florida chapter of ISACA. She is a Certified Public Accountant (CPA), Chartered Certified Accountant (FCCA), and a Certified Information Systems Auditor (CISA).
Education
Bachelor of Science, Accounting, University of the West Indies in Mona
