Senior Manager, Financial Services Senior Analyst
Areas of focus: Financial Services
In May 2019, Kennedy was selected as a senior analyst in RSM’s cutting-edge Industry Eminence Program, which positions its senior analysts to understand, forecast and communicate economic, business and technology trends shaping the industries RSM serves. These senior analysts advise clients on conditions influencing middle market leaders. Kennedy’s focus is on the financial services industry.
Summary of experience
Kennedy provides financial statement audit services to clients in the financial services industry with a focus on private equity, venture capital and hedge funds. His experience includes working on traditional domestic and offshore fund structures, business development companies, fund of funds, master feeder structures and segregated portfolio companies. Kennedy started his career in public accounting with a Big Four firm in Zimbabwe before joining RSM in the New York office. He also spent more than four years outside of public accounting during which time he worked for a Swiss multinational investment bank in London, followed by a British multinational investment bank and financial services company in South Africa.
In his current role, Kennedy serves investment companies with a diverse range of investment strategies through various types of financial instruments. This encompasses experience in audit and review of the valuation and accounting of various investment securities including private equity, venture capital, debt investments and derivative instruments. Kennedy also works on Global Investment Performance Standards and other performance attestation engagements including GIPS verification and performance examination engagements.
Professional affiliations and credentials
- Certified public accountant, New York
- American Institute of Certified Public Accountants
- CFA charterholder
- CFA Society New York
- Chartered accountant (Zimbabwe)
- Bachelor of Accounting Sciences, honors, University of South Africa