Key Takeaways
- • Kelly O'Neil serves as Lead Managing Director at CBIZ, overseeing West Coast private equity operations and Southern California attest practice with more than 20 years of audit and consulting experience across PE-backed and venture capital-funded companies.
- • O'Neil has maintained continuous client relationships since 2007 and holds leadership positions including membership on the CBIZ Leadership Council and the Association for Corporate Growth's Women's Leadership Council.
- • Her strategic initiatives include launching the CBIZ Parent Program and championing equity and inclusion efforts through CBIZ Women's Advantage, demonstrating commitment to organizational culture and talent development.
- • Recent recognition from the Los Angeles Business Journal and CPA Practice Advisor reflects her standing as a prominent figure in private equity advisory and professional services.
Summary
O'Neil's responsibilities encompass multiple dimensions of firm leadership and professional development. Beyond her primary role overseeing West Coast private equity operations, she serves on the CBIZ Leadership Council and has spearheaded strategic initiatives including the launch of the CBIZ Parent Program. Her advocacy work centers on equity and inclusion, with active involvement in championing CBIZ Women's Advantage, an organizational program focused on advancing women within the firm and the broader professional services industry.
Her professional recognition extends beyond internal organizational roles. O'Neil maintains active involvement in industry associations, specifically serving on the Association for Corporate Growth's Women's Leadership Council, positioning her within networks of corporate development and M&A professionals. Beyond professional services, O'Neil contributes to community-focused work, serving on the board of trustees for Kidsave, an organization dedicated to helping older children in foster care secure permanent family placements. Recent honors from the Los Angeles Business Journal and CPA Practice Advisor underscore her visibility and influence within regional and national professional accounting and advisory circles.
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