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Nelly Montoya
Innovation | Change Management | Financial Markets Senior Analyst | CPA | Equity and Inclusion Advocate
Nelly Montoya is a director in RSM US LLP's management consulting group, specializing in change management within the audit innovation team.1 She has been with the firm for 11 years and is based in the Chicago office.1
Professional Background
Nelly is a graduate of RSM's Industry Eminence Program, where she developed expertise in financial services, with a focus on fintech, asset management, and venture capital.1 Her role involves guiding companies through transformational processes, leveraging her skills in change management.1
Responsibilities and Contributions
As part of the National Professional Standards Group at RSM, Nelly's work centers on driving innovation in audit practices.1 She also plays an active role in the firm's diversity initiatives, sitting on the national steering committee for ¡Hola!, RSM's employee network group for Latinx professionals.1
Education and Location
Nelly's LinkedIn profile indicates that she has an association with Saïd Business School at the University of Oxford.2 While her primary office is in Chicago, her LinkedIn profile lists her location as San Francisco, California.2
Recent Activities
In August 2024, Nelly shared her top 10 highlights from attending an ALPFA Inc. (Association of Latino Professionals For America) event in Las Vegas, demonstrating her continued engagement with professional development and Latinx community initiatives.3
Nelly Montoya's role at RSM US LLP combines expertise in audit innovation, change management, and a commitment to diversity and inclusion, making her a valuable asset to the firm's management consulting group.