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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.
Highlights
My Top 10 Highlights from ALPFA Inc - Association of Latino Professionals For America in Vegas!
1. A week later, I’m still inspired by all the incredible #Latinx, #Latino, #Hispanic talent. There were 6K of us under one roof! 2. All the soul-warming reconnections with my fellow RSM US LLP team and our #ALPFAmilia. Shout out to Joanna, Carlos, Joel, Michael, Laura, Will Lopez, Carlos, Josie, Darcy, and Brett for leading our internal session! 3. Beaming and feeling so proud of Joanna as I watched backstage before sharing the stage with Patricia, Maria, Adina, and Belinda for the #WomanofALPFA luncheon. Unsurprisingly, the WOA programming was phenomenal (Way to go, Lynnette and team)! 4. Celebrating Juan’s FCA Excellence Award! Go Juan! 5. Honoring David as ALPFA's #veteran of the year. Impressive! 6. Being mesmerized by Ashley and Carlos’s star performances (was I watching the Grammy’s?) and celebrating Gianni! 7. Witnessing Carolina winning the #ALPFAPride award. I'm now officially signaling Carolina! 8. Talking about #innovation and #teamperformance while playing a game. Gracias, Alyssa, for being an amazing co-facilitator! 9. Crashing the ALPFA New York lunch and learning so much! Two days after lunch, I devoured Unapologetically Ambitions (many thanks, Kenny, for the book rec!). Thank you, Genaro, for the lunch invite! Lunch on me when you're back in Chicago! 10. Kaplan + stage +pushups = priceless.
To our phenomenal RSM US LLP team that made this possible (Jamie, Vanessa, Kathleen, Shalyce– you rock!
My biggest takeaway from the Re{frame} your story conference theme? It’s simple: Be the narrator of your story.
#GrowForwardatRSM #ALPFA2024 #WomenOfALPFA #LatinaLeadership
Despite the muggy weather, we had a fantastic time during RSM US LLP’s STAR #golfouting. The quick golf lesson led to immediate improvements (many thanks, Chris Faillo, and Matt Fay!), and the lunch that followed was a great opportunity to discuss all the innovations happening at RSM, reconnect with colleagues, and share tips for working parents.
A big shout-out to RSM's STAR employee group and Lindsay Biernacki for organizing such a wonderful event that brought us together. It’s opportunities like these that make me proud to be part of the RSM family. Here’s to many more!
Lindsay, Amy, Brooke, Jonathan, Patrycja, Rachel, Sandra, Sarah
#RSMSTAR #RSMGolfNetworking #GolfNewbie
