Roz Llewellyn

Roz Llewellyn, MBA, CPA, currently serves as the Bank Accounting Manager at SoFi, overseeing a team responsible for the accounting and regulatory reporting of credit card and BNPL products. With extensive experience in financial management across various sectors, Roz has previously owned Philia Accounting, LLC since 2014. At Nasdaq, the role of Financial Planning and Analysis Specialist involved supporting financial operations for the Strategy Group, while at American Express, multiple managerial positions included SEC Reporting, Treasury Controllership, and Prepaid Finance, where responsibilities encompassed financial reporting, technical accounting research, and performance analytics. Early career roles included positions at Bloomberg LP, National Benefit Life Insurance Company, and the New York City Department of Health and Mental Hygiene. Roz holds an MBA in Information Technology Management and a Master’s Degree in Accountancy from SUNY Polytechnic Institute, along with a Bachelor's Degree in Finance from SUNY Brockport.