Alexis Roberts, MBA
AssociateAlexis Roberts, received her bachelor's degree in Accounting in 2020 and her MBA in 2021, both from Holy Family University. She began her accounting career in 2020 working as a staff and then senior accountant at a non-profit public health institute doing internal accounting work, including month-end close, reconciliations, invoicing, and financial statement preparation.
She then joined O’Connell & Co. early 2023 to gain experience in auditing/tax. Alexis currently assists with individual tax return and 990 preparation, audits, reviews, and compilations. Her career goal is to become a CPA and she is currently sitting for the exams. Outside of her work life, she enjoys spending time with friends and family, going to country concerts, visiting the beach, and camping near the Poconos.