Amy Shelly is Chief Financial Officer at OCC, the world's largest equity derivatives clearing organization.
Ms. Shelly joined OCC in December 2016. As CFO, she oversees all Corporate Finance functions, including financial planning and analysis, capital management, liquidity planning, accounting operations, and strategic sourcing in addition to OCC's facilities management and vendor management programs.
She brings over 20 years of financial services management experience to OCC, including six years as the CFO for Optiver U.S. LLC, a global market maker on major U.S. derivatives exchanges, where she managed the financial risks of the business, including financial regulatory compliance, investments, communicating financial performance and forecasts, tax compliance, and various treasury functions.
Prior to joining OCC, she was the interim CFO for a private equity portfolio company. From 2015 to 2016, she was a project manager for CF Industries, where she worked with the company's corporate controller to manage the integration of a large acquisition. In 2014, Ms. Shelly served as interim CFO for Volant Holding LLC, a holding company with wholly-owned proprietary trading companies located in the U.S., Great Britain and Hong Kong.
Ms. Shelly received her Bachelor of Business Administration in Accounting and Finance from St. Mary's College. She is a licensed Certified Public Accountant and belongs to the American Institute of Certified Public Accountants and the Illinois CPA Society. Ms. Shelly previously held Series Licenses 27, 24 and 7. She has been recognized by Cambridge's Who's Who for Excellence in Accounting and Finance.