Kim Petry

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Career Readiness, Change Management, Communication, Diversity and Inclusion, Emotional Intelligence, Entrepreneurship, Executive, Finance, HR, Leadership

Garden City, New York


Kim Petry is a CPA, MBA and seasoned Senior Executive with extensive proven success in increasing profit margins, solid financial management, business leadership and strategic partnering with the board of directors, legal, compliance, regulators and the business. Ms. Petry is the founder and currently runs Ebalance, a full service accounting and finance organization which provides CFO services to small and midsized organizations. Ms. Petry was formerly the EVP and CFO of Paxos, a high growth Fin Tech Company, where she led a global finance organization and was in charge of the Human Resources Division. Prior to her current role, she was CFO at Broadridge where she successfully led several accretive deals and dramatically increased profit margins. Positions prior to Broadridge include CFO, Global Commercial/Corporate Card Payment with American Express where she led a team of over 150 finance professionals globally, supporting a business with over $4 billion in revenue and stopped pricing erosion and increased revenue. Prior to American Express, she was Vice President of Corporate Finance, Planning and Analysis and Business Finance and Analysis with TIAA-CREF where she led over 140 professionals domestically and was responsible for reporting, budgeting, forecasting, strategy, long-term planning, new product development, accounting, Board interaction, mergers and acquisitions. Ms. Petry developed and led a $400 million cost reduction initiative. Earlier in her career, Ms. Petry served as Managing Director of Finance at US Trust Corporation/Schwab Corporation and Audit Senior Manager in Financial Services at PricewaterhouseCoopers. She earned her MBA in Finance and International Business from New York University and graduated first in her class with a BA in Accounting from Adelphi University. She is also Six Sigma Green Belt Certified. Ms. Petry has won several awards for her expertise in finance and leadership including the YWCA Woman Achiever of the Year, Association of Professional Women – Woman of the Year, AICPA Accounting Award and the NYSSCPA Achievement Award. 

Throughout her career, Ms. Petry has made it a priority to empower and mentor others and she has led and participated in several organizations which have a specific focus on mentoring and leadership development. Several initiatives she has led include the Women in Public Companies Assisting Not-for-Profits, American Express Women’s Mentoring Program, Broadridge Women’s Leadership Forum and the Paxos Women’s Group. She also started her own program, Your Empowered Self, which aims to provide others with the confidence and support they need to be independent and attain their goals. Additionally, she started the NYC Schools Mentoring Program at PWC aimed at helping inner city youth in crisis. Ms. Petry has been on several boards including Nassau County Family and Children’s Association and New York Says Thank You, a 9/11 assistance organization. She is an author and has contributed to several publications including “101 Ways to Compete in Today’s Job Market” and has served as an Adjunct Professor at Adelphi University. Ms. Petry lives with her husband and two children in Garden City, New York.


Kim has been the single most powerful force in my career. No one shows you what you need to get promoted within an organization. Kim worked with me to understand my career aspirations and was able to coach and guide me through the experience I needed to get there. More importantly, we worked on the attributes I needed to move up within my organization. I was already promoted twice and I am still working with her as my next move is CFO. I cannot thank her enough.
— Katina K
Ms. Petry was instrumental in getting my career off the ground and moving in the direction I needed. I wanted to be seen as a true business partner and Ms. Petry was able to pin point where I needed to “brush up” and determined what I needed in order to move into my dream position and be part of management within my company. Ms. Petry also took into account the culture in which I operated which is so critical to success. I am now in my dream job thanks to Ms. Petry.
— Thomas R.
All I can say is wow. I knew accounting and finance but I did not know how to put it all together to really provide value in an organization. Kim was able to show me exactly how to become a valuable team player. She worked with me to understand my weaknesses and strengths. I also was lacking in my presentation skills and delivery. Kim honed in on what I needed to do to have management take me seriously. I am now deputy CFO and I could not have done it without her. I am now on the path to CFO and could not be happier. And management truly values me.
— Erika O.