Bachelor of Science Degree in Business, Major in Accounting from the University of Minnesota Carlson School of Business
Heidi is the CFO of CLA. She partners with the internal finance team to prepare the monthly financial statements, process accounts receivables and payables, coordinate and facilitate the annual budgeting process and manage the banking relationships for the firm. Additionally, she collaborates with other enterprise business leaders on various special projects as directed by the executive management team to design, develop and implement initiatives that support the CLA’s culture, strategies and desire to be an integrated wealth advisory, outsourcing and public accounting professional services firm that helps our clients succeed professionally and personally.
Heidi began her accounting career with CLA as an auditor in the healthcare industry. In 2011 she transitioned to CFO for one of CLA’s clients and during that time effectively managed the finance department during a period of rapid growth and significant system change within that organization. In November 2015, she returned to CLA as Chief Financial Officer.