Overview
Heidi is the Managing Principal of Financial Operations at CLA. She teams Internal Finance to assist with the preparation of the monthly financial statements, processing of accounts receivables and payables, and coordinates and facilitates the annual budgeting process. Additionally, Heidi collaborates with other enterprise business leaders on various special projects as directed by the Leadership Team to design, develop and implement initiatives that support CLA's culture, strategies and desires 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 2015, Heidi transitioned to Internal Finance.
Education
Bachelor of Science Degree in Business, Major in Accounting from the University of Minnesota Carlson School of Business