Overview
Heather is a CPA and serves as the Northern California Client Leader for CLA’s Consulting & Accounting Solutions Team (CAST). She has more than 15 years of experience providing consulting and internal audit services to clients in a diverse range of industries, sizes, and stages of compliance. She supports her clients by designing customized solutions with the necessary engagement team resources to meet the unique needs of each project. Heather leads specialty project teams assisting clients with design and implementation of internal control compliance programs, financial process reengineering and automation, redesign of the month-end close, ERP optimization, and technical accounting related needs. She also assists companies with the transition of the accounting function during mergers and acquisitions. Heather began her career at a Big 4 firm providing attestation services and also has experience specializing in forensic accounting services.
Education
- Masters of Arts in Economics from the University of California, Santa Barbara (UCSB)
- Bachelors of Arts in Business Economics (emphasis in accounting) and Religious Studies from UCSB
- Certified Public Accountant (CPA)
- Certified in Financial Forensics (CFF),
- Certified Fraud Examiner (CFE)
- Chartered Global Management Accountants (CGMA)
- AICPA IFRS Certificate of Educational Achievement
In the community
- Institute of Internal Auditors (IIA), member Sacramento Chapter Board of Governors
- American Institute of Certified Public Accountants (AICPA), member
- California Society of Certified Public Accountants, member
- Trinity Episcopal Cathedral, Finance Committee