Overview
Julie is a Director within CLA’s Business Risk Services team apart of CLA’s Value & Risk Services Group. She has over seven years of professional services experience in internal and external audit, financial reporting and controls, and compliance, across multiple industries.
• Certified Public Accountant experience in the areas of SOC report audits and preparation, SOC readiness, internal audit, FDICIA readiness and compliance, and various risk advisory and consulting services
• External financial reporting auditing and accounting experience serving a broad range of entities including professional services, manufacturing entities, nonprofit organizations, financial institutions, and employee benefit plans
• In-charging assurance and attestation engagements, project management, communicating, and collaboratively working with client management throughout the engagement process
• SOC1 Type 1 and SOC1 Type 2 engagements and SOC readiness engagements for financial institutions and financial service companies, professional service firms, and trust departments and companies
Education
• Bachelor of business administration, accounting and finance, from University of Toledo
• Jesup Scott Honors College graduate, University of Toledo
• KLAR Leadership Academy graduate, University of Toledo
In the community
• American Institute of Certified Public Accountants (AICPA), member
• The Ohio Society of Certified Public Accountants, member
• Institute of Internal Auditors (IIA), member
• Flag City Honor Flight, Findlay, Ohio volunteer/Flight Guardian