Experience

Heidi's career began in 1994 and includes 14 years of experience with an international accounting firm working in the areas of SEC reporting, Sarbanes-Oxley Section 404, corporate management, accounting and auditing. Over her career, Heidi has served a diversified group of financial services clients including Fortune 500 bank holding companies, nationally recognized mortgage companies, broker dealers and non-registered investment companies. Her skills include mortgage banking, commercial lending and asset/liability management. She regularly consults with clients on complex technical accounting topics and SEC “hot buttons” including allowance for loan losses and indemnification reserves, derivatives and related hedge accounting and investment valuation. Heidi also has extensive regulatory, internal control and internal audit and credit review teaming experiences within the financial services industry.

Heidi serves as a speaker for seminars on SEC reporting and technical financial services accounting and auditing matters and has led related training courses for an international accounting firm.