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WiM Corporate Professional
Professional Bio
With over eleven years of experience in the assurance practice, I specialize in serving the manufacturing and distribution sector. My professional journey has equipped me with expertise in auditing, accounting, and financial reporting services tailored to the unique needs of this industry. Additionally, I have significant expertise in purchase accounting and other complex transactions, which allows me to support my clients through critical business changes and challenges.
I have had the privilege of working with a diverse range of clients, including both owner-operated and private equity-held businesses, many of which have operations spanning the globe. My commitment to delivering high-quality service and insightful financial guidance has helped my clients navigate complex transactions and achieve their business objectives.
Additionally, I have over eleven years of specialized experience in performing benefit plan audits. I have developed a deep understanding of defined contribution, defined benefit, health and welfare plans, and related compliance requirements. My expertise extends to managing benefit plans with over 10,000 participants and assets exceeding $1 billion. Throughout my career, I have successfully navigated a broad range of benefit plan compliance issues, including the preparation and review of Form 5500s, 990s, 990-Ts, and Summary Annual Reports. My comprehensive approach ensures that my clients meet all regulatory requirements while optimizing their benefit plan operations.
I am passionate about leveraging my skills to drive financial integrity, ensuring that my clients are well-positioned for sustainable growth and success. Among my goals is to be a trusted advisor, providing reliable and strategic advice that empowers my clients to make informed decisions and achieve their long-term goals. Additionally, I strive to continuously enhance my expertise and stay abreast of industry developments to better serve my clients.
I have had the privilege of working with a diverse range of clients, including both owner-operated and private equity-held businesses, many of which have operations spanning the globe. My commitment to delivering high-quality service and insightful financial guidance has helped my clients navigate complex transactions and achieve their business objectives.
Additionally, I have over eleven years of specialized experience in performing benefit plan audits. I have developed a deep understanding of defined contribution, defined benefit, health and welfare plans, and related compliance requirements. My expertise extends to managing benefit plans with over 10,000 participants and assets exceeding $1 billion. Throughout my career, I have successfully navigated a broad range of benefit plan compliance issues, including the preparation and review of Form 5500s, 990s, 990-Ts, and Summary Annual Reports. My comprehensive approach ensures that my clients meet all regulatory requirements while optimizing their benefit plan operations.
I am passionate about leveraging my skills to drive financial integrity, ensuring that my clients are well-positioned for sustainable growth and success. Among my goals is to be a trusted advisor, providing reliable and strategic advice that empowers my clients to make informed decisions and achieve their long-term goals. Additionally, I strive to continuously enhance my expertise and stay abreast of industry developments to better serve my clients.
Company
Plante Moran, PLLC
WiM Corporate Professional