Heather has been advising public and private companies across the financial services and broader commercial sectors since 1998. She has served as a principal on signing audit engagements for SEC registrants and has led outsourced internal audit functions and various advisory projects. Prior to joining Baker Tilly, Heather served in various leadership roles at a top 15 public accounting firm.
- Served as lead engagement principal and client relationship principal for both public and private clients
- Industries served include financial institutions, broker-dealers, investment companies, investment funds and companies in the fintech, technology, real estate and professional services industries
- Experienced in SEC and private-company audits, Sarbanes-Oxley compliance, outsourced internal audits, pre-IPO readiness, transaction advisory due diligence (buy-side and sell-side) and technical accounting advisory projects
- Served as interim chief financial officer (CFO) at a technology company
- Experience as an audit committee chair on two corporate boards
Industry involvement
- American Institute of Certified Public Accountants
- North Carolina Association of Certified Public Accountants
- National Association of Corporate Directors, Triangle Chapter board member
- Extraordinary Women on Boards, member
- Adjunct Lecturer, North Carolina State University, Poole School of Management (2025-2026)
Community involvement
- Marbles Kids Museum, past board member
- North Carolina State University MAC Advisory Board, past member
- Raleigh Chamber, past board member
- Salisbury University Alumni Board member
- National Association of Corporate Directors - Directorship Certified
- CERT Certificate in Cyber-Risk Oversight
- Triangle Business Journal 40 Under 40 Leadership Award, 2015