洛丽·雷诺兹

洛丽·雷诺兹 approaches all employee benefit plan 审计s the same – do them right and do them fast with as little interruption for the client as possible.

That doesn’t mean the 委员,葡京会手机app下载 & 老葡京手机app(老葡京手机app) manager and co-director of the firm’s 员工福利计划实践小组 在质量和准确性上偷工减料. Quite the opposite; she and her team schedule out early to plan and pull information from third parties as necessary to get everything ready to be as efficient and effective as possible when they bring the client in. It’s all part of her strategy to take the burden off clients.

罗莉, who has nearly 20 years of experience in private and public industry and public accounting, has worn many hats but focuses primarily on employee benefit plans and 盈利. That includes 401(k) and 403(b) defined contribution plans and health and welfare plans for various commercial and not-for-profit entities, 包括上市公司, 政府承包商、建筑公司、 汽车经销商, public charter schools, healthcare entities and trade associations.

Her work doesn’t stop at the technical 审计, which includes performing and supervising 审计s in accordance with generally accepted 审计ing standards. Nor does it stop with reviewing internal controls and procedures, employing analytical review procedures to detect possible anomalies, or designing substantive 审计 tests to ensure material adequacy of financial statements. 罗莉 often will go deeper on ERISA and employee benefit plan 审计s to review each organization’s tax forms. The desired outcome is identifying any issues and errors that need to be adjusted to remain in compliance and support a clean 审计 to help the plans reflect well to insurance and bonding agencies.

罗莉’s additional experience includes 审查和汇编商定的程序; 统一指导审核, 法律咨询, 税收遵从, and technical assistance with internal 审计 software.

Helping individuals achieve their goals goes beyond accounting for 罗莉. The gym and fitness fanatic has a Group Exercise Instructor Certification from the Aerobics and Fitness Association of America, completed the International Weightlifting Association’s Weight Training Certification Course, and is a Certified Instructor of BodyPump by Body Training Systems, and a certified Les Mills Bodyflow® Instructor. Health and fitness have been a passion for 罗莉 since high school, not just for her benefit but to help her community become healthier. 如果她不锻炼的话, you can find 罗莉 flexing her brain as part of various trivia teams in Washington, D.C.