DIRECTOR, AUDIT AND ASSURANCE SERVICES
Jaclyn’s experience includes providing external auditing, review services, accounting, and business consulting services to clients. She manages and is involved in all aspects of engagements, from planning to review. Jaclyn has substantial experience with complex investment portfolios for both nonprofit and for-profit companies.
She has extensive knowledge in reporting under Section 404 of the Sarbanes-Oxley. Jaclyn has performed operations reviews over various cycles of the financial reporting process and assisted clients with incorporating best practices and internal controls into their processes and procedures. She is a leader in our Risk Advisory Group.
Prior to joining LaPorte, Jaclyn worked with a regional firm headquartered in Baton Rouge in the areas of internal and external audits, internal controls and regulatory compliance, special projects, and consulting services.
A co-leader of the Financial Services Industry Group, Jaclyn manages and is involved in all aspects of assurance engagements, from planning to review, for investment funds, broker-dealers, SEC-registered entities, and community-based financial institutions. In addition, she has performed internal audits, SOX compliance, loan exams, and operations reviews. Jaclyn has extensive experience in PCAOB compliance as well.
Jaclyn leads audit engagements from planning to review for a number of nonprofit schools, professional associations, charitable organizations, and foundation engagements. She has experience with complex investment portfolios and large endowments. Jaclyn also has performed operations reviews, internal control assessments, and consulting services for nonprofit clients. She is a member of the Nonprofit Industry Group.
Bachelor of Science in Accounting, Southeastern Louisiana University
Master of Business Administration, Southeastern Louisiana University
Certified Public Accountant
American Institute of Certified Public Accountants
Society of Louisiana Certified Public Accountants
Safe Harbor, Board of Directors
Louisiana Bankers Association Annual Conference, “Leases-From a Banking Perspective.” 2022
Louisiana Bankers Association CFO Conference, “Implementation of ASU 1601: Financial Instruments, Measurement and Recognition of Financial Assets and Financial Liabilities.” 2019
AREAS OF CONCENTRATION