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Jordan Montz, CPA, CCIFP, MBA

DIRECTOR, AUDIT AND ASSURANCE SERVICES

ABOUT JORDAN

Jordan began his career in public accounting in 2009. Since then, he has focused primarily on the construction and employee benefit plan industries.

EMPLOYEE BENEFIT PLANS

Co-leader of LaPorte’s Employee Benefit Plan Services Group, Jordan has audited a variety of employee benefit plans, including 401(k)s, 403(b)s, and defined benefit plans. He has also guided multiple organizations through first-year EBP audits. In addition, Jordan has performed compliance reviews of plans not subject to annual audits. In those reviews, he has identified areas of noncompliance with plan documents and ERISA laws, and he has seen that the plan is meeting filing and disclosure requirements. Jordan has attended the annual AICPA Employee Benefit Plan Conference. Through the AICPA Employee Benefit Plan Audit Quality Center, he has access to many valuable resources related to benefit plan audits and best practices.

CONSTRUCTION

Jordan is an active member of the LaPorte Construction Industry Group. He provides audit services to various types of construction companies doing business in Louisiana, Mississippi, and Texas, among other states. A Certified Construction Industry Financial Professional (CCIFP), Jordan has attended various national construction-specific conferences, including the annual AICPA Construction Industry Conference.

Bachelor of Science in Accounting, Southeastern Louisiana University
Master of Business Administration in Accounting, Southeastern Louisiana University
Certified Public Accountant
Certified Construction Industry Financial Professional

American Institute of Certified Public Accountants
Society of Louisiana Certified Public Accountants
AICPA Employee Benefit Plan Audit Quality Center
Association of General Contractors
South Central Industrial Association
Surety Association of Louisiana, Treasurer
Southeastern Louisiana University Accounting Advisory Board, Member

LaPorte, “What We Learned from EBP Audits in 2020 and What You need to Know for the Year Ahead.” January 2021
Society of Louisiana Certified Public Accountants, “Common Deficiencies in Employee Benefit Plans.” October 2019

Jordan Montz, CPA, CCIFP, MBA

AREAS OF CONCENTRATION

Employee Benefit Plans
Construction

985.875.4924
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