Katie provides a range of accounting services to JDJ clients, including bill paying and expense reporting, investment and bank account reconciliation, financial reporting, and tax document organization. Clients, advisors, and colleagues value Katie’s attention to detail, excellent communication skills, and work ethic.
Prior to joining JDJ, Katie was Supervisor of Finance Operations at Tufts Health Plan. In this role, she was responsible for the timely and accurate completion of all claim-related reporting and payment processes. Previously, Katie was an accountant at a technology start-up, where she handled accounts payable and was responsible for reviewing and reconciling multiple general ledgers and bank accounts for month-end close. Katie began her career at Leader Bank, where she held a variety of customer-facing roles.
Katie earned a Bachelor of Science degree in Business Administration with a concentration in Management from University of Massachusetts, Lowell. In addition, she holds a Master’s in Accounting from Southern New Hampshire University.