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Our Team: Elizabeth Koontz

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Elizabeth joined JDJ in 2022. In her role as Associate, she provides JDJ clients with a range of accounting services, including bill paying and expense reporting, credit card and bank account reconciliations, and financial reporting.  She is a skilled financial professional with a wealth of experience. Her organizational skills and attention to detail make her an asset to her team and her clients. 

Prior to joining JDJ, Elizabeth was the business manager for a local non-profit organization, where she was responsible for overseeing programs, preparing and presenting financial reports, creating and administering the operating budget, and processing all financial transactions. Elizabeth also provided full-charge bookkeeping for a local business, managing accounts payable and receivable, billing, reconciliations and tax coordination. Previously, she was a quantitative analyst at Fidelity Investments, where she was responsible for monthly performance reporting and providing data, risk, attribution and correlation analyses for client quarterly reporting.   

She holds a Bachelor of Science in Business Administration and a Certificate in Financial Planning from Boston University. 


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