back to top

Our Team: Wilma L. Avila

back to team

In her role as Associate, Wilma provides a range of accounting services to JDJ clients, including bill paying and expense reporting, bank account reconciliations, and financial reporting. She is known for delivering excellent service to clients and colleagues. Wilma’s organizational skills and work ethic, combined with her professionalism and attention to detail, make her an asset to the team.

Before joining JDJ in 2023, Wilma was an Account Specialist at a multi-family office for five years. In this role, her responsibilities included financial reporting, bill pay, cash flow management, and concierge services for high-net-worth clients. As the first point of contact with family members, she was committed to proactive client service.

In 2021, Wilma helped transition her family’s business to the next generation by setting up and overseeing all financial aspects of the new business. She established processes and procedures for efficiency and hired and trained her replacement to take over payroll, reporting, proposal development and project management.

Previously, Wilma was Financial Reporting Analyst for a global nonprofit. In this role she reported project status to donors and managed project goals, budgets, and deliverables. Wilma’s responsibilities included reporting on a multimillion-dollar donation which required detailed information on the allocation of expenses. Wilma’s report was so comprehensive she trained colleagues in Colombia, India, and Ghana on best practices for recordkeeping and expense reporting.

Wilma earned a bachelor’s degree in Information Design and Corporate Communications with a minor in Computer Information Systems from Bentley University.

Contact Us

Questions? Contact us to learn how JDJ can make a difference in your life.


© 2024 JDJ Family Office Services. All Rights Reserved.
Site design & development: Zoocru