Joanna Schultz, CPA, PMP
Senior Consultant at Ladd Partners- Claim this Profile
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Polish Limited working proficiency
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French Elementary proficiency
Topline Score
Bio
Bill Hancock
Joanna was a key individual in the integration of Mayer Hoffman McCann’s proprietary audit methodology and audit technology across the firm’s 30+ offices. She was instrumental in documenting electronic engagement policies and procedures and establishing a firm-wide Audit Technology Help Desk.
Sandi Guy
I was fortunate to work with Joanna for several years. Her knowledge of public accounting and the systems needed to deliver quality Audit and Assurance services was invaluable. She is a fantastic collaborator and possesses a keen understanding of business processes. Her project management and business skills are surpassed only by her personal skills and ability to deliver a high level of service to internal clients. I would highly recommend Joanna to any organization.
Bill Hancock
Joanna was a key individual in the integration of Mayer Hoffman McCann’s proprietary audit methodology and audit technology across the firm’s 30+ offices. She was instrumental in documenting electronic engagement policies and procedures and establishing a firm-wide Audit Technology Help Desk.
Sandi Guy
I was fortunate to work with Joanna for several years. Her knowledge of public accounting and the systems needed to deliver quality Audit and Assurance services was invaluable. She is a fantastic collaborator and possesses a keen understanding of business processes. Her project management and business skills are surpassed only by her personal skills and ability to deliver a high level of service to internal clients. I would highly recommend Joanna to any organization.
Bill Hancock
Joanna was a key individual in the integration of Mayer Hoffman McCann’s proprietary audit methodology and audit technology across the firm’s 30+ offices. She was instrumental in documenting electronic engagement policies and procedures and establishing a firm-wide Audit Technology Help Desk.
Sandi Guy
I was fortunate to work with Joanna for several years. Her knowledge of public accounting and the systems needed to deliver quality Audit and Assurance services was invaluable. She is a fantastic collaborator and possesses a keen understanding of business processes. Her project management and business skills are surpassed only by her personal skills and ability to deliver a high level of service to internal clients. I would highly recommend Joanna to any organization.
Bill Hancock
Joanna was a key individual in the integration of Mayer Hoffman McCann’s proprietary audit methodology and audit technology across the firm’s 30+ offices. She was instrumental in documenting electronic engagement policies and procedures and establishing a firm-wide Audit Technology Help Desk.
Sandi Guy
I was fortunate to work with Joanna for several years. Her knowledge of public accounting and the systems needed to deliver quality Audit and Assurance services was invaluable. She is a fantastic collaborator and possesses a keen understanding of business processes. Her project management and business skills are surpassed only by her personal skills and ability to deliver a high level of service to internal clients. I would highly recommend Joanna to any organization.
Credentials
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FFA Implementation Consultant Certification
FinancialForceJan, 2022- Sep, 2024 -
Salesforce Certified Administrator (SCA)
SalesforceJan, 2020- Sep, 2024 -
Certified Information Technology Professional (CITP)
AICPA -
Certified Public Accountant (CPA)
AICPA -
Chartered Global Management Accountant (CGMA)
AICPA -
Project Management Professional (PMP)
Project Management Institute
Experience
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Ladd Partners
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United States
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IT Services and IT Consulting
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1 - 100 Employee
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Senior Consultant
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2017 - Present
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Community
