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Megan Montgomery
Assurance Manager at Baker Tilly US
Professional Background
Megan Montgomery is a dedicated and accomplished Manager in the assurance practice at Baker Tilly US, where she has built a successful career over the past five years in public accounting. Megan specializes in providing vital audit and assurance services to a diverse range of clients, primarily in the higher education, not-for-profit, and commercial sectors, including those regulated by the SEC. Her rich experience encompasses a comprehensive understanding of audits conducted under generally accepted accounting principles (GAAP), as well as governmental auditing standards known as the Yellow Book. Furthermore, she possesses proficiency in administering audits of federal programs in accordance with the OMB Uniform Guidance.
Throughout her career, Megan has been recognized for her meticulous attention to detail and her strong analytical skills, allowing her to deliver exceptional services to her clients. In her role as Assurance Manager, she effectively leads audit teams, ensuring that clients receive quality service tailored to their unique requirements. Her journey in accounting began with an internship that solidified her passion for the field and continues to thrive in her managerial position today.
Education and Achievements
Megan Montgomery earned her Bachelor of Science degree in both Accounting and Finance from the distinguished University of Delaware. This dual degree has equipped her with a robust foundation in financial principles and accounting standards, enhancing her expertise in the field. Megan is an active member of the American Institute of Certified Public Accountants (AICPA), which reflects her commitment to maintaining the highest standards of professionalism in her work.
In addition to her technical skills, Megan’s involvement with the Chamber of Commerce for Greater Philadelphia showcases her dedication to fostering community relationships and supporting local businesses. Her educational background, combined with her professional affiliations, demonstrates a strong commitment to continuous learning and professional development in accounting practices.
Professional Journey
Megan's career in accounting has been marked by progressive responsibility and a commitment to excellence. Her professional path began at ParenteBeard LLC as a Winter Audit Intern, where she quickly gained firsthand experience in the intricacies of the audit process. Following her internship, she joined Baker Tilly US, where she has taken on various roles including Staff Accountant, Senior Accountant, and Senior Audit Associate, before advancing to her current position as Assurance Manager. Her expertise has been cultivated through direct engagement with diverse clients, leading teams through complex audits, and ensuring compliance with regulatory standards.
In her earlier roles, such as the After School Site Coordinator at Newark Parks and Recreation and Server at The Wharf Restaurant and Bar, Megan developed crucial interpersonal and organizational skills. These experiences have contributed to her holistic understanding of client service and the importance of collaboration within teams. Each position has added a unique perspective to her professional repertoire, enhancing her ability to lead effectively in her assurance practice today.
Notable Contributions
Megan has consistently contributed to the success of her clients and her team. Her expertise in higher education and not-for-profit organizations has proven invaluable, particularly during challenging audits where compliance with regulatory frameworks is critical. Additionally, her work with commercial SEC clients has bolstered her experience in navigating the complexities involved with public companies, thus further solidifying her reputation as a knowledgeable professional in the auditing field.
Her role within the AICPA and other professional organizations allows her to stay at the forefront of industry trends, best practices, and regulatory changes, fostering a continued commitment to providing her clients with the best possible guidance and support. Megan is not only focused on technical proficiency but also on empowering her colleagues and clients through knowledge-sharing and collaboration.
Community Engagement
Megan believes in the importance of giving back to the community, as evidenced by her involvement in local organizations such as the Chamber of Commerce for Greater Philadelphia. This participation not only reflects her dedication to marketplace integrity and business support but also emphasizes her understanding of the economic landscape that her clients inhabit. Through active engagement, she is able to broaden her professional network and cultivate relationships that enhance her career and the firms she represents.
Megan Montgomery’s journey through the complex realm of accounting showcases her commitment to excellence and client service. With a strong educational background, specialized expertise in audits and assurance for diverse sectors, and a solid foundation in community engagement, she is well-equipped to meet the evolving needs of both her clients and the accounting profession at large. As she continues to grow in her career, Megan's focus on professional development and client satisfaction remains at the forefront of her objectives.
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