SPECIALISTS
Jamie Lontz
Partner, Citrin Cooperman Advisors LLC
Partner, Citrin Cooperman & Company, LLP
Experience
Jamie Lontz is a partner in the firm’s Philadelphia office with over 15 years of experience. Her areas of expertise are in the not-for-profit and employee benefit plan industries.
Jamie provides a broad range of assurance services, including financial statement and compliance audits of not-for-profit organizations and public sector entities. Jamie also provides audits of employee benefit plans, including defined contribution, defined benefit, and health and welfare plans. Her client responsibilities include performing financial statement audits, communicating planning and audit results to management and those charged with governance, evaluating internal controls, and financial statement preparation.
Jamie is also the Philadelphia office's leader for local CC EDGE initiatives.
CREDENTIALS
Education
Bachelor of Business Administration in Accounting, cum laude, Temple University
Licenses
Certified Public Accountant in the State of Pennsylvania
Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member, Pennsylvania Institute of Certified Public Accountants (PICPA)
Board Treasurer, Greater Philadelphia Community Alliance
WORK-LIFE BALANCE
Outside The Office
Jamie enjoys traveling - preferably to locations with great snorkeling, cooking, and baking.
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