Jillian Proud, CPA
Practice Line Leader, Senior Manager, Retirement Plan Administration
Professional Overview
Jillian Proud is an accomplished accounting and retirement plan administration professional with over 20 years of experience. As the Practice Line Leader and Senior Manager of Retirement Plan Administration at Brixey & Meyer, she oversees the firm's specialized retirement plan services, leveraging her extensive industry expertise to deliver comprehensive solutions for clients.
Experience Summary
Current Role
In her current role, Jillian is responsible for leading a team of pension professionals, ensuring the seamless administration and compliance of a diverse portfolio of retirement plans. She plays a crucial role in developing tailored strategies to optimize plan performance, minimize risk, and maximize client satisfaction. Jillian's leadership has been instrumental in driving the growth and success of Brixey & Meyer's retirement plan practice.
Career Progression
Prior to joining Brixey & Meyer, Jillian served as the Pension Department Manager at Kamphaus Henning & Hood CPA Inc., where she managed the entire pension function and oversaw the administration of over 100 retirement plans. Earlier in her career, she held the position of Employee Benefits Administrator at Moskal Klein, Inc. ("MGO"), where she gained valuable experience in all aspects of employee benefits administration.
Academic Background
Jillian holds a Bachelor of Science in Accounting from the University of Cincinnati. She is a Certified Public Accountant (CPA) and has completed various professional development programs in retirement plan administration and compliance.
Areas of Expertise
- Retirement plan administration and compliance
- Employee benefit plan audits and consulting
- Pension plan design and optimization
- Regulatory and legislative changes management
- Client relationship management and service delivery
- Team leadership and mentorship
Professional Impact
Jillian's expertise and leadership have been recognized within the industry. She has been instrumental in implementing innovative solutions to enhance the efficiency and effectiveness of Brixey & Meyer's retirement plan services, resulting in increased client satisfaction and retention. Jillian is actively involved in professional organizations, such as the American Institute of CPAs (AICPA) and the American Society of Pension Professionals & Actuaries (ASPPA), where she contributes her knowledge and insights to industry discussions and initiatives.
Conclusion
With her comprehensive experience, technical proficiency, and strong leadership skills, Jillian Proud is a valuable asset to Brixey & Meyer and the retirement plan administration industry. Her dedication to delivering exceptional client service and driving continuous improvement has positioned her as a trusted advisor and respected professional in the field.
