A member of the Grants Management practice unit, Julie has more than 20 years of financial and administrative experience in the public sector, nonprofit, and for-profit industries. Her expertise includes financial reporting, grants management, and compliance, grant writing, coordination of grant applications and RFPs, and audit preparation, including Single Audits, financial reporting, and board governance.

In addition to meeting the accounting and advisory needs of her clients, she is a trusted professional offering strategic planning, cash forecasting, and financial operational assessments. She has additional experience with capital campaigns and construction services as well as system implementations.

Julie serves as the lead project manager for the Missouri DESE engagement. In this role, she and her team are responsible for supporting the state with projects related to the CARES Act; CRRSA Act; ARPA, including ESSER I, II, and III; and EANS, through the U.S. Department of Education. She also has experience managing multiple other federal grants through CARES Act, ARPA, Health and Human Services, HUD, U.S. Department of Labor, and U.S. Department of Justice.

She actively interacts with boards, commissioners, and councils, including presentations and preparing clear, concise, and timely reports. She has extensive experience applying her analytical skills to Uniform Guidance, contract compliance, and aligning financial resources and program compliance requirements.

In her prior experience as a chief financial officer, Julie was a member of the senior leadership team in a high-growth environment with oversight for finance, grants administration, treasury, risk management, contract administration, human resources, technology, facilities, and retail operations. She actively participated in board and executive committee meetings and served as staff liaison with audit and finance committees, including multiple investment committees.

She is a member of TXCPA and Association for Financial Professionals and is a Certified Treasury Professional (CTP).

Julie is a graduate of Texas A&M University, College Station, with a B.S. degree in economics, and a graduate of the University of Dallas, Irving, Texas, with an M.B.A. degree. 

About Us:

FORVIS, LLP is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences™. Ranked among the top 10 public accounting firms in the country, FORVIS has 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe. FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit FORVIS.com for additional information.