Wendy J. Waller

About Wendy J. Waller

Wendy has over 20 years of tax, accounting, benefits, and management experience. She has provided tax consulting and compliance services to the non-profit, retail, food service, healthcare, insurance, banking, and telecommunications industries. Her background in public accounting and private industry affords her a well-rounded perspective in assessing the impact of business strategy, managing compliance functions, and handling other financial issues. As a Nonprofit SME, she worked with several nonprofit organizations in establishing and maintaining tax-exempt status, overall compliance, and audit defense issues. Wendy is also a NC & Georgia CPA and experienced businesswoman who has owned several small businesses and consulted on various international business transactions. As a non-profit executive, she managed the gift and grant processing for a multi-million dollar foundation and served as the Financial Controller for a thriving International missions organization with operations in over 60 countries worldwide. Previously, she was the AVP of Foundation Finance for a nationally known community college. Currently, Wendy serves as part of the Financial Management and Reporting team for a multi-billion county government.

Experience

1. Accountant Iv

   Mecklenburg County

   Sep 2024 — Present · Charlotte, NC, US

   Performs financial management and reporting for second largest county government in North Carolina.

Education

• University of Virginia

  M.S., Taxation

  1990 — 1991

• University of Virginia

  Bachelor of Science, Accounting

  1986 — 1990