Heather L. Lively

Manager, Auditing and Assurance Group

Heather is an Audit Manager with more than 10 years of experience in public accounting. In her role, she is responsible for all aspects of audit engagements, from planning and performing fieldwork to analyzing high-risk areas.

While she specializes in working with financial institutions, she also has experience with broker-dealers. Heather regularly conducts audits of private and public companies, as well as prepares financial statements in accordance with generally accepted accounting principles, Securities and Exchange Commission, and Public Company Accounting Oversight Board guidelines. Heather has SEC experience with public reporting companies, which includes assisting clients with filings under the 1933 and 1934 Acts, reporting requirements for Sarbanes-Oxley, and COSO Internal Control – Integrated Framework (2013) compliance. She also audits many client employee benefit plans.

Heather maintains excellent client relations and is dedicated to thoroughly understanding her clients’ needs. She continually works with her clients to help them through complex auditing and accounting issues and ever-changing regulations and best practices. Heather is accustomed to working with clients whose assets range from de novo to multibillion dollars.


Pittsburgh/Cranberry Township, PA

2009 Mackenzie Way

Suite 340

Cranberry Township, PA  16066


(800) 580-7738

(724) 934-0344