Heather (Loh) Wilkins, CPA in

Heather (Loh) Wilkins, CPA

Examiner · DISC type sc
Director - Accounting & Reporting at Vista Equity Partners
📍 Dallas, Texas, United States

Heather is the Director of Accounting & Reporting at Vista Equity Partners, specializing in private equity and investment company complexes. An alumna of Loyola Marymount University, she has deep experience in financial statement audits, fund profitability reporting, and asset management assurance from her previous leadership roles at PwC.

She possesses unique expertise in the complex area of integrated audits for spot crypto Exchange-Traded Products (ETPs).

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Experience
8 Years
Current Role
Director - Accounting & Reporting
Job Level
Mid-senior
Location
Dallas, Texas, United States
Personality Overview

How Heather shows up

Status Quo Seeker
Tough To Convince
Unexpressive

They are always well-planned and adopt a systematic approach. They are quite aware of their needs and limitations, so they are unlikely to over-promise. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Heather cares about

Private Equity Reporting
Her current director-level role at Vista Equity Partners is focused on accounting and reporting specifically for private equity funds.
Investment Auditing
She has an extensive background in asset and wealth management assurance from her career at PwC, overseeing audits for mutual funds and ETFs.
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Career

Work history

1-2025
Director - Accounting & Reporting
Vista Equity Partners
7-2021 - 1-2025
Director - AWM Assurance
PwC
7-2019 - 6-2021
Assurance Senior Manager - Financial Services
PwC
7-2017 - 6-2019
Assurance Manager- Financial Services
PwC
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2007 - 2011
Bachelor of Science in Accounting
Loyola Marymount University
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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