Heather (Loh) Wilkins, CPA

Examiner
DISC Type : sc

Director - Accounting & Reporting at Vista Equity Partners

Dallas, Texas, United States

Overview

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).

Personality Overview

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.

Topics They Care 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.
Crypto Asset Accounting
She has direct experience with the audits of spot crypto ETPs, a highly specialized and emerging area in financial services.

Media Appearances

Heather has no verified media appearances

Work History

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

Education

2007 - 2011
Bachelor of Science in Accounting from Loyola Marymount University

More Information

Social Presence :

Prographics :

Exp : 8 Location : Dallas, Texas, United States Job Level : Mid-senior Designation : Director - Accounting & Reporting at Vista Equity Partners
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Insights For Selling To Heather

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Heather is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Heather

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Heather move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Heather take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Heather

Personality Compatibility


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