• 1
  • Audit & Tax

McKenzie Roane Obdens, CPA, MSA

Audit Manager

WHAT FIRES ME UP…

When someone tells me I can’t do something – I immediately want to show them what I can do. There’s nothing like a good challenge!

HOW I SPEND MY SPARE TIME…

Finding new Paleo recipes, with family and friends, and getting CrossFit workouts in!

(978) 557-5361

Experience

Mrs. Obdens’ has substantial audit and consulting experience working with employee benefit plans offered by a wide range of entity types including privately held, publicly traded and not for profit entities. As an Audit Manager at The MFA Companies®, McKenzie works closely with members of the audit team to lead all areas of the engagement process ranging from planning through completion. She also regularly assists customers with various technical matters, including plan compliance with ERISA, internal controls and corrective actions in order to help plan sponsors effectively manage their retirement plans.


Education

  • MS – Accountancy; University of Massachusetts Lowell
  • BS – Business Administration; University of Massachusetts Lowell

Professional Affiliations

  • American Institute of Certified Public Accountants

Expertise

  • Employee benefit plan audits
  • Plan document review
  • GAAP financial reporting
  • Plan mergers and terminations
  • Financial statement audits, reviews and compilations
  • 401(k), 403(b), and defined contribution Plans
  • Retirement plan compliance

Certifications

  • CPA – Certified Public Accountant   

OUR TEAM

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