Danielle M. Damon, CIA

Manager

Danielle Damon is a manager in Wipfli’s financial institutions practice. She works with financial institution clients as a consultant in the areas of operations, process improvements, customized gap analysis, call report preparation, review and training, and risk-based internal audit.

Danielle’s experience includes over 20 years of working in the financial institutions industry. She uses this experience to evaluate processes, understand risks and regulations, develop solutions and consider the internal control environment to provide customized process updates and training to lead financial institutions to success.

Certifications

Certified Internal Auditor
Lean Six Sigma Green Belt

Professional memberships and activities

The Institute of Internal Auditors (IIA) - Member

Services

Assurance services

Areas of Focus

Call report preparation, review, assistance, training and preparation process development
Operations process reviews focused on identifying risk and control gaps, as well as eliminating waste and improving accuracy, efficiency and effectiveness
Chart of accounts reviews and assistance with restructuring for ease of use and reporting
Assistance with preparing for core conversions to maximize the core system interfacing and financial reporting opportunities
Evaluation, recommendations, and implementation of current processes to remediate regulatory concerns
ASU 310-20 (formerly FAS 91) cost studies to determine materiality or develop deferred fee/cost models