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Shelly Hayes, CPA

Shelly Hayes, CPA

Senior Manager, Audit

shayes@pkftexas.com | 

  • What I Do For Clients
  • Experience
  • Associations
  • Thought Leadership

Shelly’s primary client service focus is with audits of defined benefit and defined contribution plans, including 11K and DOL reporting for privately-held businesses in a broad range of industries. On the compliance side, her experience includes ensuring a plan is operating in compliance with the plan document and the plan satisfies the regulatory reporting requirements. On the consulting side, Shelly assists clients with plan analysis, provides guidance on the correction of plan failures and operational deficiencies and provides consultation when there are delinquent 5500 filings.

She also has experience with financial audits in the area of hospitality and distribution.

 

Industries Served:

  • Employee Benefit Plans
  • Hospitality
  • Manufacturing
  • Distribution
  • Energy & Oilfield Services
  • Healthcare
  • Professional Services
  • Technology

 

Designations:
CPA, Certified Public Accountant


Experience:
Pannell Kerr Forster of Texas, P.C., Houston, TX
Senior Manager
2001-Present

Neighbors Federal Credit Union, Baton Rouge, LA
Vice President of Internal Audit
1994-2001

Hancock Bank, Baton Rouge, LA
Internal Audit
1992-1994


Education:
Nicholls State University
Bachelor of Business Administration - Accounting, 1992

 

 

 

Current Commitments:

  • American Institute of Certified Public Accountants
  • Houston Texas Society of CPAs
  • Louisiana State Board of Accountancy

 

 

Speaking Engagements:

  • Designs, implements and manages technical training for PKF Texas employee benefit plan audit team members

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