Nancy Ozuna

Nancy Ozuna, CPA/Partner BKD National Manufacturing & Distribution Group, currently leads the San Antonio office employee benefit plan practice and provides attestation and consulting services, including inventory observation and control to the manufacturing, distribution and retail industries. With more than 15 years of experience in employee benefit plan audits, her expertise includes plans sponsored by public companies, Master Trusts, including plans with commingled funds, real estate, defined benefit, defined contribution, health and welfare plans, 11-K filings, U.S. Department of Labor notices, IRS exams, plan terminations and conversions, plan consents and forms 5500 and 5530.

Nancy is a member of the American Institute of Certified Public Accountants, Texas Society of Certified Public Accountants, University of San Antonio (UTSA) Alumni Annual Gala Committee, Chairman of the UTSA Accounting Advisor Board, UTSA College of Business Advisory Board and a board member for the SouthWest Benefits Association. The San Antonio Business Journal named her one of San Antonio’s “40 under 40.” She was also selected for the 36th class of the San Antonio Hispanic Chamber of Commerce and The Greater San Antonio Chamber of Commerce 2011 Leadership San Antonio Program.

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