Jay Brietz, CPA and CIA

Direct: 704.808.5247
Main: 704.333.8881
Fax: 704.749.7947
Office: Charlotte, NC
Email: jay.brietz@elliottdavis.com
Direct: 704.808.5247
Main: 704.333.8881
Fax: 704.749.7947




Banking and Financial Services

Professional Overview

With more than 20 years of experience in finance and accounting, Jay focuses on providing assurance and consulting services to financial institutions and third-party processing organizations, including internal audits, risk management, information technology and Sarbanes-Oxley compliance. Jay also leads the firm’s SSAE 16 – Service Organization Controls Reporting practice.

Jay is a certified public accountant, internal auditor and CSF Practitioner. His experience includes serving as senior compliance manager for a global banking institution, a business advisory senior manager for an international CPA firm, a managing consultant for a large technology and process consulting firm and a financial statement auditor for a Big Four accounting firm.

Jay has written numerous articles on dealing with Sarbanes-Oxley, corporate governance and internal controls. He also was a principal contributor in COSO’s Guidance on Monitoring Internal Control Systems.

Education, Credentials and Special Training

  • Certified Public Accountant
  • Certified Internal Auditor
  • Certified CSF Practitioner
  • M.S., Accounting, Appalachian State University
  • B.A., Economics and Speech Communication, University of North Carolina at Chapel Hill

Professional Affiliations

  • North Carolina Association of Certified Public Accountants, Board Member, Charlotte Chapter
  • Institute of Internal Auditors, member and formerly served on the Board of Governors, Charlotte Chapter
  • American Institute of Certified Public Accountants
  • Mortgage Bankers Association, Leadership Certification

Civic and Community Activities

  • Leadership Charlotte, Class of XXV
  • Charlotte Trolley, Inc., Treasurer
  • Charlotte Sportsman’s Club, Treasurer
  • Cub Scouts – Pack 3, Cubmaster and past committee chair