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Bob Balzano

CPA

Senior Manager

Professional Overview

Bob has more than five years of experience serving both publicly traded and private institutions. He works with a variety of institutions with asset sizes ranging from $50 million to $5 billion. In his current role, Bob provides a variety of services, including external audit, outsourced internal audit, and consulting services for community banks and credit unions. Bob’s specialties include operations, regulatory compliance, testing and implementation of internal controls, and credit review. He also assists clients with complex accounting issues such as allowance for loan losses, leases, business combinations and others.

Education, Credentials, and Special Training

  • Certified Public Accountant
  • B.S., Business Administration (Accountancy), Miami University (Ohio)

Professional Affiliations

  • American Institute of Certified Public Accountants
  • North Carolina Association of Certified Public Accountants
  • NCACPA Young CPA Cabinet
  • North Carolina Bankers Association

Services

Assurance & Attestation Services

Attestation & Other Engagements

Audits, Reviews, Compilations

Industries

Financial Services