Jay BrietzCIA, CPA

  • Shareholder
  • Service Organization Controls Specialty Group Leader

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

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

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