Jay BrietzCIA, CPA

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