Financial Institutions
Brown Edwards’ financial institution accounting services help management improve procedures, reduce risk exposure, and improve earnings.
Work with our experts to design a program for your organization’s needs. Our team offers experience and best practices for financial institutions, and we provide cost-effective outsourced services to banks.
Internal Audits & Information Technology Audits
Brown Edwards tests the effectiveness of internal controls for financial reporting, operations, and compliance. The aim is to reduce costs by integrating an audit plan and procedures into the bank’s existing monitoring program.
Internal Control Risk Assessment
As part of our financial institutions accounting services, we conduct risk assessments of bank processes relating to financial reporting (SOX), operations, and compliance. Brown Edwards helps banks leverage this assessment to design operating procedures and internal audits.
Loan Reviews
Brown Edwards’ loan review program allows management to assess the quality of the loan portfolio and compliance with underwriting standards. We independently evaluate selected loans as to risk, collectability, and regulation.
Information Technology Risk Assessment
Our team provides risk assessment for IT operations and information security. Organizations can use this assessment as the basis for designing security procedures, operating controls, and IT audits.
ACH and BSA Compliance
Brown Edwards’ financial institutions accounting team helps organizations meet the annual independent testing requirement in accordance with NACHA regulations. We also assist organizations fulfill independent testing required by the Bank Secrecy Act program.
Talk with Brown Edwards about financial institutions accountingContact One of Our Team Members
Practice Leader
-
G. Alan Landes, CPA,CBAPartner
(540) 434-6736alandes@becpas.com
1909 Financial Drive • Harrisonburg, VA, 22801
Alan is a partner and bank specialist in the firm’s Harrisonburg office. With more than 25 years of public accounting experience, his responsibilities relate to all aspects of bank audit and consulting engagements including planning, report preparation, and supervision of staff. Alan is a Certified Bank Auditor as well as a CPA and has served as the audit partner and manager on numerous bank engagements including multi-bank holding companies. He has served as the team leader and participated in a number of SOX Internal Control Assessments for both accelerated and non-accelerated filers.
He is a 1989 cum laude graduate of Bridgewater College where he received a B.A. degree in Business Administration with a concentration in accounting. He is involved in several professional organizations, e.g., the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, the Virginia Bankers Association and the Virginia Association of Community Banks.
Team Members
-
Jason Ross, CPAPartner -
Donna Jones, CPA, CSEP, MACCDirector
(540) 443-3606
jross@becpas.com
1715 Pratt Drive, Suite 2700 • Blacksburg, VA, 24060
Jason is a partner in the New River Valley office. He has over 17 years of public accounting experience. His focus has been providing accounting services to the financial services industry. He has worked with over 50 community banks and a number of SEC registrants. Jason has extensive experience with GAAP and SEC issues and assists clients in the preparation of financial statements, quarterly reviews, and assistance with SEC filings. Jason also assists clients with internal audit services, Sarbanes-Oxley Section 404 documentation and testing as well as BSA/AML compliance. Jason is a Radford University graduate and a Certified Public Accountant licensed in Virginia. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.
(423) 246-6104djones@becpas.com
217 E. New Street • Kingsport, TN 37660
Donna Jones is a director based in the Kingsport, Tennessee office of Brown Edwards & Company, L.L.P. In addition to providing tax planning and return preparation for individuals, pass-through entities, not-for-profits, and corporations, Donna specializes in estate planning and the taxation of estates and trusts and is a Certified Specialist in Estate Planning. She also provides audit and assurance and consulting services to financial institutions and not-for-profits in both Virginia and Tennessee. She contracts with the State of Tennessee Department of Audit to provide governmental audit and single audit compliance services for not-for-profit and governmental not-for-profit entities in the state of Tennessee.
Donna, a native of Kingsport, graduated from Georgia State University, in Atlanta, Georgia with a Bachelor of Science degree and in 1997 graduated from East Tennessee State University with a Masters of Accountancy. She is a member of the Tennessee Society of Certified Public Accountants (TSCPA) and is a past-president of the Appalachian Chapter of TSCPA. She is also a member of the American Institute of Certified Public Accountants, and serves on the board of the Tri-Cities Estate Planning Council. She is a member of the Kiwanis Club of Kingsport and currently serves as Treasurer for the Organization.
