Financial Institutions Accounting

Brown EdwardsIndustriesFinancial Institutions Accounting

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.

INDUSTRIES

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,CBA
    G. Alan Landes, CPA,CBA
    Partner

Team Members

  • Jason Ross, CPA
    Jason Ross, CPA
    Partner
  • Norman D. Yoder, CPA
    Norman D. Yoder, CPA
    Partner
  • Donna Jones, CPA, CSEP, MACC
    Donna Jones, CPA, CSEP, MACC
    Director
  • Jennifer Theimer, CPA, CRCM
    Jennifer Theimer, CPA, CRCM
    Director
G. Alan Landes, CPA,CBA
Partner
(540) 434-6736  
alandes@becpas.com
1909 Financial Drive • Harrisonburg, VA, 22801

Alan is a partner and bank specialist in the firm’s Harrisonburg office.  With more than 26 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.

Jason Ross, CPA
Partner
Jason Ross
(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 20 years of public accounting experience.  His focus has been providing accounting services to the financial services industry.  He has worked with over 70 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.

Norman D. Yoder, CPA
Partner
Norman Yoder, CPA
(434) 948-9000    
nyoder@becpas.com
828 Main St., Suite 1401 • Lynchburg, VA 24504

Norman Yoder is an assurance partner in the Lynchburg office. Norman graduated summa cum laude from James Madison University with a Bachelor of Business Administration degree in Accounting in 1999. He graduated as the valedictorian of JMU’s College of Business, and received various awards for academic success. Norman began his career in Harrisonburg, Virginia, where he worked with a regional firm for six years following his graduation. He joined the Lynchburg office of Brown Edwards in 2005.

Norman’s areas of expertise include:

  • Local governments and related entities
  • Not-for-profit organizations
  • Financial institutions
  • Manufacturers
  • Retailers and wholesale distributors
  • CCRC and health care organizations
  • Mergers and acquisitions
  • Closely-held businesses
  • Registered investment advisors
  • US public companies subject to PCAOB standards

In addition to working with his own clients, Norman consults on technical audit and accounting issues on other engagements throughout the firm, and assists the firm’s peer review team with engagements where he has specific expertise. Norman is a member of the firm’s accounting and auditing committee, and has been recognized as a “Super CPA” in the Virginia Business magazine several times.

Donna Jones, CPA, CSEP, MACC
Director
(423) 246-6104    
djones@becpas.com
433 E Center St, Suite 101 • 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 on several committees.

Jennifer Theimer, CPA, CRCM
Director
(540) 345-0936
jtheimer@becpas.com
319 McClanahan Street, S.W. • Roanoke, VA, 24014

Jennifer is a director in the financial institutions practice in the Roanoke office.  Prior to joining Brown Edwards, she was the Chief Administration and Risk Officer (CARO) for a community bank for 11 years where she was responsible for managing strategic, financial and operational risks across the organization.  In addition to enterprise risk management, Jennifer was also involved with strategic planning, vendor management and project management.  In addition, she coordinated the internal audit function.  During her time in the banking industry, she served on various committees at the Virginia Bankers Association (VBA) and the Virginia Association of Community Banks (VACB), including functioning as the VBA’s Enterprise Risk Management Committee chairperson for several years. Before entering the banking industry, Jennifer worked in public accounting for 14 years.

Jennifer is a  magna cum laude graduate of Virginia Tech where she received a Bachelor of Science in Accounting. She is a licensed CPA in the Commonwealth of Virginia and a Certified Regulatory Compliance Manager (CRCM).