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.
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
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.
2102 Langhorne Road, Ste 200 • Lynchburg, VA 24501-1121
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
- 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. Norman currently serves as the area coordinator for the Lynchburg office.
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.
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 on several committees.
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 project management, vendor management and information security. She also assisted with coordinating the internal audit function and overseeing the bank’s insurance coverage practices. 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 including working at Brown Edwards in 1993-1996. Her public accounting experience includes audit, tax and SOX internal control compliance.
Jennifer is a 1993 magna cum laude graduate of Virginia Tech where she received a BS in Accounting.