Jason Freund

About Jason Freund

Jason has over 30 years of experience serving the financial services industry with a focus on the insurance/healthcare payor sectors. His broad experience includes internal auditing, external auditing, corporate governance and enterprise/process risk management. He is currently KPMG\'s insurance internal audit sector lead in the US.SOX & Model Audit Rule (ICOFR Section 17): Jason has led numerous SOX and MAR preparedness and compliance assistance projects including project management, risk assessment, scoping, documentation and testing of internal control over financial reporting. He has worked with SOX/MAR programs to optimize the Program and key risk and control selection including overhauling their control portfolios and testing strategies (including full population testing) to increase efficiency and reduce compliance costs. His experience also includes providing insights on governance matters for organizations preparing for IPO\'s and spin-offs or undergoing transformation and/or significant control remediation of activities.Internal Audit (including MAR Section 15): Jason has been the lead partner on numerous risk assessment and internal audit engagements. His experiences includes executing across the spectrum of IA sourcing operating models (co-source and outsource) services which have included the delivery of comprehensive risk assessments through to individual project and audit execution (under both traditional and dynamic/agile methodologies). Jason has extensive experience integrating subject matter professionals into the audit activity and coordinating global audits and “internal audit consulting services.” External Quality Assessments of Internal Audit: He has also completed numerous external assessments of internal audit functions including comparisons to leading/emerging practices in internal audit activity and the Institute of Internal Auditor’s International Standards for the Professional Practice of Internal Auditing.Transformation Projects: Jason has led the risk and control workstreams as part of major transformation or remediation projects, assisting with assessing current and future state risk & control frameworks and processes, creation of control catalogs, identification of automation opportunities, creation of dashboards and service level agreement strategies among other activities.Speaker and Industry Involvement: Jason is a presenter internally and externally regarding issues facing the insurance industry and internal audit. He has held various chapter board positions including president with the IASA.

Experience

1. Partner

   KPMG US

   Jan 1993 — Present

Education

• Illinois State University

  Bachelor of Science, Accounting

  1988 — 1992

Skills

• Financial Risk
• Internal Controls
• Sec Filings
• Accounting
• Gaap
• Ifrs
• External Audit
• Financial Modeling
• Internal Audit
• Enterprise Risk Management
• Auditing
• Risk Management
• Governance
• Due Diligence
• Sarbanes-Oxley Act
• Us Gaap