Jason B.

About Jason B.

I am a Director in Truist\'s Audit Services department, covering various aspects of the company\'s finance and insurance services divisions, and overseeing Sarbanes-Oxley (SOX) testing for several finance business areas. Prior to this role, I directed financial control and operational audits of the heritage BB & T financial management business units (financial reporting, regulatory reporting, corporate accounting, accounting policy, corporate tax, enterprise vendor management & sourcing, investor relations, and FP & A). I also helped lead a transformational change program within Internal Audit to coordinate and monitor enhanced assurance activities related to the company\'s anti-money laundering (AML) program.Prior to joining TRUIST (heritage BB & T), I spent nine years in public accounting with Dixon Hughes Goodman LLP and BKD, LLP (firms which have recently merged to become FORVIS), with a focus on external financial statement audits, internal control audits, and specialized consulting engagements for large financial institutions.I am a graduate of the University of Richmond\'s Robins School of Business with a bachelor\'s degree in business administration (finance concentration). I am a licensed Certified Public Accountant (CPA) in the states of Indiana and North Carolina.

Experience

1. Senior Director - Audit

   First Citizens Bank

   Jul 2023 — Present · Charlotte, NC, US

Education

• University of Richmond - Robins School of Business

  BSBA, Finance; History

  1997 — 2001

Skills

• Mergers & Acquisitions
• Operational Risk
• Us Gaap
• Cpa
• Banking
• Risk Management
• Sec Regulations
• Financial Reporting
• Bank Mergers
• Corporate Governance
• Process Improvement
• Auditing
• Sec Reporting
• Accounting
• Financial Institutions
• Gaap
• Sox
• Financial Statements
• Financial Analysis
• Mergers
• Sec Filings
• Internal Audit
• Financial Audits
• Enterprise Risk Management
• Internal Controls
• Sarbanes-Oxley