Financial Services

Financial Services

primary contact: James Yard CPA CIA CISA (Pittsburgh)

Financial institutions operate in a heavily regulated environment that is experiencing unprecedented change. Schneider Downs’ financial institutions consulting practice is well-equipped to help institutions navigate the changes.  As one of the largest consulting practices in the region, the depth of our resources enables us to provide financial institutions like yours with the expertise to effectively address risk management and internal audit needs. Our team of dedicated risk mitigation consultants also includes our IT audit specialists, who work with financial institutions of all sizes in addressing their IT security needs and challenges.

All team members of Schneider Downs’ financial institutions practice have significant roles in supporting our financial services clients and many have worked within the industry prior to joining the firm.  This collective experience results in uniquely diverse and deep expertise delivered on each engagement.  Not only do we strive to ensure the objectives of our clients are met, we strive to identify efficiency and best practice opportunities in all engagements.

The following is a listing of services we offer to our clients in a Co-Sourcing or Full Outsourcing arrangement:


Contact us to learn how we can help your financial services company.

case studies

Ransomware attack halted a global manufacturer's operations.
big problem:
Ransomware attack halted a global manufacturer's operations.
big thinking:
Recover and secure the system – fast – save $1 million in ransom.
High tax burden for family-owned franchisor.
big problem:
High tax burden for family-owned franchisor.
big thinking:
Comprehensive planning for a 15% tax reduction.
our thoughts on
Fraud Risk Assessments – What your Organization Should Consider
The FFIEC’s Take on Addressing Pandemic Planning within Business Continuity Processes
ERM for Financial Services
Charges Filed Against First American Title Insurance Company For Cybersecurity Lapse
Risks to Consider When Reopening Your Branches
contact us
Map of Pittsburgh Office

One PPG Place, Suite 1700
Pittsburgh, PA 15222
p:412.261.3644     f:412.261.4876

Map of Columbus Office

65 East State Street, Suite 2000
Columbus, OH 43215
p:614.621.4060     f:614.621.4062

Map of Washington Office
Washington, D.C.

1660 International Drive, Suite 600
McLean, VA 22102