Financial Services

primary contacts: 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

big problem:
A not-for-profit client out of 401(k) compliance.
big thinking:
Allowing more contributions by highly paid employees.
big problem:
Hackers attempting a six-figure wire transfer.
big thinking:
Rapid action spearheaded active containment and response.

our thoughts on

National Flood Insurance Program Extension
Bill S. 1564 Calls for Delay of CECL Implementation Until a Quantitative Economic Impact Study is Completed
Financial Institutions - Regs on Regs on Regs
Financial Trustee Service Considerations
Addressing Technology Risks within the Financial Services Industry

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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 Columbus Office
Washington, D.C.

1660 International Drive, Suite 600
McLean, VA 22102