Robert J. Brietz, Jr. ("Jay"), CPA, CIA

Leadership

Jay has over 30 years of finance and accounting experience, and he leads the Risk Assurance and Advisory Services (RAAS) practice for BPS. With extensive knowledge of SOC Reporting, risk management, internal controls and general IT controls, Jay has been focused on delivering these services to organizations in multiple industries for the past 20 years.

Jay is a certified public accountant and certified internal auditor, and he began his career as a financial statement auditor for a Big-4 firm. After more than six years of leading financial statement audits, Jay shifted his focus to the operational side of the business by helping companies with their risk management and internal controls. Jay joined the BPS team in 2024 after several long stints at other CPA firms, including a regional firm and a large international firm. Jay’s consulting experience includes outsourced internal audit, enterprise risk management, and assisting customers with Sarbanes-Oxley compliance.  Additionally, Jay has experience with various controls-related frameworks and reports, such as SOC 1 and SOC 2 reports, HITRUST, PCI, and others.

Jay has written numerous articles and presented on topics such as dealing with Sarbanes-Oxley, corporate governance, SOC Reporting, ERM, and internal controls. He also was a principal contributor in COSO’s Guidance on Monitoring Internal Control Systems.

Outside of the office, Jay enjoys spending time with his family, playing golf, and skiing. Jay grew up playing baseball, and he stays connected to game by coaching youth teams. As a huge sports fan, Jay loves to watch the Tar Heels play (any sport), as well as the Carolina Panthers, Carolina Hurricanes, and the Charlotte Hornets.

Education:

  • BA, University of North Carolina at Chapel Hill (Economics and Speech Communication)
  • MS, Appalachian State University (Accounting)

Professional Involvement:

  • Member, American Institute of Certified Public Accountants
  • Member, North Carolina Association of Certified Public Accountants
  • Member, Institute of Internal Auditors

Community Involvement:

  • Graduate, Leadership Charlotte (Class XXV)
  • Dilworth Little League, Board and Executive Committee member, Commissioner and Coach for Juniors, Seniors, and 18u divisions
  • North Carolina Little League, District 3 assistant district administrator
  • Boy Scouts of America, Mecklenburg County Council Executive Board member, former Committee Chair for Troop 3 and Pack 3
  • Charlotte Sportsman’s Club – Board member and past President