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Home / Professionals / Jon Plunkett, CPA

Jon is responsible for performing financial statement audits for community-based banks and savings institutions. He works with a multitude of clients including mutual savings institutions and closely-held companies, as well as organizations with SEC reporting requirements. Jon has extensive experience with internal control audits and bank policies and procedures.

Jon’s nearly 20 years of experience allows him to communicate changes and trends in both financial reporting and the regulatory environment. He helps clients identify operational efficiencies and internal model improvements and evaluate their current internal control environment. His expertise encompasses operations and regulatory compliance, SEC reporting, specifically 10-Q and 10-K, and conversions to stock. Additionally, he has been involved with the transition of the FIDICIA thresholds and internal audit and risk management services. Jon also brings a strong tax background to engagements, providing a holistic approach.

As a member of the firm’s Risk Management Services Group, he assists financial institutions in the development of sound policies, procedures, and internal controls over routine processes through services such as loan reviews, internal audits, Sarbanes Oxley compliance, and regulatory compliance.

Jon has a wealth of expertise and knowledge but his ability to establish genuine client interactions is exceptional.

CPA – State of Ohio
Ohio Society of Certified Public Accountants American Institute of Certified Public Accountants Ohio Bankers League Financial Managers Society Tri State League of Financial Institutions
BS, Accounting, Miami University

Certifications & Licensure

CPA – State of Ohio

Professional Affiliations

Ohio Society of Certified Public Accountants American Institute of Certified Public Accountants Ohio Bankers League Financial Managers Society Tri State League of Financial Institutions

Community Activities

Education

BS, Accounting, Miami University

Industry & Service Specialization

Risk Management Services Group Financial Services Group Assurance Services Tax Services

Articles

From Jon

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