Image of Brian Lane

Brian Lane

Partner, CPA, CISA

Brian Lane, partner in the financial services group with Baker Tilly Virchow Krause, LLP, joined the firm in 2015. Prior to joining Baker Tilly, Brian spent more than twenty years with an international accounting firm where he focused on risk management services, financial institutions, and mortgage servicing.

Experience

  • Led a team of fifty specialized professionals to design and initiate a compliance program for a major mortgage servicer subject to the National Mortgage Settlement (NMS)
  • Designed and executed servicer testing program for servicing standards, which included reporting results and liaising with Monitor and his professional service firms; designed and executed consumer relief testing
  • Led a project to perform an attest readiness project for a specialty mortgage servicer’s servicing operations; analyzed operations, made recommendations for internal control improvements, and reported to Board on results and next steps; signed the opinion of the attestation engagement, which is used by approximately twenty customers for the specialty server
  • Directed projects for an independent mortgage appraisal service provider to provide attest readiness services around appraisal independence requirements of Dodd-Frank; signed actual attestation reports which are used by the appraisal service provider’s primary customer
  • Worked with a major mortgage servicer subject to a mortgage-backed security settlement to design required consumer relief testing
  • Launched a SOC 2 service, responsible for all methodology development, marketing, training, and tool development
  • Led industry and geographic practices for a an international accounting firm, responsible for recruitment, sales, daily and strategic management
  • Led projects to turn around troubled IT projects, responsible for plan development, execution and final project results
  • Led firm alliance with a leading technology service provider, looking for opportunities to jointly work with clients to solve their regulatory compliance needs

Involvement

  • Financial Management Society member
  • Mortgage Bankers Association member
  • Global Association of Risk Professionals member

Education

University of Delaware
Bachelor of Science in Accounting and Systems

Rutgers University
Master of Business Administration in Finance