Roger Jones, CPA

Roger is a licensed CPA with more than 30 years of experience in auditing, tax, accounting, regulatory compliance, and financial reporting. He works with clients across a variety of industries, including construction, financial institutions, closely held businesses, not-for-profits, and high-tech companies. Roger has extensive expertise in the financial services sector, advising credit unions, CUSOs, community banks, and alternative lenders on regulatory compliance, risk management, internal controls, business succession, M&A, and strategic growth initiatives. He began his career at Coopers & Lybrand (now PwC), where he developed a strong foundation serving public companies and private businesses. Since then, he has held senior leadership roles at national CPA firms and served as CFO for financial institutions, including a bank holding company and a community bank he helped launch. He also oversaw several CUSOs, offering financial and advisory services tailored to credit union networks. A recognized expert in the credit union space, Roger is a frequent speaker at credit union and financial industry events and has participated in regulatory discussions focused on governance, executive compensation, compliance, and member-centric best practices. He holds a bachelor’s degree in business administration with a concentration in Accounting from the University of Washington and is an active member of the AICPA, WSCPA, and the Institute of Internal Auditors. Known for his collaborative style and practical insight, Roger takes pride in serving as a trusted advisor to financial institutions navigating an increasingly complex regulatory landscape.