Meet Jeffrey Todd CFSA, CFIRS
Senior Audit Manager, US Bank
Member, Milwaukee – Wisconsin
1. What prompted you to become a Certified Financial Services Auditor (CFSA)?
Within our internal audit department, a strong emphasis is placed upon continuing education and personal development. Obtaining an IIA certification was a priority of mine as I set my goals for 2015, and the CFSA is directly relatable to the industry I am in and provided a track (securities) that is a core focus of mine.
2. In addition to the CFSA, do you hold other IIA certification(s) and why did you choose to pursue the CFSA and possibly others? Do you plan to pursue other IIA certifications and if so, which ones and why?
In addition to the CFSA, I am also a Certified Fiduciary & Investment Risk Specialist, which provides a sound foundation for understanding fiduciary related matters. The CFSA provided me with the opportunity to both leverage that knowledge as well as expand my understanding of the principles and techniques required of a financial services auditor. Next on the horizon would likely be the CIA, a key certification for internal audit.
3. How does having the CFSA certification set you apart from your non-certified financial services peers?
Having certifications brings immediate credence to the input I bring to the table. It identifies that you have the aptitude and commitment to ongoing professional development.
4. How has your CFSA and other designations helped your career?
The professional designations I have obtained have provided reinforcement to my own self-confidence as well as assurance to those around me that I am a credible resource. It has also opened the door to a broad range of networking opportunities with industry peers who have obtained the designations.
5. Has earning the CFSA enhanced your skill level?
Earning the CFSA reinforced the requirement to continually better myself, balance priorities, and enhanced my understanding of the baseline principles of being an auditor in the ever-changing financial services industry.
6. What advice do you have for others who are considering obtaining a CFSA or other IIA certification?
Commit to obtaining a certification; put it in your development plan so you have a clear and defined timeline.
7. How does career planning and development play a part in your growth?
Ongoing career planning and development is critical. Utilize the goal setting process to be self-critical and identify those areas that truly warrant the greatest attention for you to succeed. When you set meaningful goals, your growth will not only become more measurable, you will feel a great sense of accomplishment when you succeed.
8. What’s the best career advice you’ve ever received?
Before you strive to take on that of others, be great at what you do now. Too much emphasis can be placed upon obtaining a title, but if you commit to your development and demonstrate how capable you are at what your responsibilities currently are, the rest will follow.