Jason Guthrie Email & Phone Number

Cleveland/Akron, Ohio Area

• Digital & Certification Team Leader in Americas Professional Practice-Audit responsible for a team of professionals focused on developing and implementing standards, methodology, learning and enablement to drive a digital audit approach for approximately 15,000 professionals in the Americas area• Americas Audit Certification Leader responsible for the review and approval of new AI, RPA and data analytic tools used to support audit engagements in the Americas area• Serve as EY’s representative on industry working groups dedicated to the advancement of data analytics within the audit profession through standards or guidance• Member of the working group responsible for the AICPA Audit Data Analytics Guide • Represented EY on the PCAOB Data and Technology Task Force of the Standing Advisory Group to assist PCAOB staff in obtaining insights into the use of analytics and emerging technologies (task force expired on May 16, 2022)

Cleveland/Akron, Ohio Area

• Significantly increased analytics usage within the Americas audit practice through a combination of executive-level training, enablement and coaching• Led the design of the digital audit approach for several $1M+ proposals where the use of technology was a key differentiator in the win • Developed learning strategies and oversaw the development of virtual and instructor-led learning materials used by over 10,000 professionals to understand analytic methodologies, software tools, ERP systems, business process knowledge, and professional development skills• Created and cultivated a network of over 300 audit analytics coaches through on-the-job training, informational webcasts, consultations and one-on-one mentoring• Collaborated with audit teams to identify data-driven insights about the client’s business to share with management and audit committees to drive operational efficiencies or reduce the total cost of audit• Led the development of the Interim Review Analyzer, a Spotfire-based tool used globally to assist teams in performing required interim review analytical procedures in a consistent and efficient manner• Drafted firm audit methodology, in collaboration with the firm’s global standards and methodology group, on the application of data analytics in audit• Developed the EY Helix GL Analyzer for Students tool for the EY Academic Resource Center to allow university students to focus on exercising an analytics mindset in real-world audit scenarios • Contributed to the AICPA Audit Data Analytics Guide (published Nov 2017) as part of the AICPA ADA Working Group and was a panelist on the AICPA webcast that taught viewers about the guide, its application to audits and several of the examples within the guide• Coached numerous audit teams as a subject matter resource for the application of analytic tools and related audit methodology

San Jose, California

• Simultaneously manage multiple engagement teams simultaneously through the development and execution of audit test strategies and provide technical accounting consultations for SEC registrants (Hewlett-Packard Company and Juniper Networks) and pre-IPO companies (Lytro, PGP Corporation, and RockYou)• Advise clients in applying accounting pronouncements and US GAAP standards in areas such as SEC reporting, XBRL, equity and share-based awards, multiple-element and software revenue recognition, goodwill and intangible asset valuation/impairment• Provide consultations as an XBRL subject matter expert for West sub-area engagement teams as needed• Develop, communicate, and coordinate the international procedures performed in 21 countries in support of HP’s U.S. GAAP-based audit• Coordinate the preparation of a 30,000 hour annual engagement budget, creating the tools and reports for engagement executives to monitor and report on performance against budget • Partner with EY National leadership on the development and proof-of-concept of a journal entry data standard for AICPA submission• Selected by engagement executives to present technical accounting updates and revenue recognition training to clients’ accounting departments, including the VP and Director of Enterprise Financial Reporting and Revenue Manager• Review, document, and test internal controls in accordance with Sarbanes Oxley §404 for major financial processes including financial statement close and consolidation, revenue, and stock-based compensation• Train, supervise, mentor, and provide performance evaluations for up to 12 staff and senior associates across multiple engagements simultaneously• Received the highest performance rating awarded to the top 5-10% of the peer group each year from 2011-2012 and received 14 separate recognition awards for consistent high-quality work, implementation of budget efficiencies, and leadership skills

Provo, Utah

• Performed monthly account reconciliations and posted monthly journal entries for various multi-million dollar endowment funds to support international performing arts programs• Updated and optimized the functionality of the department’s in-house financial databases

Frankfurt, Germany

• Managed over 15 volunteers, analyzed weekly reports, and led regular training sessions to improve productivity and achieve measurable performance goals• Provided over 400 hours of community service in local communities, with support from local charities

Master Of Accountancy, Accounting

Emphasis: Professional Audit

Bachelor Of Science, Accounting

Emphasis: Information Systems