See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bethany Smith profile image

Bethany Smith

Business Owner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">BRPS Consulting, LLC</span>
Intro Book
Seasoned finance professional with expertise in financial analysis, reporting, and auditing.
  • Claim this Profile
Location
Schenectady, New York, United States, US
Skills
  • Financial Reporting
  • Financial Analysis
  • Internal Controls
  • Accounting
  • Insurance
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Bethany Smith is a seasoned finance professional with extensive experience in financial analysis, reporting, and auditing. She holds a Master's degree in Industrial and Organizational Psychology and a Bachelor of Science in Accounting from State University of New York at Plattsburgh. Bethany has worked at CDPHP for 14 years, most recently as Executive Vice President, Finance, and Chief Financial Officer, overseeing financial operations, analysis, and reporting. She is also a Certified Public Accountant and holds various insurance certifications.

Credentials

  • BBB Accredited Business
    Better Business Bureau of Upstate New York
    Jun, 2022
    - May, 2026
  • Risk Management and Insurance Planning Certificate
    AICPA
    Jan, 2022
    - May, 2026
  • PFP Practical Applications Certificate
    AICPA
    Sep, 2021
    - May, 2026
  • Chartered Global Management Accountant
    AICPA
    Feb, 2012
    - May, 2026
  • Certified Public Accountant
    New York State Education Department
    Jan, 1997
    - May, 2026
  • Certified Insurance Consultant License (Life & Health), Individual
    New York State Department of Financial Services
    Nov, 2021
    - May, 2026
  • Certified Insurance Consultant License (Property & Casualty), Individual
    New York State Department of Financial Services
    Nov, 2021
    - May, 2026

Experience

  • BRPS Consulting, LLC
    • Schenectady, New York, United States
    • Business Owner
      • Dec 2021 - Present
      • Schenectady, New York, United States

      Providing financial alignment services to the elderly, including bill paying, document organization, financial monitoring, tax return preparation, executor services, spending plan development and monitoring, gift compliance, annual review of estate planning documents, insurance / beneficiary revi...

  • CDPHP
    • United States
    • Insurance
    • 700 & Above Employee
    • Executive Vice President Finance, Chief Financial Officer
      • Jun 2017 - Aug 2021

      This role oversees all financial operations, including analysis, reporting, regulatory filings, actuarial services, and value-based reimbursement models.

    • Sr. Vice President and Chief Financial Officer
      • Nov 2011 - Jun 2017

      Overseeing the financial operations of a regional health insurance plan. This includes accounting, financial analysis, financial reporting, regulatory interpretation, implementation and reporting, development and monitoring of value based reimbursement models, actuarial services, and underwriting.

    • Corporate Controller
      • Jun 2007 - Nov 2011

      Overseeing the financial operations a regional health insurance plan. This included accounting, financial analysis, financial reporting, and regulatory reporting.

  • PricewaterhouseCoopers LLP
    • Various up to Senior Manager
      • 1994 - 2007

Education

  • 2017 - 2020
    Southern New Hampshire University
  • 1990 - 1993
    State University of New York at Plattsburgh

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles