Brad Lucas

Senior Manager at Ward
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Contact Information
us****@****om
(386) 825-5501
Location
Dublin, Ohio, United States, US

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Bio

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Credentials

  • Charter Property Casualty Underwriter (CPCU)
    -
    Jan, 2014
    - Nov, 2024
  • Certified Public Accountant (CPA)
    Accountancy Board of Ohio
    Apr, 2012
    - Nov, 2024

Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Senior Manager
      • Mar 2011 - Present

      -Perform financial statement data analysis, evaluate trending information, make adjustment to ensure data comparability across client base -Uphold a commitment to client relationship through professionalism and responsiveness. Maintain a project timeline with client involvement. Respond to client questions and stay current with industry issues that may impact client -Participate as a team member on multiple client engagement at client locations -Administer and assist with supplemental… Show more -Perform financial statement data analysis, evaluate trending information, make adjustment to ensure data comparability across client base -Uphold a commitment to client relationship through professionalism and responsiveness. Maintain a project timeline with client involvement. Respond to client questions and stay current with industry issues that may impact client -Participate as a team member on multiple client engagement at client locations -Administer and assist with supplemental strategic study data collection and analysis Show less -Perform financial statement data analysis, evaluate trending information, make adjustment to ensure data comparability across client base -Uphold a commitment to client relationship through professionalism and responsiveness. Maintain a project timeline with client involvement. Respond to client questions and stay current with industry issues that may impact client -Participate as a team member on multiple client engagement at client locations -Administer and assist with supplemental… Show more -Perform financial statement data analysis, evaluate trending information, make adjustment to ensure data comparability across client base -Uphold a commitment to client relationship through professionalism and responsiveness. Maintain a project timeline with client involvement. Respond to client questions and stay current with industry issues that may impact client -Participate as a team member on multiple client engagement at client locations -Administer and assist with supplemental strategic study data collection and analysis Show less

    • United States
    • Government Administration
    • 200 - 300 Employee
    • Front Desk Manager
      • Jun 2008 - Feb 2011

Education

  • The Ohio State University
    Bachelors of Science in Business Administration, Accounting/Finance
    2006 - 2010

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