Brad Lucas
Senior Manager at Ward- Claim this Profile
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Topline Score
Bio
Credentials
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Charter Property Casualty Underwriter (CPCU)
-Jan, 2014- Nov, 2024 -
Certified Public Accountant (CPA)
Accountancy Board of OhioApr, 2012- Nov, 2024
Experience
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Ward
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United States
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Insurance
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1 - 100 Employee
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Senior Manager
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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
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City of Dublin, Ohio USA
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United States
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Government Administration
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200 - 300 Employee
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Front Desk Manager
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Jun 2008 - Feb 2011
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Education
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The Ohio State University
Bachelors of Science in Business Administration, Accounting/Finance