Brad Smith, CPA
Director of Insurance at Incline Insurance- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Ray Werner
I have had the pleasure of working with Brad on several different engagements. He is a hard worker and easy to get along with. Brad has always excelled at developing great relationships with our clients while maintaining strong analytic and technical skills.
Ray Werner
I have had the pleasure of working with Brad on several different engagements. He is a hard worker and easy to get along with. Brad has always excelled at developing great relationships with our clients while maintaining strong analytic and technical skills.
Ray Werner
I have had the pleasure of working with Brad on several different engagements. He is a hard worker and easy to get along with. Brad has always excelled at developing great relationships with our clients while maintaining strong analytic and technical skills.
Ray Werner
I have had the pleasure of working with Brad on several different engagements. He is a hard worker and easy to get along with. Brad has always excelled at developing great relationships with our clients while maintaining strong analytic and technical skills.
Credentials
-
CPA
California Board of AccountancyAug, 2013- Nov, 2024
Experience
-
Incline Insurance
-
United States
-
Insurance
-
1 - 100 Employee
-
Director of Insurance
-
Sep 2017 - Present
* Knowing and understanding niche markets * Marketing, prospecting new industries * Selling personal (home, auto, umbrella) and commercial (workers comp, GL) and much more! * Knowing and understanding niche markets * Marketing, prospecting new industries * Selling personal (home, auto, umbrella) and commercial (workers comp, GL) and much more!
-
-
-
Stitch Fix
-
United States
-
Retail Apparel and Fashion
-
700 & Above Employee
-
Technical Accounting Manager
-
Aug 2014 - Aug 2017
• Research and prepare technical accounting memos of complex and non-standard transactions, as well as general corporate accounting matters. • Assist the GL close process including preparation of journal entries, approval of account reconciliations, construction of financial statements for review and analysis for external reporting and FP&A forecasting. • ERP implementation core team member. Elevated control environment by providing high-level details operations, identified key data sources and managed projects in shifting from manual to automated posting of journal entries in the transition from QuickBooks to Oracle Fusion. • Prepare, complete, review and provide schedules to comply with external audit requests and professional standards. • Responsible for screening and interviewing candidates applying for employment (including staff, senior and management level employees for a variety of positions).
-
-
-
BDO USA, LLP
-
United States
-
Accounting
-
700 & Above Employee
-
Senior Associate
-
Nov 2013 - Aug 2014
Participated in the planning, coordination and performance of financial statement reviews and audits while gaining experience in SEC reporting and disclosure forms. Experience included the evaluation of S-1 Registration Statements [to register and file for initial issuance of securities in an effort for the client to achieve and meet SEC reporting status for public offering]. Participated in the planning, coordination and performance of financial statement reviews and audits while gaining experience in SEC reporting and disclosure forms. Experience included the evaluation of S-1 Registration Statements [to register and file for initial issuance of securities in an effort for the client to achieve and meet SEC reporting status for public offering].
-
-
-
Hood & Strong, LLP
-
United States
-
Accounting
-
1 - 100 Employee
-
Senior Associate
-
Jul 2008 - Nov 2013
Performing audits for variety of industries, including construction, manufacturing and not-for-profits (schools, clubs, foundations). Experience included helping prepare and audit financial statements to ensure compliance with FASB and ASC guidelines. Performing audits for variety of industries, including construction, manufacturing and not-for-profits (schools, clubs, foundations). Experience included helping prepare and audit financial statements to ensure compliance with FASB and ASC guidelines.
-
-
Education
-
2003 - 2007
University of Redlands
Financial Economics, Accounting and Finance
Community
