Brad Stephenson Email & Phone Number

Provo, Ut, Us

Provo, Ut, Us

Provo, Ut, Us

• Provided financial due diligence and documentation during the company’s acquisition by private equity, and ensured smooth financial integration and reporting.• Collaborated with a merger and acquisition firm to develop a comprehensive Quality of Earnings (QoE) report, providing key financial documents, clarifying business operations, addressing inquiries, and reviewing the report to ensure accuracy for potential buyers.• Streamlined close processes by introducing automation tools, optimizing workflows, and implementing best practices, resulting in a 50% reduction in time to close the period• Successfully implemented ASC 842 standards for operational and finance leases• Developed and implemented processes for revenue recognition under ASC 606 and cost capitalization under ASC 340• Implemented FloQast for efficient close management, robust balance sheet reconciliation tracking, and enhancing the overall close process.• Oversee the month-end, quarter-end, and year-end closing processes, ensuring the accuracy and timeliness of financial reporting.• Develop and maintain accounting policies and procedures to ensure compliance with GAAP.• Prepare and analyze financial statements, including income statements, balance sheets, and cash flowstatements• Identify areas for process improvements and successfully implement best practices to streamline financial operations• Collaborate with external auditors and tax advisors during the annual audit and tax filing processes.• Collaborate with internal stakeholders and represent the accounting and financial operations team well.• Provide in-depth financial analysis and insights to support strategic decision-making, contributing to the overall success of the organization• Review, evaluate, implement and maintain accounting systems, policies, and procedures.• Supervise accounting team by providing guidance and mentoring to accounting staff

Lehi, Utah, Us

• Process owner for the set up, testing, and training for the Accounts Receivable & Billing modules during an Oracle ERP implementation• Transitioned $17 million in receivable balances for over 1,000 accounts from a 3rd party processor to in house• Recognize approx. $9 million in monthly cash & loan revenue by reviewing systems for milestone dates to ensure compliance with contracts & ASC 606• Oversee the account receivables and billing processes for cash and loan revenue streams• Supervise staff in application of over $8 million monthly cash receipts against open receivables• Collaborate with the collections team on delinquent and past due invoices• Draft financial statements and manage staff related to annual 401K audit• Review staff support and assist external auditors with information requests during quarterly reviews and annual audits• Research and resolve process flaws, ongoing billing issues, and inefficiencies

Lehi, Utah, Us

• Calculated and updated $2.5 billion in capitalized costs and amortization related to over 200,000 solar energy systems held within 28 tax equity funds• Maintained multiple long-term debt schedules of $1.8 billion for accurate reporting• Prepared monthly entries to record ending inventory and usage activity for 50+ warehouse• Compiled monthly consolidated financial statements for management reporting• Analyzed and allocated new prepaid invoices and record monthly expenses• Reviewed and approved posting of monthly journal entries and guided other team members with the preparation of journal entries as needed• Reconciled designated accounts and update each reconciliation with current and accurate support• Streamline current accounting policies and procedures to reduce redundancy and increase efficiency

Us

• Provided accounting and auditing services to clients within established firm and accounting guidelines• Performed audit, review and compilation procedures for specific accounts and transactions• Prepared complex financial statements (including statement of cash flows, footnote disclosures, job schedules, and other supplemental information)• Assisted and trained less experienced staff in completion of basic accounting and auditing tasks• Prepared organized and referenced workpapers with appropriate supporting documentation• Performed self-review of workpapers and financial statements prior to submitting for review• Recorded and posted journal entries, classified entries and totals for an accounting period• Proficient in the preparation of complex corporate, partnership and individual returns• Developed an understanding of the disclosure requirements for financial statements• Maintained accurate time records and descriptions of work performed for client billing

Stockton, Ca, Us

• Provided clients with a comprehensive dependent eligibility audit program to ensure employee compliance with the employer's health plan• Created and oversaw customized audit implementation plans and timelines • Saved clients an average of $125,000 per year in insurance premiums• Carefully reviewed sensitive documents to verify eligibility of employee’s dependents• Fielded questions from the client’s employees regarding verification information• Identified ineligible dependents• Designed and implemented an appeals process for dependents identified as ineligible• Provided detailed reporting and analysis of an client’s employee and dependent population• Recommended ways to improve eligibility verification and administration procedures

The Woodlands, Texas, Us

• Performed internal control reviews over high-pressure high-temperature diamond processing through observation, testing, and discussions with operational personnel• Identified and documented control weaknesses• Prepared recommendations to correct observed internal controls• Developed new automated pricing structure for diamond wholesale to ensure proper valuation• Audited diamond inventory valued over $1 million to ensure accuracy and existence

Vevey, Ch

• Coordinated with and managed co-workers to maintain USDA standards in a work area• Utilized teamwork to meet constant deadlines to ensure timely production start-up• Completed tasks as a team in a fast paced environment while following company procedures• Disassembled, cleaned, and reassembled complex production equipment with limited time• Ensure OSHA, USDA, and company standards are being followed within the production area

Master'S Degree, Accounting

Bachelor Of Science, Accounting