Brad Stephenson Email & Phone Number

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.
• 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.

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

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

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

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

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