Brad Dillon, Cpa
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Brad Dillon, Cpa Email & Phone Number

Customer Success | Business Development | CPA | MBA | Cryptocurrency | SaaS | Japanese (JLPT N2) at TaxBit
Location: San Francisco, California, United States 11 work roles 7 schools
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Current company
Role
Customer Success | Business Development | CPA | MBA | Cryptocurrency | SaaS | Japanese (JLPT N2)
Location
San Francisco, California, United States
Company size

Who is Brad Dillon, Cpa? Overview

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Brad Dillon, Cpa is listed as Customer Success | Business Development | CPA | MBA | Cryptocurrency | SaaS | Japanese (JLPT N2) at TaxBit, a company with 17 employees, based in San Francisco, California, United States. AeroLeads shows a matched LinkedIn profile for Brad Dillon, Cpa.

Brad Dillon, Cpa previously worked as Customer Success Manager at Taxbit and Senior Consultant (through January 2024) at Altman Solon. Brad Dillon, Cpa holds Master Of Business Administration - Mba from The University Of Chicago Booth School Of Business.

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TaxBit

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Profile bio

About Brad Dillon, Cpa

I perform a range of services (sell and buy side due diligence, strategy, research) for clients in the technology, media, and telecommunications (TMT) sectors. Using what I learned during the MBA program at Chicago Booth, I bring a combination of business acumen, financial analysis, and industry knowledge to every project. In addition to working at Altman Solon, I have worked as an auditor at KPMG Silicon Valley and as an enterprise software developer at Nextworld. I developed and deployed ERP solutions for various clients, using agile methodologies and cutting-edge technologies. I also have a passion for languages and cultures, having studied Spanish and Japanese in college and abroad. I leverage my linguistic and intercultural skills to communicate effectively with diverse stakeholders and teams

Current workplace

Brad Dillon, Cpa's current company

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TaxBit
Taxbit
Customer Success | Business Development | CPA | MBA | Cryptocurrency | SaaS | Japanese (JLPT N2)
draper, utah, united states
Website
Employees
17
AeroLeads page
11 roles

Brad Dillon, Cpa work experience

A career timeline built from the work history available for this profile.

Customer Success Manager

Current

San Francisco, California, United States

Jul 2024 - Present

Senior Consultant (Through January 2024)

San Francisco, California, United States

  • Identified risks and opportunities for major SaaS and telecom corporations, guided teams through interviews (in Japanese and English), complex modeling, and surveys to uncover customer insights and develop PowerPoint.
  • Worked closely with major caller ID software provider to determine Go-To-Market strategy for mobile offerings. Determined ideal AI software/app integrations and identified which key features the company’s customers.
  • Coached and led AI Media Survey team of 7 on a project covering Artificial Intelligence and Machine Learning’s impacts on the media industry, resulting in securing the business of 2 major film studios within 4 months.
  • Composed 6 decks of business development materials for firm business initiatives; decks covered SaaS sales pipeline management, new SaaS sales account planning, and how SaaS companies can use creative solutions to.
Aug 2022 - Jul 2024

Summer Associate

San Francisco, California, United States

  • Performed telecom market intelligence research for client; Prepared materials to be presented by rest of the team. Used data-driven approach to identify key factors in building customer relationships in the telecom.
  • Created overview of the Canadian wireless industry focusing on wireless spectrum auctions, resulting in 25% higher expected revenue for the client from spectrum purchased.
Jun 2021 - Aug 2021

Application Developer

Greater Denver Area

  • Developer with product manager duties for Nextworld’s innovative financials software. Determined product roadmap alongside developers in an Agile development environment. Led long-term strategic planning and ensured.
  • Developed flexible enterprise software for companies with $200-$800M in annual revenue. Led customer engagements, providing them with requested process improvements in Nextworld’s software. All Nextworld financial.
  • Worked collaboratively with first client to gather customer needs, develop product roadmap, and bring Nextworld’s sales cycle to a timely resolution. The project’s success led to 5 new clients within 1 year, including.
Nov 2018 - Jul 2020

Associate Application Developer

Greater Denver Area

  • Worked with the financials team to develop products. Responsible for planning the UX, logic flow, and overall scalability for the fixed assets module. Committed changes to the code base and oversaw product launch.
  • Built framework for Nextworld’s financials application suite. Used creativity to modify Nextworld’s software resulting in 100% user experience satisfaction.
  • Used software development skills to build out fixed assets module, including designing the user experience, application flow, and automation steps. Used Atlassian Confluence to record documentation. Implemented changes.
Aug 2017 - Nov 2018

Senior Audit Associate

Silicon Valley (Santa Clara, CA)

Supervised and trained associate auditors on year-end audit for startup company, Wrike, Inc. Audit team identified and reported budgeting errors and misstatements worth $500K total in the company’s accounts.

Jun 2017 - Aug 2017

Audit Associate

Santa Clara, California, United States

Conducted financial audits for Wells Fargo, Synopsys, and other large tech companies in the Bay Area. Performed audits for Japanese video game and startup companies, identifying significant gaps in internal controls.

Aug 2015 - May 2017

Internal Audit Intern

Fedex Services

Greater Memphis Area

I was an internal auditor for Fedex for a period of 6 months spanning from January to June of 2014. I performed audits in Memphis, TN, Victorville, CA, and abroad in both El Salvador and Honduras.

Jan 2014 - Jun 2014

Intern

Springdale, Arkansas

I served as an intern working for the pricing administration department, the consumer sales rep accounting division, and the national accounts division.

Jan 2013 - Mar 2013

Model

Geneva, IL

I worked as a model and sales associate at the Abercrombie & Fitch location in Geneva, IL. It was a part time stint while I was home from college for the holidays.

Dec 2011 - Jan 2012

Sales Associate

Geneva, IL

I worked as a sales associate for Appliances, Vacuum Cleaners, Video Games, and printers.

Aug 2007 - Oct 2008
Team & coworkers

Colleagues at TaxBit

Other employees you can reach at taxbit.com. View company contacts for 17 employees →

7 education records

Brad Dillon, Cpa education

Bachelor Of Science - Bs, Computer Science

Activities and Societies: Magna Cum Laude Program included classes on C++, Python, JavaScript, algorithms, hardware (semiconductors), data.

Master'S Degree, Accounting

Activities and Societies: Full tuition teacher assistantship, performed currency exchange rate research with Dr. Karl Wang I went through.

Bachelor'S Degree, Accounting

Activities and Societies: Sigma Pi, Phi Kappa Phi, Who's Who Among Students in American Universities and Colleges, Phi Eta Sigma, Alpha.

Japanese Language And Literature

Osaka Gakuin University

Studied abroad at Osaka Gakuin University. During my time in Osaka, I lived on the outskirts of the city with a Japanese host-family for a.

Spanish Language And Literature

During summer of 2010, I studied abroad in Cadiz, Spain for a month. During my time there, I lived with a Spanish family in Cadiz.

Education record

Geneva High School

Activities and Societies: Drama Club Theatrical Productions (The Matchmaker, One Act Plays, and more). Chess Club

FAQ

Frequently asked questions about Brad Dillon, Cpa

Quick answers generated from the profile data available on this page.

What company does Brad Dillon, Cpa work for?

Brad Dillon, Cpa works for TaxBit.

What is Brad Dillon, Cpa's role at TaxBit?

Brad Dillon, Cpa is listed as Customer Success | Business Development | CPA | MBA | Cryptocurrency | SaaS | Japanese (JLPT N2) at TaxBit.

Where is Brad Dillon, Cpa based?

Brad Dillon, Cpa is based in San Francisco, California, United States while working with TaxBit.

What companies has Brad Dillon, Cpa worked for?

Brad Dillon, Cpa has worked for Taxbit, Altman Solon, Nextworld®, Nextworld.Net, and Kpmg Us.

Who are Brad Dillon, Cpa's colleagues at TaxBit?

Brad Dillon, Cpa's colleagues at TaxBit include Alexandra Cole, Steve Guynn, Erin Fennimore, Katelyn Knight, and Ben Ahmed Chedli.

How can I contact Brad Dillon, Cpa?

You can use AeroLeads to view verified contact signals for Brad Dillon, Cpa at TaxBit, including work email, phone, and LinkedIn data when available.

What schools did Brad Dillon, Cpa attend?

Brad Dillon, Cpa holds Master Of Business Administration - Mba from The University Of Chicago Booth School Of Business.

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