Who We Are:

Brad Smith, CPA, LLC is a business consulting firm serving the banking and credit union industries. The firm specializes in risk management, corporate finance, and accounting advisory services. Brad Smith is the owner. What sets us apart from other consulting firms?

  • Certified Public Accountant with over 25 years of experience
  • Earned MBA in Finance in 2010 from a top ten business school
  • 15 years of experience as Treasurer and CFO at a bank and credit union
  • Skilled at developing custom software solutions for Microsoft Word, Excel, and Access through the use of advanced modeling techniques and programming with Visual Basic

Bank and Credit Union CEOs, CFOs, Controllers, Treasurers, and other industry professionals know that when they hire us they’re getting someone who understands the challenges from their perspective. Finance theory has evolved over the past ten years. While earning his MBA in recent years, Brad applied the latest finance theory taught in the classroom to his past experience in the financial services industry.

We can help financial institutions thrive in today’s turbulent market, not just to satisfy the regulators, but to mitigate risk while improving financial performance.

Qualifications:

  • CPA licensed in State of Indiana since 1985
  • MBA in Finance 2010 from The Kelley School of Business at Indiana University, a top ten business school (GPA 3.84/4.00).  GPA in finance courses: 3.96.
  • BS in Accounting 1982 from University of Kentucky (GPA 3.78/4.00) with honors
  • 25 years of experience in financial services industry and CPA firms including:
    • 3 years in public accounting with large regional public accounting
    • 15 years in CFO capacity for a credit union and publicly traded bank. 

Core Competencies

  • Banking industry
  • Credit union industry
  • Risk management
  • Corporate Finance
  • Asset liability management
  • Treasury and investment operations
  • Financial derivatives, options, hedging
  • Complex financial modeling including Monte-Carlo and Black Scholes modeling
  • Financial reporting for GAAP and regulatory reporting including SEC, FDIC, and NCUA
  • Advanced skills in Microsoft Excel and Access as well as VBA and Visual Studio. 

Advisory Services:

  • Corporate finance and accounting
  • Risk assessment, risk reduction, and risk management advising using COSO framework
  • Asset liability management – model set-up and training
  • Project feasibility evaluation including NPV/APV analysis
  • Special projects
  • Investments, derivatives, options, swaps, and hedging
  • Capital structure review and debt optimization
  • Profit improvement
  • Incentive compensation

Please call 317-200-3150 or use our contact form to find out how we can help you.

 

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