Dee Balch, Mba, Cpa(Inactive) Email and Phone Number
Dee Balch, Mba, Cpa(Inactive) work email
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Dee Balch, Mba, Cpa(Inactive) personal email
Big 4 CPA with 30 years of experience in financial accounting and operations, complex technical accounting and reporting, regulatory reporting, consolidations, compliance, budgeting and forecasting, treasury, risk management and investor relations.Specialties: - Real estate private equity, investment management- Complex corporate structures; multiple legal and reporting entities- Joint venture, direct ownership, partnership accounting- Investment Company Accounting - Technical Accounting and SEC Reporting - M&A accounting- Custody rule- Systems implementation/change management- Implementation of processes, Internal control, policies and procedures- Process improvement optimization- Tax compliance, REIT compliance
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Chief Accounting OfficerSolarmax Technology Feb 2015 - PresentRiverside, California, Us
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Vp AccountingAlexandria Real Estate Equities, Inc. Sep 2013 - Dec 2014Pasadena, California, Us -
Board MemberTnp Strategic Retail Trust, Inc. Jul 2012 - Aug 2013
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Cfo, Treasurer And SecretaryTnp Strategic Retail Trust, Inc. Apr 2012 - Aug 2013
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Senior Vice President, Finance And AccountingBuchanan Street Partners Jan 2010 - Feb 2012Newport Beach, California, UsBuchanan Street Partners is a real estate investment management firm headquartered in Newport Beach, California. The firm manages commingled and separate account real estate funds on behalf of institutional and private investors.Responsible for leadership and oversight of Buchanan's Investment Accounting which includes, but not limited to, accounting, investor reporting, regulatory reporting, investor relations, tax compliance, treasury functions, cash flow planning, tax planning, and budgeting/forecasting. The oversight responsibility covers a multitude of multiple commingled funds, separate accounts, institutional joint ventures, private placement investments, and co-invest entities and almost 1,000 investors. -
Executive DirectorErnst & Young Aug 1996 - Jan 2010London, GbExecutive Director 2007-2010Senior Manager 2000-2007Manager 1997-2000Supervising Senior 1997Engagement executive for a large S&P 500 publicly-traded healthcare REIT with over $5 billion market capitalization, a large private REIT with over $4 billion of assets (150 fund assets) owned/under management reporting under the AICPA Investment Company Guide, and several privately-held real estate engagements. A total of over 25,000 engagement hours, with teams of 30+ professionals in audit, tax, IT, transaction and valuation support. Concurring review partner for 10+ privately-held real estate audit engagements. -
Internal AuditorFlorida Power & Light May 1994 - May 1996Juno Beach, Fl, UsFlorida public utility company (ticker: FPL) with a market capitalization of over $22 billion. Specialty audit areas included procurement, contract administration, finance, accounting and EDP.- Completed financial and operational audits to ensure compliance with company and regulatory reporting, policies and procedures (Public Service Commission and Federal Energy Regulatory Commission).- Prepared and presented audit reports and recommendations for process and internal control improvements to senior management and the Audit Committee. -
Audit SeniorKpmg Peat Marwick Jan 1991 - May 1994New York, Ny, Us- Conducted audits in various industries including financial services, real estate, manufacturing, health care, agriculture, and not-for-profit organizations.- Planned audit engagements with consideration of client requirements, industry regulatory changes, accounting standards changes and client financial activities.- Assisted clients in drafting financial statements and footnotes in accordance with GAAP.- Supervised staff accountants and provided performance reviews. In one case, I was able to significantly improve the performance of a marginal performer.- Proven ability to work under tight deadlines with non-cooperative clients and still successfully completed a quality audit.- Recognized by superiors as possessing excellent analytical skills. Many of my audits required familiarity with regulatory requirements including SEC, OTS, OCC and Health Care Financing Administration. -
Financial AnalystCiticorp Apr 1987 - Nov 1989New York, New York, Us- Key responsibilities include multiple market research, statistical and financial analyses, and preparation of various management reports as requested.- Performed cost/benefit analysis, design and implementation of a Marketing Model and Database for branch and ATM distribution systems.- Instrumental in developing strategic analysis tools and documentation for a new branch concept that reduced branch start-up costs by as much as 10%.
Dee Balch, Mba, Cpa(Inactive) Skills
Dee Balch, Mba, Cpa(Inactive) Education Details
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Florida Atlantic University - College Of BusinessAccounting -
University Of Miami Herbert Business SchoolSystems Analysis
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University Of Miami Herbert Business SchoolMaster Of Business Administration (Mba)
Frequently Asked Questions about Dee Balch, Mba, Cpa(Inactive)
What company does Dee Balch, Mba, Cpa(Inactive) work for?
Dee Balch, Mba, Cpa(Inactive) works for Solarmax Technology
What is Dee Balch, Mba, Cpa(Inactive)'s role at the current company?
Dee Balch, Mba, Cpa(Inactive)'s current role is Senior Finance and CPA Professional.
What is Dee Balch, Mba, Cpa(Inactive)'s email address?
Dee Balch, Mba, Cpa(Inactive)'s email address is de****@****cox.net
What schools did Dee Balch, Mba, Cpa(Inactive) attend?
Dee Balch, Mba, Cpa(Inactive) attended Florida Atlantic University - College Of Business, University Of Miami Herbert Business School, University Of Miami Herbert Business School.
What skills is Dee Balch, Mba, Cpa(Inactive) known for?
Dee Balch, Mba, Cpa(Inactive) has skills like Financial Analysis, Mergers And Acquisitions, Internal Controls, Finance, Auditing, Accounting, Valuation, Forecasting, Sarbanes Oxley Act, Financial Reporting, Financial Accounting, Sec Filings.
Who are Dee Balch, Mba, Cpa(Inactive)'s colleagues?
Dee Balch, Mba, Cpa(Inactive)'s colleagues are Dan Cooley, Edgar Huante, Annette Cabrera, Michael Lastimosa, Vanessa Ruelas, Amir Ahmadi, Mignon Kennedy.
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