Jeffrey Balch Email & Phone Number

Napa, Ca, Us

Napa, Ca, Us

Napa, California, United States

Napa, California, United States

Santa Rosa, California, United States

Geyserville, Ca

Maintains diverse work portfolio including direct oversight of all state and federal taxes, compliance reporting & licensing, domestic and export distributor order management, payroll and commissions, human resources and benefits, and office management.

Healdsburg, Ca

Management of warehouse staff, outgoing distribution orders, and on- & off-site storage. Oversaw processing of all shipments to distributors, sales staff, off-site storage, and sponsored events, utilizing a triple-check system, inventory reconciliation reports, and record retention to ensure accurate order fulfillment. Expert use of AMS Winery Software, specifically inventory, shipping, and sales modules, enabled effective management of all outgoing shipments, between 100,000 and 120,000 cases per month, to maintain verifiable inventory and allocation accounts. Generated compliance reports, bills of lading, monthly inventory reconciliations, and other inventory management measures to assist in record retention, legal compliance, tax payments, and inventory management. Assisted in office management, purchasing, compliance record-keeping, and export reporting on weekly basis and as needed.

Novato, Ca

Provided analytical, technical, and administrative services for municipal public works department including property management, record retention and organization, and preparation of RFPs and service agreements.

Sacramento, Ca

Provided legislative and political guidance for transportation-based lobbying and government affairs operation, including analysis of legislation related to transportation, independent contractors, environmental considerations, relevance to international and inter-state trade, and other matters related to company concerns.

Folsom, Ca

Assisted in development of healthcare- and education-related reports, surveys, and proposals for social science evaluation firm by providing statistical analysis using SPSS software and its report-generation programs.Developed reports, analyses, and memos for well-established social science research firm using Microsoft Office suite, Adobe Acrobat, SPSS, Cardiff Teleform, ATLAS.ti QDA, and various online resources.Generated original analysis and narrative for reports in healthcare- and education-related topics, including a national bullying policy study, school safety and climate reviews, and an analysis of state expenditures for substance abuse treatment.Assisted in proposal-generation with multiple staff members to pursue additional opportunities with various county, state, and federal agencies and nonprofit organizations across the country.

Washington D.C. Metro Area

Developed quantitative analysis of election, turnout, and demographics data to support development, creation, and distribution of Campaign Roadmaps which Atlas markets to campaigns and political organizations nationwide.Monitored and charted political polling through continual monitoring of news sources in eleven Midwest states and online sources like TPM, Public Policy Polling, and SurveyUSA.Spearheaded internal project to facilitate efficient collection and organization of digital of election results by multiple users as well as protect the integrity of the database of existing information.Simplified and structured intricate spreadsheets containing hundreds of thousands of lines of data to automate and improve the creation of charts for statistical and political analysis by creating innovative Visual Basic macros and spreadsheet functions.

Washington D.C. Metro Area

Administrative position with responsibilities including researching legislation, writing press releases, addressing constituent concerns through letters and direct contact, compiling fact sheets, and providing front office support. Responsible for the policy areas of agriculture, natural resources, small business, and the environment, attended relevant committee hearings, and prepared legislative analysis for Member and staff.