Joe Balsam

Joe Balsam Email and Phone Number

Financial Planning & Analysis Manager, CPA @ Defyned Brands
Joe Balsam's Location
Missoula, Montana, United States, United States
Joe Balsam's Contact Details
About Joe Balsam

-FP&A professional, focused on communicating organized, concise deliverables and analysis to assist in decision-making throughout the organization.-Power BI dashboard developer/moderator with query creation/editing experience for financial and operational business objects, dimensions, and measurements.-NetSuite ERP specialist in report creation/customization, financial reporting, and implementation.-Excel power user with advanced knowledge of pivot tables, lookups, indexes, databases, etc. -JDEdwards Oracle ERP module oversight for HCM, financial budgeting/forecasting/reporting as well as customized modules.-Over ten years of financial reporting experience drafting, reviewing, planning, and analyzing. -Define, document, and deliver process improvement outlines and guides throughout an organization.

Joe Balsam's Current Company Details
Defyned Brands

Defyned Brands

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Financial Planning & Analysis Manager, CPA
Joe Balsam Work Experience Details
  • Defyned Brands
    Financial Planning And Analysis Manager
    Defyned Brands Nov 2024 - Present
    Austin, Texas, Us
    View
  • Defyned Brands
    Senior Financial Analyst
    Defyned Brands Oct 2022 - Dec 2024
    Austin, Texas, Us
    -Led transition from weekly Excel KPI and Revenue reports to Power BI for executive, district and store-based teams.-Integrated both top-down and bottom-up budget processes into consolidated future forecast integration with NetSuite and Adaptive.-Compiled monthly, quarterly, and annual financial reports and analysis for executive team and external stakeholders.-Forecasted and analyzed future cash outflows with supply chain team, eliminating excess inventory, freight, and storage costs.
    View
  • Gosecure
    Senior Financial Analyst, Fp&A
    Gosecure Apr 2022 - Jul 2022
    La Jolla, California, Us
    -Oversaw budget and forecasting processes across 20+ departments for monthly, quarterly, and annual periods.-Developed and reported analytics, including KPI’s, to various department managers and executive team on a continual basis.
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  • Washington Corporations
    Accounting Manager
    Washington Corporations Aug 2020 - Mar 2022
    Missoula, Montana, Us
    -Created dashboards using Power BI/Tableau customized for real-time financial reporting, operational tracking, and analysis.-Developed and managed budget and forecast models, including financial reporting comparisons and reconciliations.-Identified and tracked KPI’s (key performance indicators) and CSI’s (cost savings initiatives) through multiple departments: -Investment matrices for $1.8B+ portfolio to track basis, realized/unrealized activity, and related expenses -Employee expense gauges to identify personal costs paid using company credit cards
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  • Montana Rail Link
    Internal Audit Manager
    Montana Rail Link May 2019 - Aug 2020
    Missoula, Montana, Us
    -Completed recurring variance analysis, performance management, and budget/forecast analysis across business units. -Instituted capital budget process requiring proposed projects to submit a scope, timeline, and estimated cost. -Worked with VP of Finance & Accounting to drive close process and deliver timely, accurate financial reports. -Established both financial and operational reports and analytics via Power BI, PowerPoint, etc., including: -Gantt chart visualizations for engineering department to outline and schedule necessary labor and materials -Heat map inventory directory to locate and plan deliveries and material usage throughout 500-mile railroad
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  • Lee & Company, Pc
    Senior Tax Accountant & Auditor
    Lee & Company, Pc Aug 2011 - Apr 2019
    -Oversaw and completed engagements throughout various stages (planning, fieldwork, reporting, and review).

Joe Balsam Skills

Leadership Financial Systems Auditing Standards Generally Accepted Accounting Principles Cost Accounting Tax Management Management Accounting Construction Accounting Finance Financial Accounting Microsoft Office Budgeting Financial Statement Auditing Microsoft Excel U.s. Generally Accepted Accounting Principles Customer Service Yardi Property Management Financial Reporting Analytical Skills General Ledger Payroll

Joe Balsam Education Details

  • The University Of Montana - College Of Business
    The University Of Montana - College Of Business
    Accounting
  • The University Of Montana - College Of Business
    The University Of Montana - College Of Business
    Accounting And Business/Management

Frequently Asked Questions about Joe Balsam

What company does Joe Balsam work for?

Joe Balsam works for Defyned Brands

What is Joe Balsam's role at the current company?

Joe Balsam's current role is Financial Planning & Analysis Manager, CPA.

What is Joe Balsam's email address?

Joe Balsam's email address is jb****@****orp.com

What schools did Joe Balsam attend?

Joe Balsam attended The University Of Montana - College Of Business, The University Of Montana - College Of Business.

What skills is Joe Balsam known for?

Joe Balsam has skills like Leadership, Financial Systems, Auditing Standards, Generally Accepted Accounting Principles, Cost Accounting, Tax Management, Management Accounting, Construction Accounting, Finance, Financial Accounting, Microsoft Office, Budgeting.

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