Financial Planning And Analysis Manager
Current
Nov 2024 - Present
AeroLeads people directory · profile
Joe Balsam Email & Phone Number
Financial Planning and Analysis Manager
at
Defyned Brands
1 work email found
@washcorp.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planning and Analysis Manager
Location
Missoula, Montana, United States
Who is Joe Balsam? Overview
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Quick answer
Joe Balsam is listed as Financial Planning and Analysis Manager at Defyned Brands, based in Missoula, Montana, United States. AeroLeads shows a work email signal at washcorp.com and a matched LinkedIn profile for Joe Balsam.
Joe Balsam previously worked as Senior Financial Analyst at Defyned Brands and Senior Financial Analyst, FP&A at Gosecure. Joe Balsam holds Master Of Accountancy, Accounting from The University Of Montana - College Of Business.
Company email context
Email format at Defyned Brands
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{first_initial}{last}@washcorp.com
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AeroLeads found 1 current-domain work email signal for Joe Balsam. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Leadership, Financial Systems, Auditing Standards, Generally Accepted Accounting Principles, and 17 others.
Current workplace
Joe Balsam's current company
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6 roles
Joe Balsam work experience
A career timeline built from the work history available for this profile.
Senior Financial Analyst
-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.
Oct 2022 - Dec 2024
Senior Financial Analyst, Fp&A
-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.
Apr 2022 - Jul 2022
Accounting Manager
-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
Aug 2020 - Mar 2022
Internal Audit Manager
-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
May 2019 - Aug 2020
Senior Tax Accountant & Auditor
Lee & Company, Pc
-Oversaw and completed engagements throughout various stages (planning, fieldwork, reporting, and review).
Aug 2011 - Apr 2019
2 education records
Joe Balsam education
Master Of Accountancy, Accounting
The University Of Montana - College Of Business
Bachelor Of Business Administration (B.B.A.), Accounting And Business/Management
The University Of Montana - College Of Business
FAQ
Frequently asked questions about Joe Balsam
Quick answers generated from the profile data available on this page.
What company does Joe Balsam work for?
Joe Balsam works for Defyned Brands.
What is Joe Balsam's role at Defyned Brands?
Joe Balsam is listed as Financial Planning and Analysis Manager at Defyned Brands.
What is Joe Balsam's email address?
AeroLeads has found 1 work email signal at @washcorp.com for Joe Balsam at Defyned Brands.
Where is Joe Balsam based?
Joe Balsam is based in Missoula, Montana, United States while working with Defyned Brands.
What companies has Joe Balsam worked for?
Joe Balsam has worked for Defyned Brands, Gosecure, Washington Corporations, Montana Rail Link, and Lee & Company, Pc.
How can I contact Joe Balsam?
You can use AeroLeads to view verified contact signals for Joe Balsam at Defyned Brands, including work email, phone, and LinkedIn data when available.
What schools did Joe Balsam attend?
Joe Balsam holds Master Of Accountancy, Accounting from The University Of Montana - College Of Business.
What skills is Joe Balsam known for?
Joe Balsam is listed with skills including Leadership, Financial Systems, Auditing Standards, Generally Accepted Accounting Principles, Cost Accounting, Tax Management, Management Accounting, and Construction Accounting.
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