Joseph Balbo Email & Phone Number

Orlando, FL, US

Orlando, Florida

• Lead financial and operational due diligence analysis, working with ownership, C-Level executives, and board of directors, to quickly identify the businesses strengths and weaknesses and develop organizational.
• Ability to analyze complex financials to identify profitability shortfalls and quantify opportunities for improvement. Develop, design and implement processes and procedures to… Show more Lead financial and operational.
• Ability to analyze complex financials to identify profitability shortfalls and quantify opportunities for improvement. Develop, design and implement processes and procedures to ensure predefined profitability targets.
• In 2016, led clients to recognize $37MM in additional profits on revenue of $700MM.
• Utilized a variety of business case tools to identify measurable effects of complex business issues.
• Commercial, operational and financial due diligence with exceptional attention to detail and ability to analyze the relationships between operational deficiencies and corresponding financial relationship to profits..

Cincinnati, OH

• Business consulting focused on financial analysis, due diligence, measurable return on investment and crisis project management. Developed a diverse client base including medical, automotive, real estate development.
• M&A strategies, due diligence, financial business models.
• Developed sophisticated pricing and cost analysis models that forensically uncovered financial anomalies saving my client over $1mm during acquisition of… Show more Business consulting focused on financial analysis.
• Developed sophisticated pricing and cost analysis models that forensically uncovered financial anomalies saving my client over $1mm during acquisition of a manufacturing company.
• Provided outsourced CFO functions, including creating and implementing financial controls and business processes for multiple clients.
• Led $5.4MM community redevelopment project that resulted in $58MM in additional private and public development.

Mason, OH

• Led consulting services to Fortune 100 clients. Responsible for all aspects of financial operations and general management of the company.
• Negotiated and secured a multi-million dollar/multi-year contract with Procter & Gamble for a new process aimed at delivering $100MM annual cost savings.
• Led the organization in the implementation and execution of the process in multiple markets, including implementation processes and success measures.

Cincinnati, OH

• Oversaw financial operations for custom software development firm and played prominent role in developing marketing and sales strategies to build the business from a local start-up to nationally recognized business.
• Company received Ernst & Young “Entrepreneur of the Year” award.
• Led development of two software products that were featured on MSNBC, CNN Financial Network, and in Fortune magazine.

Covington, KY

• Senior manager responsible for all business financial operations
• Managed financial growth as business increased 500% ($1mm to $5mm) over 3 years.
• Oversaw development of leading-edge computerized interactive training software for industries with high employee turnover resulting in a 35% turnover decrease saving client $660,000 annually.

Cincinnati, OH

• Managed all financial operations of Cincinnati division, including accounting and IT staff.
• Managed cash flow during difficult financial times after loss of major contract resulting in a 25% reduction in revenue.
• As M&A team leader was responsible for engagement objectives and scope for both acquisitions and divestitures. Developed business cases to determine best deal structure.
• Oversaw long-term forecasting and budgeting for three divisions of manufacturer of electric motors… Show more
• Oversaw long-term forecasting and budgeting for three divisions of manufacturer of electric motors for military and aerospace industry. Show less

Cincinnati, OH

• Developed complex financial models that analyzed and projected manufacturing company’s profitability and significantly improved throughput and increased employee productivity.
• Developed leading-edge manufacturing models for managing plant capacity and scheduling.

Bachelor Of Business Administration, Accounting And Finance; International Business Certificate

Activities and Societies: Alpha Kappa Psi Professional Business Fraternity member Mechanical Engineering, Accounting, Finance

Business Management Associate, Business

Graduated 1st in Class