Balance Financial Management
Description
Address: 1117 State St, Santa Barbara, CA 93101 Hours: Open ⋅ Closes 5PM Friday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (805) 618-3125: Website: : : Place name: Category: : : : Website: http://balancefm.com/ Category: Bookkeeping service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
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Balance Financial Management Employees
Employee
Years
Job
Industry
Davis Le Davis Le's Balance Financial Management Experience July 2013 - Present
Job Intern at Balance Financial Management
Industry Accounting
Experience
Balance Financial Management July 2013 - Present
Top Ten Hair and Nails July 2008 - July 2011
Boy Scouts of America October 2008 - December 2010
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Filing, Time Management, QuickBooks, Microsoft Dynamics NAV, Accounting, Accounts Payable, Auditing, Bank Reconciliation, Outlook, Financial Accounting, Volunteering, Financial Reporting, Account Reconciliation, Data Entry, Teaching, Social Networking, English
Education
University of California, Santa Barbara 2011 — 2015
Bachelor of Arts (B.A.), Economics and Accounting
University of California, Santa Barbara 2011 — 2015
Bachelor's degree, Economics and Accounting
Balance Financial Management July 2013 - Present
Top Ten Hair and Nails July 2008 - July 2011
Boy Scouts of America October 2008 - December 2010
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Filing, Time Management, QuickBooks, Microsoft Dynamics NAV, Accounting, Accounts Payable, Auditing, Bank Reconciliation, Outlook, Financial Accounting, Volunteering, Financial Reporting, Account Reconciliation, Data Entry, Teaching, Social Networking, English
Education
University of California, Santa Barbara 2011 — 2015
Bachelor of Arts (B.A.), Economics and Accounting
University of California, Santa Barbara 2011 — 2015
Bachelor's degree, Economics and Accounting
Jean Kaseke Jean Kaseke's Balance Financial Management Experience July 2011 - June 2014
Job Account Manager at Winningham Becker & Co., LLP
Industry Accounting
Experience
Winningham, Becker & Co., LLP June 2014 - Present
Balance Financial Management July 2011 - June 2014
Robert Half International 2011 - 2011
Kaplan International Colleges February 2008 - October 2010
Robert Half January 2006 - February 2008
Skills
GAAP, Microsoft Excel, Accounting, Financial Accounting, QuickBooks, Managerial Finance, Financial Reporting, Auditing, Payroll Taxes, Accountants, Bookkeeping, Accounts Receivable, Accounts Payable, Journal Entries, General Ledger, Account Reconciliation
Education
University of Phoenix 2011 — 2012
Master of Business Administration (MBA)
Rhodes University 2002 — 2005
Bachelor of Commerce (BCom), Accounts
Winningham, Becker & Co., LLP June 2014 - Present
Balance Financial Management July 2011 - June 2014
Robert Half International 2011 - 2011
Kaplan International Colleges February 2008 - October 2010
Robert Half January 2006 - February 2008
Skills
GAAP, Microsoft Excel, Accounting, Financial Accounting, QuickBooks, Managerial Finance, Financial Reporting, Auditing, Payroll Taxes, Accountants, Bookkeeping, Accounts Receivable, Accounts Payable, Journal Entries, General Ledger, Account Reconciliation
Education
University of Phoenix 2011 — 2012
Master of Business Administration (MBA)
Rhodes University 2002 — 2005
Bachelor of Commerce (BCom), Accounts
Denys Pereira Denys Pereira's Balance Financial Management Experience January 2012 - Present
Job Partner at Balance Financial Management
Industry Accounting
Experience
Balance Financial Management January 2012 - Present
Balance Financial Management February 2011 - December 2011
Pacific Capital Bancorp May 2007 - February 2011
Santa Barbara Asset Management May 2004 - May 2007
Skills
Accounting, Investments, Software Implementation, Sarbanes-Oxley, Managerial Finance, Financial Reporting, Financial Analysis, Internal Controls, GAAP, SEC filings, Cash Management, Financial Accounting, General Ledger, Auditing, Account Reconciliation, Sarbanes-Oxley Act
Education
UCSB
Bachelor of Science, Economics
Balance Financial Management January 2012 - Present
Balance Financial Management February 2011 - December 2011
Pacific Capital Bancorp May 2007 - February 2011
Santa Barbara Asset Management May 2004 - May 2007
Skills
Accounting, Investments, Software Implementation, Sarbanes-Oxley, Managerial Finance, Financial Reporting, Financial Analysis, Internal Controls, GAAP, SEC filings, Cash Management, Financial Accounting, General Ledger, Auditing, Account Reconciliation, Sarbanes-Oxley Act
Education
UCSB
Bachelor of Science, Economics
Emil Cakiryan Emil Cakiryan's Balance Financial Management Experience March 2012 - April 2012
Job Sr. Accountant at Sientra, Inc.
Industry Medical Devices
Experience
Sientra, Inc. May 2012 - Present
Balance Financial Management March 2012 - April 2012
Tempest Telecom Solutions January 2011 - December 2011
Santa Barbara County Elections Office October 2010 - December 2010
Deloitte TT July 2008 - August 2008
Holiday Inn January 2008 - June 2008
Skills
Auditing, Accounts Payable, Account Reconciliation, General Ledger, Microsoft Excel, Accounting, Microsoft Office, Project Management, Microsoft Word, Accounts Receivable, Financial Reporting, Event Planning
Education
University of California, Santa Barbara 2007 — 2010
B.A., Business Economics and Accounting
Sankt Georg Kolleg Austrian High School 1997 — 2005
Sientra, Inc. May 2012 - Present
Balance Financial Management March 2012 - April 2012
Tempest Telecom Solutions January 2011 - December 2011
Santa Barbara County Elections Office October 2010 - December 2010
Deloitte TT July 2008 - August 2008
Holiday Inn January 2008 - June 2008
Skills
Auditing, Accounts Payable, Account Reconciliation, General Ledger, Microsoft Excel, Accounting, Microsoft Office, Project Management, Microsoft Word, Accounts Receivable, Financial Reporting, Event Planning
Education
University of California, Santa Barbara 2007 — 2010
B.A., Business Economics and Accounting
Sankt Georg Kolleg Austrian High School 1997 — 2005
Tigran Hovasapyan, CPA Tigran Hovasapyan, CPA's Balance Financial Management Experience March 2011 - August 2011
Job University of California, Santa Barbara
Industry Accounting
Experience
KPMG US November 2011 - Present
Balance Financial Management March 2011 - August 2011
University of California Santa Barbara Alumni Association March 2010 - May 2011
Los Angeles Federal Credit Union December 2008 - March 2009
Skills
Auditing, Finance, Accounting, QuickBooks, Microsoft Office, Financial Reporting, Account Reconciliation, Financial Analysis, Financial Accounting, GAAP, Investment Valuation, DCF Valuation, Valuation Modeling, Enterprise Valuation, Company Valuation, Capital Allocation, Public Speaking, Alternative Investments, Alternative Investment..., Investment Strategies, Private Equity, Venture Capital, Interdisciplinary..., Professional Writing, Business Analysis, Fair Value, Technical Training
Education
University of California, Santa Barbara
Bachelor of Arts, Economics and Accounting
Glendale Community College
Associate of Arts
KPMG US November 2011 - Present
Balance Financial Management March 2011 - August 2011
University of California Santa Barbara Alumni Association March 2010 - May 2011
Los Angeles Federal Credit Union December 2008 - March 2009
Skills
Auditing, Finance, Accounting, QuickBooks, Microsoft Office, Financial Reporting, Account Reconciliation, Financial Analysis, Financial Accounting, GAAP, Investment Valuation, DCF Valuation, Valuation Modeling, Enterprise Valuation, Company Valuation, Capital Allocation, Public Speaking, Alternative Investments, Alternative Investment..., Investment Strategies, Private Equity, Venture Capital, Interdisciplinary..., Professional Writing, Business Analysis, Fair Value, Technical Training
Education
University of California, Santa Barbara
Bachelor of Arts, Economics and Accounting
Glendale Community College
Associate of Arts
Kathryn Vroom, CPA Kathryn Vroom, CPA's Balance Financial Management Experience June 2009 - September 2010
Job Freestyle Capital
Industry Financial Services
Experience
Freestyle Capital January 2012 - Present
Hospice of Santa Barbara March 2007 - Present
Rothstein Kass October 2010 - January 2012
West Coast Asset Management September 2008 - October 2010
Balance Financial Management June 2009 - September 2010
Skills
GAAP, Accounting, Financial Accounting, Internal Controls, Auditing, Account Reconciliation, CPA, Finance, Financial Statements, SEC filings, Tax, Financial Analysis, Financial Reporting, Hedge Funds, SEC Filings
Education
UCSD Rady School of Management 2012 — 2015
Master of Business Administration (MBA), MBA Class of 2015
University of California, Santa Barbara 2004 — 2008
Bachelor's, Economics, Accounting, Spanish
Freestyle Capital January 2012 - Present
Hospice of Santa Barbara March 2007 - Present
Rothstein Kass October 2010 - January 2012
West Coast Asset Management September 2008 - October 2010
Balance Financial Management June 2009 - September 2010
Skills
GAAP, Accounting, Financial Accounting, Internal Controls, Auditing, Account Reconciliation, CPA, Finance, Financial Statements, SEC filings, Tax, Financial Analysis, Financial Reporting, Hedge Funds, SEC Filings
Education
UCSD Rady School of Management 2012 — 2015
Master of Business Administration (MBA), MBA Class of 2015
University of California, Santa Barbara 2004 — 2008
Bachelor's, Economics, Accounting, Spanish
Roxana Petty Roxana Petty's Balance Financial Management Experience February 2012 - November 2013
Job Executive Administrator
Industry
Experience
Bloomer's Floral & Design January 2012 - Present
Balance Financial Management February 2012 - November 2013
The Private Client Reserve of US Bank January 2011 - February 2012
American Riviera Bank February 2008 - December 2010
Community West Bank June 2005 - March 2008
Computer Associates (CA) - XECA September 2000 - June 2005
Skills
Financial Reporting, Wealth Management, Office Management, Customer Service, Loans, Accounts Payable, QuickBooks, Management
Education
Santa Barbara City College 1998 — 2000
Bloomer's Floral & Design January 2012 - Present
Balance Financial Management February 2012 - November 2013
The Private Client Reserve of US Bank January 2011 - February 2012
American Riviera Bank February 2008 - December 2010
Community West Bank June 2005 - March 2008
Computer Associates (CA) - XECA September 2000 - June 2005
Skills
Financial Reporting, Wealth Management, Office Management, Customer Service, Loans, Accounts Payable, QuickBooks, Management
Education
Santa Barbara City College 1998 — 2000
Kristin Boehm's Balance Financial Management Experience June 2015 - Present
Job at
Industry Food & Beverages
Experience
Balance Financial Management June 2015 - Present
SBHS October 2014 - Present
Kate Farms November 2012 - May 2015
Skills
Microsoft Office, Public Speaking, PowerPoint, Event Planning, Microsoft Excel, Customer Service, Leadership, Social Media, Marketing, Marketing Strategy, Microsoft Word, Strategic Planning, Nonprofits, Social Networking, Team Building
Education
UC San Diego 2008 — 2012
Bachelor of Arts (B.A.), International Studies, Sociocultural Anthropology, Sociology, History
Balance Financial Management June 2015 - Present
SBHS October 2014 - Present
Kate Farms November 2012 - May 2015
Skills
Microsoft Office, Public Speaking, PowerPoint, Event Planning, Microsoft Excel, Customer Service, Leadership, Social Media, Marketing, Marketing Strategy, Microsoft Word, Strategic Planning, Nonprofits, Social Networking, Team Building
Education
UC San Diego 2008 — 2012
Bachelor of Arts (B.A.), International Studies, Sociocultural Anthropology, Sociology, History
Kiah M. Jordan, CFP®, ChFC®'s Balance Financial Management Experience July 2015 - Present
Job CoPresident and Partner at Balance Financial Management
Industry Financial Services
Experience
Balance Financial Management July 2015 - Present
Leading From Within January 2015 - Present
Santa Barbara Rescue Mission May 2011 - Present
Jordan Advisors December 2007 - June 2015
Chronicle Family Offices June 2011 - May 2014
Santa Barbara Capital April 2006 - May 2011
La Secretaria de Turismo August 2005 - December 2005
Skills
Asset Management, Financial Planning, Strategic Planning, Real Estate Investment, Investments, Property Management, Small Business, Strategic Financial..., Asset Managment, Investment Properties, Start-ups, Due Diligence, Finance, Entrepreneurship, Management, Real Estate, Leadership, Budgets, Project Management, Accounting, Financial Analysis, Portfolio Management, Business Development, Financial Modeling, Commercial Real Estate, Tax, Private Equity, Retirement, Wealth Management, Executive Management
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Science (MS), Social Entrepreneurship
University of California, Santa Barbara 2008 — 2010
Certification, Professional Financial Planner
Westmont College 2002 — 2006
BA, Economics/Business and Spanish
Universidad Autónoma de Querétaro 2004 — 2005
Balance Financial Management July 2015 - Present
Leading From Within January 2015 - Present
Santa Barbara Rescue Mission May 2011 - Present
Jordan Advisors December 2007 - June 2015
Chronicle Family Offices June 2011 - May 2014
Santa Barbara Capital April 2006 - May 2011
La Secretaria de Turismo August 2005 - December 2005
Skills
Asset Management, Financial Planning, Strategic Planning, Real Estate Investment, Investments, Property Management, Small Business, Strategic Financial..., Asset Managment, Investment Properties, Start-ups, Due Diligence, Finance, Entrepreneurship, Management, Real Estate, Leadership, Budgets, Project Management, Accounting, Financial Analysis, Portfolio Management, Business Development, Financial Modeling, Commercial Real Estate, Tax, Private Equity, Retirement, Wealth Management, Executive Management
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Science (MS), Social Entrepreneurship
University of California, Santa Barbara 2008 — 2010
Certification, Professional Financial Planner
Westmont College 2002 — 2006
BA, Economics/Business and Spanish
Universidad Autónoma de Querétaro 2004 — 2005
Anne Dixon Anne Dixon's Balance Financial Management Experience August 2011 - December 2011
Job Fund Controller at Standish Management, LLC
Industry Accounting
Experience
Standish Management, LLC January 2015 - Present
KPMG US July 2014 - January 2015
Rothstein Kass November 2012 - July 2014
C&D llp January 2012 - November 2012
Balance Financial Management August 2011 - December 2011
UC Santa Barbara February 2009 - February 2011
Skills
Tax, Auditing, Accounting, Finance, Corporate Finance, US GAAP, Financial Accounting, GAAP, PowerPoint, Microsoft Excel, Financial Reporting
Education
University of California, Santa Barbara 2007 — 2012
Economics & Accounting; Sociology, Technology Management
Fudan University 2011 — 2011
Semester Abroad Program (Shanghai, China), Business and Economics
University of Illinois Laboratory High School 2003 — 2007
Standish Management, LLC January 2015 - Present
KPMG US July 2014 - January 2015
Rothstein Kass November 2012 - July 2014
C&D llp January 2012 - November 2012
Balance Financial Management August 2011 - December 2011
UC Santa Barbara February 2009 - February 2011
Skills
Tax, Auditing, Accounting, Finance, Corporate Finance, US GAAP, Financial Accounting, GAAP, PowerPoint, Microsoft Excel, Financial Reporting
Education
University of California, Santa Barbara 2007 — 2012
Economics & Accounting; Sociology, Technology Management
Fudan University 2011 — 2011
Semester Abroad Program (Shanghai, China), Business and Economics
University of Illinois Laboratory High School 2003 — 2007
Chris Ricciardi Chris Ricciardi's Balance Financial Management Experience August 2010 - Present
Job Staff Accountant at Balance Financial Management
Industry Accounting
Experience
Balance Financial Management August 2010 - Present
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Science (B.S.), Business Economics with and Emphasis in Accounting
Balance Financial Management August 2010 - Present
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Science (B.S.), Business Economics with and Emphasis in Accounting
Sunshine Polk's Balance Financial Management Experience May 2013 - July 2014
Job Financial Reporting Manager
Industry Accounting
Experience
Northwest Hardwoods July 2014 - Present
Balance Financial Management May 2013 - July 2014
Threat Management Group June 2009 - May 2013
The Fionda Group August 2007 - February 2009
United States Air Force July 2001 - March 2006
Skills
QuickBooks, Accounts Payable, Military, Account Reconciliation, Payroll, Accounts Receivable, Financial Statements, Accounting, Military Experience, Financial Accounting, Managerial Finance, Human Resources, Supervising, Nonprofits, Administration, National Security, Military Training, Invoicing, Explosives, Balance, Accounting Applications, Expenses, Revenue Recognition, Accruals, Cash Receipts, Payroll Taxes, Teamwork, Top Secret, GAAP, Fixed Assets, Air Force, Financial Reporting, Weapons Handling, Weapons Training, Intelligence Analysis, Readiness, COMSEC, CBRN, Spreadsheets, Active DoD Secret..., Exercises, Briefing, Business Process, Tactics, Access, Accounting System, Federal Government, Vlookup, Bank Reconciliation
Education
University of Maryland University College 2008 — 2011
Master of Science, Accounting and Financial Management, 3.6
University of Maryland University College 2003 — 2007
Bachelor of Science, Accounting (Minor in Business Administration), 3.5
Community College of the Air Force 2001 — 2006
Associate of Arts and Sciences (AAS), Explosive Ordnance Disposal / Bomb Squad
Northwest Hardwoods July 2014 - Present
Balance Financial Management May 2013 - July 2014
Threat Management Group June 2009 - May 2013
The Fionda Group August 2007 - February 2009
United States Air Force July 2001 - March 2006
Skills
QuickBooks, Accounts Payable, Military, Account Reconciliation, Payroll, Accounts Receivable, Financial Statements, Accounting, Military Experience, Financial Accounting, Managerial Finance, Human Resources, Supervising, Nonprofits, Administration, National Security, Military Training, Invoicing, Explosives, Balance, Accounting Applications, Expenses, Revenue Recognition, Accruals, Cash Receipts, Payroll Taxes, Teamwork, Top Secret, GAAP, Fixed Assets, Air Force, Financial Reporting, Weapons Handling, Weapons Training, Intelligence Analysis, Readiness, COMSEC, CBRN, Spreadsheets, Active DoD Secret..., Exercises, Briefing, Business Process, Tactics, Access, Accounting System, Federal Government, Vlookup, Bank Reconciliation
Education
University of Maryland University College 2008 — 2011
Master of Science, Accounting and Financial Management, 3.6
University of Maryland University College 2003 — 2007
Bachelor of Science, Accounting (Minor in Business Administration), 3.5
Community College of the Air Force 2001 — 2006
Associate of Arts and Sciences (AAS), Explosive Ordnance Disposal / Bomb Squad
Diana H. Pereira Diana H. Pereira's Balance Financial Management Experience August 2009 - Present
Job Chief Compliance Officer at Morton Capital Management, LLC
Industry Investment Management
Experience
Impact Hub of Santa Barbara, LLC November 2013 - Present
Morton Capital Management, LLC February 2014 - Present
Balance Financial Management August 2009 - Present
Wilderness Youth Project February 2014 - Present
Clean Business Investment Summit/California Coast Venture Forum 2007 - Present
Antioch University Santa Barbara September 2014 - August 2015
Social Venture Partners February 2013 - December 2014
West Coast Asset Management, Inc. March 2009 - February 2014
West Coast Asset Management, Inc. June 2008 - March 2009
LaunchPoint Technologies November 2003 - June 2008
Skills
Start-ups, Strategy, Entrepreneurship, Financial Reporting, Private Equity, Managerial Finance, Valuation, Social Entrepreneurship, Creative..., Organizational..., Finance, SEC filings, Impact Investing, Start-up Ventures, Private Foundations, Auditing, Non-profit..., Fund Accounting, Government Accounting, SEC Financial Reporting, Hedge Funds, Investments, Portfolio Management, Public Company..., Compliance, Legal Compliance, Real Estate Transactions, Management Consulting, Social Enterprise
Education
Santa Barbara College of Law 2004 — 2008
J.D., Law
World Trade Center 1998 — 1998
Essentials of Exporting
University of California, Santa Barbara 1994 — 1997
B.A., Business Economics
Università di Bologna 1995 — 1996
Economics
Impact Hub of Santa Barbara, LLC November 2013 - Present
Morton Capital Management, LLC February 2014 - Present
Balance Financial Management August 2009 - Present
Wilderness Youth Project February 2014 - Present
Clean Business Investment Summit/California Coast Venture Forum 2007 - Present
Antioch University Santa Barbara September 2014 - August 2015
Social Venture Partners February 2013 - December 2014
West Coast Asset Management, Inc. March 2009 - February 2014
West Coast Asset Management, Inc. June 2008 - March 2009
LaunchPoint Technologies November 2003 - June 2008
Skills
Start-ups, Strategy, Entrepreneurship, Financial Reporting, Private Equity, Managerial Finance, Valuation, Social Entrepreneurship, Creative..., Organizational..., Finance, SEC filings, Impact Investing, Start-up Ventures, Private Foundations, Auditing, Non-profit..., Fund Accounting, Government Accounting, SEC Financial Reporting, Hedge Funds, Investments, Portfolio Management, Public Company..., Compliance, Legal Compliance, Real Estate Transactions, Management Consulting, Social Enterprise
Education
Santa Barbara College of Law 2004 — 2008
J.D., Law
World Trade Center 1998 — 1998
Essentials of Exporting
University of California, Santa Barbara 1994 — 1997
B.A., Business Economics
Università di Bologna 1995 — 1996
Economics
Jay Wongwatana-anan's Balance Financial Management Experience January 2013 — June 2013
Job Transaction Services Consultant at Moss Adams LLP
Industry Financial Services
Experience
Moss Adams LLP August 2015 — Present
CohnReznick LLP July 2014 — August 2015
Moss Levy & Hartzheim LLP June 2013 — June 2014
Balance Financial Management January 2013 — June 2013
Collaborative Financial Solutions October 2011 — November 2012
Skills
Microsoft Office, Accounting, Internal Controls, Auditing, GAAP, US GAAP, Financial Accounting, Microsoft Excel, External Audit, GAAS, General Ledger, PowerPoint, Microsoft Word, Research, Outlook, Financial Statement..., Real Estate, SEC, Due Diligence, Financial Due Diligence
Education
University of California, Santa Barbara 2009 — 2013
BA, Business Economics with an Emphasis in Accounting
Covina High school ... — 2009
Lying and scamming
Moss Adams LLP August 2015 — Present
CohnReznick LLP July 2014 — August 2015
Moss Levy & Hartzheim LLP June 2013 — June 2014
Balance Financial Management January 2013 — June 2013
Collaborative Financial Solutions October 2011 — November 2012
Skills
Microsoft Office, Accounting, Internal Controls, Auditing, GAAP, US GAAP, Financial Accounting, Microsoft Excel, External Audit, GAAS, General Ledger, PowerPoint, Microsoft Word, Research, Outlook, Financial Statement..., Real Estate, SEC, Due Diligence, Financial Due Diligence
Education
University of California, Santa Barbara 2009 — 2013
BA, Business Economics with an Emphasis in Accounting
Covina High school ... — 2009
Lying and scamming
Dannette Soto's Balance Financial Management Experience January 2015 - Present
Job Assistant Controller at Balance Financial Management
Industry Accounting
Experience
Balance Financial Management January 2015 - Present
Balance Financial Management October 2011 - Present
Mentor / Ethicon June 2007 - October 2011
World Minerals - Celite January 2006 - May 2007
World Minerals May 2005 - January 2006
Skills
Account Management, Account Reconciliation, Bank Reconciliation, Accounts Payable, Auditing, Payroll, Payroll Taxes, Human Resources, Budgets, General Ledger, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Nonprofits, Cash Flow, Cash Management, Employee Benefits, Microsoft Excel, JD Edwards, Oracle, QuickBooks, Navision, Accounts Receivable, Revenue Recognition, Fund Accounting, Internal Controls, Accounting, Financial Statements, Journal Entries, Analysis, Fixed Assets, Forecasting, Finance
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts, Business Economics with an Accounting Emphasis
Balance Financial Management January 2015 - Present
Balance Financial Management October 2011 - Present
Mentor / Ethicon June 2007 - October 2011
World Minerals - Celite January 2006 - May 2007
World Minerals May 2005 - January 2006
Skills
Account Management, Account Reconciliation, Bank Reconciliation, Accounts Payable, Auditing, Payroll, Payroll Taxes, Human Resources, Budgets, General Ledger, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Nonprofits, Cash Flow, Cash Management, Employee Benefits, Microsoft Excel, JD Edwards, Oracle, QuickBooks, Navision, Accounts Receivable, Revenue Recognition, Fund Accounting, Internal Controls, Accounting, Financial Statements, Journal Entries, Analysis, Fixed Assets, Forecasting, Finance
Education
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts, Business Economics with an Accounting Emphasis
Chris Ricciardi's Balance Financial Management Experience August 2010 - Present
Job Accountant at Balance Financial Management
Industry Accounting
Experience
Balance Financial Management August 2010 - Present
Education
University of California, Santa Barbara 2006 — 2010
Balance Financial Management August 2010 - Present
Education
University of California, Santa Barbara 2006 — 2010