Shelby Balsamo
Sterlington
Summary
Professional finance leader with extensive expertise in financial management, reporting, and strategic planning. Exceptional at fostering team collaboration and driving organizational success through effective budgeting, forecasting, and compliance. Highly adaptable, with strong analytical skills and deep understanding of corporate finance principles. Known for reliability, integrity, and results-driven approach in dynamic environments.
Overview
8
8
years of professional experience
Work History
Controller
Surge Management LLC
12.2022 - Current
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Prepared balance sheets, cash flow reports and income statements.
- Managed payroll data entry and processing for 1500 employees to comply with predetermined company guidelines.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Followed up with delinquent accounts to obtain funds and reduce aging balances.
- Mentored junior staff members, fostering a positive work environment conducive to professional growth and development.
Controller
Morehouse General Hospital
11.2021 - 12.2022
- Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
- Optimized working capital management by reviewing inventory levels, payment terms, and cash conversion cycles.
- Ensured timely financial statement preparation, allowing for better decision-making and strategic planning.
- Streamlined annual audit process, working closely with external auditors to ensure accurate representation of company''s financial position.
- Provided insightful financial analysis to support executive team in making informed business decisions.
- Mentored junior staff members, fostering a positive work environment conducive to professional growth and development.
- Led cross-functional teams in the implementation of new accounting software, improving overall efficiency within the finance department.
- Accurately completed financial statement audits and thoroughly reviewed results.
- Coordinated with department heads to develop and monitor annual budgets, ensuring alignment with strategic goals.
- Facilitated successful external audits, meticulously preparing all necessary documents and reports.
- Oversaw management of payroll, ensuring accurate and timely processing for all employees.
- Enhanced team productivity, implementing continuous professional development and training programs for finance staff.
Staff Accountant
Vantage Health Plan, Inc.
05.2021 - 11.2021
- Ran commissions and track other benefits for 205 insurance brokers
- Ensured accurate fixed asset reporting through investigation and verification
- Tracked IBNR information
- Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
- Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
- Increased accuracy of financial statements through diligent attention to detail and thorough review processes.
- Collected and arranged financial information and entered details into financial management system.
- Created journal entry schedules to improve efficiency, support, and documentation of accounting processes.
- Enhanced financial reporting accuracy by meticulously reconciling bank statements with ledger entries.
- Streamlined month-end close process, cutting down time required by efficiently organizing workpapers and financial statements.
- Provided journal entries and performed accounting on accrual basis.
Tax Accountant
DeWitt Giger, LLP
06.2019 - 04.2021
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
- Conducted thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits.
- Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units.
- Developed strong relationships with clients by maintaining open communication lines and addressing concerns promptly.
- Reduced client tax liabilities through diligent research and application of applicable tax laws.
- Stayed up-to-date on ever-changing tax regulations, attending industry conferences and participating in professional development workshops.
Tax Staff Accountant
Takewell & Hanna, APAC
09.2018 - 06.2019
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Developed strong relationships with clients through consistent communication and attentive customer service, resulting in increased overall satisfaction.
- Collaborated with colleagues on various projects, sharing knowledge and expertise while working together towards common objectives.
- Developed and improved time management and organizational skills to maximise personal productivity.
- Streamlined document management by transitioning to cloud-based storage solution.
Corporate Operations Manager
Surge Entertainment
01.2017 - 12.2018
- Established strong relationships with clients, vendors, and partners to facilitate seamless communication and collaboration across all levels of the organization.
- Effectively communicated with stakeholders at all levels of the organization, ensuring transparency and fostering a culture of trust.
- Oversaw facilities management, ensuring a safe, compliant, and productive work environment for all employees.
- Ensured accurate and timely payments for all employees, managing bi weekly payroll cycles for 400 employees.
- Managed vendor contracts for optimal service delivery, competitive pricing, and overall value to the organization.
Education
Bachelor of Science - Accounting
University of Louisiana At Monroe
Monroe, LA12.2018
Skills
- Accounting software knowledge such as QuickBooks, Peachtree, and others Knowledge of Microsoft Excel, Word, and PowerPoint Knowledge of Sage Accounting and Method
- Payroll processing
- Cash flow management
- Staff management
- Accounting management
- Account reconciliation
- General ledger accounting
- Reliability
- Problem-solving abilities
- Problem-solving
- Analytical thinking
- Preparing financial statements
- Budget preparation
- Intercompany transactions
- Month-end and year-end closings
- Public accounting
Timeline
Controller
Surge Management LLC
12.2022 - Current
Controller
Morehouse General Hospital
11.2021 - 12.2022
Staff Accountant
Vantage Health Plan, Inc.
05.2021 - 11.2021
Tax Accountant
DeWitt Giger, LLP
06.2019 - 04.2021
Tax Staff Accountant
Takewell & Hanna, APAC
09.2018 - 06.2019
Corporate Operations Manager
Surge Entertainment
01.2017 - 12.2018
Bachelor of Science - Accounting
University of Louisiana At Monroe
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