Carli Balch
Saint Louis Park
Summary
Senior Accountant with over seven years of experience in public and private accounting. Focused on improving company financial operations and streamlining processes using effective leadership, planning and decision-making abilities. Detail-oriented with the ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
7
7
years of professional experience
Work History
Senior Accountant
Yukon Partners
02.2023 - Current
- Prepared monthly journal entries and reconciliations.
- Streamlined the financial reporting process by automating tasks.
- Provided timely and accurate financial reporting to senior management, enabling informed decision-making.
- Developed ad-hoc reports for both internal and external stakeholders.
- Contributed to the training and development of two additional senior accountants.
Senior Tax Associate
KPMG, LLP
10.2019 - 02.2023
- Reviewed and filed returns and k-1s with tax departments at the local, state, and federal level.
- Researched complex tax issues utilizing online resources and professional tax services.
- Managed multiple high-priority projects simultaneously, meeting strict deadlines while maintaining attention to detail and accuracy.
- Provided internal training initiatives for associates and interns, fostering professional development and enhancing the overall quality of service provided to clients.
Tax Associate
KPMG, LLP
10.2017 - 09.2019
- Developed in-depth knowledge of client business and industry through direct interaction while working on various aspects of the engagement.
- Prepared tax returns and k-1s at the local, state, and federal level.
- Calculated complex partner allocations and tax adjustments.
- Responded to inquiries from IRS and other tax authorities.
- Participated in continuing education courses to expand and maintain professional knowledge as an associate.
Education
Bachelor of Arts - Accounting
University of St. Thomas
St. Paul, MN12.2016
Skills
- QuickBooks
- Microsoft Excel
- General Ledger Management
- Account Reconciliation
- Financial Statement Review
- Database Management
- Team Training
Timeline
Senior Accountant
Yukon Partners
02.2023 - Current
Senior Tax Associate
KPMG, LLP
10.2019 - 02.2023
Tax Associate
KPMG, LLP
10.2017 - 09.2019
Bachelor of Arts - Accounting
University of St. Thomas
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