Joe Balsam

Joe Balsam is a seasoned financial professional currently serving as a Senior Financial Analyst at Defyned Brands since October 2022, where significant contributions include leading the transition to Power BI for KPI and revenue reporting and integrating budgeting processes with NetSuite and Adaptive. Prior experience includes roles as Senior Financial Analyst for FP&A at GoSecure, overseeing budget and forecasting processes across multiple departments, and as Accounting Manager at Washington Corporations, where Joe created dashboards for real-time financial reporting. Earlier career achievements include managing internal audits at Montana Rail Link and serving as Senior Tax Accountant & Auditor at Lee & Company, PC. Joe holds a Master of Accountancy and a Bachelor of Business Administration in Accounting from the University of Montana.