Jonathan Balsam

Jonathan Balsam

Accounting Intern

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location of Jonathan BalsamMonsey, New York, United States

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  • Timeline

  • About me

    Controller

  • Education

    • Excelsior College

      2013 - 2015
      Bachelor of Science (B.S.) Liberal Arts and Sciences, General Studies and Humanities
    • Fairleigh Dickinson University

      2014 - 2016
      Masters Accounting and Finance
  • Experience

    • APEX healthcare partners LLC

      Nov 2015 - Jul 2016
      Accounting Intern

      My responsibilities at APEX healthcare partners LLC included:• Reconcile bank accounts.• Track all intercompany transactions and resolve discrepancies between the entities. • Calculate payroll liabilities for various related companies so that proper payment is made.• Maintain books and records of a construction company which is an entity related to Apex.• Implement certain procedures to prevent duplicate payment of invoices.

    • Aloft mgt

      Jul 2018 - Mar 2020
      Accountant
    • Aloft mgt

      Sept 2020 - Apr 2023
      Assistant Controller
  • Licenses & Certifications

    • Passed all CPA's