Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Carla P. Balnis

Tax Preparer ~ Event Coordinator
Oneonta,NY

Summary

Self-directed event coordinator with over 12 years of experience creating strategic alliances with organizational leaders to align with and support key business initiatives for on-time, under-budget event completion. Organized and ambitious planner with expertise in managing costs and budgets while establishing partnerships with vendors for optimal savings. Customer-oriented time manager and decisive leader.

Overview

37
37
years of professional experience

Work History

Event Coordinator

CpB Promotions (Self Owned)
Oneonta, United States
10.2009 - Current
  • Coordinated schedules and timelines for events.
  • Managed administrative logistics of events planning, event booking and event promotions.
  • Managed event logistics and operations.
  • Performed event coordination for larger parties and gatherings.
  • Secured financial sponsorship of all events
  • Reconciled and dispersed all earned revenues to Non-profit recipients
  • Maintain accurate financial reporting of all income and gifting


  • All events are to benefit Non-profits and Not-for-profits. Average of 8 events per year; ranging from charitable dances, vendor events, music JAM sessions, Prom shows, and competitions.
  • To date; have collected and gifted 80k

Owner ~ Tax Preparer

The Tax Professionals Of NY
Oneonta, NY
01.2006 - Current
  • Completed and filed returns with tax departments at local, state and federal levels. Average client base of 1300
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
  • Maintain daily and monthly bookkeeping for multiple clients
  • Process weekly expense check for multiple clients
  • Prepare and process quarterly NYS Sales tax for client base of 100
  • Prepared annual 1099 reporting for client base of over 200
  • Oversee and manage employee staffing of up to 10 during peek season
  • Full accounting, reconciliation, payments and deposits for primary ownership company

Business Manager

Central NY Radio Group
Oneonta, NY
01.2003 - 01.2011
  • Communicated with customers and vendors positively with particular attention to problem resolution.
  • Oversaw office operations for organization by processing vital documentation, obtaining insurance verification and authorization for services.
  • Implemented automation strategies for office operations, correspondence management, schedule coordination and recordkeeping.
  • Created, managed and executed business plan and communicated company vision and objectives to motivate teams.
  • Maintained all financial income and expenses, from deposits to payables
  • Created and maintained multiple station events, including Radio auctions, Ultimate IDOL, Jr. IDOL and more

Education

Assoc. in Business Administration & Management - Business

State University of New York
Delhi, NY
06.1984

Skills

  • Problem Anticipation and Resolution
  • Event Calendar Management
  • Event Supervision
  • Meeting Planning
  • Venue Selection
  • Attendee Relations
  • Agenda Setting
  • Vendor Coordination
  • Audiovisual Equipment
  • Catering Coordination
  • Administrative Recordkeeping
  • Contractual Obligations

Accomplishments

* Oneonta Business Women's ~ 6 yr. Past President, current 1st Vice-President, 29 yr Member

* Oneonta Elk's Club ~ 1 year Director, 3 yr Member

* Destination Oneonta ~ 4 year Volunteer

* OHS Alumni Association ~ Past President,

* West Oneonta Fire Dept ~ 30 yr Member

**********

* OHS Alumni Assoc ~ Alumni of the Year 2016

* Oneonta Elk's Club ~ Citizen of the Year 2015

* Oneonta Business Women's ~ Honorary Member

* Destination Oneonta ~ Recognition 2017

* Daily Star Tax Preparer of the Year ~ 2020, 2021


Timeline

Event Coordinator

CpB Promotions (Self Owned)
10.2009 - Current

Owner ~ Tax Preparer

The Tax Professionals Of NY
01.2006 - Current

Business Manager

Central NY Radio Group
01.2003 - 01.2011

Assoc. in Business Administration & Management - Business

State University of New York

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Carla P. Balnis Tax Preparer ~ Event Coordinator