Summary
Overview
Work History
Education
Skills
Timeline
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CASSANDRA BALAS

Plymouth,MA

Summary

Motivated professional with a blend of accounting and customer service backgrounds. I am experienced with voluminous sets of financial data for Fortune 500 companies and have exceptional communication to drive successful task completion and enhance audit processes. During my time with EY, I have gained exceptional experience in transforming data processes and financial statements. My leadership significantly improves team performance and client relationships, embodying a blend of analytical competence and interpersonal skills.

Overview

6
6
years of professional experience

Work History

Financial Accounting Advisory Services

EY
01.2020 - 02.2025
  • Company Overview: Financial Accounting Advisory Services
  • Strong attention to detail with ability to manage large volumes of data with precision for Fortune 500 companies.
  • Highly experienced with Microsoft Office in managing large sets of data.
  • Well-versed in communication with team members and external parties. In charge of establishing team priorities, maintaining schedules and monitoring of performance as part of overseeing other EY staff, seniors, and Global Delivery Services teams.
  • Key contact to manage client relationships through leading regular check-ins and updates on project progress.
  • Ability to prioritize tasks and juggle multiple deadlines successfully with multiple client engagements.

Sales Associate

Orangetheory Fitness
05.2019 - 12.2020
  • Greeted members and guests promptly and enthusiastically to create a friendly positive entrance into the OTF studio
  • Lead OTF studio previews with prospects and/or fitness program holders
  • Maintained accurate records using established OTF sales systems
  • Processed accurate cash and credit card transactions
  • Conducts telephone inquiries/follow up calls/customer care calls
  • Accurately follow the daily studio cleaning checklist (pre/during/post) shift activities
  • Built relationships with members to encourage repeat business

Education

Master of Science - Accounting

The University of Tampa
Tampa, FL
05.2019

Bachelor of Science - Accounting

The University of Tampa
Tampa, FL
05.2018

Skills

  • Teamwork and collaboration
  • Customer service
  • Problem-solving
  • Computer skills

Timeline

Financial Accounting Advisory Services

EY
01.2020 - 02.2025

Sales Associate

Orangetheory Fitness
05.2019 - 12.2020

Bachelor of Science - Accounting

The University of Tampa

Master of Science - Accounting

The University of Tampa