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Al Balmaseda

Senior Advisor

Phone:

224-698-7050

Email:

Address:

W Holt Ave

West Allis, WI 53227

Specialties:

Financial Planning & Analysis

Systems Implementation

​Mergers & Acquisitions

A Bit About Me

  • IT and Software Expertise - Led 4 full-cycle ERP implementations and participated in 9 additional projects, specializing in selecting and customizing optimal software solutions, requirements gathering, integrations, AP/AR automations, expense reporting, and timesheet tools to enhance operational efficiency.

  • IT Infrastructure Planning - Expert in diagnosing software needs, developing scalable growth plans that include staffing and technology requirements, and future-proofing organizations for evolving software landscapes.

  • Organizational Culture and HR - Provide culture reviews and guidance on building high-performing teams rooted in teamwork, open communication, continuous improvement, Agile principles, and proven philosophies; includes staff structure analysis, succession planning, and HR evaluations/hirings.

  • Business Intelligence and Data Tools - Lead BI tool implementations tailored to organizational needs, designing custom dashboards, widgets, and comprehensive reports for actionable insights; complemented by advanced Excel proficiency to deliver virtually any data solution.

  • Mergers & Acquisitions Support - Participated in 3 acquisitions and mergers, including conducting internal valuations to secure optimal outcomes for clients and employers.

  • Financial Modeling and Strategic Planning - Excel in financial modeling and long-term strategic planning across diverse industries, including manufacturing, SaaS, distribution, construction, government, schools/school districts, and nonprofits; with hands-on payroll supervision experience in multiple countries.

  • Specialized Certifications in Education and Nonprofits - Certified School Business Manager in Wisconsin with a Master's in School Business Administration; additional expertise in nonprofit management, including marketing strategy reviews and comprehensive HR support.

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