We’re the Financial Experts So You Don’t Have to Be
We join you as a team member and partner, from back office to boardroom, with a thorough and accurate understanding of the principles behind the financial requirements for businesses, not-for-profit organizations, and foundations. Full-time, part-time or as-needed, Balance delivers better support for less money at the highest level of expertise.
In addition to launching Balance Financial Management, Diana Pereira is the Chief Financial and Compliance Officer at West Coast Asset Management (WCAM) where she provides oversight for accounting, finance and compliance with SEC rules and regulations. Prior to joining WCAM, Ms. Pereira was CFO at a local venture engineering firm where she was responsible for overall financial and operational management, including business development, legal agreements, grant budgets and proposals, annual audits, internal controls, and marketing initiatives for the firm. Previously, Ms. Pereira held several management positions at an investment firm which managed a Fund of Hedge Funds with over $100 million in client assets. Prior experience encompasses business and financial operations including investment banking, international trade, insurance, and technology start-ups. Ms. Pereira received her B.A. in Business Economics from UC Santa Barbara, her Juris Doctorate at the Santa Barbara College of Law, studied at the Universitá di Bologna in Italy and is fluent in Italian. Ms. Pereira is a member of the State Bar of California
Jaime Kuczkowski brings a solid background of accounting and business operation experience to Balance Financial Management. Her previous position of accounting manager at Davies Public Affairs consisted of responsibility for all accounts payable, receivable, payroll and client billing. At a local engineering firm, Ms. Kuczkowski was in charge of all daily financial operations including grant management, administering all details from proposal through closeout of federal awards and contracts with multiple government agencies. Additional accounting and operations experience in the medical field, hospitality, and the university setting round out Ms. Kuczkowski’s familiarity of diverse practices and environments. She is a graduate of the University of California, Santa Barbara, with a degree in Communication and a minor in Socio-Cultural Linguistics. Currently, she is actively pursuing accreditation as a Certified Public Accountant.
Chris Ricciardi is responsible for general accounting functions including accounts payable, accounts receivable, and reconciliations, as well as assisting in various projects. Chris is a recent graduate of the University of California, Santa Barbara with a Bachelor of Arts degree in Business Economics with an emphasis in Accounting, as well as a minor in Sports Management. While attending UC Santa Barbara, Chris was a member of the Accounting Association, and a teacher’s assistant for Professor Judith Dale.