Kate Mccarthy Email & Phone Number
@omnitrax.com
2 phones found area 708
LinkedIn matched
Who is Kate Mccarthy? Overview
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Kate Mccarthy is listed as Senior Accountant at Vendavo, based in Denver, Colorado, United States. AeroLeads shows a work email signal at omnitrax.com, phone signal with area code 708, and a matched LinkedIn profile for Kate Mccarthy.
Kate Mccarthy previously worked as Senior Accountant at Omnitrax, Inc. and Staff Accountant II at Omnitrax, Inc.. Kate Mccarthy holds Bachelor Of Science, Accountancy from Depaul University.
Email format at Vendavo
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AeroLeads found 1 current-domain work email signal for Kate Mccarthy. Compare company email patterns before reaching out.
About Kate Mccarthy
New acquisitions, corporate and property accounting
Listed skills include Accruals, Auditing, Financial Reporting, Financial Statements, and 9 others.
Kate Mccarthy's current company
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Kate Mccarthy work experience
A career timeline built from the work history available for this profile.
Staff Accountant Ii
Investor Accountant
Staff Accountant
Staff Accountant Contractor
Perform procedural research, manage financial data, and generate financial statements for clients with a net worth over $90M. · Integrated a new accounting software program in the office, Archway, including working with data entry, accrued interest, dividends receivable, charitable contributions and personal expenses. · Maintain general ledgers for clients by using excel spreadsheets that were developed to import into accounting software. General ledgers are maintained daily in various facets, including Archway, Morningstar Office, Excel spreadsheets and Quicken. · Perform monthly bank reconciliations for multimillion dollar trusts and accounts, including daily reconciliations from bank accounts and. · Developed excel spreadsheets for data entry and data import into Archway and Morningstar Office, they are currently in use to cross reference for duplicate journal entries, focusing on dividend accruals, interest accruals and income tax payments/credits. · Update Quicken daily against banking activity to help prepare month end financial statements. · Prepare interim financial statements, including Statement of Cash Flows, Income Statement and Balance Sheet. Construct estimated tax returns for 56 high net worth clients, involving assets such as, charitable contributions, taxable and tax-exempt municipal bonds and territorial bonds, personal investments and business entities.
Financial Accounting Internship
Perform technical and market research, reviewed and entered data, prepared month end reports. · Researched stocks and mutual funds, gathered and input data into finance based software with accounting characteristics such as general ledger capabilities and income statements. · Prepare client portfolio reviews by updating balance sheet, client holdings, and annuities based on end of day benchmarks and current balances in client accounts. · Prepare financial goal analysis, including Monte Carlo simulations, based on revised balance sheet data · Performed industry and market research to build composite financial models for advisor use.
Colleagues at Vendavo
Other employees you can reach at franciscopartners.com. View company contacts →
Ales Kobersky
Colleague at VendavoPrague Metropolitan Area, Czechia, Czech Republic
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Phokion Potamianos
Colleague at VendavoNew York, United States
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AM
Alexandra Merrick, Mba
Colleague at VendavoDenver Metropolitan Area, United States
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Sarah Foudeh
Colleague at VendavoSan Antonio, Texas, United States
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Phil Mullins
Colleague at VendavoArvada, Colorado, United States
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Qiana Smith
Colleague at VendavoGreater Houston, United States
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Prashanth Nujetti
Colleague at VendavoPortland, Oregon, United States
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EM
Erik Morgan
Colleague at VendavoWestminster, Colorado, United States
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Darias Brown
Colleague at VendavoAtlanta Metropolitan Area, United States
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MB
Mike Bernard
Colleague at VendavoGreater Minneapolis-St. Paul Area, United States
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Kate Mccarthy education
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Depaul University
Frequently asked questions about Kate Mccarthy
Quick answers generated from the profile data available on this page.
What company does Kate Mccarthy work for?
Kate Mccarthy works for Vendavo.
What is Kate Mccarthy's role at Vendavo?
Kate Mccarthy is listed as Senior Accountant at Vendavo.
What is Kate Mccarthy's email address?
AeroLeads has found 1 work email signal at @omnitrax.com for Kate Mccarthy at Vendavo.
What is Kate Mccarthy's phone number?
AeroLeads has found 2 phone signal(s) with area code 708 for Kate Mccarthy at Vendavo.
Where is Kate Mccarthy based?
Kate Mccarthy is based in Denver, Colorado, United States while working with Vendavo.
What companies has Kate Mccarthy worked for?
Kate Mccarthy has worked for Vendavo, Omnitrax, Inc., Cedar Street Companies, National Equity Fund, and Whitnell & Company.
Who are Kate Mccarthy's colleagues at Vendavo?
Kate Mccarthy's colleagues at Vendavo include Ales Kobersky, Phokion Potamianos, Alexandra Merrick, Mba, Sarah Foudeh, and Phil Mullins.
How can I contact Kate Mccarthy?
You can use AeroLeads to view verified contact signals for Kate Mccarthy at Vendavo, including work email, phone, and LinkedIn data when available.
What schools did Kate Mccarthy attend?
Kate Mccarthy holds Bachelor Of Science, Accountancy from Depaul University.
What skills is Kate Mccarthy known for?
Kate Mccarthy is listed with skills including Accruals, Auditing, Financial Reporting, Financial Statements, General Ledger, Microsoft Excel, Accounting, and Finance.
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