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@gqrgm.com
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Lee Pacheco is listed with Private Client based in Austin, Texas, United States. AeroLeads shows a work email signal at gqrgm.com and a matched LinkedIn profile for Lee Pacheco.
Lee Pacheco previously worked as Accounts Receivable Specialist (Part-Time) at Private Client and Associate at Whitley Penn. Lee Pacheco holds Bachelor Of Business Administration - Bba, Finance from Texas State University.
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AeroLeads found 1 current-domain work email signal for Lee Pacheco. Compare company email patterns before reaching out.
Experienced accounting professional with a demonstrated history of working in the recruiting industry alongside the accounting and finance team. Ambitious team player with strong critical thinking skills and attention to detail. Result-oriented and well-organized with an extensive background in accounts receivables, data verification, and computations.
Listed skills include Leadership, Microsoft Office, Teamwork, Microsoft Word, and 5 others.
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A career timeline built from the work history available for this profile.
• Summarize monthly receivables and construct invoices • Categorize costs sheets for customers • Collect past due balances from clients
Fort Worth, Tx, Us
• Implement rules in QBO to improve efficiency• Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy• Reconciliation of bank accounts and transaction classification• Prepare and provided financial reports for management• Manage and process accounts payable• Processed customer payments and managed accounts receivable• Record brokerage transactions such as capital calls, distributions, and unrealized gains and losses• File monthly sales tax with the Texas Comptroller’s office
Austin, Texas, Us
• Improve efficiency by collaborating with the Head of Data Management to automate processes which reduced time by800%• Reconciliation of cash accounts for two entities• Manage back-office billings and collections• Manage APS billings to carriers and firms• Update daily cash records for upper management• Enter and code invoices to send through approval queue• Maintain and update vendor information• Receive and record physical checks on internal cash receipts log
Austin, Texas, Us
• Constructed a master expense tracker for winter storm-related damages• Collaborated with the corporate controller in assuring all bill backs were invoiced back to our client• Computed internal insurance quotes• Assisted our internal attorney in gathering documents for any legal case• Managed email communications with the operations team• Identified risks on our 60+ assets and implemented mitigation strategies• Documented all incident reports and lawsuits• Analyzed incident report data to develop mitigation strategies to reduce or prevent future similar losses• Communicated with the operations team to gather updated Certificate of Liability Insurance and Evidence of Commercial Property Insurance
New York, Ny, Us
• Improved efficiency by developing MS Excel formulas which minimized turnaround on reports• Managed $800,000 in weekly invoices • Managed email communication with all vendors, management, and employees in answering all accounting and payroll related questions• Facilitated cross-functional cooperation and collaboration• Reviewed payroll, report errors and verified expense reports • Calculated candidates’ additional costs • Streamlined commissions for internal consultants• Consolidated month-end reports
New York, Ny, Us
• Uncovered $50,000 worth of missing invoices during internal invoice audit • Gathered data for legal cases to present the balance owed • Computed weekly gross profit • Provided support to senior management • Assisted in payroll documentation and accounting
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Lee Pacheco works for Private Client.
AeroLeads has found 1 work email signal at @gqrgm.com for Lee Pacheco at Private Client.
Lee Pacheco is based in Austin, Texas, United States while working with Private Client.
Lee Pacheco has worked for Private Client, Whitley Penn, Lion Street, Roscoe Property Management, and Gqr Global Markets.
You can use AeroLeads to view verified contact signals for Lee Pacheco at Private Client, including work email, phone, and LinkedIn data when available.
Lee Pacheco holds Bachelor Of Business Administration - Bba, Finance from Texas State University.
Lee Pacheco is listed with skills including Leadership, Microsoft Office, Teamwork, Microsoft Word, Microsoft Excel, Xero, Time Management, and Bullhorn.
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