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Jessica Hayes

Senior Associate

  • Partner

Jessica Hayes is a Manager on our Accounting and Financial Reporting (AFR) team in Atlanta. She processes the investment reconciliations and works closely with Pathstone President Matt Fleissig and other team members on the conversion between the new AgilLink and Datafaction systems. Prior to her role as Manager, Jessica was responsible for ensuring client accounting requests were processed in a timely manner, and would complete quarterly financial reports, including balance sheets, profit and loss statements and projected cash flows per client specific needs and requirements

 

Her expertise in accounting and financial reporting comes from her extensive experience with daily cash monitoring of checking, savings, and investment (brokerage) accounts. Her experience with reconciling accounts has resulted in new, more effective ways to reconcile while minimizing time without forgoing efficiency and accuracy.

Jessica received her Bachelors in Business Management from Kennesaw State University in 2006, and a Masters in Accountancy from Shorter University in 2013.  She volunteers at the Atlanta Community Food Bank as well as Hands on Atlanta – Books for Africa. Jessica and her husband of almost 9 years and two beautiful children live in Marietta, GA and love going hiking, fishing and camping.

Group

Tax, Accounting, Financial Planning

Office

Georgia

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Jessica Hayes is a Manager on our Accounting and Financial Reporting (AFR) team in Atlanta. She processes the investment reconciliations and works closely with Pathstone President Matt Fleissig and other team members on the conversion between the new AgilLink and Datafaction systems. Prior to her role as Manager, Jessica was responsible for ensuring client accounting requests were processed in a timely manner, and would complete quarterly financial reports, including balance sheets, profit and loss statements and projected cash flows per client specific needs and requirements

 

Her expertise in accounting and financial reporting comes from her extensive experience with daily cash monitoring of checking, savings, and investment (brokerage) accounts. Her experience with reconciling accounts has resulted in new, more effective ways to reconcile while minimizing time without forgoing efficiency and accuracy.

Jessica received her Bachelors in Business Management from Kennesaw State University in 2006, and a Masters in Accountancy from Shorter University in 2013.  She volunteers at the Atlanta Community Food Bank as well as Hands on Atlanta – Books for Africa. Jessica and her husband of almost 9 years and two beautiful children live in Marietta, GA and love going hiking, fishing and camping.