Lori

Poole

BS, MBA

ad3qyu@r.postjobfree.com C: 678-***-**** 1341 Audubon Ct. Atlanta GA 30311

Professional Summary

Finance professional with over 17

years of experience in banking,

construction, manufacturing, and

real estate industries. Accustomed

to achieving exceptional results in

highly competitive environments,

while exhibiting strong analytical

structure in leadership focused on

positive forward-moving posture

and forming alliances both

domestically and globally.

Skills

Account Management

Organizational Skills

Financial Admin. Support

Loan Closing Procedures

Asset Portfolio Mgmt.

Budget/Forecast Analysis

Strategic & Tactical Planning

Employee Relations

Education

Master of Science, Business Analytics

University of Pepperdine

Malibu, CA

Expected graduation date.

April 2024

Master of Business Administration

University of Phoenix

Phoenix, AZ

2010-2012

Experience

Nov. 2011- May 2022

Provision Realty Financial Services, Atlanta, GA

Managing Director Property/Company Asset Accounting

Provided financial administrative support for clients in the industries of entertainment, real estate, and

technology.

Performed accounts payable, accounts receivables, general journal entries, and payroll functions.

Serviced family estates, trusts, commercial properties, and other acquired asset portfolios.

Reviewed loan agreements, distributed dividends, and served as an agent for financial institutional closings.

Audited and reviewed daily, weekly, monthly,

quarterly, and annual financial reports.

Aug.2010-Feb.2011

Asian American Hotel Owners Association, Atlanta, GA Accountant

Performed accounts payable duties for a non-profit organization that assists owners of hotels.

Audited travel and expense reports of members of AAHOA.

Assisted in PowerPoint presentations for monthly conferences.

Updated company budget spreadsheets for chairman review.

Nov. 2009-Feb.2010

Genesis Biosciences Inc., Lawrenceville, GA

Accountant

Performed full cycle accounts payable functions for Bacillus fermentation manufacturer.

Coded invoices with appropriate GL codes and

recorded them in Peachtree Accounting Software and QuickBooks Accounting Software for UK transactions.

Worked with CFO and collectors to determine

accounts that needed to be placed on prepaid or hold status.

Audited expense reports and checked for manager’s approved signatures.

P

Bachelor of Science, Major: Finance

University of Tennessee at

Chattanooga

Chattanooga, TN

1998-2003

Technical

Microsoft Office 365

17+ years of workable knowledge

and advanced experience in

Microsoft Word-365, and Excel-

intermediate experience with

VLOOKUP, pivot tables, solver, and

PowerPoint.

QuickBooks

15 + years of experience with

QuickBooks Enterprise/Cloud

Yardi

7 Years of experience

SPSS

Intermediate-level IBM SPSS to

statistically analyze discrete

multivariate models.

Python

Intermediate-level use of

foundational Python programming

with basic syntax.

SQL

Intermediate-level use of SQL

standard language for storing,

manipulating, and retrieving data in

a database.

Jan. -April 2008, 2009, 2010

PHP Tax Professionals, Atlanta, GA

Tax Preparation Associate

Assisted with the entries of personal and business tax documents.

Performed receipt audits for business entities.

Audited tax forms for completeness and accuracy.

Communicated with clients if additional tax

documents were needed.

Scheduled tax appointments for clients.

Submitted tax returns on behalf of clients.

Oct. 2006-Aug. 2008

Atreus Homes & Communities Inc., Atlanta, GA

Contract Auditor/Construction Loan Accountant

Audited sales contracts by checking prices of homes and the prices of amenities requested by the home

buyer.

Ensured compliance with sales contracts on newly constructed homes for the contract department.

Put together final closing documents and performed closings with the attorney’s office.

Performed accounts payable functions on Comet and New Star accounting systems for construction loan

draws on empty lots.

Performed month-end closings and reconciliations. Sept. 2002-May 2005

SunTrust Bank., Chattanooga, TN

Teller/Accounts Service Representative

Provided customer service to account holders and assisted with opening and closing of various accounts.

Generated sales by building new client relationships.

Answered questions and provided information on

account types and banking products.

Performed teller duties when called upon.

References

[Available upon request.]

Contact this candidate