Lori Poole
Atlanta,GA
Summary
Dynamic Finance professional with over 17 years of experience in banking, construction, manufacturing, and real estate industries. Proven track record of delivering exceptional results in competitive environments. Adept at financial analysis, strategic planning, and leadership with a focus on fostering alliances both domestically and globally.
Overview
18
18
years of professional experience
Work History
Accountant
Mount Paran Church of God
2024.04 - 2024.05
- Handled day-to-day accounting processes to drive financial accuracy.
- Performed daily and weekly cash accounting procedures for incoming church donations and contributions.
- Batched cash and check donations along with electronic donations into Shelby.
- Entered weekly and daily mailed-in donations into the church's accounting systems Shelby and Arena.
- Responsible for running Pitney Bowes postage reports and making journal entries into Shelby the church's accounting system.
- Alleviated some accounting tasks from the controller and assisted with journal entries for healthcare coverages, Amex billings, and bi-weekly/bi-monthly payroll.
Managing Director |Property/Company Asset Accounting
Provision Realty Financial Services
2011.11 - 2022.11
- Provided financial administrative support for clients in the entertainment, real estate, and technology sectors.
- Managed accounts payable, receivables, general journal entries, and payroll.
- Oversaw family estates, trusts, commercial properties, and other asset portfolios.
- Reviewed loan agreements, distributed dividends, and served as an agent for financial closings
- Conducted comprehensive audits and financial report reviews on a daily, weekly, monthly, quarterly, and annual basis.
Tax Preparation Associate
PHP Tax Professionals
2008.01 - 2011.04
- Assisted in the entry of personal and business tax documents.
- Conducted receipt audits for business entities.
- Ensured completeness and accuracy of tax forms.
- Communicated with clients regarding additional tax documents.
- Scheduled and managed tax appointments.
- Submitted tax returns on behalf of clients.
Accountant
Asian American Hotel Owners Association
2010.08 - 2011.02
- Handled accounts payable duties for a non-profit organization supporting hotel owners.
- Audited travel and expense reports of AAHOA members.
- Assisted in preparing PowerPoint presentations for monthly conferences.
- Updated budget spreadsheets for chairman review.
Accountant
Genesis Biosciences Inc.
2009.08 - 2010.02
- Performed full cycle accounts payable for Bacillus fermentation manufacturer.
- Recorded invoices using Peachtree and QuickBooks for UK transactions.
- Collaborated with CFO and collectors to manage accounts on prepaid or hold status.
- Audited expense reports for accuracy and compliance.
Contract Auditor/Construction Loan Accountant
Atreus Homes & Communities Inc.
2006.10 - 2008.08
- Audited sales contracts for home prices and amenities.
- Ensured compliance with sales contracts for newly constructed homes.
- Prepared final closing documents and performed closings with the attorney's office.
- Performed accounts payable on the accounting systems Comet and New Star for construction loan draws on empty lots.
- Handled month-end closings and reconciliations.
Teller/Accounts Service Representative
SunTrust Bank.
- 2005.05
- 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.
Education
Master of Science - Business Analytics
University of Pepperdine
Malibu, CA12.2026
MBA - Business Administration
University of Phoenix
Phoenix, AZBachelor of Science - Finance
University of Tennessee At Chattanooga
Chattanooga, TNSkills
- Account Management
- Organizational Skills
- Financial Admin. Support
- Loan Closing Procedures
- Asset Portfolio Management
- Budget/Forecast Analysis
- Strategic & Tactical Planning
- Employee Relations
- Accounts Payable and Receivable
- Accounting and bookkeeping
- Reconciliations
Technical Skills
Microsoft Office 365 (Word, Excel, PowerPoint)
QuickBooks Enterprise/Cloud
Yardi
SPSS
Python
SQL
References
Available upon request.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Accountant
Mount Paran Church of God
2024.04 - 2024.05
Managing Director |Property/Company Asset Accounting
Provision Realty Financial Services
2011.11 - 2022.11
Accountant
Asian American Hotel Owners Association
2010.08 - 2011.02
Accountant
Genesis Biosciences Inc.
2009.08 - 2010.02
Tax Preparation Associate
PHP Tax Professionals
2008.01 - 2011.04
Contract Auditor/Construction Loan Accountant
Atreus Homes & Communities Inc.
2006.10 - 2008.08
Teller/Accounts Service Representative
SunTrust Bank.
- 2005.05
Master of Science - Business Analytics
University of Pepperdine
MBA - Business Administration
University of Phoenix
Bachelor of Science - Finance
University of Tennessee At Chattanooga
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