Teresa Poole Email & Phone Number

Atlanta, Georgia, United States

- Provide Executive Assistance and logistical support to CTO, CIO, General Counsel, VP of Product & Head of People of fast growing insurtech startup.

Denver, Colorado, United States

- Instrumental in financial operations contributing to the company’s acquisition by Next Insurance.- Streamlined bookkeeping processes, focusing on account reconciliation and tax report accuracy.- Integrated financial expertise with project management in Quality Assurance for software development, enhancing product functionality.

Denver, Colorado, United States

- Performed bookkeeping for a dynamic SaaS startup, aligning financial operations with business growth.-Managed and resolved any invoice or payment discrepancies.-Assisted with month-end and year-end closing processes.

Birmingham, Alabama, United States

- Managed financial records in QuickBooks, including invoicing, reporting, and vendor payments.- Ensured accuracy in bank and credit card reconciliations, collaborating with accountants for tax preparation.- Proactively resolved financial discrepancies, maintaining stringent accuracy.

Birmingham, Alabama, United States

- Coordinated mission-related activities, including meeting planning, communication with missionaries, and event organization.- Spearheaded the annual missions conference, overseeing logistics, speakers, and promotional materials.- Revised and updated the missions policy and procedures manual for operational clarity.

Tuscaloosa, Alabama, United States

- Led a team responsible for student payments and departmental accounts payable.- Managed banking operations, including deposits and cash handling for cashier operations.- Oversaw campus-wide credit card systems and scholarship fund distributions.

Tuscaloosa, Alabama, United States

- Conducted daily banking operations, including teller duties and vault cash management.- Provided personal banking services, including account openings and financial product advisement.- Updated and maintained the personal banking policies and procedures manual.