Years of experience: 11

United StatesSport Fan🔥 Startup FounderBusiness Owner📝 Influencer or Blogger👍 Sales & BizDev

Trust Score

Highly reliable; strong professional involvement.

70%
Teresa's Career Path
Finance ManagerMar. 2022 -
May. 2024
Center For Mindful Self-CompassionFinance Manager
Austin, Texas, United States• Nonprofit financial management to include multi-state payroll administration for both the US and Canada, federal, state, and local taxes, and international contractors. Created a policy and procedures manual for the finance department. * Recorded cash receipts and deposits as needed to ensure that all items were deposited in a timely manner. • Reconciled six (6) payment platforms monthly to...
BookkeeperMar. 2022 -
Oct. 2022
IntuitBookkeeper
• Conducted a high-level demonstration of how QuickBooks Online works to new customers to help them better understand all the different features. • Assisted in troubleshooting client issues when they had issues with their account subscriptions and different apps. • Provided high quality customer support to clients when having categorization and banking transaction issues. • Supported the book...
Short Term Disability Claims Case ManagerJul. 2021 -
Feb. 2022
Guardian Insurance CompanyShort Term Disability Claims Case Manager
• Prepared intake packets to ensure that we had everything we needed to start the claim. • Verify employment status and the employee/employer plan to ensure that the claimant is covered. • Follow up with employer, employee or doctors' offices that are missing documentation or need further clarification to make decision. • Follow up on claim to ensure all missing documents have been received a...

Teresa's Posts

  • About myself

    Expert in financial management, skilled in multi-state payroll for US and Canada, tax compliance, and international contractor outreach. Developed finance department policies and manual. Ensured accurate cash receipts, reconciled payment platforms, and created detailed analysis reports.

  • Job Description

    Seeking a workplace that values my expertise in financial management, offering growth and opportunities to leverage my skills for organizational success. Desire a role where my contributions are recognized and foster professional development.

  • How to contact

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