Terri Lee

Experience

• 

  Unum

  Jun 1999 - Sept 2016

  Managed 3 teams within the Treasury organization, including: Cash Disbursements, Cash Receivables, and Cash Reconciliation (group of 18 employees overall). In addition to this, I mentor, coach, and provide strategy to several employees, including three supervisors and their employees. I was also a key player on several ongoing strategic initiatives for the company, including implementation of Workday GL and a consolidated Admin platform. Manage the banking operations team whose responsibilities include:• Daily monitoring and GL reconciliations of banking activities • Support provided to internal business areas related to cash accounts • Maintenance and compliance of unclaimed property • Assurance of accuracy in cash ledger accounting • Physical distribution of A/P System printed checks Included unclaimed property maintenance and creating corporate governance policy Completed complex bank reconciliations and ASO accounting. Led a team of accounting, banking, and billing representatives as well as served as their consultant. This included bank reconciliations, billing/invoiceing, collections, and quality reviews of each. Disability Claims management

  • Director, Financial Analysis Manager

    Dec 2014 - Sept 2016

  • Financial Manager

    Apr 2012 - Nov 2014

  • Financial Consultant III

    Oct 2011 - Mar 2012

  • Financial Reporting Analyst

    Sept 2005 - Oct 2011

  • Team Leader/Service Consultant

    Mar 2002 - Sept 2005

  • Disability Benefits Specialist

    Jun 1999 - Mar 2002
• 

  City of Chattanooga

  Sept 2016 - Sept 2018

  City Treasurer

  I was a mayoral appointed City Treasurer and managed the Treasury office for the City of Chattanooga. This included all handling all incoming receivables, tax and utility billing, investments, and handling of 17 staff members.

• 

  Chattanooga Red Wolves SC

  Sept 2018 - Apr 2019

  Director of Community Relations

  Helped to create the community relations and branding strategy for newly created professional soccer team

• 

  Freelance

  Mar 2020 - Nov 2021

  Public Relations Consultant

  Public Relations consultant for clients according to their specific needs, particularly political elections

• 

  Little Star Wilburn CPA PLLC

  Oct 2022 - Jan 2025

  Accounting Manager

  Bookkeeping, payroll, tax return preparation for firm clients (federal, state, and local).

• 

  Lee Financial Management

  Oct 2023 - now

  Owner

  We make accounting simple and accessible for small businesses