Summary
Overview
Work History
Education
Skills
Affiliations
Certification
References
Timeline
Generic

Beth Bartlett

West Jordan,UT

Summary

Accounts Receivable Clerk with experience in managing receivables, and invoicing clients. Strengths include maintaining accurate financial records, adhering to organizational policies, and utilizing software applications for accounting functions. Past roles highlight contributions towards improving processes to ensure timely payments and reduce outstanding debts.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Accounts Receivable Clerk

3-form
Salt Lake City, UT
07.2020 - Current
  • Developed processes and procedures that improved the efficiency of the accounts receivable department operations.
  • Verified the accuracy of invoices and account balances.
  • Analyzed customer account information to identify discrepancies or trends in payment history.
  • Conducted research on customer accounts, as needed, to answer inquiries or resolve issues related to payments.
  • Coded invoices to maintain organized and accurate records.
  • Generated monthly statements for accounts receivable operations.
  • Investigated billing discrepancies and implemented effective solutions to resolve concerns and prevent future problems.
  • Generated, mailed, and monitored invoices.
  • Assisted with month-end and year-end closing processes.
  • Processed credit memos and adjustments according to company policy.
  • Enhanced customer satisfaction through prompt and courteous handling of all inquiries and complaints.
  • Ensured compliance with company policies and procedures as well as applicable regulations.
  • Reviewed all incoming payments for accuracy before posting them into the general ledger system.
  • Provided support on audits of accounts receivable by gathering requested information from internal systems.
  • Processed invoices, credit memos, and other documents related to accounts receivable.
  • Assisted in month-end closing activities such as preparing journal entries, reconciling accounts, and creating financial reports.

Personal Trainer/Fitness Instructor

Self Employed
Salt Lake City
07.2014 - Current
  • Educated clients about the benefits of regular exercise and healthy eating habits.
  • Maintained a clean environment by wiping down equipment after each use by a client.
  • Assisted clients in setting realistic short-term and long-term goals.
  • Motivated clients to reach their personal best by providing positive reinforcement.
  • Researched new training methods, trends, and equipment to stay up-to-date on industry standards.
  • Monitored the progress of clients during workouts and provided feedback and encouragement.
  • Developed personalized fitness programs for clients based on their individual goals and needs.
  • Created nutritional plans that support the overall health goals of clients.
  • Organized group classes for small groups or large groups, depending on the client's preferences.
  • Maintained records of clients' performance data, such as weight loss and muscle gain.
  • Scheduled appointments with clients and communicated effectively with them via phone or email.
  • Grew customer base through word-of-mouth referrals based on customer satisfaction and results.

Education

Associate of Applied Science - Personal Trainer Program

Salt Lake Community College
Salt Lake City, UT
06-2014

Associate of Applied Science - Biology

Salt Lake Community College
Salt Lake City, UT
06-2009

Skills

  • Customer Relations
  • Audit Support
  • Account Monitoring
  • Mail Routing
  • Financial Reporting
  • Invoice and payment processing
  • Microsoft Office, Word, Excel

Affiliations

  • Working out
  • Quilting
  • Gardening
  • Travel

Certification

  • ACSM Personal Trainer Certification
  • Multiple exercise certifications
  • Nutrition and wellbing

References

References available upon request.

Timeline

Accounts Receivable Clerk

3-form
07.2020 - Current

Personal Trainer/Fitness Instructor

Self Employed
07.2014 - Current

Associate of Applied Science - Personal Trainer Program

Salt Lake Community College

Associate of Applied Science - Biology

Salt Lake Community College

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Beth Bartlett