Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jami Pratt

Arlington

Summary

Dynamic Accounts Receivable Specialist with proven expertise in financial reconciliation and customer relations. Successfully managed over 300 accounts, enhancing payment processes and reducing late payments. Adept at strategic planning and fostering strong client relationships, driving operational efficiency and customer satisfaction. Expert in accurately and efficiently executing time-sensitive processing and reporting of regulatory-compliant financial documentation. Adept team leader and employee trainer with outstanding communication abilities. Successful in aligning cross-functional objectives to facilitate productivity and ensure on-time project completion.

Overview

27
27
years of professional experience
1
1
Certification

Work History

Accounts Receivable Specialist

SUPERIOR INSULATION
Arlington
12.2021 - Current

Processed payroll for 60 installers accurately and efficiently.

  • Generated and sent daily invoices to builders and COD customers via email.
  • Executed lien waivers and provided notary public services.
  • Updated customer records daily with notes and payment information.
  • Dispatched over 300 statements monthly via email to clients.
  • Handled all check payments, ACH transactions, and credit card processing.
  • Maintained over 300 accounts using spreadsheets for accuracy.
  • Collaborated with the finance team to streamline thereceivables process
  • Assisted in developing procedures for improved cash flow management
  • Trained new staff on company billing systems and protocols
  • Responded promptly to customer inquiries regarding their account status or payment history.
  • Kept accounts receivable tracking database current with relevant client information, collection, and billing progress and program changes.
  • Investigated billing discrepancies and implemented effective solutions to resolve concerns and prevent future problems.
  • Created reports on Accounts Receivable performance for management review.
  • Assisted in month-end closing process including thepreparation of journal entries related to Accounts Receivable activities.
  • Performed various accounts receivable functions, handled cash receipts posting, updated cash flow reports and researched chargebacks and write-offs.
  • Managed timely invoicing of clients and ensured accurate billing details.
  • Reconciled customer accounts and resolved discrepancies.
  • Participated in financial audits related to accounts receivable.
  • Prepared and processed payroll.

Health Coach

Ideal Wellness
Lynnwood
06.2020 - 12.2021
  • Excellent customer service, client communications, sales, and follow-up calls.
  • Conducted daily cash transactions and balanced cash register
  • Expert with Seca scale/client measurements, and Red Light Therapy.
  • Monitored and documented the clinic/inventory/stock
  • Developed personalized wellness plans for clients based on individual needs.
  • Conducted one-on-one coaching sessions to promote healthy lifestyle changes.
  • Facilitated group workshops to educate on nutrition and fitness strategies.
  • Monitored client progress and adjusted plans as necessary for effectiveness.
  • Utilized wellness assessment tools to evaluate client health metrics and behaviors.
  • Provided ongoing support and motivation to clients throughout their wellness journey.
  • Maintained accurate records of all coaching sessions including notes about client conversations, assessments results and recommendations made.

Personal Trainer

Anytime Fitness
Marysville
11.2019 - 03.2021
  • Executed membership sales strategies to increase enrollment numbers.
  • Provided member support and customer service to ensure satisfaction and retention.
  • Served as member fitness consultant, offering personalized fitness assessments.
  • Developed custom workout plans and nutrition guidance for personal training clients.
  • Conducted Facebook marketing campaigns to enhance gym visibility.
  • Maintained cleanliness and organization of gym facilities to uphold standards.

Pre-school and Pre-K Teacher Assistant

Northwest Children's School
Smokey Point
01.2017 - 01.2018
  • Set up student tabletops before class.
  • Watch over kids during free play and recess.
  • Prepare snack for each student.
  • Manage and prepare daily student projects.
  • Assist kids with special art projects and end of the year calendars.
  • Read at circle time and engage them in conversation.
  • Field trips outside of the classroom.
  • Manage the supply room and keep it organized.
  • Clean classroom and toys each day after class.

Team Lead - Inventory Management & Customer service

Simon Golub & Sons
Seattle
01.2000 - 01.2012
  • Helped strengthen our customer service team by answering multi-line phone system, entering orders, credits, and invoicing; reviewed and processed orders from sales force.
  • Strategically planned upcoming events and attended operation meetings; supported outside sales representatives.
  • Conducted yearly inventory; researched and resolved inventory problems; prepared inventory reports and performed detailed analysis of item performance.
  • Maintained materials, parts, products, and stock items supplied and readily accessible; tracked shipping schedules and delivery.
  • Analyzed sales reports to merchandise product lines; organized the inventory in the most efficient and accessible manner.
  • Demonstrated continuous effort to improve operations, decrease turnaround times, streamline work processes, and maintain high level of customer service.

Window Covering Specialist

3 Day Blinds
Tukwila
01.1998 - 01.2000
  • Developed sales relationships and provided the products and services necessary to meet the customer's lifestyle needs; ensured outstanding customer service.
  • Provided customers technical instruction or installation information on merchandise; built prospect lists and customer files and exploits their use in developing sales volume.
  • Prepared price quotes and orders depending on customer's specifications; scheduled blind repair and shipping.
  • Arranged for delivery and/or installation and service of merchandise; scheduled home designer and private contractor.
  • Handled customer complaints, exchanges, refunds, and adjustments in a positive manner to build a personal following and customer loyalty.

Education

Associate - Fashion Design

Art Institute of Seattle
Seattle, WA
09.2000

Skills

  • Communication skills
  • Accounts management
  • Sales support and service
  • Group fitness instruction
  • Personal training expertise
  • Financial reconciliation
  • QuickBooks proficiency
  • ACH processing
  • Order entry management
  • Customer relations
  • Outside sales strategies
  • Strategic planning

Certification

  • Personal Trainer Present
  • ISSA certified in Personal training, bodybuilding, and nutrition.
  • CPR/AED June 2020 to Present
  • Certified Fitness Instructor
  • Certified Personal Trainer
  • First Aid Certification

Timeline

Accounts Receivable Specialist

SUPERIOR INSULATION
12.2021 - Current

Health Coach

Ideal Wellness
06.2020 - 12.2021

Personal Trainer

Anytime Fitness
11.2019 - 03.2021

Pre-school and Pre-K Teacher Assistant

Northwest Children's School
01.2017 - 01.2018

Team Lead - Inventory Management & Customer service

Simon Golub & Sons
01.2000 - 01.2012

Window Covering Specialist

3 Day Blinds
01.1998 - 01.2000

Associate - Fashion Design

Art Institute of Seattle