Summary
Overview
Work History
Education
Skills
Timeline
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KRISTINA SHORT

Sherwood,OR

Summary

Accounts receivable professional committed to high standards and delivering results. Extensive experience with managing receivables, reducing delinquency rates, and improving financial processes. Known for strong team collaboration and adaptability to changing business needs, leveraging skills in financial analysis and customer relations.

Overview

11
11
years of professional experience

Work History

Life and Health Producer

American Income Life
01.2019 - Current
  • Exceeded sales targets by providing tailored insurance solutions
  • Conducting comprehensive needs assessments for a diverse client base
  • Expertly managed client relationships to ensure high satisfaction levels while navigating underwriting guidelines to offer optimal policy options
  • Assisted with payroll and Pensions service management for 150+ employees
  • Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Adhered to all regulations for insurance sales.
  • Provided detailed information about company insurance products.
  • Worked in high-volume, competitive sales environment.
  • Conducted regular follow-ups with existing clients to review coverage needs and suggest appropriate adjustments.
  • Educated clients on complex insurance concepts using clear language, increasing comprehension levels.
  • Developed strong relationships with clients, fostering trust and loyalty for long-term business growth.
  • Coordinated claim processing between clients and carriers, facilitating timely resolution of disputes and ensuring fair settlements for all parties involved.

Accounting Manager

Americas Best Cleaning
01.2014 - 12.2024
  • Responsible for posting the daily cash receipts received
  • Reduced outstanding accounts receivable by 58% through more effective communication strategies with clients.
  • Led a team of accounting professionals in achieving department goals while fostering a positive work environment.
  • Created and maintained financial databases for data entry, tracking and reporting.
  • Ensure all cash receipts are applied to the proper customer accounts and against invoices based on remittance documentation provided by the customers
  • Support the month end closing activities for the AR team
  • Continuously monitor unapplied customer payments in order to promptly apply to invoices
  • Work with accounting staff to properly code miscellaneous cash receipts
  • Prepare necessary documents for payments discrepancies
  • Work with Accounts Receivable and Credit team members and customers to research and resolve customer account discrepancies in a timely manner
  • Prepare monthly compliance reporting on international sales and receipts
  • Perform other Accounts Receivable related tasks within the company as needed
  • Support the Credit team in managing accounts and assessing credit risk
  • Managed journal entries, collection efforts, reconciliations, and payroll processing.
  • Managed banking reconciliations and monthly balance sheet statements.

Accounts Receivable Specialist

Marion Agriculture
01.2021 - 01.2023
  • Monitor accounts receivable aging and ensure timely collection on all accounts receivable customers
  • Analyze potential new, and existing customers to establish credit limit
  • While managing accounts, continue to assess credit risks and make recommendations to increase/decrease credit limits as appropriate
  • Ability to analyze customer financial statements
  • Prepare a business case analysis for customers as needed in order to recommend appropriate credit limits and terms
  • Maintain daily/weekly/monthly reporting of customer accounts within assigned timelines
  • Work with SSI Tax department in obtaining and maintaining documentation from customers required
  • Perform daily sub-ledger balancing
  • Perform month-end general leger balancing, create accounting and reporting
  • Process daily in-house deposit of checks either from customers for payment of trade A/R invoices, or miscellaneous checks that require G/L coding
  • Update multiple systems with customer information and accurate credit limits
  • Monitor shipments to ensure accounts remain within assigned limits
  • Calculate payment requirements based on contracted terms, and reconcile customer accounts
  • Develop relationships with customers in order to assist in collection of accounts and monitor credit risk

Accounts Receivable Specialist

Kennedy Restoration
01.2018 - 01.2019
  • Prepared invoices for more than 200 clients
  • Did the invoicing, track payments, and handle collections
  • Reconcile accounts and general ledger
  • Assist in monthly financial closings
  • Maintain customer relations
  • Reduced outstanding accounts receivable balances by diligently following up on overdue payments.
  • Supported month-end closing activities by reconciling accounts, preparing reports, and analyzing trends in account performance.
  • Ensured the accuracy of customer records in internal systems by updating contact information, payment terms, and other relevant data as needed.
  • Prepared and mailed invoices to customers, processed payments, and documented account updates.
  • Monitored accounts to verify compliance with payment terms and schedules.
  • Negotiated payment arrangements with customers to establish timely receipt of payments.
  • Increased efficiency of the collections process by implementing new strategies and procedures for tracking delinquent accounts.

Education

Associates of Science - Accounting, Business Administration

Portland Community College
Portland, OR
06.2017

Other Education, License, And Certifications;Licensed in Life, Health, and Annuities in over -

Certified in CPR, Blood Pathogens -

Advanced Financial Accounting & Reporting -

Skills

  • Accounting Software Proficiency: Familiarity with software like QuickBooks, Oracle, Agvance, Xero, Yardi, Sage, Microsoft Dynamics, Hubspot, Salesforce, or SAP
  • Spreadsheet Expertise: Advanced knowledge of Microsoft Excel or Google Sheets for tracking And analyzing data I am proficient in all Microsoft products
  • Data Entry: Fast and accurate data entry skills to ensure all transactions are recorded timely and Correct
  • Understanding of general accounting principles
  • Financial Reporting: Ability to generate and interpret financial statements
  • Reconciliation Skills: The ability to reconcile accounts and ensure the ledgers are accurate
  • Highly Experienced with collecting payments and handling overdue accounts
  • Team leadership

Timeline

Accounts Receivable Specialist

Marion Agriculture
01.2021 - 01.2023

Life and Health Producer

American Income Life
01.2019 - Current

Accounts Receivable Specialist

Kennedy Restoration
01.2018 - 01.2019

Accounting Manager

Americas Best Cleaning
01.2014 - 12.2024

Certified in CPR, Blood Pathogens -

Associates of Science - Accounting, Business Administration

Portland Community College

Other Education, License, And Certifications;Licensed in Life, Health, and Annuities in over -

Advanced Financial Accounting & Reporting -

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KRISTINA SHORT