KRISTA JAMESON
Los Alamitos,CA
Summary
Accounts Receivable Specialist with 17 years of experience managing invoicing, collections, payment application, and reconciliations in high-volume environments. Proven ability to maintain accurate financial records, resolve discrepancies, and support month-end close while improving processes and ensuring timely cash flow.
Overview
18
18
years of professional experience
Work History
LIFE360 Administrator
New Wealth Advisors Club
Irvine
06.2024 - 03.2026
- Managed 50–75+ daily communications (calls, emails, texts), improving response times and member engagement
- Maintained accurate CRM (Follow Up Boss) for all members, tracking progress, commitments, and activity to support retention and accountability
- Coordinated multi-calendar scheduling for meetings, onboarding, and events, ensuring seamless execution and zero missed commitments
- Tracked onboarding, payments, and event participation, improving visibility and operational consistency
- Implemented process improvements that streamlined workflows, enhanced communication, and reduced inefficiencies
- Partnered with leadership and members to resolve issues and strengthen accountability, improving overall member experience
- Acted as cross-functional liaison, improving communication flow and team alignment across departments
- Built and maintained a centralized contact database, increasing communication speed and accuracy
Office Manager / Accounting Operations
Lucky Aire Inc.
Cerritos
03.2008 - 12.2025
- Managed full-cycle Accounts Receivable for a small business with 200+ customer accounts, processing ~1,000 invoices annually (~80+ per month) across invoicing, collections, and reconciliations
- Monitored AR aging and collections, reducing past-due balances and improving on-time payment consistency
- Reconciled bank accounts to 100% accuracy, supporting reliable month-end and year-end close
- Built Excel-based tracking systems for sales tax and reporting, improving accuracy and saving manual processing time each month
- Resolved billing discrepancies through direct customer and internal coordination, minimizing payment delays and supporting steady cash flow
- Processed payroll for 5–10 employees and maintained compliant financial and employee records
- Led annual workers’ compensation audits for 5–10 employees, ensuring accurate reporting and full compliance with audit requirements
- Maintained audit-ready financial documentation, streamlining CPA review and reducing follow-up requests
- Oversaw end-to-end front office operations, acting as the central point of coordination for billing, payments, and administrative functions
Education
Coursework - Visual Basic, Transact SQL, HTML
Cerritos College
Cerritos, CA2000
Certificate - Computer Hardware and Networking
Institute of Network Technology
Signal Hill, CA01.2000
Diploma -
Lakewood High School
Lakewood, CA08.1998
Skills
- Accounts Receivable
- Invoice Processing
- Payment Application
- Collections
- AR Aging Reports
- Account Reconciliation
- Billing Discrepancies
- Customer Accounts
- Audit Support
- Month-End Close
- Bank Reconciliation
- ERP Systems
- Excel Reporting
- Data Analysis
- Financial Reporting
- Process Improvement
Timeline
LIFE360 Administrator
New Wealth Advisors Club
06.2024 - 03.2026
Office Manager / Accounting Operations
Lucky Aire Inc.
03.2008 - 12.2025
Coursework - Visual Basic, Transact SQL, HTML
Cerritos College
Certificate - Computer Hardware and Networking
Institute of Network Technology
Diploma -
Lakewood High School