Belinda Montez
Santa Ana,CA
Summary
I desire an office position where I can utilize my skills, knowledge and abilities for a great company Experienced with managing accounts payable and receivable processes efficiently. Utilizes accounting software and Excel to maintain precise financial records and support operational needs. Track record of collaborating with teams to meet deadlines and ensure accurate financial reporting.
Overview
24
24
years of professional experience
Work History
Administrative Assistant
Harper Air Tools
06.2013 - 05.2022
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Managed filing system, entered data and completed other clerical tasks.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
- Maintained inventory of office supplies and placed orders.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members
- Managed time efficiently in order to complete all tasks within deadlines.
- Developed and maintained courteous and effective working relationships.
Accounting Clerk
Ventura Foods, LLC
06.2011 - 04.2013
- Assist Account Service Manager to maintain accounts receivables, payables and help expedite any outstanding accounts
- Citrix Application & Program
- Excel spreadsheet, Word, AS400-heavy use, Outlook, Data Tracker, One World, Agreement Summary, View Link, Ten Key by touch, typing
- Sales Support
- Analyze margins to help maintain positive margin with accruals
- Operator Compliance & Support
- Contract compliance, Rebates-analysis of velocity reports for payments, payments to Operator –pay backdoor programs/reconcile usage, oil contracts-manage pounds being relieved renewals
- Distributor Compliance & Support
- Handle short pays, pricing, shortages, damages, RPA’s, ect, download backup thru Viewlink, Billbacks Debit Memo’s- research and analyze for compliance w/programs, Pay distributor thru gelco or manual checks, clear shortpaid deduction w/cr/adj, manage distributor agreements(accruals), handle allowances, flyers, etc with payments or cr/adj-sets up agreements(accruals)
- Manage & pay all yearly marketing programs, responsible for payment of all bid pricing rebate or cr/adj
- Marketing Programs-Operator or Distributor
- Manage & set up all operator or distributor programs, manage & pay all rebates, local and national, set up all accruals for such programs
- Agreements(Accruals)
- Manage and set up all earned income accrual, reconcile monthly – quarterly accruals, payment to distributors/brokers on monthly basis
- Customer Service Support
- Reverse/rebill for pricing issues, cr/adj for RPA’s, cr/adj to relieve contracts when necessary
- Customer Interface
- Shortpay denials & discrepancy, request for repayments, request shortpay backup and velocity reports, debit memo’s, billbacks for analysis
Administrative Assistant II/ Account Payables
Cintas Document Destruction
02.2006 - 03.2009
- Perform the day to day processing of accounts payable transactions to ensure that municipal finances are maintained in an effective, up to date and accurate manner
- Received and verified invoices and requisitions for goods and services
- Verified that transactions complied with financial policies and procedures
- Prepared and coded batches of invoices for data entry
- Process backup reports after data entry
- Processed payables on AS400
- Verify invoices with corresponding purchase orders
- Maintained updated vendor files and file numbers
- Printed and distributed monthly financial reports
- Identified information of counts and weights of outgoing shipments to verify information against bills of lading
- Worked with carriers to verify the schedules of transportation of delivery and pickups
- Made special arrangements as needed
- Accounts receivables, entered service tickets (data entry) and processed invoices
- Processed and logged credit card payments
- Prepared bank deposits
- Processed and logged cash control forms
- Opened incoming mail and distributed
- Answered phones
Administrative Assistant
Makita USA, Inc.
02.2003 - 05.2005
- Provided assistance and support to upper level managers
- Coordinated sales meetings
- Organized all travel arrangements
- Arranged catering, lodging and transportation
- Processed sales personnel new hire and terminations
- Trained sales rep
- Employees with all office procedures
- Processed expenses
- Processed all request for supplies, co-op figures, flyers and reports
- Coordinated Miss Makita appearances
- Set-up voice mails
- Ordered and proofread business cards
Office Assistant
Cypress College
09.1998 - 08.2002
- Processed timesheets and TER’s
- Analyzed and proofread course outlines
- Scheduled appointments
- Assisted and directed students with personal and supportive services
- Assisted adjunct faculty
- Coordinated conferences for Workforce Preparation Center
- Maintained office files
- Answered phones
- Distributed bulk mail
Education
A.S. - Business
General Education -
Skills
- Invoice Processing
- Payment Processing
- Clerical Support
- Administrative Support
Phonenumbers
714-252-3222
Timeline
Administrative Assistant - Harper Air Tools
06.2013 - 05.2022
Accounting Clerk - Ventura Foods, LLC
06.2011 - 04.2013
Administrative Assistant II/ Account Payables - Cintas Document Destruction
02.2006 - 03.2009
Administrative Assistant - Makita USA, Inc.
02.2003 - 05.2005
Office Assistant - Cypress College
09.1998 - 08.2002
Cypress College - A.S., Business
Excelsior High School - General Education,
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