Monique Fragoso
Santa Fe Springs,CA
Summary
Dynamic Sales Support and Accounting Analyst with expertise in bank reconciliation and accounts receivable management at Total Warehouse. Proven track record of optimizing financial processes and enhancing team collaboration, resulting in improved order accuracy and customer satisfaction. Adept at leveraging Microsoft Excel to produce insightful reports and streamline operations.
Overview
10
10
years of professional experience
Work History
Sales Coordinator
Ziglift Material Handling
07.2021 - Current
- Weekly reporting and meetings with sales team regarding all open orders.
- Weekly auditing of all open sales to insure accuracy and on time delivery schedules.
- Managed sales team schedules, filing important documents, and communicating relevant information.
- Respond to complaints from customers and give after-sales support.
- Handled the processing of all orders with accuracy and timeliness.
- Informed clients of unforeseen delays or problems.
- Assist in the preparation and organizing of promotional material or events.
- Timely contract bookings, producing invoices and follow-up for payment and payment terms.
- Complete projects and special assignments in a timely manner by establishing objectives, determining priorities, managing time, and gaining cooperation of others, problem solving and adjusting schedule of projects and plans.
- Create POs to vendors and submit completed sales orders for allied projects to accounting to invoice with POD, PO's and supporting files attached to Sales Orders.
- Assist customers and sales staff by providing pricing on products, services.
- Informed the customer of unit prices, shipping dates, and anticipated delays.
Sales Coordinator
Raymond Handling Solutions
08.2016 - Current
- Assist VP of Sales, National Sales Managers, Sales Managers, and Account Reps with administrative tasks.
- Work closely with Inventory Manager, Order Management and Distribution team to manage shipments according to given deadlines.
- Responsible for data and purchase order entry on all light, medium and heavy System and Allied orders.
- Liaising between other departments and Reps to provide the service most suitable to the client's needs, cost and time restraints.
- Weekly billing on purchase orders for completed jobs.
- Review and receive in vendor invoices.
- Responsible entering Account managers bookings and commissions on all jobs turned in.
- Processed invoices accurately and efficiently, meeting deadlines consistently.
Credit & Collections Specialist
Raymond Handling Solutions
09.2015 - Current
- Providing customer service regarding collection issues, process and review account adjustments, resolve client discrepancies and short payments.
- Responsible for monitoring and maintaining assigned accounts- Customer calls, account adjustments, small balance write off, customer reconciliations and processing credit memos.
- Establish and maintain effective and cooperative working relationships.
- Reporting on and analyzing the performance of existing accounts.
- Monitoring of monthly AR reports and reporting on past-due balances.
- Worked closely with sales representatives to ensure timely payment from clients.
- Researched customer accounts for discrepancies or errors in billing statements.
- Executed collection calls and correspondence to solicit payment on overdue account balances.
- Monitored outstanding account balances and determined need for further collections action.
Sales Support/Accounting Analyst
Total Warehouse
08.2022 - 07.2025
- Prepared and processed bank deposits by verifying and balancing receipts and depositing cash, checks and other forms of payment to banks.
- Calculated, prepared and issue bills, invoices, account statements and other financial statements according to established procedures.
- Credit card reconciliation.
- Reconcile accounts payable ledger to ensure accuracy.
- Match invoices to purchase orders and receipts.
- Ensure vendor invoices are properly coded and authorized.
- Supported the implementation of new processes and procedures within the department.
- Managed daily administrative tasks related to order processing and tracking shipments.
- Ensured accuracy of all orders by verifying pricing information before submitting them shipment.
- Created reports detailing monthly sales performance metrics for management review.
- Responded to customer service and product issues, resolving complaints concerning invoices, shipments or product terms of credit.
- Coordinate with sales team to optimize order processing efficacy while maintaining accurate financial records and customer service.
- Requested an prepared documents such as rental applications, leases, notices, and other legal forms as needed.
- Generated monthly reports on leasing activity for internal review.
- Processed payments from customers in a timely manner according to payment terms.
- Monitored accounts receivable daily for any changes or discrepancies in amounts owed by customers.
Education
DIPLOMA -
California High School
01.2000
Skills
- Monthly reconciliation process
- Proficient in Microsoft Excel functions
- Receivables processing expertise
- Accounting process management
- Project coordination
- Creditworthiness evaluation
- Core accounting standards
- Project assistance
<Enter your own>
Title: Accounting Analyst/Sales Support
Timeline
Sales Support/Accounting Analyst
Total Warehouse
08.2022 - 07.2025
Sales Coordinator
Ziglift Material Handling
07.2021 - Current
Sales Coordinator
Raymond Handling Solutions
08.2016 - Current
Credit & Collections Specialist
Raymond Handling Solutions
09.2015 - Current
DIPLOMA -
California High School
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