Windes, Inc. (via Ajilon prior to full-time hire)

Administrative Assistant, Tax & Audit Support

Long Beach & Irvine, CA

July 2016 – Dec 2024

• Processed invoices for clients using CCH Practice Management & Axcess.
• Managed client communications via phone and email, ensuring timely responses.
• Assembled and distributed Employee Benefit Service documents to clients.
• Allocated retirement funds for plan participants and maintained accurate records.
• Coordinated meetings, prepared agendas, and distributed meeting notes.
• Assisted Tax & Audit departments with IRS tax returns & Financial Statements.

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LeHigh Hanson (via Next-Step Recruiting)

AP Scanning Associate

Las Colinas, TX

Dec 2015 – June 2016

• Processed and sorted incoming mail and electronic invoices with a 24-hour turnaround.
• Scanned and indexed invoices in SAP and On-Base for efficient tracking.
• Contacted vendors to update account information and resolved discrepancies.

Richemont (via Robert Half International)

Customer Service Ambassador

Fort Worth, TX 

July 2014 – June 2015 

• Maintained communication with clients and retail representatives regarding watch repairs.
• Handled daily courtesy calls, emails, and inquiries for multiple luxury brands.
• Processed credit card payments for repair invoices, ensuring compliance with security protocols.

Various Companies (via Robert Half International & Randstad Tech)

Receptionist & HR Assistant

DFW Metroplex, TX 

Sept 2013 – April 2014 

• Directed incoming calls, assisted clients with inquiries, schedule & organize on-site meetings.
• Managed incoming and outgoing mail for multiple departments.
• Processed and verified timecards for day and night shifts, ensuring accuracy.
• Managed uniform orders and facility supplies for over 75 employees.
• Assisted HR with payroll processing and accounts payable invoicing.

Prague Community Hospital 

Front Office Clerk 

Prague, OK 

Nov 2011 – Sept 2012 

• Registered patients, verified insurance, and maintained accurate records.
• Scheduled appointments and managed calendars for network doctors.
• Provided professional and empathetic communication for all patient interactions.

JNR Inc.

Account Manager

Irvine, CA 

May 2005 – August 2008 

• Managed five incentive programs to enhance client engagement and sales.
• Built strong client relationships through meetings, calls, and email correspondence.
• Supervised a team of 10 customer service representatives, driving satisfaction.
• Coordinated invoicing for services, including card processing and graphic design.

VCA All-Care Animal Referral Center 

Office Manager 

Fountain Valley, CA

July 2002 – May 2005 

• Scheduled staff to manage 20 phone lines and over 1,000 patient records daily.
• Supported the COO with scheduling, reports, and administrative tasks.
• Organized continuing education seminars, including logistics and marketing materials.

• Extensive experience managing the full project lifecycle.
• Expertise in stakeholder engagement and aligning project objectives with client and organizational goals.
• Proficient in budget management and ensuring financial commitments are met.
• Skilled in risk assessment, process improvement, and change management.
• Strong strategic planning and experience in agile methodologies.

Leadership & Team Building:

• Proven ability to lead and develop cross-functional teams.
• Strong skills in training and enhancing team capabilities.
• Exceptional interpersonal communication for clear and effective stakeholder communication.

Technical Skills:

• Proficient in SQL, netFORUM AMS, and Community Brands NetForum Enterprise™.
• Advanced in Microsoft Excel, Microsoft Project, and Visual Studio.

Documentation & Reporting:

• Expertise in maintaining accurate project documentation.
• Strong in using tracking tools for project progress and deliverables.

Software Solutions:

• Skilled in leveraging software solutions to optimize resource allocation and communication.

• Buyer, Del Real Foods - 11/2024 – Present (Contract, estimated to end 01/2025)
• Purchasing Supervisor, Company: Sanmina-SCI December 2009 to July 2024
• Responsible for the plant's Purchasing Department. Participated in development of procedures, evaluation of projects, cost savings initiatives, and supplier management with a keen focus on developing service models that are highly effective in supporting the factory.
• Responsible for all Purchasing functions for raw materials, production supplies and services.
• Coordinated with Sanmina's corporate procurement team to ensure alignment of strategy.
• Developed, implemented, and maintained site-level policies and procedures in compliance with corporate guidelines.
• Analyzed demand/MRP data.
• Worked with employees to plan, assign, and monitor individual objectives and activities based on group priorities and company strategy.
• Provided useful and timely feedback to staff members on their performance and development plan.
• Responsible for defining and establishing supplier service models that support factory performance, including reducing supplier lead times, maintaining stocking levels, defining onsite support requirements, and serving as primary liaison.
• Oversaw management of supply chain costs, drove cost savings initiatives, supported and led requests for proposals and negotiations.
• Ensured supplier corrective action plans were documented and timely for all performance levels under standard.
• Provided various supplier and cost reports, analyses, and recommendations to assist in making decisions both within the Purchasing group and factory management team.
• Knowledge of programs such as VMI, VCI and EDI.
• Worked with supplier teams and internal stakeholders to ensure that manufacturing plans and supply were synchronized.
• Worked closely with production control and customer-focused teams to fully understand planned manufacturing volumes and prepare supply models to support.
• Added new suppliers for new projects and developed suppliers.
• Resolved quality issues with purchased materials.
• Coordinated with Accounts Payable to research and resolve problems with vendor invoices.
• Developed and maintained supplier relationships, new sources, obtained quotations and conducted negotiations.

• Expeditor, Company: Delphi Cableados - May 2001 to December 2005

EDUCATION : Zacatecas Institute of Technology Zacatecas, Zac, MX 1993 – 1998

BS in Industrial Engineering with specialty in Quality Systems & Productivity

North South Machinery

10/23 – Present

 Parts & Service

• Coordinate service schedules for a team of (6) technicians, ensuring seamless job assignments and operational efficiency throughout the week Monday – Friday.
• Maintained comprehensive daily records and documentation of issues and resolutions in a centralized database, significantly enhancing response times and service quality.
• Streamlined the ordering and shipping of parts directly to customers, reducing turnaround time and boosting customer satisfaction.
• Addressed customer inquiries through phone and email, resolving issues or directing them to the appropriate departments to ensure prompt service.
• Managed invoicing for parts and services using QuickBooks, ensuring accuracy in billing and facilitating timely payments.
• Delivered detailed quotes for annual preventive maintenance, empowering customers with clear options for service and care.
• Communicated effectively with various vendors to negotiate pricing, ensure timely deliveries, and maintain strong supplier relationships.
• Identify the defective parts, check warranty terms, contact the manufacturer, place the order, arrange for return, package the defective parts, ship the defective parts, follow up with the manufacturer to confirm they received the defective parts and to check the status of the replacement order.

INTERNATIONAL PAPER (Temporary Employment)

02/23 – 03/24

Customer Service Rep

• Take customer orders directly from customers and from account managers
• Work with vendors to ensure supply of specified materials and/or work-in-process needed for manufacturing orders.
• Build specifications, enter orders and prepare costs for repeat orders and new items consistent with the plant booking system - Witron
• Daily updates to customers via CCR and keep customers updated of order status as appropriate.
• Communicate with customers, Sales Team, and the Production Team regarding issues such as order status, estimates and equations, order
• Work with production staff and utilize KIWI system to achieve on-time customer deliveries, including managing backlog and prioritizing

DMG MORI – Cypress, CA

02/16-12/22

Service Administrator

• Provide administrative support to the service department and service engineers working in and out of the office.
• Issue and manage PPR’s orders, warranty parts and modification parts and non-warranty parts orders.
• Manage the service report documentation and billing process for San Francisco and Los Angeles TC.
• Provide technical support to our distribution network, including troubleshooting, part identification, and machine installation report in SAP, Machine Karte, CRM and Baan.
• Answer the main line phones, distribution of mail, Fed Ex, UPS, shipping and Receiving Incoming and Outgoing.
• Worked directly with Parts department to return new or used parts to Dallas, Japan & Germany (Export, Noncommercial Invoices)
• Manage open issues within the departments Sales, Service, Applications, Etc.
• Provide estimates for future service jobs. Installation of new machines and our use of service in general.
• Assist in the scheduling, shipping and receiving, installation, inspection and pack up of showroom machines conduct and fulfill regulatory facility related safety audits on a regular basis.
• Work on special projects assigned.

Gosiger Inc. - Fullerton, CA

08/10 – 01/16

• Parts Analyst - Temporary assignment as receptionist. Hired permanent and promoted to Parts Analyst
• Receive customer’s incoming parts inquires. Assist with the proper identification of parts. Work with vendors as required, gathering the necessary information to provide a quotation for price and delivery
• Support the Gosiger service technician’s service parts needs entering parts orders into the service management system per department guidelines
• Create customer sales order (and matching purchase order if a drop ship) in the MAS90/200 business system
• Enter sales order in the vendor’s business system for those vendors that require us to work with them electronically
• Assist customers with open order inquires. Keep up to date with open vendor purchase orders
• Manage returned goods (including the RBE components). Issue RMA numbers to customers and process internal return forms
• Participate in the rotation to provide after-hours customer support in accordance with the division’s policy
• Continuously review current processes and procedures that make it easy for internal/external customers to do business with department/division.
• Ensures processes and procedures allow efficiency in work performed Based on business need, assists, supports and/or performs other job functions within department or other work areas within scope and ability
• Responsible for maintaining current technical, interpersonal, and communication skills through continuous development. Progressive development of skills should be cultivated through further education, seminars, company training and other external resources such as reading material

EDUCATION

Paramount High School - General Education Paramount, CA

TWI ON-SITE / Top Fleet Logistics - Vernon, CA- February 2020 to December 2024 (company was sold)

Operations/ Accounts Payable & Receivable

• Verified vendor accounts by reconciling monthly statements and related transactions.
• Paid vendors by receiving and verifying all bills with expense reports.
• Managed operations for out-of-state location (Texas), traveling every 3 months.
• Maintained accurate vendor files to expedite payment processes.
• Approved and reviewed all purchases via credit line and credit card.
• Generated financial statements and reports detailing accounts, unbilled parts, and job statuses.
• Managed payroll and reporting through ADP, handling issues with timecards and driver logs.
• Submitted and invoiced all freight documents, receiving payments from carriers.
• Processed invoices through QuickBooks and submitted them to carriers for payment.
• Collaborated with CPA for audits and tax reporting.
• Managed parking for trucks and trailers, handling rent payments and long-term contracts.

Accountant

• Handled all accounting and billing using QuickBooks and various invoicing software.

• Managed a small accounting office of 3 employees.
• Responsible for quarterly state taxes, liaising with CPA for required information.
• Balanced books and handled all cash transactions.
• Acted as office controller and was compensated for bringing in new customers.
• Managed all 99 Cent Store billing and invoicing, dealing with management and customer complaints.
• Company was permanently shut down due to the loss of the primary account (99 Cent Store).

PTM INC

Accounts Receivable Manager- January 2009 to February 2016

• Managed a team of over 10 employees and served as account manager for wholesale customers.

• Handled complaints and conflicts in a timely and respectful manner.
• Managed all credit card and cash transactions, reported daily to CEO, and conducted bank runs.
• Entered data into QuickBooks, managed purchasing for overseas vendors, and maintained reporting database.
• Compared vendor prices to ensure savings and optimized organizational systems for payment collections, AP/AR, and banking deposits.
• Handled new wholesale business contracts and negotiations.
• Sourced vendors for special projects and negotiated contracts.
• Managed hiring for the sales team and outsourced training.

Education

Associate Degree in Business Accounting Administration
University of Cal State Northridge - Northridge, CA

Skills

• Complaint Resolution
• Account Ledger Maintenance
• Bank Statement Reconciliation
• Audit Reporting
• Data Entry and 10-Key Proficiency
• Revenue Forecasting
• Accounting Auditing
• Managing Confidential Material
• Account Terminations
• Debit Management

WORK EXPERIENCE

Planet Solution, Irvine, CA

Accounts Payable Specialist (Contract)                                                                       02/2024 – Present

• Handled full-cycle accounts payable, including 2-way and 3-way matching.
• Reconciled bank accounts and credit card statements to reduce financial discrepancies.
• Processed check disbursements and reconciled ledgers.

Ingram Micro, Irvine, CA

Finance Accounts Payable Lead                                                                                 02/2017 – 02/2024

• Managed full-cycle accounts payable with 2-way and 3-way matching processes.
• Streamlined bookkeeping procedures, increasing efficiency and productivity.
• Conducted regular account reconciliations, ensuring accuracy and data security.
• Developed and implemented accounts payable policies and procedures.
• Fostered strong vendor relationships to resolve payment inquiries effectively.
• Prepared monthly, quarterly, and annual profit and loss statements.
• Oversaw vendor setups and payment approvals, ensuring timely disbursements.
• Supervised and mentored a team of four employees based in Manila, conducting monthly reviews.
• Acted as an escalation point for cross-departmental communication with finance, marketing, sales, and legal teams.
• Created monthly payment forecasts for effective financial planning.

Spectrum Brands, Foothill Ranch, CA

Accounts Payable Coordinator                                                                               07/2015 – 02/2017

• Handled full-cycle accounts payable, including 2-way and 3-way matching.
• Reconciled bank accounts and credit card statements to reduce financial discrepancies.
• Processed check disbursements and reconciled ledgers.
• Participated in annual expense audits, ensuring compliance and identifying improvements.
• Conducted weekly vendor payment runs.
• Collaborated with the purchasing department for seamless order-to-payment processing.

Western Digital, Irvine, CA

Accounts Payable Clerk                                                                                      06/2011 – 05/2015

• Managed full-cycle accounts payable with 2-way and 3-way matching.
• Processed and reconciled credit cards and expense reports.
• Conducted weekly check and wire runs, processing over 300 invoices per week.

Toshiba, Irvine, CA

Accounts Payable Clerk                                                                                       06/2010 – 06/2011

• Processed daily expense reports and reconciled credit card (P-card) statements.
• Approved and reconciled statements with expense reports biweekly.
• Conducted weekly check runs, ensuring accurate payment matching.

Edwards Lifesciences
December 2020 – Present

• Generated audit reports and audited travel expenses to ensure compliance with the Corporate Travel Policy.
• Ensured compliance with the Sunshine Law by auditing HCP expenses.
• Managed senior-level management expenses and high-value transactions.
• Clarified corporate travel policy queries and assisted employees in correcting expense submission errors.
• Implemented efficient auditing methods to drive team productivity.
• Administered SAP Concur, including user onboarding, access management, and service ticket processing.
• Approved and managed credit card applications via JPMC online platform.
• Monitored credit limits, processed replacements for lost/stolen cards, and addressed declined transactions.
• Tracked personal spending and ensured timely employee payments.

Accounts Payable Specialist

Logomark Inc
January 2006 – November 2020

• Processed and registered invoices for department approval, ensuring proper documentation and accurate GL coding.
• Managed vendor communications, resolving payment status inquiries and troubleshooting discrepancies.
• Conducted audits of expense reports using SAP Concur and provided detailed spending reports for senior leadership.
• Reconciled credit card statements and handled payments for marketing and trade show budgets.
• Maintained sales tax and fixed asset records while supporting 1099 preparation.
• Assisted Accounts Receivable with posting payments and loading new customer accounts.

SKILLS

• Proficient in SAP Concur Administration and JPMC Online Platform
• Skilled in Microsoft Office Suite (Excel, Word, Outlook)
• Strong background in accounts payable, auditing, and financial reporting
• Experience with Syspro 7.0 ERP system
• Excellent organizational and communication skills

EDUCATION

California State University, Fullerton

• Bachelor of Arts in Business, Major in General Management

Results-driven specialist with 15+ years of achievements. Proven Executive and Administrative Assistant adept at meeting objectives in dynamic environments. Adaptable communicator with strong written, verbal, and presentation skills. Professional and discreet, comfortable with all organizational levels. Skilled in managing cross-functional teams to deliver projects on time and within budget.

WORK EXPERIENCE

Executive Assistant to MPD Assistant Chief, Metropolitan Transit Authority of Harris County - Houston, TX

September 2022 to December 2024

• Lead and provide administrative support for MPD Support Operations and Field Operations initiatives and projects utilizing Microsoft Suite, Office 365, and Teams.
• Address phone calls, emails, letters, and direct inquiries from employees.
• Organize appointment calendars, meeting agendas, and travel arrangements via MS Outlook and Google Calendar for the MPD Assistant Chief, Lieutenants, Sergeants, and Officers.
• Maintain confidentiality and professionalism in all discussions, correspondences, and during the processing and validation of expense reports.

Personal Sabbatical

April 2021 to September 2022

• Took a planned career hiatus to dedicate myself to providing comprehensive care for a family member during a critical health recovery period.

Administrative Assistant (Contract), PIMCO - Newport Beach, CA

March 2020 to April 2021

• Started my position at PIMCO one week before the COVID-19 Shelter in Place order was implemented.
• Initiated and provided administrative support to five senior executives, managing a high volume of executive communications, including phone calls, emails, letters, and virtual interactions via Slack, Zoom, and WebEx.
• Prioritized complex issue resolution and responded to inquiries, managed unexpected events and assignments, and facilitated appointment calendars and meeting schedules using MS Outlook and Google Calendar.
• Upheld confidentiality and professionalism in all discussions, correspondence, and documents, and processed as well as validated expense reports using Concur.

Senior Administrative Assistant, Ricoh USA

2016 to 2020

• Directed support processes for five senior managers and eight warehouse supervisors and managers.
• Expedited cross-functional activities to meet established timelines and implemented administrative systems, procedures, and policies.
• Engaged vendors and managed contractual relationships for warehouse supplies.
• Managed sourcing and purchasing processes and reconciled invoices in cooperation with accounting.
• Authorized for Facility Security and Safety Coordinator responsibilities and oversaw logistics for local town halls, CPR training, and Ricoh Health Screening events.
• Achieved $11.5K+ savings by auditing invoices and vendor contracts, resolving service issues, and streamlining inventory processes.
• Validated Ricoh’s alignment with Customs-Trade Partnership Against Terrorism (C-TPAT), including training security personnel on essential policies and procedures.

Executive Administrative Assistant, Fox Film Entertainment Group, Inc.

2012 to 2016

• Carried out employment and labor relations assignments for executives working on litigation proceedings, maintaining confidentiality in all discussions, correspondence, and documents.
• Research labor laws and investigated grievances, attended and recorded minutes for labor relations executives, and finalized contracts and agreements.
• Managed, prioritized, and addressed demanding daily communications, including phone calls, emails, letters, and visitor interactions.
• Facilitated the calendar of appointments and meetings with cross-functional departments, managed travel itineraries, and processed expense claims.
• Enabled consistent labor relations processes by developing union contracts and agreement templates.

ADDITIONAL EXPERIENCE

Executive Administrative Assistant, Corinthian Colleges, Inc. - Santa Ana, CA, 2006 to 2011

Executive Administrative Assistant, KCBS – CBS Television - Los Angeles, CA, 1998 to 2002