Summary
Overview
Work History
Education
Skills
Timeline
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Monica Holguin

Angwin

Summary

Systematic Administrative Assistant with over 5 years of experience in fast-paced office settings. Hardworking team-player with expertise completing various clerical tasks and offering staff support. Responsible, punctual, and productive professional when working with little to no supervision. I have master various skills by working as an accounting assistant. Mastered how to: be detail-oriented, organized, trustworthy, ethical, advanced in QuickBooks, prioritize task to meet deadlines, work as a team, manage accounts, written and verbal communication skills, analytical problem-solving skills. In addition to my career experience and being bilingual, I’m also a volunteer for Make-A-Wish foundation. There I have learned to: communicate with verbal and non-verbal children, mastered to be a critical thinker, express my creativity, patience, social perceptiveness, and how to be an active listener.

Overview

11
11
years of professional experience

Work History

Business Operations Coordinator

Clif Family Winery & Farm
01.2024 - 04.2024
  • Previous tasks plus the following:
  • Track all volunteer hours for all employees.
  • Find and post volunteer opportunities.
  • Assist with planning and coordinating all company volunteer day.
  • Increased employee engagement through effective communication strategies and team-building activities.
  • Supported executive decision-making with timely and accurate financial reports and analyses.
  • Contributed to the development of long-term strategic plans by analyzing market trends and competitive landscapes.
  • Maintained an organized filing system for easy access to important documents when needed.
  • Maintained strict confidentiality of sensitive information, upholding the highest level of professionalism at all times.
  • Increased efficiency by regularly evaluating office workflows and recommending improvements as necessary.
  • Oversaw maintenance requests for office equipment, ensuring prompt repairs or replacements as needed to prevent downtime.
  • Collaborated with various departments to streamline processes and improve interdepartmental communication.
  • Enhanced communication within the team through regular meetings and detailed reporting.
  • Contributed to company growth by consistently looking for ways to improve office processes and maximize efficiency.
  • Created and implemented secure filing systems for sensitive employee and client documents.
  • Managed budgeting process for office expenses, tracking expenditures to ensure compliance with financial guidelines.
  • Facilitated a positive work environment by addressing employee concerns and providing support when needed.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.

Accounting & Administrative Coordinator

Clif Family Winery & Farm
08.2022 - 01.2024
  • Previous tasks plus the following:
  • Answered phone calls and responded to inquiries from customers, vendors and other external contacts.
  • Facilitated smooth day-to-day operations by anticipating needs, proactively addressing potential issues, and efficiently resolving problems as they arose.
  • Maintained a well-organized filing system to ensure easy access to important records and documents.
  • Managed and maintained electronic and paper-based filing systems to keep essential documents and information easily accessible and organized.
  • Resolved discrepancies between physical counts and electronic records through thorough investigation and reconciliation efforts.

Accounting & Compliance Coordinator

Clif Family Winery & Farm
03.2021 - 08.2022
  • Process invoices, payments, and expense reports.
  • Reconcile accounts and bank statements.
  • Track expenses.
  • File, answer phones, and handle mail.
  • Communicate with clients and vendors.
  • Ensure compliance with company policies and procedures.
  • Invoice customers.
  • Process payments.
  • Supported the month-end closing process,
  • Provided exceptional customer service while resolving billing disputes or payment discrepancies with clients.
  • Organized and processed daily accounting invoices, statements and records.
  • Maintained accurate documentation regarding accounts payables and accounts receivables in accordance with company policies.
  • Managed accounts payable and receivable functions, ensuring timely payments to vendors and customers alike.

Administrative Assistant

S&S Supplies and Solutions
04.2018 - 06.2020
  • For repair and safety technical.
  • Answered incoming calls and replied to emails to answer all client questions regarding pricing, accommodations and estimated delivery time concerns.
  • Met incoming customers with professional approach and provided friendly, knowledgeable assistance.
  • Maintained professional manner in all customer interactions, answered concerns and resolved problems with friendly and knowledgeable approach.
  • Provided quality customer service, representing company in positive and professional manner.
  • Calculated quotes for clients.
  • Processed customer transactions, including quotes and returns.
  • Built impactful relationships with clients and suppliers.
  • Contacted suppliers and vendors about issues with deliveries or products.
  • E-mailed suppliers, carriers and customers with shipping updates.
  • Prepared invoices and handled payment processing for clients and suppliers.
  • Managed delivery schedules by communicating with both suppliers and customers.
  • Talked with vendors and suppliers about product orders and issues.
  • Located best options for suppliers and made frequent purchase updates.
  • Managed supplier accounts and built lasting relationships with suppliers.

Accounting assistant

American Underground Contractor
04.2015 - 03.2018
  • Paid vendors, billed services, entered statements, communicated with vendors and suppliers.
  • Assisted with estimates.
  • Submitted business licenses and permits.
  • Created USA tickets online.
  • Kept vendor files accurate and up-to-date to expedite payment processing.
  • Organized and tracked company expenses.
  • Entered invoices requiring payment and disbursed amounts via check, electronic transfer or bank draft.

Server and host

Jalisco's Mexican Restaurant
01.2013 - 04.2015
  • Learned great communications skills, mastered multitasking skills, working under pressure, and teamwork.
  • Kept register accurate through correct billing, payment processing and cash management practices.
  • Created orders, documented special requests and followed up with kitchen personnel to foster top-quality service and minimize complaints.
  • Collected credit card, cash and gift certificate payments and dispensed change for cash transactions.
  • Helped customers place orders, explained menu items and suggested appropriate options for food allergy concerns.
  • Greeted and maintained relationships with regular customers.

Education

BS - Business Administration

California State University
Hayward, CA

AST - Business Administration

Los Medanos College
Pittsburg, CA
05.2019

Skills

  • Bilingual in Spanish and English
  • Multitasking skills
  • Operational efficiency
  • Corporate communications
  • Relationship building and management
  • Client service
  • Data management
  • Accounting principles
  • Financial oversight
  • Analytical skills
  • Vendor & supplier management
  • Cost reduction & containment
  • Reliability
  • Organizational skills
  • Problem-solving
  • Accounting Skills
  • Records management
  • Time management
  • Strategic Planning
  • Sorting and labeling
  • Recordkeeping
  • AP/AR understanding
  • Mail handling
  • Relationship building
  • Office management
  • Money handling abilities
  • Recordkeeping strengths

Timeline

Business Operations Coordinator

Clif Family Winery & Farm
01.2024 - 04.2024

Accounting & Administrative Coordinator

Clif Family Winery & Farm
08.2022 - 01.2024

Accounting & Compliance Coordinator

Clif Family Winery & Farm
03.2021 - 08.2022

Administrative Assistant

S&S Supplies and Solutions
04.2018 - 06.2020

Accounting assistant

American Underground Contractor
04.2015 - 03.2018

Server and host

Jalisco's Mexican Restaurant
01.2013 - 04.2015

BS - Business Administration

California State University

AST - Business Administration

Los Medanos College
Monica Holguin