Jo-Ann Treasure **** Vista Oaks Circle NE
Palm Bay, FL 32905
*************@*****.***
Objective: Project Date Clerk - Remote
Education: Masters of Business Administration – University of Phoenix – Houston Campus
Bachelors of Business Management – LeTourneau University 12/2001 Cum Laude
US Navy
Software Skills: HRES System, People First, My Florida Market Place/Purchasing System, MS 2010 Word, Excel, Access, PowerPoint, Visio, ProSpace (JDA Certified), ProDiver, SureClose, SharePoint, WorkDay and SalesForce
Professional Experience
Bowman Consulting
Administrative Assistant – Research and Development 2022 – Present
Notary Republic
Storm Secure Program – Florida – mailouts, Junctions Box agreements uploaded, Non-Participation Letters, reports as needed
Implemented new contract for Cleaning Service and Fleet Car Cleaning Management
Purchasing office supplies
Invoice Processing
SNIP – map cut of houses for Agent Files
Florida State Department of Juvenile Justice 2019 – 2022
Administrative Assistant II to the Chief of Probation
Notary Republic
MFMP Purchasing Systems – Ariba Spend Mgt System – contracts/requisitions for 3 offices (all purchasing & FY contracts) & invoicing
Human Resources Liaison Circuit 18 – People First & HRES systems for new employees; vacancy report, DAVID reports
WEX Vehicle Reports
WORKS – Bank of America – purchasing card payment system – invoice & process
Implemented “How to Guide” for Administrative Assistant II position
Auburn Enlarged School District 2017 – 2017
Substitute Teacher (Part-time K-6 – while unemployed)
Auburn Community Hospital 2017 - 2019
Vice President of Quality Management & Care Transitions Administrative Assistant
Notary Republic
Minutes to the meeting – JC Leaders, FSA Work Plan, Ligature Work Plan, Utilization Review, Sepsis – all VPQM meetings
Assist Vice President with power points, excel spreadsheets, Visio algorithms & flow charts, HCAHPS graphs
Create forms for minutes, code sepsis, contract medical services books, and case management
Typing/editing policy changes for quality management, infection control and case management
Insurance calls for care transition, along with faxes; and Allscripts
Special projects: research healthcare failure, s-bar and tri-fold brochure BHU and discharge form
Supply management – MSS for quality management and case management
Maintain spreadsheets for re-admissions and transportation
VA Medical Center Syracuse
Secretary – Neurology 2014 - 2017
2017 Leadership Program
Training of new medical support assistants and Payroll Group 813
Serves as the primary point of contact for Veterans enrolled in VA Healthcare & appointment and consult management Provides general clerical support that includes public contract such as answering the telephone, referring visitors, or providing information about the office and its services
Processes incoming & outgoing materials such as correspondence, reports, memoranda’s, and other forms of written communication
Composes letters and reports, reviews correspondence for accuracy and completeness
Makes appointments and meetings on own initiative and based upon personal knowledge of their workloads and current issues of importance
Performs office automation duties using software applications such as electronic mail, desktop publishing, calendar, spreadsheet, database, word processing, graphics, and other similar products
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VA Medical Center - Continues
Medical Support Assistant – Emergency Department 2013 - 2014
RPIW – Door-to-Doctor Rapid Process Improvement Process week 6
Receive and respond to unclear inquiries from patients concerning a variety of medical, personnel, and administrative matters
Receive and relay incoming and outgoing telephone messages
Recognize and refer urgent inquiries to professional staff for immediate action
Complete appropriate forms and initiate actions to the receipt, deposit, or disbursement of patient’s funds
Ability to make appointments in a clinical setting & in the accomplishment of a wide variety of duties, including setting priorities and coordinating work and Ability to communicate effectively and professionally with employees at varying grade levels
Ability to identify customer concerns, perform the tasks required to resolve the issue accurately and timely, and follow-up as necessary to ensure a satisfactory resolution
Cornell University Cooperative Extension Onondaga County
Senior Administrative Assistant – Human Resources, HP Pay Rep and local IT 2011 – 2013
Supervision of one intern for web development
Receives, redirects, and responds to routine and non-routine inquires from staff and the public
Contacts individuals within and outside the University system on highly confidential matters, Workday, and human resources.
Develops office procedures; independently answers correspondence, composes, and drafts forms, formats, and prepares documents.
Coordinates applications, interview and evaluation processes, and all general human resources functions for the background checks on applicants and volunteers for the grant programs.
Independently compiles background materials for meetings, assists in planning and coordinating company events.
Creates and formulates complex spreadsheets develops databases and research, grants, and contracts; reconciles budget statements and revises proposal budgets using spreadsheets.
Authorizes assigned financial transactions; manages and has signature authority for finances; coordinates acquisition process, approves forms and orders; serves as payroll rep for online time collections.
Liberty Resources, Inc., Syracuse, NY 2009 - 2011
Administrative Assistant – Child & Family Services – Supports Vice President
Prepares statistical reports, grants, and contracts
Assists program staff and supervisors in the coordination of workshops, training, and reservations
Demonstrates sound judgment in managing confidential matters with regard to personnel and sensitive management issues
Web Page Administrator – Child & Family Services. Set-up new e-mail accounts for new employees
Lan Administrator for NY State Connections computers
Stewart Lender Services, A Stewart Company – Houston, TX 2008 –2009
Sales Support Analyst – Supports – President & 3 Senior Vice Presidents
SureClose Template Implementation and Site Administrator
Project Management – Internal project management for segment leaders
Generate Monthly Reports – eClosing, Sales Pipe Line Report and ACM monthly reports
SalesForce Contracts & Agreement Process, Marketing/Customer, and Sales Support related activities
Sonitrol Security System activities (Reports and activation)
J. Ray McDermott - Houston, TX 2007 –2008
Senior Administrative Assistant II
Type and prepare proposal for customers/bid reviews (domestic & international)
Travel Arrangements, Bid Review library and weekly bid report, Assign PQI numbers
Republic National Distributing Co., Inc., Houston, TX 2003 –2007
Category Analyst (9/2005 – 11/2007)
Compile, maintain, analyze, and present market, customer & internal company sales data Create custom presentations for internal and external customers.
Analytical research of market and/or retail data to evaluate wine & spirit performance
Organized Space planning projects for sales/business development departments. (Managed schematics for category managers also including on-site scanning of existing store layouts and remodels for new schematics as needed). Maintain spirits category database. Evaluate category, sub-category & product level findings to present to senior management, Captures and edits digital images.
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Republic National Distributing - Continued
Sales Programming Coordinator (7/2004-9/2005)
Directly reports to the Vice President Wine Division – run reports and incentives
Forecast all “A, B, & C” wine classifications for Wine Division, Sorf all others
Process credits & debits for Wine Division. Monthly charge back report for suppliers (EQ’s & credits); e-mailed to suppliers. Supplier, RBC Managers, Sales Rep, and customer contact
Executive Administrative Assistant – VP Wine Div (1/2003-7/2004)
Generate daily sales reports and make updates – Access Database
Generate reports for the President of Dallas and Houston Offices and QVA Access database –heritage, vintage, and fine wine
Generate monthly and mid-month depletion reports for supplies, Generate ProDiver reports (Monthly for VP and suppliers as needed). Generate and update driving programs spreadsheet for wines, PowerPoint Presentations
Strictly Confidential document typing and/or handling (Travel Arrangements Domestic & International). Customer contact (handle supplier’s request – reposts, SPA’s etc.)