Andrea Duncan

• Maintained internal inventory of supplies and equipment.
• Created and submitted Pre-authorization documents including cost estimations and account allocations for faculty and students traveling on behalf of the university
• Accurately input data for the purpose of submitting reimbursement authorizations for students and faculty
• Navigated the Buy IU purchase system to find approved vendors when making requested purchases
• Using correct account codes and project codes, submitted payments for approval for participants, guest speakers, other accounts payable
• Searched multiple vendors to find approved items at the highest quality for the most reasonable price while staying within approved budget
• Conducted research to find appropriate and applicable replacement options for approval when an exact item requested could not be found
• Maintained open communication with vendors throughout the order and fulfillment processes
• Followed up with vendors when Purchase Orders were resolved but item or software was not received
• Acquired approval and supplied justification for purchase requests made outside of the preferred vendors or catalogs
• Supplied policy and procedure information to students, faculty and visiting guests
• Explained policies in detail to students, faculty, and guests to ensure complete understanding
• Using basic information and requirements, researched the best fit items to fulfill purchase requests
• Supplied and collected completed forms required for guests, faculty and students in a timely manner on behalf of the university
• Onboarded new vendors into the Buy IU system for approval by inputting collected data from completed forms and applications from the proposed vendors
• Collecting and using updated information, updated vendor or participant profiles as necessary.
• Submitted duplicate vendor profiles for deletion as necessary
• Acted as first point of contact for guests visiting the university and students traveling in my department or requiring reimbursement or payment
• Notified faculty and students of new requirements for travel reimbursements and provided all necessary internal information needed to maintain compliancy; notified those not in compliance
• Checked Pre-authorization request forms for accuracy and followed up with faculty or students accordingly
• Notified students or faculty of discrepancies or errors in their Pre-authorization request or reimbursement request and obtained corrected and validated information before submitting their requests
• Used receipts and other verified information to submit reimbursements for approval
• Assisted faculty and staff in using the department’s physical credit card in order to purchase registration to conferences attended on the university’s behalf
• Communicated with faculty for the purpose of confirming approved departmental budgets for Pre-authorization requests and reimbursement requests by students traveling on the university’s behalf
• Communicated with faculty members for the purpose of confirming working hours for student workers
• When necessary, completed approved payroll for students working in the department
• Booked travel arrangements including flights, hotels and rental cars, using approved travel applications and budgets, for faculty and visiting guests

• Developed trust and rapport with clients and guardians and remained a consistent first resource when questions or issues emerged
• Maintained a high standard of client confidentiality in accordance with company and federal guidelines
• Documented and reported daily work in great detail for each client in my care
• As the single staff on shift, I provided relevant and necessary information to staff at shift change to ensure staff’s continued success
• Documented medication access, count, and use
• Documented all clients’ funds meticulously, including access, count, and use; recorded all receipts in conjunction with client fund use
• Coordinated with higher management through email and phone calls to meet client needs when necessary and appropriate
• Responsible for new hire training and occasional retraining of current employees, including on company intranet and Employee Self Service systems
• Revised and expanded on available training materials to better prepare and support staff in the workplace
• Provided direction and acted as first point of contact for other support staff
• Encouraged client progress by implementing new strategies aimed at target areas or needs
• Invited to quarterly and annual team meetings on clients’ behalf as a trusted member of their support teams
• Acquired and submitted all necessary Outside Service Reports, such as for all medical and dental appointments
• Documented and submitted Incident Reports as necessary and appropriate per protocol

*Maintained Direct Support Professional role concurrently with Employment Consultant position*

• Called on potential employers to explain benefits of employing participants and possible training opportunities.
• Monitored participant's progress and provided encouragement and motivation to succeed.
• Communicated and exchanged information with assigned case manager and other team members involved with assigned participants.
• Interviewed participants and other supports to determine interests, desires, barriers and skills.
• Collaborated with employers within the community for the purpose of finding meaningful employment for clients
• Organized and attended Job Shadow opportunities with clients
• Provided on-site job training and support for clients
• Wrote and submitted detailed reports for services rendered in fifteen-minute increments for each client in my caseload, totaling between 20 and 30+ different reports per day
• Maintained HIPAA and confidentiality compliance with responsible access and use of all client records
• Submitted proposals and requests for additional service allowances on clients’ behalf as needed
• Met weekly with clients to work on job specific skills, applications, and mock interviews
• Submitted quarterly progress reports for each client for the purpose of demonstrating continued strengths and weaknesses and the continued need for services

*Maintained Direct Support Professional role concurrently with Site Supervisor position*

• Oversaw employee attendance record, handled payroll, and ordered new materials for site.
• Initiated onsite safety program and properly trained team members to decrease injuries.
• Retained all Direct Support roles and tasks previously necessary
• Responsible for weekly approval of employee timesheets
• Responsible for all new hire training within my assigned site, including on company intranet and Employee Self Service systems
• Kept track of and approved employee FMLA leaves of absence
• Approved or requested changes in daily client reporting turned in by employees
• Documented and submitted Incident Reports as necessary and appropriate per protocol
• Met with employees when needed to address concerns in the workplace
• Performed and participated in employee performance evaluations
• Provided retraining to employees when necessary and appropriate
• Enforced employee’s appropriate use of individual clients’ Behavior Support Plans
• Kept in direct communication with guardians and parents of clients to address concerns, coordinate meetings and visits, as well as provide updates on client progress
• Coordinated with higher management to meet client needs
• Managed and maintained client budget and appropriately utilized clients' budget on their behalf
• Kept strict records of spending and available funds and assets
• Bookkeeping
• Reported ledger discrepancies or thefts to superiors
• Submitted requests for purchase of items required or requested by the client
• Enforced and requested all necessary documentation from employees for reporting purposes
• Organized and scheduled appointments on clients’ behalf, as well as arranged transportation