Francine Dee Ortiz
Carpinteria,CA
Summary
Results-driven professional with extensive experience in government contracts, personal assistance, and business management, particularly within the California State Department. Proven track record of streamlining operations and enhancing productivity through exceptional organizational and problem-solving skills. Highly skilled in MS Office and known for fostering efficiency and confidentiality in high-stakes environments while maintaining strong interpersonal relationships. Committed to improving quality of life for clients through personalized care strategies and effective communication.
Overview
16
16
years of professional experience
Work History
Private Personal Assistant/Companion Caregiver
805 Estate Staffing Agency 2347 East Valley Road
Montecito, CA
10.2023 - Current
- Private Personal Assistant/Companion Caregiver.
- At present, I am assisting a private family in Montecito on San Ysidro Road, part-time.
- Coordinated travel arrangements, accommodations, and itineraries for trips.
- Kept patient health and personal information private and confidential.
- Managed and prioritized daily schedules, ensuring efficient allocation of executive's time.
- Delivered warm companionship with conversation, emotional reassurance and coordination of mentally stimulating activities.
- Provided personal support to the executive, including errand running and personal shopping.
- Ran errands to help with daily tasks, enabling employer to focus on more pressing duties.
- Assisted families in planning and preparing nutritious meals.
- Performed various errands such as grocery shopping, dry cleaning pick-up and drop-off.
- Completed basic administrative work and managed household accounts.
- Reported major concerns or deterioration in client's mental or physical condition to supervisor immediately.
- Managed incoming emails, phone calls and mail for the principal.
- Coordinated with other staff members to ensure seamless support and coverage.
- Managed household inventory and maintenance schedules.
- Organizing the household and the logistics of running it efficiently.
- Trained in CPR, AED, and 24-hour tube feeding.
Owner Co Operator /Book Keeper
JemWater
Carpinteria, CA
01.2009 - Current
- Record and organize business transactions and financials.
District Operations Staff Supervisor (retired)
California State Department
Santa Barbara, USA
05.2009 - 10.2023
- 30+ years with the California State Department.
- Assisted in developing and implementing operational policies and procedures.
- Retired District Operations Support Staff Supervisor overseeing Ventura County, Santa Barbara County, and San Luis Obispo Counties employees
- Creating and streamlining business processes, creating policy and procedures adhering to Department of General Services rules & Regulations
- Expert knowledge of State Department Policies & Procedures
- Administrative Cal Card Approving Official overseeing 23 state buyers
- Supervising productivity of Senior Accountant, Account clerk, Procurement Analysts, Human Resources Specialist, Physical Restoration Technicians, Office Technicians, Office Assistants
- Training all District Administrative Employees in all aspects of these positions
- Hiring
- Provided guidance to junior staff members on how to complete their assigned tasks accurately.
- Maintained records of personnel information such as attendance and vacation time.
- Coordinated support to facilitate general office operations.
- Performed accounting or financial analysis.
- Developed training materials for new employees joining the operations team.
- Reviewed and approved vendor invoices.
- Conducted research to find cost effective solutions that would benefit the company's operations.
Government Contracts & Procurement Analyst
Department of General Services
- Procurement Specialist.
- State Buyer.
- Accounting, Billing Review Specialist.
- Evaluated bids from vendors based on pricing accuracy as well as quality assurance requirements.
- Coordinated import and export operations, adhering to tight schedules and deadlines.
- Collaborated on and led procurement master data initiatives to improve processes.
- Monitored vendor compliance with contractual agreements regarding product quality, quantity, delivery schedules.
- Maintained accurate records of all procurement activities in accordance with company policies.
Owner Operator
Eye Openers Coffee Company
Ventura, USA
- Managed operations, staff, and inventory of coffee company.
- Books, accounts payable and receivables, and schedules for ordering supplies internationally.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Delegated work to staff, setting priorities and goals.
- Ensured compliance with all local laws, regulations, policies, and procedures related to the operation of the business.
MD Entertainment Catering Company
Santa Paula, USA
- Event Coordinator, specializing in catering for large corporate parties and small intimate gatherings. Logistics and purchasing. Overseeing event staff from planning to the end.
Santa Barbara Mayors Breakfast Committee
- Coordinate with local businesses, community partners, and stakeholders to carry out the annual Santa Barbara Mayor's Breakfast Awards honoring local businesses that give opportunities and employment to Californians with disabilities.
Bishop Garcia Diego High School Board
- School Board Hospitality Chair 2020-2023
Education
Procurement, Leadership, Interpersonal Skills, Human Resources Staff Analyst Series, Critical Thinking Skills, Completed Staff Work, Problem Solving Methodology, Conflict Resolution, State Administrative Manual, State Contracts Manual, Rehab Administrative Manual, Windmills Disability Awareness
Department of General Services Procurement Academy
01.2014
Skills
- MS OFFICE
- Scheduling Teams meetings
- Word
- Excel
- Power point
- One note
- Outlook calendar
- Fax
- Scan
- Postage machines
- Fed Ex executive account
- AWARE
- WISP
- WANG software programs
- Interpreting and explaining government regulations
- Policies and labor code
- Workers compensation
- Government Contracts
- Administrative Trainer
- Creating business practices
- Organizing special events
- Catering large gatherings & meetings
- Department Management
- Administrative Training
- Confidentiality
- Government Policy & Procedures
- Household oversight
- Multi-task management
- Calendar management
- Errands management
- Interpersonal relations
- Travel arrangements
- Office administration
- Schedule management
- Attention to detail
- Account management
- Business correspondence
- Complex Problem-solving
Yearsofexperience
30+ Years
Personal Information
- 1280 Cramer Circle Carpinteria, Ca. 93013
- Nationality: American Spanish Italian
Languages
- ENGLISH
- MILD SPANISH
Locations
- Santa Barbara County
- Ventura, County
Previous Experience
- Estate Management/ Personal Assistant/Senior Care 2023/2024
- Government Contracts & Procurement Analyst, State Department, 2012
- Procurement Specialist, State Department, 2013
- State Buyer, State Department, 2014
- Owner Operator, Eye Openers Coffee Company, Ventura, USA
- MD Entertainment Catering Company, Santa Paula, USA
- Secretary Treasure, County Supervisorial Race
- Secretary Treasure, City Mayoral Race
- School Board Hospitality Chair
- County Elections Precinct Supervisor
References
References available upon request.
Timeline
Private Personal Assistant/Companion Caregiver
805 Estate Staffing Agency 2347 East Valley Road
10.2023 - Current
District Operations Staff Supervisor (retired)
California State Department
05.2009 - 10.2023
Owner Co Operator /Book Keeper
JemWater
01.2009 - Current
Government Contracts & Procurement Analyst
Department of General Services
Owner Operator
Eye Openers Coffee Company
MD Entertainment Catering Company
Santa Barbara Mayors Breakfast Committee
Bishop Garcia Diego High School Board
Procurement, Leadership, Interpersonal Skills, Human Resources Staff Analyst Series, Critical Thinking Skills, Completed Staff Work, Problem Solving Methodology, Conflict Resolution, State Administrative Manual, State Contracts Manual, Rehab Administrative Manual, Windmills Disability Awareness
Department of General Services Procurement Academy
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