Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Joan Johnson

New Braunfels,TX

Summary

Dynamic professional with extensive expertise in process improvement and team leadership within operational environments. Proven ability to leverage strategic planning and resource management to boost productivity and operational efficiency. Recognized for fostering a collaborative culture that empowers teams to achieve exceptional results. Committed to driving continuous improvement initiatives that align with organizational goals and enhance overall performance.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Financial Counselor

Workplace Options - Military OneSource
01.2021 - Current
  • Identifying immediate and long-range measures to increase income, reduce household expenditures, and avoid additional financial burdens.
  • Personal budget/financial planning to reduce, eliminate, and avoid debt and to achieve solvency and stability.
  • Counsel service members (and their families) using military resources including legal, Department of Finance, and Family Support centers when applicable.
  • Understanding credit, finance charges, interest rates and the implications of only paying the minimum amount each month.
  • Educating military on the importance of maintaining excellent credit histories and ratings ensuring their security clearance is current.
  • Educating and counseling Service Members - about their retirement systems and providing financial models to assist them in establishing a comprehensive retirement plan.
  • Ensure all work meets the organization’s quality standards and guidelines and audits.
  • Teaching service members and their families how to save for emergencies, unanticipated contingencies, and both short and long-term goals.

Personal Financial Counselor

Zeiders Enterprises
03.2019 - 01.2023
  • 40 hours/week
  • Conduct briefings to service members and their families to include: Transition Assistance Program (TAP), Building Credit, Thrift Savings Plan (TSP), First Term Airman (FTAC), Preparing to PCS, Home Buying, and Car Buying in accordance with DoD regulations.

Office Administrator - Contract Position

Gulf Coast Oral and Facial Surgery
03.2017 - 12.2017
  • Provides information to Contract Management regarding contract performance and compliance. Provides monthly staffing and budget reports.
  • Staff Support: Serves as the primary company resource for staff at multiple office locations. Ensures staff has the necessary resources to fulfill their job responsibilities. Provides regular, scheduled supervision telephonically or virtually, and onsite. Ensures staff complies with company policies including proper timekeeping, paid time off, and patient file requirements. Approves payroll and keeps leave schedules. Maintains accountability of staff to include. Initiates employee appreciation and bonuses as appropriate.
  • Quality Control: Ensures the implementation and maintenance of a quality control through Joint Commission outpatient clinic standards that supports the contract objectives.
  • Property Management: Maintains inventory control record. Initiates process of required annual physical inventory. Assures adherence to clinics' medical and administrative inventory. Prepares required annual reports.

Regional Operations Manager

SONO BELLO CONTOUR CENTER
02.2009 - 04.2012
  • Manage internal budgeting, auditing, and development of administrative, medical, and sales staff for multiple sites
  • Direct and execute all aspects of patient admission to include medical clearances, patient transportation, and outpatient care for existing and start up clinics
  • Records Management: Manage multi-room surgery, clinical staff and administrative schedules
  • Oversee budget and financial plan for administrative office and medical supplies and equipment within purchasing guidelines
  • Computer network knowledge and proficient in software applications (Windows, Kronos, Microsoft Office)
  • Coordinate ongoing training to include quality improvements in Joint Commission Accreditation policies/procedures for off-site plastic surgery centers

Education

BA - PSYCHOLOGY

University of Texas at San Antonio
San Antonio, TX
03.2015

Skills

  • Proficient in technology
  • Long-term financial forecasting
  • Financial Modeling
  • Contract Management
  • Forecasting
  • Conducting internal audits
  • Financial record management
  • Accounts payable
  • Administrative experience
  • Experienced in office administration
  • Strategic policy application
  • File system management

Certification

  • Real Estate License, Mississippi, 2020, expired
  • AFCPE Financial Counseling Certification 2025

Timeline

Financial Counselor

Workplace Options - Military OneSource
01.2021 - Current

Personal Financial Counselor

Zeiders Enterprises
03.2019 - 01.2023

Office Administrator - Contract Position

Gulf Coast Oral and Facial Surgery
03.2017 - 12.2017

Regional Operations Manager

SONO BELLO CONTOUR CENTER
02.2009 - 04.2012

BA - PSYCHOLOGY

University of Texas at San Antonio

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