Joan M. Santiago
Eustis,USA
Summary
Highly organized Executive Support and Operations professional with a decade of experience in administrative and project support across government and private sectors. Expertise in managing executive calendars, coordinating complex meetings, and preparing Board materials while maintaining confidentiality and professionalism.
Overview
15
15
years of professional experience
Work History
Financial Specialist
Osceola County Government
Kissimmee, USA
02.2022 - Current
- Provide executive, administrative, operational, and project support to department leadership while independently managing multiple priorities and strategic initiatives.
- Manage executive calendars by scheduling appointments, coordinating recurring meetings, resolving scheduling conflicts, and ensuring leadership priorities remain on track.
- Assisted leadership in planning and monitoring departmental operating and capital budgets, tracking expenditures and revenue forecasts to support financial decision-making.
- Audit Procurement Card transactions and reconcile financial records to ensure compliance with organizational policies.
- Maintain departmental contracts, confidential records, and financial documentation while ensuring compliance with County policies and grant requirements.
- Coordinate procurement activities including solicitations, purchase orders, contract modifications, vendor communications, and compliance documentation.
- Managed departmental projects by developing timelines, coordinating resources, monitoring progress, identifying risks, and providing status updates to leadership.
- Monitor Capital Improvement Projects (CIP), tracking budgets, expenditures, timelines, and reporting requirements.
- Coordinate meetings involving executive leadership, department directors, vendors, consultants, and cross-functional teams by managing meeting logistics, agendas, presentations, and supporting materials.
- Prepare meeting agendas, presentations, executive reports, and Board of County Commissioners agenda items for leadership review and approval.
- Tracked meeting action items, project deliverables, and deadlines, following up with stakeholders to ensure accountability and timely completion.
- Coordinate employee travel by preparing travel authorizations, arranging hotel accommodations and airline reservations, and processing travel reimbursements in compliance with County policies.
- Partner with multiple County departments to coordinate projects, improve administrative processes, and support organizational initiatives.
- Exercise independent judgment in prioritizing competing assignments while maintaining exceptional accuracy, confidentiality, and professionalism.
Accounts Receivable Technician
Osceola County Comptroller
Kissimmee, USA
10.2020 - 02.2022
- Managed daily deposits, reconciliations, and financial reporting while ensuring compliance with County accounting policies.
- Generated and analyzed financial reports to identify discrepancies and implement resolutions.
- Collaborated with internal departments and external customers to address and resolve payment and account issues.
- Maintained accurate and confidential electronic and paper records, ensuring compliance with accounting standards.
- Assisted in onboarding and training staff on departmental procedures and financial systems.
- Supported continuous improvement of accounting and reporting processes.
Office Manager
Handy Andy Commercial Cleaning
Orlando, USA
01.2018 - 10.2020
- Directed day-to-day office operations and provided administrative support to company leadership.
- Managed executive schedules and coordinated meetings, strengthening vendor and client relationships.
- Oversaw budgeting, invoicing, and financial reconciliation, ensuring accuracy in office reporting.
- Developed administrative procedures that improved workflow and organizational efficiency.
- Coordinated office projects and maintained accurate business records, supporting effective operations.
Accounts Receivable Technician
Acaria Health
01.2017 - 01.2018
- Reviewed insurance documentation and addressed billing inquiries to facilitate timely payments.
- Processed patient payments while ensuring accuracy of financial records.
- Collaborated with internal departments to identify and resolve account discrepancies.
- Maintained confidentiality while handling sensitive financial and patient information.
Accounts Receivable & Data Entry Trainer
AdvantaCare of Florida / CRN Receivables
01.2012 - 01.2017
- Trained new employees on software and departmental procedures to uphold quality standards.
- Coordinated with attorneys, healthcare providers, and patients to resolve account issues, ensuring confidentiality throughout the process.
- Prepared reports, balanced transactions, and maintained electronic document management systems.
- Processed daily deposits and financial transactions, ensuring accuracy in accounting records.
Education
Everest University -
Everest University
Tampa, FL12-2015
High School Diploma -
West Orange High School
Winter Garden, FL06-1999
Skills
- Budget management
- Procurement management
- Contract Administration
- Financial Compliance Management
- Project management
- Timeline tracking
- Action Item Management
- Executive Calendar Management
- Executive Administrative Support
- Meeting & Event Planning
- Cross-Functional Collaboration
- Vendor & Stakeholder Relations
- Executive Communications
- Board Agenda Preparation
- Data reporting
- Process Improvement
- Microsoft Office 365 (Excel, Word, Outlook, PowerPoint)
- Microsoft Teams
- SharePoint
- Zoom
- Adobe Acrobat
- Financial Enterprise ERP
- Electronic Records Management
- Outlook Calendar Management
- Travel management
- Hotel & Airline Reservations
- Remote Collaboration
- Confidential Records Management
Timeline
Financial Specialist
Osceola County Government
02.2022 - Current
Accounts Receivable Technician
Osceola County Comptroller
10.2020 - 02.2022
Office Manager
Handy Andy Commercial Cleaning
01.2018 - 10.2020
Accounts Receivable Technician
Acaria Health
01.2017 - 01.2018
Accounts Receivable & Data Entry Trainer
AdvantaCare of Florida / CRN Receivables
01.2012 - 01.2017
Everest University -
Everest University
High School Diploma -
West Orange High School