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Jana Kurtz is a seasoned executive with extensive experience in administration, program management, and fundraising for various non-profit organizations. She has held senior roles in executive assistance, operations management, and office administration, and has a strong background in budgeting, contract management, and human resources. Jana holds degrees from Kenyon College and Syracuse University.

Experience

    • Executive Assistant
      • Sep 2021 - Present

      The Executive Assistant to the Executive Director provides strategic administrative support to the Executive Director and acts as a liaison with staff and the 350 Board of Directors. Administration and CoordinationCalendar management and scheduling appointments for the Executive Director and Board of DirectorsCoordinate the Executive Director’s meetings including preparations, note taking and follow upOrganize Executive Director’s priorities and schedule including vetting media and speaking requests and invitations, and routing invitations to appropriate staff, allies as neededWork with the Communications Team to sustain ED’s awareness of trends relative to 350.org's purpose and impactManage Executive Director's email inbox, sorting and prioritizing on a daily basisOrganize travel logistics for the Executive Director including occasionally supporting the organizing of Executive Team retreatsExecutive budget monitoring, including processing of credit card expenses and invoicesCoordinate ED’s participation on the Executive Team Communicate with partners, 350 staff and Board Members on behalf of ED to share updates, schedule meetings and relay other correspondence as necessaryBoard SupportAdminister meetings of the Board of Directors and assist Executive Director with Board development Support Executive Director with Board-related communicationsManage and report on the Board budgetTaking minutes for Board Meetings and occasional Board committee meetingsSupport the implementation of Board and Board committee work plans

  • Howard Center
    • Burlington, Vermont Area
    • Administrative Coordinator
      • Jan 2020 - Sep 2021
      • Burlington, Vermont Area

    • Executive Assistant
      • Aug 2017 - Jan 2020
      • Burlington, VT

  • Sodexo
    • Burlington, Vermont
    • Catering Coordinator
      • Jun 2015 - Feb 2017
      • Burlington, Vermont

      Manage all catering for the Dudley Davis Center on the campus of the University of Vermont.

  • American Academy of Optometry
    • Orlando, Florida Area
    • Senior Director, Administration
      • Feb 2003 - Jun 2015
      • Orlando, Florida Area

      Accomplishments: • Planned quarterly Board of Directors meetings, including finding the venue, negotiating contracts, menu planning and attending the meeting and taking minutes. Also attended monthly Board of Directors conference calls and took minutes.• Planned and managed logistics for a reception for the President of the Board of Directors at the annual meeting of the European Academy of Optometry and Optics in 2014 and 2015.• Annually, managed logistics and amenities for VIPs attending the Annual Meeting (approximately 200 people).• Developed and nurtured a relationship between AAO and the Armed Forces Optometric Service (AFOS) and the AFOS Executive Directors.• Reviewed and updated the AAO Policy Manual (2014), wrote a procedure manual for new employees, updated annually, and devised and managed the 360-degree review process and managed the consultant who tabulated the results.• Wrote the new Policy Manual for the American Optometric Foundation.• Special projects, i.e., wrote a Crisis Plan, a Senior Staff Succession Plan and a Compensation Plan.• Managed all RFP’s for services and/or goods, and managed resulting contracts, including the Annual Meeting. Devised a contract tracking system encompassing the RFP, negotiation, revisions, approvals, and signatures process.• Negotiated and managed all insurance purchases, including: employee benefits, event cancellation, and business insurances. In 2014, transitioned to health insurance compliant with the Patient Protection and Affordable Care Act.• In 2012, successfully oversaw and managed the relocation of the AAO Headquarters Office from Rockville, Maryland to Orlando, Florida, including the build-out and reconfiguration of office space, the purchase of a new telephone system and a new file server. Achieved on time, under budget and with no interruption of service. Managed the budget for the move, which was over $700.000.• Managed an annual operations budget in excess of $600,000.

    • Senior Specialist
      • Sep 2009 - Sep 2010

      Responsible for overseeing the development, implementation and quality control of contracts, contract budgets and subgrants for the Environment Group’s projects. Supervise two administrative associates and facilitate a strong and efficient administrative team. Identify and help to resolve workload issues across projects. Lead resource and trainer on contract policies and procedures. Undertakes special projects aimed at improving overall operation of the Environment Group. Assist the Deputy Director, Operations, Pew Environment Group with special projects.

    • Director of Operations
      • 2001 - 2003

      Responsible for coordinating the work of a 20-person office. Coordinate and lead five-member administrative team and seven interns. Supervise financial coordinator. Coordinate and supervise intern program. Manage and oversee office information and communication systems. Oversee personnel policies and systems. Participate in development team to plan fundraising strategy. Prepare project and annual budget in consultation with the Executive Director. Coordinate and plan the annual planning process. Oversee purchasing and inventory. Handle landlord and subtenant relations. Oversee production of quarterly newsletter. Assist with logistics for major organizational and/or fundraising events.

    • Office Manager
      • 2000 - 2001

      Responsible for the smooth, professional operations in the Washington Office of the PVO/NGO Networks for Health Project. Develop new systems and administrative procedures. Compile an administrative procedure manual. Organize and maintain project central files. Develop an orientation program for new employees and consultants. Organize and direct new space design and a move to the new location. Maintain liaison with building management (in both old and new spaces). Take care of equipment maintenance and replacement needs. Hire, train and manage administrative assistant. Promote responsible use of resources and good care of equipment. Support recruitment and hiring efforts. Maintain calendars of staff whereabouts and conference room availability.

    • Office Manager
      • 1998 - 2000

      Managed the day-to-day functions of the office operations department, including staff. Responsible for providing direction, motivation and guidance to a staff of four. Interviewed hired and trained employees; planned, assigned and directed work; evaluated performance; rewarded and disciplined employees; addressed complaints and resolved problems. Managed the workflow of fellow employees’ wide-ranging clerical requests from office operations staff. Monitored the physical facilities on a day-to-day basis to ensure smooth working order. Set up offices for new employees. Conducted annual bid process for selected services. Researched and recommended purchase of new office equipment. Maintained inventory of office, copier, printer and hospitality supplies. Researched and selected new vendors. Worked closely with building maintenance department to ensure repairs. Worked closely with outside telephone consultant to ensure that the phones were in good working order.

    • Program Administraor
      • 1997 - 1998

      Provided administrative, program and project support for the Foreign Policy Institute (FPI), for the Center for Strategic Education (CSE), and for a joint project between SAIS and Syracuse University (NSLC). Responsible for event planning, managing mailings, and database management. Oversaw publication of FPI and CSE materials. Managed space and equipment. Monitored and assisted in preparing budgets. Supervised and worked closely with research assistants and student assistants. Managed and monitored appointments, department calendars, meetings and committee agendas. Assisted Fellows and scholars with arrangements for extended visits to the Foreign Policy Institute.

    • Office Manager
      • 1992 - 1997

      Managed equipment contracts. Responsible for maintenance and upkeep of all office equipment. Produced membership/financial lists using the database system. Liaison to printing offices, mail houses, hotels, caterers, etc. Trained users on WordPerfect and database system as needed. Supervised support staff and prioritized staff activities to ensure timely and efficient fulfillment of projects. Composed and prepared correspondence. Ordered and maintained inventory of printed materials. In charge of office bookkeeping and assisted in the development of the yearly budget. Managed contributions for fundraising events. Handled logistics for events and programs. Maintained personnel files and forms. Assisted in hiring support staff. Organize and direct new space design and a move to the new location.

    • Executive Secretary to the Director
      • 1989 - 1992

      Maintained Director's calendar. Made travel arrangements. Sorted, prioritized and directed incoming mail. Prepared outgoing mail and correspondence. Created storage and retrieval system for archival files. Maintained Board files. Took and disseminated meeting minutes for both the Board and faculty. Developed tracking method for incoming resumes. Responded to all applicants and maintained files relating to job applicants. Planned various events, such as a Board/Faculty Holiday Party and the annual commencement exercises. Maintained computerized database for the Development Office. Acknowledged annual fund and special gifts. Proficiency maintaining computerized and paper donor records and files. Assisted in the production of publications. Responsible for researching prices, choosing and maintaining relationship with printer. Developed method for tracking donations to the school's annual auction.

    • Personnel Assistant/Benefits Administrator
      • 1986 - 1989

      Duties included setting up and maintaining employees’ insurance information files. Performed all administrative duties associated with employee benefits. Paid insurance bills twice per month. Administered COBRA. Acted as liaison for employees with insurance companies. Oriented new employees regarding their benefits. Assisted with transition to new health insurance plan in late 1987. Put all insurance bills on Lotus 1-2-3 for ease in calculations. Researched various personnel and/or insurance related matters. Assistant to the Director of Personnel and Administration. Duties included setting up and maintaining all personnel records. Researched and help ensure the company complied with such laws as pertain to Personnel. Reviewed current health insurance and investigated and recommended a new health insurance plan. Supervised department Secretary and two Clerical Assistants. Assisted Office Manger with Administrative Policies and Procedures.

Education

  • 1980 - 1982
    Syracuse University
    Non Violent Conflict and Change
  • 1977 - 1979
    Kenyon College
    English Language and Literature, General

Suggested Services

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Industry Focus. “Nonprofit Organization Management”

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