Primary responsibility for the management and supervision of the Personal Financial Counselors (PFC). Provides weekly supervision regarding financial management services and administrative issues, maintains consistency in service delivery, and assures program compliance with DoD (Department of Defense) expectations. Serves as an interface with the Points of Contact (POCs) for the installations served by their team members.
+ Reviews contract deliverables and reports for accuracy and compliance, conducts regular check-ins with PFCs, and develops narrative summaries to ensure complete, client-ready submissions to the Office of the Secretary of Defense for Financial Readiness (OSD FINRED). Monitors the implementation of new or enhanced PFC and company policies and procedures. Uses the quality improvement process to assess changes in policies and procedures. Reviews and supervises the duty to warn reporting and restricted reporting processes to ensure service and family member safety an...