Summary
Serve as the Personal Financial Readiness Manager within Commander, Navy Installations Command (CNIC), Fleet and Family Readiness Department (N9), Family Readiness Division (N91), Work and Family Life Branch (N911). The primary purpose of the position is to serve as the primary resource or as part of the team for the local installation Fleet and Family Support Center (FFSC) Personal Financial Management program (PFM) Program.
This job is open to
Clarification from the agency
Open to the public / Worldwide
Duties
MAJOR DUTIES AND RESPONSIBILITIES
I. Financial Services (50%)
Support all Fleet and Family Support Programs by serving as the primary resource and subject matter expert for financial-related education and materials and support local commands and area command financial specialists by serving as the primary resource and subject matter expert in tailoring personal financial management information, materials, and education programs to the local area. Develop and implement a program of direct counseling assistance to the total military family, providing financial literacy and education and training to individuals and groups on credit management, savings and investments, consumer affairs, debt liquidation, financial counseling, budget counseling, and other financial-related topics. Handle and resolve complex client problems, utilizing outside agencies and contacts to assist clients with resolutions.
Utilize Personal Financial Readiness (PFR) course curricula to conduct training and prepare accompanying resource materials in accordance with the personal and professional training points across the military lifecycle, ensuring only CNIC approved financial educational content and material are used in all training and counseling activities. Provide nonbiased-financial counseling to military members, and upon request, to entitled military family members and other individuals. Handle privacy and confidentiality of all personal identifiable information (PII) provided by the client or encountered during a counseling session in accordance with USN policy. Offer military members, civilians, and their family members referrals to approved external or on-installation agencies for cases that exceed the scope of the PFM program, to ensure clients receive specialized assistance and support, as needed.
Conduct Command Financial Specialist (CFS) training. Hold, at least quarterly, an area-wide personal financial management awareness forum or meeting to address current command issues, training on new developments, initiatives, or specific topics of interest, and answer questions CFSs may have. Conduct, at least semi-annually, an informational seminar for area command leaders to provide an introduction and overview of PFM Program services, assistance, and initiatives. Support return and reunion (R&R) efforts underway and active Emergency Family Assistance Center (EFAC) events, when necessary.
II. Liaison (30%)
Serve as the primary point of contact for financial education and counseling services, connecting clients with appropriate resources within the Navy and in the broader community. Liaison with financial institutions located on the installation to promote military and family member awareness and use of their personal financial management counseling and information services. Assist military members with developing the financial portions of their family care plan and appropriate duty screenings. Develop local networks to enhance program delivery. Work with Staff Judge Advocate Legal Assistance in managing complex cases involving foreclosures, evictions, garnishment, and repossessions. Coordinate and refer clients to authorized local agencies, DON counterparts, and client creditors. Collaborate with and provide advice to command leadership and program personnel to leverage insights and coordinate financial readiness programs and services based on policy requirements and unique local area needs.
III. Program Administration & Evaluation (20%)
Conduct financial training and transition financial plan reviews for the Transition Assistance Program Maintain and update records, e.g., training attendees, training evaluations, etc., utilizing the Fleet and Family Support Management Information System (FFSMIS) and applicable databases, in a timely and accurate manner. Establish and maintain a library or resource center of current financial information and resources (e.g., bankruptcy laws and options, consumer protection laws, money management, etc.) and provide authorized physical or digital materials to service members. Maintain local PFM Program certification standards IAW with CNIC FFSP certification standards. Attend DOD, DON, and CNIC financial training conferences, meetings, planning sessions, etc.
Disseminate financial management information within the local area via newsletters, emails, and social media to inform the local military community of programs and services. Conduct reviews of Standard Operating Procedures (SOPs) and service delivery, based on local area needs, to ensure adherence to established policy, confidentiality, and quality assurance guidelines. Participate in strategic planning, plan for short- and long-term projects (e.g., initiatives, community training, etc.), and utilize CNIC approved self-assessments, feedback from required quarterly personal financial awareness forums, and various measurement tools to identify trends and utilize resources to meet organizational needs.
Perform other duties as assigned
Requirements
Conditions of Employment
- Must provide proof of U.S. Citizenship or U.S. National.
- A valid State driver's license is required to operate motor vehicles.
- Must successfully pass the E-Verify employment verification check. Any discrepancies must be resolved as a condition of employment.
- Must meet federal suitability requirements including successful completion of background investigation and obtain/maintain a Secret Security Clearance (T3).
- Must be able to travel away from duty station.
- Must submit an initial Financial Disclosure Statement, OGE-450, and annually thereafter.
- Must successfully obtain an Accredited Financial Counselor (AFC) (or other Nationally Accredited Financial Certification, pending approval) certification within 2 years of assignment, and maintain AFC continuing education requirements.
Qualifications
Knowledge Required by the Position
A qualified candidate must possess:
Comprehensive knowledge of a wide range of concepts, principles, and practices covering personal financial management and planning, i.e., financial counseling, budget techniques, credit management, insurance savings, investment, taxes, relocation, retirement planning, and consumer education, issues, advocacy and complaint resolution to research, identify analyze and solve intense and complex financial problems and train individuals and groups on mandatory financial-related topics.
Skill in utilizing computer-based training platforms, technological tools, and software applications to deliver training materials, and conduct training and counseling sessions.
Skill in developing, planning, organizing, conducting, and facilitating formal educational instruction (c.g", workshops, briefings, trainings, etc.) to large groups on a wide range of financial and consumer awareness topics.
Skill in interviewing individuals to establish the nature and extreme financial concerns and issues, assisting in developing their financial goals and plans and determining appropriate referral services and options.
Knowledge of management practices and procedures for program development, analysis, planning, and evaluation to support military readiness, retention, and mission accomplishment for personal financial readiness.
Skill in using verbal and written communication methods and techniques and various computer software, spreadsheets, word processing, and network programs (e.g., Word, Excel, PowerPoint, FFSC databases) to develop, analyze, evaluate, plan, organize, and clearly, concisely, and logically present facts; coordinate with various authorized civilian and military contacts to assist military members and civilian employees with resolving personal financial issues; and collaborate and network with military services and authorized civilian financial agencies on and off the installation,
Skill in collecting, evaluating, and disseminating information and assessing strengths, weaknesses, and needs of serviced population to establish program goals, objectives, and procedures.
Education
Applicants must possess a baccalaureate degree from an accredited college.
OR Combination of Education and Experience that equips them to serve as a personal financial management counselor.
Benefits
A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.
Review our benefits
Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.
How You Will Be Evaluated
You will be evaluated for this job based on how well you meet the qualifications above.
All resumes will be reviewed to determine if they meet the hiring eligibility and qualification requirements listed in this announcement. Resumes will be rated based on the information provided to determine the level of knowledge, skills and abilities (KSAs) related to the job requirements.
Applicants who do not meet the qualifications required will not be interviewed and interviews may be limited to best qualified applicants.
Management reserves the right to consider and make additional hiring selections, for this specific position, from the certified list of eligible candidates within 90 days of the closing date of this job announcement.
Required Documents
REQUIRED DOCUMENTS:
- Resume (required)
- Completed Declaration for Federal Employment form. Click here for the form: OF 306 - Declaration for Federal Employment, (required)
- Proof of Education - High School Diploma or higher education College and/or University Transcripts (required) Note: U-Transcript upload includes High School Diploma document.
- Two Letters of Recommendation documents (required)
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If claiming Veteran's Preference, a legible copy of DD-214 Page 4 is required, showing reason for discharge and re-entry codes as well as any other supporting documentation (disability, proof of service, SF-15, etc). is required.
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If claiming Military Spouse Preference, a copy of sponsor's orders is required for NF-03 and below or equivalent. MSP: 1. The MSP Certification Form must be completed and attached to application at time of submission. 2. Military Spousal Preference applies to all positions in pay bands NF 1-3, CY positions, and equivalent Crafts and Trades position for which qualified. Military Spousal Preference (MSP) Form and Military Orders (Dept. of Navy Page 2).
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Last Personnel Action Report (PAR) or SF-50, if applicable
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If claiming Department of Defense (DOD) Non-appropriated Fund (NAF) Business Based Action (BBA) Priority consideration, submit a copy of the notice of separation.
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If you are a current federal employee, submit your most recent Personnel Action Report (PAR) or SF-50.
A selection may be made from the resumes/applications received at the first cut-off date. Some positions have special requirements. Selection may be tentative pending the completion of the satisfactory employment reference checks and receipt of proof of education (where applicable).
Selectee may be required to complete a one (1) year probationary period. Salary is commensurate with experience and/or education.
Reasonable accommodations are provided to applicants with disabilities. If reasonable accommodation is needed for any part of the application and hiring process, please contact the Human Resources Manager at (808) 422-3784. The decision on granting reasonable accommodation will be on a case-by-case basis.
All required documents submitted for this position must indicate the announcement number, position title and full name of the applicant on each document.
Condition of employment: selectee will be required to participate in the Direct Deposit/Electronic Funds Transfer within the first 30 days of employment. This is the DoD standard methods of payment of personnel.
All positions require a satisfactory completion of a National Agency Check (NAC) or equivalent background check.
We are an E-Verify participant.
If you are relying on your education to meet qualification requirements:
Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from
schools accredited by accrediting institutions recognized by the U.S. Department of Education.
Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.
How to Apply
To begin the process, click on the Apply Online button to create an account or log in to your existing USAJOBS account.
Please see the "REQUIRED DOCUMENTS" section and review the applicant checklist link to determine if there are other documents you are required to submit. You must submit all required documentation, or you will not be considered for the position.
Next steps
Your application will be reviewed after the closing date of the announcement in which you have applied. The recruitment process takes an average of 2-3 weeks from closing date. Applicants who do not meet the above requirements or do not submit all required forms may not be considered. Due to the volume of applications received, Due to the volume of applications received, applicants may not be notified of non-selection. Management also reserves the right to cancel the vacancy announcement at any time during the recruitment process.
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