• Serve as the designated POC for an individual Sailor or family, DoD Civilian or family to support them in obtaining necessary financial services for current status and future permanent transition. • Participate in emergency response exercises carried out by the Region or Installation. • Serve as a liaison with other military community agencies. • Provide intensive case management services for assigned sailors or family members. • Coordinate and integrate family services and referrals utilizing on- and off installation resources, state, intra-state, and federal services as necessary. • Facilitate FFSP participation and activities in support of public awareness campaigns such as Ready Navy • Implement emergency response plans in the event of an actual situation requiring humanitarian response • Using existing resources, supporting family by providing necessary required forms, obtaining explanation and directions from subject matter experts, and advising them through the official requirements associated with displacement or transition. • Execute Emergency Family Assistance Center assigned responsibilities as exercised and directed • Prepare and conduct management briefings in order to communicate recommendations on training and exercises • Operate as part of a larger system with continual communication with CNIC, Naval Intelligence (N1), and local military installations, keeping in touch with changes and additions to resources and policies • Ensure that all information and referral, individual consultation and group education services, including those related to IDS or Emergency Preparedness and Response are entered and counted in Fleet and Family Support Management Information System (FFSMIS) and Navy Family Accountability and Assessment System (NFAAS). • Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops. • Provide initial and refresher Command Financial Specialist (CFS) training and assist Command Financial Specialists. • Provide in-person support aboard Navy ships for Shipboard events and Return and Reunions (R&R). • Provide individualized financial counseling and assistance to service members and families while maintaining the highest ethical standards. • Utilize various technological tools (collaboration platforms, video conferencing software, project management tools) to effectively communicate with stakeholders and to provide virtual service delivery. • Perform basic troubleshooting steps when technology challenges occur. • Maintain up-to-date knowledge in the fields of personal finance and financial counseling. • Support marketing and outreach initiatives to promote awareness and utilization of program services. • Provide rotational coverage for the Family Information Call Center (FICC) to ensure uninterrupted support. • Other duties as assigned.

• Provide one-on-one consultation, education, training, information, referral, advocacy, and crisis intervention services • Assess client needs during financial crises or critical life transitions • Develop individualized action plans, coordinate with installation and community resources • Provide Follow-up support to ensure continuity of care • Collaborate with FFSP stakeholders to plan and execute educational programs and supportive services • Facilitate participation in public awareness campaigns • Operate as part of a larger system with continual communication with CNIC, Naval Intelligence and military installations • Provide initial and refresher Command Financial Specialist training • Support marketing and outreach initiatives to promote awareness and utilization of program services

• Serve as the designated POC for an individual Sailor or family, DoD Civilian or family to support them in obtaining necessary financial services for current status and future permanent transition. • Participate in emergency response exercises carried out by the Region or Installation. • Serve as a liaison with other military community agencies. • Provide intensive case management services for assigned sailors or family members. • Coordinate and integrate family services and referrals utilizing on- and off installation resources, state, intra-state, and federal services as necessary. • Facilitate FFSP participation and activities in support of public awareness campaigns such as Ready Navy Implement emergency response plans in the event of an actual situation requiring humanitarian response • Using existing resources, supporting family by providing necessary required forms, obtaining explanation and directions from subject matter experts, and advising them through the official requirements associated with displacement or transition. • Execute Emergency Family Assistance Center assigned responsibilities as exercised and directed • Prepare and conduct management briefings in order to communicate recommendations on training and exercises • Operate as part of a larger system with continual communication with CNIC, Naval Intelligence (N1), and local military installations, keeping in touch with changes and additions to resources and policies • Ensure that all information and referral, individual consultation and group education services, including those related to IDS or Emergency Preparedness and Response are entered and counted in Fleet and Family Support Management Information System (FFSMIS) and Navy Family Accountability and Assessment System (NFAAS). • Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops. • Provide initial and refresher Command Financial Specialist (CFS) training and assist Command Financial Specialists. • Provide in-person support aboard Navy ships for Shipboard events and Return and Reunions (R&R). • Provide individualized financial counseling and assistance to service members and families while maintaining the highest ethical standards. • Utilize various technological tools (collaboration platforms, video conferencing software, project management tools) to effectively communicate with stakeholders and to provide virtual service delivery. • Perform basic troubleshooting steps when technology challenges occur. • Maintain up-to-date knowledge in the fields of personal finance and financial counseling. • Support marketing and outreach initiatives to promote awareness and utilization of program services. • Provide rotational coverage for the Family Information Call Center (FICC) to ensure uninterrupted support. Other duties as assigned.

• Day-to-day Finance Ownership: Own the full financial management cycle for legal entities for the region, including month-end and year-end close, general ledger maintenance, balance sheet reconciliations, and preparation of financial statements in line with group accounting policies and applicable local standards. • Financial Reporting & Analysis: Prepare accurate and timely financial reports, management accounts, and variance analyses. Provide the Finance Lead with clear, well-supported insights on legal entity financial performance. • AI-Driven Finance Optimization: Continuously identify and implement improvements to regional accounting workflows, reporting processes, and system/AI utilization, with a strong emphasis on leveraging AI and automation to drive step-change efficiency gains. • Audit Management: Assist in the external audit process for the region — serve as the primary liaison with external auditors, coordinate preparation of audit schedules and supporting documentation, manage audit timelines, and drive resolution of findings and implementation of corrective actions. Prior audit experience is strongly preferred. • Annual Planning & Rolling Forecast: Contribute to annual budgeting and rolling forecast processes for the region. Track actuals vs. budget, flag material variances and trends proactively, and support the Finance Lead in maintaining P&L forecast accuracy to enable timely business decisions. • Accounts Payable & Receivable: Oversee end-to-end AP/AR processes, including invoice verification, payment processing, vendor management, and collections. Ensure accuracy and timeliness across all transactions.