• Prospección activa de clientes: identificar y contactar prospectos potenciales a través de diferentes canales (redes sociales, cambaceo, círculo social, referidos, etc.) • Detección de necesidades: Realizar entrevistas de diagnóstico para ofrecer soluciones financieras a la medida (vida, gastos médicos, ahorro, retiro.) • Cierre de ventas: Presentar propuestas comerciales atractivas y concretar la venta. • Seguimiento y fidelización: Mantener una relación cercana con la cartera de clientes para garantizar la retención y obtener referidos.

• Personal Financial Educators (PFEs) provide one-on-one consultation, education, training, and information and referral services in support of the Personal Financial Management (PFM) Program of the Fleet and Family Support Program (FFSP) services. • PFEs provide support via various forms of service delivery, including virtual services via webinar, video, email, and phone, and in-person services. • PFEs provide in-person services through mobile training teams and virtual service delivery to service members and their families in remote locations throughout the world and aboard Navy ships (in port, at sea or in foreign countries). • Key financial readiness topics presented include, but are not limited to, car buying, basic budgeting, managing credit, debt liquidation, consumer awareness, insurance, savings and investments, and retirement planning. • PFEs collaborate with FFSP stakeholders to plan, schedule, and execute training services to ensure effective and efficient delivery of various educational programs and services to service members and families. • Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops. • Respond to requests for age-appropriate classes or seminars for youths and teens as part of on-base education. • Provide initial and refresher Command Financial Specialist (CFS) training. • Assist Command Financial Specialists in developing General Military Training (GMT) on topics relating to Personal Financial Management. • 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. • Provide service members and their families with consumer information and assistance in handling consumer complaints. • Ensure all information and referral, one-on-one, and group education services provided are entered into the government’s system of record. • 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. Other duties as assigned.

• Lead the Finance workstream on D365 Finance implementations from discovery and design through configuration oversight, testing support, cutover, go-live, and post-implementation stabilization • Provide deep functional leadership across General Ledger, Accounts Payable, Accounts Receivable, Project Accounting, Fixed Assets, Cash and Bank Management, financial reporting, consolidations, intercompany, and multi-legal-entity design • Act as a trusted advisor to client executives, controllers, finance leaders, and hands-on users by challenging assumptions, explaining tradeoffs, and recommending sound finance process and system design decisions • Lead finance discovery workshops, business process advisory discussions, gap analysis, and solution design activities while guiding clients toward D365 best practices and practical process standardization • Design and validate Finance solutions for organizations with multiple legal entities, intercompany transactions, consolidation requirements, shared financial structures, financial dimensions, and reporting needs • Own quality control for Finance deliverables, including design documents, configuration decisions, process flows, client-facing recommendations, and finance-related project outputs before they are presented to clients • Collaborate with SCM, manufacturing, warehousing, technical, integration, data migration, reporting, and project management resources to ensure Finance decisions are aligned with the broader end-to-end solution • Mentor and coach Finance consultants, support internal methodology and knowledge sharing, and contribute to solution leadership maturity across the Microsoft delivery team

• Recording financial transactions (inflows and outflows) • Bank reconciliation • Updating cash flow • Organizing clients' financial records • Issuing invoices • Monitoring payments and receipts • Customer billing and collections • Communicating with clients to update financial information • Checking schedules and billing • Organizing documents • Assisting in contract preparation • Supporting administrative routines • Assisting in the preparation of meetings and financial closings