Position Descriptions

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Description

This position will lead the Personal Financial Counseling (PFC) contract and is responsible for the daily operations and supports the contract through program management, deliverable completion, team supervision, and report completion. Acts as the Government’s primary point of contact; Supports contract negotiations, contract renewals and RFP processes. Ensures that program staff are appropriately trained and understand all program policies and procedures. Ensures that standards are being properly upheld and procedures executed. Partners with resources to achieve business objectives, maintain account satisfaction, and ensure services meets or exceeds customer needs while achieving budget goals.

Essential Functions

• Develops strong relationships with key operational customers and stakeholders. Acts as a single point of contact for the supported program.
• Provides guidance for program activities including outreach, partnerships development, as well as marketing, media relations, public relations and issues management activities.
• Responsible for all contractual discussions and modifications. Identifies areas of contract improvement and enhancement. Fully versed in all aspects of the contract ensuring ongoing contract performance through quality management activities.
• Manages the program budget and ensures the customer is fully informed of spending.
• Assures the delivery of quality financial consultative, counseling, and referral services, ensuring best practices are identified, shared and applied.
• Manages multiple projects in varying complexity and delivers outcomes on time and within budget. Identifies and tracks project dependencies and coordinates implementation. Identifies risks associated with the project and implements corrective actions.
• Ensures that all reporting requirements of the contract are met.
• Consults with Government staff to prepare needs analysis initiatives, ad-hoc reports, program design/customizations, and effective measurements of services provided to solidify value.
• Assists client with program evaluations and tasks for senior leadership and Congress.
• Evaluates and identifies process improvement opportunities.
• Develops recommended future program initiatives as requested.
• Manages Corrective Action Plan to remedy customer concerns as needed.
• Coordinates with internal operations team to ensure contract runs successfully and to ensure consistency with company practices.
• All other duties as assigned.

Education

• Bachelor’s Degree from an accredited institution

Experience

• 10+ years of experience in project management: planning, directing, coordinating, and managing proposed methodologies and approaches of projects similar to the work and environment for personal financial counseling or financial related field, of which three (3) years are in project management of a staffing contract covering locations worldwide.

Certifications (Preferred)

• PgMP – Program Management Professional – Enterprise, PMI – Project Management Institute Certification – Enterprise, PMP – Project Management Professional – Enterprise

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Description

Responsible for supporting the Program Manager (PM) in managing the daily operation of the Personal Financial Counseling contract. Supports the contract through program management, deliverable completion, team supervision, and report completion. Acts on behalf of the PM in their absence. Supports contract negotiations, contract renewals and RFP processes. Ensures that program staff are appropriately trained and understand all program policies and procedures. Ensures that standards are being properly upheld, and procedures executed. Partners with the PM to ensure service levels meet or exceed customer expectations.

Essential Functions

• Develops strong relationships with key operational customers and stakeholders.
• Provides guidance for program activities including outreach, partnerships development, as well as marketing, media relations, public relations and issues management activities.
• Responsible for all contractual discussions and modifications. Identifies areas of contract improvement and enhancement. Fully versed in all aspects of the contract ensuring ongoing contract performance through risk management activities.
• Manages the program budget and ensures the customer is fully informed of spending.
• Directs the management of company staff working onsite with the client, including hiring and training responsibility. Oversees the policies, procedures, and practice of staff and/or affiliate Counselors.
• Assures the delivery of quality financial consultative, counseling, and referral services, ensuring best practices are identified, shared and applied.
• Manages multiple projects in varying complexity and delivers outcomes on time and within budget. Identifies and tracks project dependencies and coordinates implementation. Identifies risks associated with the project and implements corrective actions.
• Responsible for ensuring that all reporting requirements of the contract are met.
• Consults with Government staff to prepare needs analysis initiatives, ad-hoc reports, program design/customizations, and effective measurements of services provided to solidify value.
• Assists client with program evaluations and tasks for senior leadership and Congress.
• Evaluates and identifies process improvement opportunities.
• Develops recommend future program initiatives as requested.
• May manage Corrective Action Plan to remedy customer concerns.
• Coordinates with internal operations team to ensure contract runs successfully and to ensure consistency with company practices.
• All other duties as assigned.

Education

• Bachelor’s Degree from an accredited institution.

Experience

• A minimum of at least seven years’ experience in project management: planning, directing, coordinating, and managing proposed methodologies and approaches of projects similar to the work and environment described in the PWS.

  Two years’ experience in project management of a staffing contract covering locations worldwide.

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Description

This position plays a key role in initiatives critical to Magellan in achieving revenue goals and operational objectives. Responsible for coordinating the execution and performance of the internal operational staff to support contract performance. Ensures that service levels are achieved, ensuring standards, policies and procedures are created and followed to provide effective service delivery. This position assists in the hiring, developing, mentoring, training and retaining staff. The position’s main function is to oversee the daily operations of the contract. The responsibilities shall include ensuring Government worldwide assignment requests currently provided via Technical Direction Letters (TDL), are fulfilled in a timely manner, execution of all work assignment logistics and travel to meet assignments are complete and coordinates with the applicable stakeholders’ POCs per worksite, etc. They will also ensure the efficient and effective operational procedures and processes to enable successful contract execution.

Essential Functions

• Directs the management and schedule for counselors for rotations, on-demand events, surge and summer camps requested by the government for both CONUS and OCONUS assignments.
• Has oversight of the staffing fill rate of program staff. Plans and implements strategies to reduce staffing gaps.
• Participates in customer reporting of gaps in staffing.
• Oversees the direction for all on demand events, surge assignments and summer camps for active-duty military personnel, the National Guard, Reserves and their families.
• Provides direction and manages Regional Supervisors for the counseling assignments.
• Manages and coordinates the activities of the team to efficiently manage the output of assigned tasks.
• Creates a culture of support, accountability and continuous improvement.
• Plans and develops training programs for department staff.
• Possesses financial responsibility for meeting administrative budgets and the creation of innovative efficiencies.
• Assists program management with the implementation of improvement initiatives and new business implementations.
• All other duties as assigned.

Education

• A bachelor’s degree, at a minimum, from an accredited university or college in business administration, human resources, project management, and/or similar academic profession.

Experience

• At least five years of experience managing program operations for an international, globally dynamic, geographically dispersed, rapidly changing, and diverse program environment.
• At least five years of experience with human resource management and worksite/assignment tracking, financial management, and stakeholder communications.
• At least two years’ experience supporting military organizations.

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Description

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.

Essential Functions

• • Directs the provision of services including financial management services, financial counseling, educational workshops, consultations with base and installation command, and services.
  • Manages services provided by counselors assigned to permanent rotations, on demand and surge events.
  • Directs the timely collection of counselor activity data to facilitate internal and external program reporting.
  • Directs the PFCs in their consultations with POCs and base and installation command regarding the effective handling of a wide range of requests to meet the needs of the military community.
  • Coordinates with POCs to assure that the PFC/program is meeting the needs of the base and installation and provides feedback to the PMO.
  • Monitors the interactions of PFC with service and family members, POCs, PFC teammates, and community resource representatives to ensure timely, effective assistance is given to the service members and their families.
  • Provides oversight for PFC counseling to ensure counselors understand the individual service and family member needs, develop action plans to address needs, and provide appropriate coaching to utilize suggested resources.
  • Review and supervise the duty to warn reporting and restricted reporting processes to ensure service and family member safety and compliance with the special nuances of DoD protocols.
  • 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.
  • Participates in the Quality Assurance and Improvement Committee and process providing feedback from field operations.
  • All other duties as assigned.

Education

• Bachelors.

Experience

• .Three years minimum financial counseling experience post-certification.
• Two years documentation, oversight, management and supervisory experience.
• Current counseling competence and certification.
• Must be a U.S. citizen and speak fluent English.
• Must have one of the following active certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)

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Description

Serves as a member of the leadership team who manages a large federal contract serving military members and their families. Responsible for all aspects of the quality and compliance program including strategic planning, quality management program development and outcomes management, and compliance monitoring of contractual standards and applicable federal/state regulations.

Essential Functions

• Develops and manages quality management and assurance plan commensurate with contractual requirements and department goals. The position is responsible for creating and facilitating a quality surveillance plan to ensure performance standards are met or exceeds with the quality management plan.  This includes compliance, quality of services, utilization, and customer satisfaction.
• Manages service level agreement or performance guarantees outcomes tracking and reporting.
• In consultation with assigned business unit leadership, sets goals for improving and maintaining sound operations.
• Develops Quality Improvement Committee structure and provides oversight of committee activities and documentation.
• Solicits, analyzes, and addresses customer experience feedback through surveys, meetings, and voluntary comments.
• Ensures that studies and activities are conducted with appropriate feedback from customer organizations, assigned departments, and other stakeholder input.
• Conducts gap analyses on a routine basis to identify risks.  Manages risk management plan including mitigation strategies, interventions, and resolutions.
• Serves as liaison with department managers to ensure that needs are met for internal and external reporting and the development of decision support tools.
• Facilitates and/or participates in internal and external audit activities to meet customer requirements, contract standards and goals of the assigned business unit.
• Oversees tracking and resolution of quality concerns.
• Assists Learning Department in development and presentation of CQI and compliance training programs for staff and customers.
• All other duties as assigned.

Education

• . Bachelors

Experience

• .A minimum of five years’ supervisory experience.
• A minimum of five years’ experience managing operational efficiencies and quality standards (quality control and quality assurance) for projects or programs of a similar complexity and scope.
• Two years working with a military or DoD organization(s) with demonstrated knowledge and experience with U.S. Government regulations, standards of conduct and ethics.