Work Preference
Summary
Overview
Work History
Education
Skills
Certification
Timeline
PERSONAL QUALIFICATIONS
COMMUNICATION
LEADERSHIP
Generic
Open To Work

Carolyn B. Grossman

Financial Readiness Manager
Lompoc,USA

Work Preference

Job Search Status

Open to work
Desired start date: Flexible

Desired Job Title

Financial Readiness Manager Accredited Financial CounselorFinancial AnalystIntake Counselor

Work Type

Full Time

Location Preference

On-SiteRemoteHybrid
Location: Lompoc, USA, US
Open to relocation: No

Important To Me

Work-life balanceFlexible work hoursWork from home optionPaid sick leaveStock Options / Equity / Profit Sharing4-day work week

Summary

Results-driven management professional with proven ability to lead teams to success. Strong focus on team collaboration, operational efficiency, and achieving measurable outcomes. Adept at strategic planning, process improvement, and fostering culture of accountability and excellence. Known for adaptability and consistently meeting changing organizational needs.

Professional educator with strong background in developing and implementing engaging curriculum. Adept at fostering collaborative learning environment that encourages student growth and achievement. Skilled in classroom management, lesson planning, and adapting to diverse educational needs. Known for reliability and flexibility, ensuring smooth and effective teaching operations.

Overview

1
1
Certification
18
18
years of professional experience

Work History

Financial Readiness Manager

Air and Space Force
Vandenberg SFB, CA
09.2022 - Current
  • Directed development and implementation of work/life programs at Vandenberg Space Force Installation, while overseeing team projects and advising clients on strategic integration of these initiatives. Managed project teams to ensure effective collaboration and timely completion of objectives. Facilitated client engagement in adopting work/life strategies, resulting in enhanced workplace culture and productivity.
  • Delivered personalized financial education and counseling to empower individuals and families in developing sustainable financial practices.
  • Directed financial program development, encompassing lunch-and-learn sessions and workshops, to enhance support for the Vandenberg community. Oversaw execution of diverse projects, including home buying workshops, TSP education, holiday spending classes, and car buying workshops. Led facilitation of monthly financial readiness courses for first-term enlisted members, managing briefings for newcomers, PCS transitions, first sergeants symposiums, Heartlink for spouses, and weekly airmen training courses.
  • Delivers leadership education, advises, and consults with base leadership on positive sustainable efforts to foster an environment of trust and responsiveness during these commander calls. Utilizes external and internal entities while acting as the subject matter expert in these consultations.
  • Assisted team in executing projects and events, including wellness workshops and motivational activities, to promote mission readiness and resilience. Supported personal, family, and work-life balance initiatives for team members. Facilitated heart link spouse support education and relationship-building workshops.
  • Supports the Transition Assistance Program providing financial education to transitioning members and their spouse. Encourages diligence and circumspective assessment during transition whether separation or retirement to prudently assess current vs. future perspective.
  • Assisted in government meetings with leadership and staff to share information and events while staying informed about various work/life opportunities. Promoted teamwork and collaboration to support a positive and sustainable mission within the MFRC and the VSFB community.
  • Designed and delivered training sessions aimed at fostering skill development and optimizing team performance.
  • Administered budgets effectively to support strategic resource distribution across various projects and departments.

Accredited Financial Counselor

VSFB, Fort Wainright AK, Benelux-Brunssum NL, Fort Irwin CA, Fort Bragg NC
01.2009 - Current
  • Provides financial education, referrals, and counseling to individuals and groups to deliver superior money management, budgeting and spending plans, retirement planning.
  • Full time

Financial Analyst

Ernst & Young
Fort Irwin, CA
01.2020 - 01.2021
  • Real property asset analyst for OSD and Department of the Army audits.
  • Part time

Intake Counselor

Operation Blessing
01.2008 - 01.2009
  • Full time

Education

Masters - Holistic Health and Nutrition

University of Natural Health
05.2015

Bachelors of Science - Holistic Health and Nutrition

University of Health And Nutrition
Indianapolis, IN
05.2014

Bachelors of Science - Financial and Hospitality Management

East Stroudsburg University
PA
05.1990

Skills

  • Customer service
  • Team leadership
  • Time management
  • Decision-making
  • Verbal and written communication
  • Staff training and development
  • Goal setting
  • Documentation and reporting
  • Financial management
  • Coaching and mentoring

Certification

  • AFCPE ACCREDITED FINANCIAL COUNSELOR
  • Certified Holistic Practitioner
  • Certified Health Coach
  • Yoga Instructor RYT

Timeline

Financial Readiness Manager

Air and Space Force
09.2022 - Current

Financial Analyst

Ernst & Young
01.2020 - 01.2021

Accredited Financial Counselor

VSFB, Fort Wainright AK, Benelux-Brunssum NL, Fort Irwin CA, Fort Bragg NC
01.2009 - Current

Intake Counselor

Operation Blessing
01.2008 - 01.2009

Bachelors of Science - Financial and Hospitality Management

East Stroudsburg University

Masters - Holistic Health and Nutrition

University of Natural Health

Bachelors of Science - Holistic Health and Nutrition

University of Health And Nutrition

PERSONAL QUALIFICATIONS

  • Comprehensive understanding of Military & Family Readiness Mission & Vision
  • US Army Veteran & former Military Spouse 28 years; military culture expert both US & overseas
  • Skilled counselor in communication, listening, collaboration, adaptability, empathy, and patience
  • Trains in active listening skills and client-motivated problem solving
  • Assesses and evaluates teaching & briefing methods to adjust to appropriate audience
  • Fosters environment of trust & responsiveness for sensitivity of diverse backgrounds of servicemembers and their families

COMMUNICATION

Strong written and verbal communication skills, including the ability to provide positive, constructive feedback and collaborate effectively with staff, colleagues and affiliated agencies.

LEADERSHIP

Ability to manage multiple projects simultaneously and meet tight deadlines, while maintaining the highest standards of quality.