Kathleen Bourikas Email & Phone Number

Twentynine Palms, California, United States

Twentynine Palms, Ca, United States

PROGRAM OPERATIONS: Personal Financial Management Program (PFMP) Specialist serves as the Program Manager to independently oversee day-to-day operations of PFMP that encompasses the mission, function, operation, activity, laws, rules, and regulations. PREPARATION: Organizes work, sets priorities, and determines resource requirements to achieve short- and long-term goals. Monitor’s progress and evaluates outcomes. Continuously evaluates needs and operating philosophy as they relate to established priorities. Coordinates with other organizations both within MCCS and outside to meet the needs of the program and MCCS organization.DAY-TO-DAY OPERATIONS: PFMP Specialist conducts one-on-one counseling sessions for all active duty, civilian employee personnel. Employee sessions include providing advice, counsel and instruction with personal finances, assistance with benefits and training. ADMINISTRATIVE INFORMATION: Developed accounting policies and practices, which were not in place for PFMP to monitor quality and timeliness of incoming accounts. Prepares detailed recommendations and documentation for new or changed budgetary requirements needed to support programs, such as requesting a MFLAC Personal Financial Counselor at no additional cost to the program. Provides assistance and feedback to management on accounting procedures and accounting transactions. Created and maintains the PFMP Training Guide.PROVIDES WORLD CLASS CUSTOMER SERVICE with an emphasis on professionalism, courtesy, and confidentiality. Leads by example with an emphasis on courtesy. Assists customers and communicates positively in a professional manner ensuring all issues have been resolved and clients are satisfied with the quality of service.  September 3, 2020 - Kathleen Bourikas has been a great asset to the base, she has help tremendously in ensuring my Marines are helped or trained in their financial needs with my battalion.

Twentynine Palms, Ca, United States

RESPONSIBILITIES: Possesses and maintains competencies in the areas of employment, education, vocational/technical and personal financial management disciplines and provided information, advice, and guidance to Marines and civilian employees. Knowledge of human services principles and practices pertaining to individual and family needs, and problems in relation to social patterns such as helping clients assess their values, interests, abilities, and skills and relate these to opportunities for employment, education, training, and life skills. Participated in career fairs to assist Marines, Sailors and family members with job applications, resumes and employment. PROVIDES WORLD CLASS CUSTOMER SERVICE with an emphasis on professionalism, courtesy, and confidentiality. Assists customers and communicates positively in a professional manner ensuring all issues have been resolved and clients are satisfied with the quality of service.  Positive ICE comment within the first 15 days of employment. “Ms. Bourikas definitely went above and beyond to help me out and I really do appreciate the help she gave me.”

ANALYTICAL: Tracked data and projected future performances of various stocks, bonds, and funds. Financial advisors utilize this skill to apply this analysis to the needs of their clients. Expert advisor for assessing the needs of clients. Skilled to monitor complex financial management cases, reviewed and recommended sound financial planning strategies as the subject matter expert.EMPLOYEE MANAGEMENT: Skilled to supervise employees in the accomplishment of work. Recruited, interviewed, and hired two sales assistants for hard-to-fill one of a kind position. Managed and supervised sales assistants to service client needs with more efficiency and effectiveness. Assigned and distributed tasks. Oversaw the assignment of work to ensure work-ensuring completion based on priorities and resource capabilities. Tutored and coached on phone campaigns and proper follow up on marketing distribution letters. Executed performance reviews based on work performance, completed goals met and achieved. STATISTICAL: Analyzed financial reports to reveal costs/benefits of alternative methods of financial management. Performed audits using client’s financial information, interpreted financial situations, developed a financial budget plan to create stability within finances, in addition to preparing for future goals and objectives. COMPLIANCE: Trust and confidence are necessary while processing client information and protection of that information is of the utmost importance.  In 18+ years, I have never received one letter of complaint from a client. In addition, I had 100% compliance for all regulatory compliance requirements by the SEC, FINRA and the State of California.

RESPONSIBILITIES: Served as coordinator between the Marine Corps Air Ground Combat Center (MCAGCC) and MCCS. The responsibility of the Area Coordinator was to liaise with unit commanders to deliver information on MCCS resources available to the Active-Duty Marines/Sailors, their families and all MCCS employees. Area Coordinator was charged with developing, modifying, conducting and overseeing the presentation of training, labor relations, employee policies and procedures for 1200 MCCS employees. Sessions were mandatory and conducted twice a year. Completion of this task was executed through live sessions utilizing PowerPoint and various speakers while working hand-in-hand with MCCS Human Resources and Director of MCCS. Adhered to principles and concepts of the EEO program. ADMINISTRATION INFORMATION: Maintained the position of the base safety CDSO Officer for Building 1522. Conducted safety training for the building employees. Met regularly with Base Safety and the Combat Center Fire Department. In addition, Area Coordinator worked hand in hand with base safety as the lead representative for the contract of “Arrive Alive”. Planned and coordinated safety stand downs and Wellness Fairs. FINANCIAL MANAGEMENT: Responsible for preparing purchase orders, reports, and the fiscal budget. Maintained and balance three different budgets that fell under MCCS Coordinator. Retrieved and reported that information to my leaders. Submitted payroll reports directly to HR. Reconciled Purchase Order Request (POR). Found inappropriately charged trade lines, then worked hand in hand with finance department to determining cause of errors. Resolved issues and followed up to make sure budget was showing proper accounting data. Analyzed data for various financial reports accounting operations and transactions to execute budget under annual projection. Prepared budget report and briefed upper-level management.

Master Of Science (M.S.), Human Resources Development

Bachelor’S Degree, Finance, General

BA in Finance

High School, College/University Preparatory And Advanced High School/Secondary Diploma Program

College Prep