Michele Matchett-Godfrey Mba, Afc® Email & Phone Number

Connect the firms Financial Health and Wealth offerings to the military and veteran communities. Partner with non profit organizations to deliver Financial Health content.

Iwakuni, Yamaguchi, Japan

Supervise a team of 12 customer-facing professionals who provide training and transition services in areas such as skills evaluation, education, and employment preparation, resume development, personal branding, and financial management. Plans, implements, directs, reviews, evaluates, and manages complex Financial Literacy and Education Curriculums, Transition Programs, and Special Projects for military personnel in various phases of the military lifecycle. Strong ability to assess and understand on the needs of service members and implement programs per established program objectives, polices, organizational priorities, goals, and deadlines.• Developed and spearheaded the Spouse Education, Employment, and Entrepreneurship Symposium (SEEES) and was awarded the Yushu Performance Award• Directed the Education & Career services team during the 2021 Headquarters' Marine Corps Program assessment, earning full accreditation • Led implementation of the USMC Financial Education TouchPoints curriculum, consisting of 82 courses aligned with the military lifecycle• Increased overall program utilization by 40% despite national pandemic challenges by implementing marketing strategies to increase awareness of courses and by redesigning course delivery to ensure classes were more accessible on various platforms• Forged relationships with community partners who provide financial assistance to servicemembers, establishing a council to address the population's unique needs and coordinated community response to address the financial literacy needs

Washington, District Of Columbia, United States

As a trainer, speaker, panelist, and participant at local, national, and virtual events, educated financial institutions, community representatives, and partners on financial capability related issues. Tailored presentations and developed instructional materials to meet the level of expertise and knowledge of audiences and provided technical assistance, training, and support.• Increased engagement in the Money Smart Alliance by analyzing results of participant surveys. This resulted in strategically aligning program goals with the needs of members, utilization of the Money Smart curriculum, and developing a practitioner's tip sheet to help members quickly implement the curriculum in their programs• Organized the "Conversation with the Chairman," a Veterans Roundtable discussion on how the Money Smart Curriculum is being used to provide financial literacy and consumer education to Veterans and Active-Duty Service members. Received an on-the-spot Outstanding Performance award for implementing this initiative

Fort Belvoir Virginia

Planned, coordinated, developed supporting operating budgets, and executed major annual campaigns for the Financial Readiness Program including Military Saves Week, World Investor Week, Financial Literacy Month, and Army Emergency Relief Campaign. • Demonstrated excellent time management, multi-tasking, organizational, and collaboration skills• Supported, trained, and educated individuals and families in financial crisis. Provided appropriate resource referrals to military and civilian partners• Developed and implemented an installation education plan for the Department of Defense (DoD) Blended Retirement System (BRS) impacting approximately 45% of service members assigned to the installation• Maintained technical proficiency through continuing education in personal financial education, program management, and leadership

Worldwide - Remote

Small Business Consultant• Provide consulting services in the areas of Development (Fundraising and Grant Writing) and Business Development to small businesses and non-profit organizations. • Provide QuickBooks implementation, training, and technical support to clients as needed. Also provided bookkeeping and controller services. • Prepare monthly, quarterly, and yearly financial statements and developed Excel spreadsheets to create various reports as deemed necessary for business purposes. • Over 90% success rate with Grant Proposals that have been prepared.

Sherman Oaks Metro

Courses Instructed:Course # Course Title BUSN - 115 Introduction to Business and Technology BUSN - 319 Marketing MGMT- 404 Project Management SBE - 310 Small Business Management and Entrepreneurship LAS - 432 Technology, Society, & Culture BUSN 460 Senior Project COURSE INSTRUCTION: Provide course instruction in the subject areas of Business and Management for students pursuing academic degrees in a variety of disciplines. Delivered courses in a blended/hybrid academic format (in class lecture and online guided discussion). Guide student research efforts and offer sources of data to enhance the quality and depth of knowledge. Maintains academic integrity by delivering fair assessments developed to determine students' mastery of course objectives. INSTRUCTIONAL DESIGN: Developed course syllabi, administer exams, and develop course materials to satisfy the total course objectives (TCOs) as developed by university administration. Developed strategies for responding effectively to a wide range of writing abilities and business knowledge. Ability to provide instruction to adult learners of diverse backgrounds and experience.CLASSROOM MANAGEMENT: Work with a diverse population of students, including adult learners, active duty service members, veterans, and international students. Maintains academic integrity by delivering fair assessments developed to determine students' mastery of course objectives. PROGRAM OUTREACH: Coordinated outreach events to attract students to programs and educational opportunities available through the university and to promote academic interest and facilitate student success. Partnered installation and community organizations to market and promote campus education programs.ACCOMPLISHMENTS: • Received "above" average ratings on instructor and course evaluations.

Twentynine Palms Ca

Implemented all Behavioral Health prevention, education, awareness programs, outreach, and initiatives for service members and families aboard the installation. Held full professional and technical responsibility for prevention and education programs, including planning, marketing, budgeting, and accountability for the quality of services provided and overall program effectiveness. Recognized by installation Commanding General and Sergeant Major as MCCS Civilian of the Quarter May 2015.• Developed required initial and refresher training on Child Abuse Recognition and Reporting procedures for professional and paraprofessional staff employed by the Family Care Branch. Received positive feedback from installation Commanding General and Sergeant Major for content and delivery of training• Awarded Full Certification as a Certified Family Life Educator (CFLE), demonstrating knowledge and expertise in ten family life content areas deemed core to family life education• Consistently received exceptional performance review rating of "5- Highly Successful"

Mccs 29 Palms California - Mccs - Camp Lejeune North Carolina

Provided individual and group advisement sessions and conducted presentations designed to prepare service members and family members to transition from active military service. Sessions included Financial Counseling and Career Portfolio training. • Coordinated event fairs, family days, and outreach opportunities as requested utilizing exemplary organizational skills• Prepared comprehensive reports and plans to communicate program objectives and status to Senior Executives and Managers• Advised service members and dependents on education opportunities according to their personal and professional goals

2Nd Mlg - 8Th Engineer Support Battalion

Served as the primary staff member responsible for carrying out the Commanding Officer's vision for the Family Readiness Program. Met challenges and identified trends to enhance the program, identify resources, mitigate risks, and determine needs of service members. Successfully passed two Commanding General inspections with 100% compliance.• Recognized by Division Commanding General for developing external communications documents that standardized newsletters for implementation by all units in the division• Developed unit Family Readiness Handbook, a guide published and distributed to over 2,800 families, which provided information and resources a family would need to respond to an emergency or crisis. The guide also provided detailed instructions for communicating with the military unit, articles on resiliency, and information regarding deployment cycles• Successfully provided support for 6 Battalion and Company Level deployments and re-deployments in support of Operation Iraqi Freedom and Operation Enduring Freedom, in which approximately 750 service members from the unit participated in• Implemented support and crisis response programs to directly support service members and families attached to the Explosive Ordnance Disposal (EOD) Company• Implemented the Holiday Financial Assistance program, which provided food vouchers, exchange/commissary vouchers, and emergency funds for service members experiencing a financial crisis or difficulties meeting immediate needs

Honolulu Hawaii

Accounting Manager~Managed accounts payable, accounts receivables, night audit, and accounting intern staff. ~Administered payroll calculations and other forms of pay for 160 employees.~Prepared monthly bank statement reconciliations, month-end reconciliation reports, and general ledger entries.~Served as a liaison between management and independent agents during internal and quality assurance audits. Maintained rapport with worldwide affiliates and customers to respond to and resolve unusual occurrences as they developed. ~Facilitated the implementation of ADP payroll system; responsible for training all managers on the ADP software for daily use and coordinated all information and technology needed to conduct the implementation. ~Served as Internal control auditor for entire staff. Conducted internal control audits as required; reported deficiencies and provided solutions and measures to correct deficiencies.

Boca Raton, Flordia

Tax Accountant – International and Federal Tax Groups• Prepared annual domestic (Federal Forms 1065, 5471, 8832 and 8865), international (Canadian Form T2 and estimated tax payments) and local tax filings. • Provided support to the federal tax groups including preparation of journal entries and M-1 calculations. • Developed a tax-reporting package to aid international affiliates in the completion of US tax compliance. Researched complex tax issues to aid in tax planning. • Assisted with Internal Revenue Service audits by researching and preparing responses to Initial Document Requests (IDRs) as needed to fulfill audit obligations. • Successfully completed departmental special projects including an analysis of the Sarbanes-Oxley Act, transfer pricing studies, and value added tax projects in an effort to recognize additional tax benefits. • Collaborated in the implementation of PeopleSoft General Ledger System and received acknowledgements for implementing tax compliance software and training users.

Chartered Financial Consultant (Chfc®), Financial Planning And Services

Master Of Business Administration (Mba), Business Administration And Management, General

Bachelor Of Science - Bs, Finance

Lean Six Sigma - Yellow Belt, Project Management

Bachelor Of Science (Bs), Finance And Financial Management Services