Palco, Inc.

• Design and execute comprehensive test plans and test cases for new features and system enhancements. • Lead regression testing efforts to ensure stability across releases. • Collaborate with developers, product managers, and business analysts to clarify requirements and resolve design issues. • Document and manage detailed defect reports, including reproduction steps and severity assessments. • Participate in Agile ceremonies and contribute to sprint planning and retrospectives. • Maintain and enhance automated UI and API test suites. • Analyze test results and provide actionable feedback to development teams. • Contribute to the development and documentation of QA processes and standards. • Mentor junior QA testers and support their professional development.

• Oversee the company’s accounting and financial operations, ensuring accurate reporting, compliance, and financial integrity across all business functions. • Manage the accounting team and lead the processes for financial close, audits, budgeting, and internal controls. • Own the monthly, quarterly, and annual close process end-to-end, ensuring financials are accurate, complete, and delivered on a consistent, reliable timeline. • Establish and enforce a disciplined close calendar with clear deadlines, ownership, and review controls. • Review and approve all journal entries, accruals, and financial statements, ensuring they are fully supported and aligned with GAAP. • Identify breakdowns in the close process and implement improvements that increase accuracy, speed, and consistency. • Deliver financial reporting that is clear, explainable, and actionable for leadership. • Ensure all balance sheet accounts are fully reconciled monthly, supported, and reviewed, with no aged or unexplained balances. • Build and enforce standardized reconciliation processes, including documentation, review, and approval workflows. • Investigate and resolve discrepancies across systems (GL, payroll, billing, bank activity) to ensure full alignment. • Maintain clear, accurate visibility into cash and financial position at all times. • Own all treasury functions, including cash management, banking relationships, and liquidity oversight. • Monitor cash flow, forecast needs, and ensure sufficient funding across accounts and programs. • Oversee bank reconciliations, cash movement, and controls around disbursements and receipts. • Develop, own, and continuously improve the company’s internal control environment across all financial operations. • Establish clear ownership, segregation of duties, and approval structures to reduce risk and ensure accountability. • Proactively identify control gaps and implement practical, sustainable solutions. • Ensure audit readiness at all times with clean documentation and support. • Serve as the primary lead for audits and regulatory reviews. • Own and oversee all accounting functions, including GL, AP, AR, payroll accounting, and financial reporting for all entities. • Take accountability and provide hands-on leadership for the quality, accuracy, and timeliness of all financial operations. • Ensure strong coordination between accounting, billing, payroll, and operations to support clean financial outcomes. • Continuously evaluate and improve accounting processes using current technologies, automation, and best practices. • Make practical recommendations to leadership on tools, systems, and process changes that improve efficiency and control. • Partner with IT and operational teams to streamline data flow and eliminate system gaps. • Build scalable, repeatable processes that reduce manual work and reliance on individuals. • Develop and maintain dashboards, KPIs, and reporting tools that provide visibility into financial performance. • Create clear metrics around profitability, cost drivers, and operational efficiency. • Deliver insights that help leadership understand performance and make informed decisions. • Lead, manage, and develop the accounting team, establishing clear expectations, ownership, and accountability. • Train and mentor staff, strengthening technical skills, consistency, and performance over time. • Build a team that can execute a disciplined close, strong reconciliations, and reliable reporting. • Foster a culture of accountability, accuracy, and continuous improvement. • Serve as a key financial partner across the organization, working closely with operations, leadership, and other departments. • Communicate financial information clearly and effectively to both internal and external stakeholders. • Participate in client-facing discussions as needed, representing the financial function with credibility and clarity.

• Lead generation and evaluation of new and existing self‑direction markets, including FMS and Support Broker opportunities, employer authority, waiver amendments, carve‑ins, and program redesigns. • Analyze state Medicaid strategies, Medicaid waivers, and Managed Care Organizations (MCOs) initiatives from a business development perspective, and legislative activity impacting self‑direction. • Own the full sales cycle end-to-end: lead generation, discovery, solution positioning, negotiation, and close. • Build and maintain long‑term client relationships to drive repeat business and referrals, while proactively sourcing and qualifying new opportunities through outbound prospecting, targeted market research, and strategic relationship building. • Design market entry strategies, segmentation frameworks, and growth roadmaps aligned with organizational objectives. • Build concise business cases for new states, health plans, or program expansions and present recommendations to executive leadership. • Identify, qualify, and shape early‑stage opportunities prior to RFP or procurement release. • Track leads, activity, and forecasts in CRM systems while capturing and maintaining strategic account intelligence—including political dynamics, procurement signals, competitive insights, and timing risks—to ensure accurate reporting and informed sales strategy. • Develop tailored pitches and proposals aligned to client needs, business goals, and pain points, while creating opportunity briefs, pursuit strategies, and early positioning guidance for senior leadership. • Independently build and manage a strong sales pipeline, consistently prioritizing high‑value opportunities to meet or exceed revenue targets. • Explore adjacent growth areas (e.g., SDoH, caregiver workforce models, technology innovations, and home‑ and community‑based innovations), as needed to support self-direction sales and business development efforts. • Represent the organization at select national and state conferences, policy forums, and innovation summits. • Build early awareness and credibility with stakeholders involved in shaping self‑direction policy and procurement. • Strengthen the organization’s reputation as a trusted, policy‑literate self‑direction partner. • Partnered cross‑functionally with Product, Compliance, Operations, Marketing, and Client Engagement to ensure early opportunity readiness and improve conversion rates through refined messaging. • Translate Self- Direction market intelligence into implementation considerations, product requirements, and operational implications. • Provide concise, executive‑ready reporting on market trends, pipeline health, and growth risk/opportunity signals. • Negotiate pricing, terms, and contracts while balancing customer satisfaction and company objectives. • Operate with minimal oversight, taking full ownership of results and adapting quickly to changing priorities. • Develop and maintain expert-level knowledge of the company’s full suite of products and solutions, enabling confident, accurate positioning across diverse client needs. • Analyze performance data to optimize outreach strategies and continuously improve close rates.

• Understand and be able to execute all processes for billing programs timely and accurately. • Prepare daily billing for all clients for management review. • Generate and submit Electronic Data Interchange (EDI) processes for eligibility, claims and remittances. • Review, analyze, and assess billing data to identify and resolve discrepancies, denials, or reimbursement issues. • Prepare or provide support for various ad-hoc projects initiated by management. • Prepare and provide regular and ad-hoc reports to interested parties. • Work with and support all clients, partners, and staff in FMS-related issues. • Develop working relationships with partners and staff. • Provide outstanding customer service to clients and business partners. • Ensure company compliance with state and federal tax and regulatory authorities. • Comply with HIPAA and other federal and state requirements.

• Work across Azure infrastructure, Microsoft 365 administration, Intune, identity and access management, security operations, backup and recovery, and escalated support. • Deploy, configure, and support Azure infrastructure including virtual machines, storage, networking, and identity integration. • Monitor performance, availability, and security across Azure and Microsoft 365 environments. • Support high availability, disaster recovery, backup, and restore processes. • Contribute to infrastructure automation using PowerShell, Bicep, ARM, or Terraform. • Administer Microsoft 365 services including Entra ID, Exchange Online, SharePoint, Teams, and tenant configuration. • Manage licensing, integrations, and security and compliance features such as Defender, DLP, and retention policies. • Manage endpoint configuration, compliance, patching, enrollment, and lifecycle using Microsoft Intune. • Apply device security baselines, MDM/MAM policies, and mobile and endpoint management standards. • Manage Conditional Access, MFA, SSO, identity governance, and Zero Trust security controls. • Monitor and respond to security alerts and partner with internal stakeholders to maintain security standards. • Troubleshoot escalated cloud, endpoint, and identity issues and maintain clear technical documentation. • Collaborate with IT, security, DevOps, and application teams to improve reliability and operational maturity.

• Responsible for the direction and leadership of a product within Palco. • Create and execution of a product plan to help achieve corporate goals and initiatives. • Key owner of your product roadmap and creator of the vision that fuels the development teams. • Set the vision for your assigned product to maximize penetration within Palco’s market space. • Prioritize product and customer requirements to meet identified business needs. • Manage internal and external relationships related to the product. • Collaborate with Palco’s Director and IT Teams to ensure goals are met and product efforts align with the Company’s overall strategy and goals.

• Define and execute the company’s enterprise growth strategy across new markets, payer relationships, state opportunities, and strategic partnerships. • Identify and prioritize market expansion opportunities across Medicaid, managed care, and government-funded healthcare programs. • Partner with executive leadership to drive long-range growth planning, competitive positioning, and revenue expansion initiatives. • Build scalable growth infrastructure to support multi-state expansion. • Lead and scale the sales organization with direct responsibility for revenue growth and pipeline development. • Establish strong sales processes, forecasting discipline, pipeline visibility, and performance accountability. • Oversee sales strategy across MCO partnerships, state opportunities, healthcare organizations, and strategic channel relationships. • Drive expansion opportunities within existing strategic relationships and payer networks. • Build and manage executive-level relationships with national and regional MCOs, payer organizations, and healthcare partners. • Position the organization as a preferred strategic partner within Medicaid and long-term services and supports ecosystems. • Lead enterprise RFP and procurement strategy for state, payer, and strategic opportunities. • Oversee proposal development, competitive positioning, response strategy, and cross-functional coordination for major procurements. • Align marketing initiatives with growth objectives and pipeline generation. • Partner closely with finance, operations, compliance, legal, and technology leadership to support growth initiatives and operational readiness. • Build, lead, and develop a high-performing growth organization across sales, marketing, business development, and sales enablement. • Create a culture of accountability, collaboration, and performance.

• Meet with participants in their homes at least every six (6) months, in accordance with established timelines. • Demonstrate expertise of the Personal Options services program, applicable West Virginia waiver programs, and Palco policies. • Educate and mentor participants and/or their designated representative on their rights, responsibilities, and risks in the program; • Monitor and evaluate participants or their designated representative on their ability to participate in the program. • Assist members and representatives, as appropriate, in developing and implementing their initial service/spending plan and subsequent updates. • Monitor service/spending plan utilization. • Report and respond to all member/representative complaints and grievances regarding FMS and Resource Consulting services. • Act as a mandatory reporter and report and respond to all required incidents, including, but not limited to, any allegations of reports of suspected abuse, neglect, and exploitation. • Use a person-centered approach in all interactions with participants. • Thoroughly and accurately document visits with participants on a company-issued laptop using professional and detailed language. • Log events and run reports electronically. • Perform required administrative tasks daily to include calling to schedule and/or confirm upcoming visits and responding to company emails and calls. • Follow operational procedures as defined by Palco. • Participate in shadowing opportunities with new resource consultants as requested and attend and participate in periodic training sessions as required by Palco. • Distribute new information to participants on your caseload in a timely manner. • Display care in use of company equipment and data in accordance with company policies, including HIPPA privacy practices.

• Performs daily accounting duties related to program operations, including all tasks associated with filing and reporting required payroll taxes and tax reports, making journal entries, and performing reconciliations. • Performs monthly bookkeeping including reconciliation of general ledger accounts to various outside sources, such as billing records, tax reports, or bank statements. • Researches state-specific laws as they pertain to enrollment of employers and workers’ tax. • Develops a process for continual compliance with state and federal payroll tax laws and regulations. • Registers Palco with various State and Federal entities in order to establish individuals as new employers and ensure that the company is able to timely file tax and labor reports. • Maintains tax accounts in good standing for our clients. • Oversees the process of establishing individuals as the employer of record with necessary state and federal parties, including monitoring the appointment of agent letters and tax identification number assignments. • Research, compiles and develops procedures regarding new processes associate with State entities as they relate to tax reporting. • Responsible for accurate and timely filing of all tax deposits and reports, including SUTA, state income tax reports and reconciliations, IRS Forms 941 and 940, W-2, W-3, 1099 and 1096. • Ensuring that liabilities, such as taxes and garnishments, are paid timely. • Reconciling workers’ compensation policies and producing information for the annual audit with the insurance carrier. • Performing projections related to budgetary estimates for workers’ compensation and other tax costs. • Assisting in projects, such as audits and reviews, as well as other accounting-related projects, such as year-end closeouts and tax report preparation. • Generating other accounting-related reports, as needed, on an ongoing basis. • Documenting relevant accounting procedures, as required. • Maintaining confidentiality of records. • Make recommendations on modifications for improvement to processes. • Performing periodic quality reviews of data.

• Design, develop, and maintain scalable and reliable web applications using modern frameworks and technologies. • Build and enhance responsive, user-friendly frontend interfaces. • Develop backend services and APIs to support web and mobile applications. • Write clean, efficient, and well-documented code following best practices. • Collaborate with product managers, designers, and other developers to define and deliver new features. • Participate in architectural discussions and contribute to technical decision-making. • Provide technical leadership and mentorship to junior developers. • Conduct code reviews to ensure quality and consistency across the codebase. • Develop and execute unit and integration tests to ensure application stability. • Optimize applications for performance, scalability, and security. • Automate deployment processes and ensure continuous delivery. • Monitor applications in production and respond to issues in a timely manner. • Continuously improve existing applications based on feedback and evolving requirements. • Stay up to date with industry trends and emerging technologies to ensure solutions remain modern and effective.