TheKey

• Oversee fixed asset management (FAM) operations, including depreciation/amortization, disposals, and lease modifications. • Support day-to-day accounting functions, including posting journal entries. • Execute month-end close tasks accurately and efficiently in accordance with the established closing schedule. • Prepare detailed and organized monthly account reconciliations within assigned deadlines. • Assist with internal and external audits by preparing requested schedules and supporting documentation. • Contribute to process improvement initiatives to drive operational efficiency across the department. • Develop, update, and maintain standard operating procedures (SOPs) and department documentation. • Leverage AI tools to streamline workflows and optimize team efficiency. • Perform other duties and ad hoc projects as assigned by leadership.

• Planning and forecasting. • Build and maintain financial models and recurring reports with precision and timeliness. • Support the forecast and budget process through accurate, well-organized schedules. • Conduct variance and trend analysis, developing an understanding of the underlying business drivers. • Gather and validate data and manage inputs to ensure analyses reconcile to source systems. • Develop dashboards and reporting workflows, identifying opportunities to reduce manual effort. • Develop fluency in the operational drivers, KPIs, and economics of home care. • Communicate findings clearly and escalate issues promptly. • Apply approved AI tools and automation to improve reporting efficiency.

• Manage financial planning cycles end to end for an assigned team or workstream, meeting all required deadlines • Build and review financial models, ensuring accuracy, sound logic, and business relevance • Monitor performance against plan and provide substantive explanation of variances, not merely a restatement of results • Identify risks and opportunities early and partner with business owners to develop and execute corrective actions • Improve reporting templates, dashboards, and process workflows, retiring reporting that no longer serves a purpose • Mentor analysts and senior analysts, raising the standard of modeling rigor and analytical communication • Drive execution in partnership with cross-functional teams, supporting their decisions with data • Lead the adoption of AI-enabled workflows and automation across FP&A processes, evaluating and implementing solutions that improve efficiency, forecast accuracy, and analytical depth

• Own budgeting, forecasting, and performance reporting for the assigned area • Lead investment evaluation and prioritization for assigned areas • Identify risks and opportunities and drive their resolution • Partner with the VP, FP&A on liquidity forecasting, cash flow planning, and covenant compliance • Define KPIs and reporting structure for the area • Own the EBITDA expansion tracker and improve its accuracy, speed, and analytical depth • Partner closely with business leaders, challenging assumptions, shaping decisions, and driving accountability for results • Own board and sponsor reporting for the area • Implement finance tools, automation, and process improvements • Develop managers and analysts, raising the standard of analytical rigor and communication • Own planning infrastructure, reporting standards, and finance data quality • Drive cross-functional execution across the business in support of financial targets • Drive the adoption of AI-enabled planning, reporting, and analytical capabilities • Translate company objectives into actionable operating plans and measurable financial targets

• Own key financial models, reporting packages, and forecasting workstreams. • Deliver clear, well-substantiated variance analysis and recommend specific actions based on findings. • Partner with business stakeholders to gather inputs, support decisions, and rigorously test underlying assumptions. • Support the development of business cases and investment analyses, including rate increases, utilization, and bill and pay spread. • Build dashboards, automate recurring processes, and improve data flow. • Apply AI and analytical tools to strengthen forecasting, reporting, and variance analysis, and identify opportunities to automate recurring work. • Support the training of analysts and the advancement of the team's tools and templates.

• Responding to prospective client inquiries, providing them with information about TheKey service, and scheduling in-home assessment or start of service. • Conducting nursing assessments with prospective clients, addressing their questions and concerns, building relationships with their families and converting them onto active service with a Care Plan tailored to their unique needs. • Providing excellent care management for all clients, especially Tier A clients who receive full-time care. Care management services include regular home visits, performing re-assessments of client condition, providing oversight of the established care plan and training caregivers to provide for client needs and in compliance with state regulations. • Responding to client or caregiver incidents in the home, service issues or quality of care concerns, ensuring all parties are satisfied with the resolution and issues are documented as required. • Providing extra support for new client cases, including home visits during the first caregiver schedule and/or within the first two weeks of service, to ensure complete client satisfaction. • Ensuring TheKey caregivers/clinicians meet state requirements, are adequately trained to perform their responsibilities and receive Nurse instruction and/or supervision as required. • Communicating effectively with team members to ensure accuracy of client billing, long-term care insurance communication (where applicable), caregiver matching, schedules and payroll. • Supporting ongoing client retention through hands-on attention, client appreciation initiatives and relationships with the clients and their families. • Maintaining all client records, notes and files and ensuring that activity is promptly and accurately documented. • Working with referral sources to ensure strong communication and satisfaction and increase referrals, including making presentations to local organizations, fiduciaries, Trust Officers, physician/health care groups, etc. • Providing after-hours support for clients, referral partners and prospective clients (including evenings and weekends) – this support may include e-mail, telephone and/or home visits. • Implementing TheKey operating model, strengthening the brand across the service area, and following all company guidelines and applicable state regulations. • Ensuring that our client accounts are up-to-date and communicating with families (and/or financial managers) in the event of overdue balances. • Additional duties and responsibilities as may be assigned by your supervisor.

• Serve as the primary day-to-day operational lead for assigned national partner accounts. • Own the daily execution and coordination needs of assigned partners, ensuring requests are handled accurately, consistently, and on time. • Support partnership cadence activities including weekly check-ins and monthly business reviews by preparing materials, tracking action items, and ensuring follow-through on operational commitments. • Partner closely with centralized teams to execute deliverables tied to specific partnership needs, ensuring timely and accurate completion of required work. • Support key components of partner-related projects such as launches, expansions, pilots, and integrations, contributing to execution against defined timelines and deliverables. • Collaborate closely with cross-functional teams to ensure alignment on timelines, dependencies, and readiness milestones, escalating issues when needed to maintain progress. • Support the development and maintenance of Salesforce dashboards and Tableau reporting by ensuring data accuracy, completeness, and timely updates.

• Provide critical operational support to the Real Estate and Procurement team. • Maintain and optimize standardized procurement processes, perform vendor performance analytics, and ensure seamless operation of physical office facilities. • Act as a key liaison between internal departments and external service providers to ensure cost-efficient procurement activities and proactive facility maintenance. • Manage day-to-day facility needs, coordinate office improvements, and schedule regular facility inspections and repairs. • Generate reports on vendor performance metrics and provide regular reporting on occupancy costs and utility usage.

• Support the development and execution of internal communications aligned with business priorities and organizational culture. • Own day-to-day execution of internal communications across various mediums. • Maintain the internal communications calendar and help balance competing priorities. • Draft and support communication plans for business initiatives and changes. • Partner with the Employee Experience & Communications leader to identify communication priorities and gaps. • Create, edit, and coordinate high-quality content across multiple channels and formats. • Translate complex information into clear, concise employee-friendly communications. • Partner with HR, Operations, Marketing, and other business partners to support employee engagement and culture initiatives. • Capture and share employee stories that reinforce TheKey’s mission, values, and culture. • Identify opportunities to enhance the digital employee experience through improved content organization.

Role Description National On Call Coordinators are members of a team that provide concierge-level afterhours and weekend telephone coverage and scheduling support for multiple locations throughout the US. When handling calls and transactions for specific locations, Agents perform as if they are local representatives of those locations. - Managing a variety of inbound tickets with the potential to answer live phone calls - Deliver exceptional customer service to our caregivers and clients through phone and email correspondence - Maintain detailed, accurate records of all transactions, interactions and requests - Resolve tickets by ensuring effective communication, accurate documentation, systems updates and coordination with field teams - Accept coaching and feedback from team leaders to foster continuous improvement in your role - Demonstrate reliability through punctual and consistent attendance - Always maintain a professional, respectful, and courteous demeanor when interacting with caregivers, clients and coworkers - Perform other duties as assigned by leadership Qualifications - Strong focus on customer service and client satisfaction - Prior experience in phone-based customer service, particularly handling high call volumes, is preferred - Strong computer skills and the ability to learn company software - Excellent verbal and written communication skills, with the ability to communicate clearly, professionally and positively - Ability to maintain composure and professionalism under pressure - Demonstrated ability to work independently and as part of a team Requirements - Ability to lift and carry up to 15-20 pounds - Ability to sit, stand and walk for prolonged periods of time throughout the work day - Ability to use standard office equipment such as personal computer, laptop, telephone, photocopy machine, etc. Benefits - Medical/Dental/Vision Insurance - TouchCare VirtualCare - Life Insurance - Health Savings Account - Flexible Spending Account - 401(k) Matching - Employee Assistance Program - PTO Plan for Non-Exempt Employees - Flexible PTO Plan for Exempt Employees - Holidays and Floating Holidays - Pet Insurance