TheKey

• Develop and execute enterprise Benefits, Leave, Disability, and Workers' Compensation strategies aligned with organizational, operational, and financial objectives. • Lead long-term planning, program design, and continuous improvement initiatives that enhance employee experience, mitigate risk, and support business growth. • Establish governance frameworks, policies, standard operating procedures, controls, and audit practices that promote compliance, consistency, and operational excellence. • Monitor industry trends, legislative developments, and workforce needs to proactively recommend program enhancements and risk mitigation strategies. • Serve as a trusted advisor to senior leadership on Benefits, Leave, Disability, and Workers' Compensation matters. • Oversee all health and welfare benefit programs, including medical, dental, vision, life insurance, disability, retirement, wellness, EAP, and voluntary benefit offerings. • Lead annual benefits planning, open enrollment, employee communications, and program implementation efforts. • Evaluate plan performance, utilization trends, enrollment data, and employee feedback to optimize program effectiveness, competitiveness, and cost efficiency. • Partner with brokers, consultants, actuaries, and carriers to develop plan design recommendations and long-term benefits strategies. • Oversee enterprise leave and disability programs, including FMLA, ADA, state leave programs, Paid Family Leave, Short-Term Disability, Long-Term Disability, and workplace accommodations. • Provide strategic oversight of the organization's Workers' Compensation program, including claim management, return-to-work initiatives, injury prevention, and vendor performance. • Establish and monitor key performance indicators including claim frequency, severity, lag time, litigation rates, reserve accuracy, lost-time claims, and return-to-work outcomes. • Analyze claim trends and organizational risk factors to identify opportunities for prevention, cost reduction, and improved employee outcomes. • Partner with third-party administrators, carriers, legal counsel, and operational leaders to ensure effective claim management and regulatory compliance. • Develop enterprise-wide education, reporting, and investigation practices that strengthen injury management and workplace safety. • Develop and manage budgets related to Benefits, Leave Administration, Disability, Workers' Compensation, and associated vendor partnerships. • Conduct financial forecasting, trend analysis, and cost modeling to support strategic decision-making and long-term planning. • Identify opportunities to improve program efficiency, reduce costs, and maximize organizational return on investment. • Deliver executive-level reporting, dashboards, and recommendations that provide actionable insights into program performance, cost drivers, and emerging risks. • Lead relationships with brokers, carriers, third-party administrators, leave vendors, disability providers, wellness partners, and consultants. • Conduct vendor performance reviews and ensure accountability for service levels, contractual obligations, compliance standards, and business outcomes. • Lead vendor selection processes, contract negotiations, implementations, renewals, and ongoing optimization efforts. • Drive process improvements, workflow enhancements, and scalable solutions that improve service delivery and operational effectiveness. • Ensure compliance with all applicable federal, state, provincial, and local regulations, including ERISA, ACA, COBRA, HIPAA, FMLA, ADA, OSHA, Workers' Compensation regulations, and state leave laws. • Partner with Legal, Compliance, Finance, and HR Operations to proactively identify and mitigate organizational risk. • Lead internal audits, compliance reviews, and corrective action initiatives while maintaining audit-ready documentation and practices. • Lead, mentor, and develop a team of Benefits and Workers' Compensation professionals, including internal employees and contracted resources. • Establish clear performance expectations, accountability measures, and service standards. • Foster a culture of collaboration, innovation, continuous improvement, and exceptional employee service. • Build scalable team structures, processes, and capabilities that support organizational growth and evolving business needs.

• 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.