TransformingAge

• Supports the ongoing configuration, optimization, and day-to-day support of the Workday platform at Transforming Age. • Partners with HR, Payroll, Benefits, Finance, and IT teams to ensure Workday solutions are stable, scalable, and aligned with business needs. • Leads configuration, support, and ongoing optimization across multiple Workday modules including HCM, Benefits, Payroll, Time Tracking, Absence, Recruiting, and Advanced Compensation. • Acts as a senior escalation point for moderate to complex Workday issues, conducting root cause analysis and delivering scalable, long-term solutions. • Owns break/fix support, system enhancements, and optimization requests while balancing immediate needs with overall system stability. • Partners with HR, Payroll, Benefits, Finance, and IT stakeholders to gather requirements and translate business needs into effective Workday configuration and business process design. • Supports Workday releases by performing impact analysis, coordinating testing, and assisting with deployment activities. • Creates, maintains, and updates documentation for configurations, integrations, business processes, and support procedures. • Supports data integrity through audits, validations, reconciliations, and security reviews to ensure accurate and compliant data. • Designs and maintain Workday reporting, including Advanced, Matrix, and Composite reports, to support operational and leadership decision-making. • Configures and maintain all Workday security types, including role-based, user-based, and intersection security groups, ensuring appropriate access and segregation of duties. • Provides guidance and mentorship to junior analysts, sharing best practices and supporting team development. • Collaborates with implementation partners and vendors to support integrations, enhancements, and project-based work as needed. • Promotes the Mission, Vision, and Values of Transforming Age and our Culture of Excellence. • Performs other duties as assigned.

• Oversees the workers’ compensation program, including injury prevention, claim reporting, vendor coordination, and return‑to‑work practices. • Analyzes workers’ compensation trends and root causes; partner with HR and Operations to implement targeted safety and injury‑reduction initiatives. • Serves as the first internal liaison with third‑party administrators, insurance carriers, legal counsel, and brokers. • Ensures compliance with applicable state workers’ compensation laws and reporting requirements across all operating states. • Leads the organization’s fleet safety and driver risk programs, including driver qualification standards, MVR monitoring, vehicle usage policies, and accident review processes. • Develops and implement driver training, incident investigation, and corrective action programs to reduce vehicle‑related losses. • Analyzes vehicle accident data and trends; recommend improvements to policy, training, and operational practices regarding fleet safety. • Audits internal records for compliance with the organization’s fleet safety policies. • Develops, maintains, and/or enforces workers’ compensation, safety, fleet, and employee injury incident reporting policies and procedures. • Partners with HR and Operations to deliver safety training, risk education in the areas of workers’ compensation and fleet safety. • Supports regulatory compliance efforts, including but not limited to trainings related to safety, fleet safety, OSHA, DOT, and applicable state and federal requirements. • Tracks, audits, and reports key risk metrics, including workers’ compensation and auto claims frequency, severity, and costs as well as fleet incidents, and insurance trends. • Prepares executive‑level dashboards, analyses, and recommendations for senior leadership and the Board, as appropriate. • Serves as a trusted advisor to senior leadership, community executive directors, community/vertical HR leaders, and operations teams. • Influences without authority; balance risk mitigation with operational practicality. • Promotes a culture of accountability, safety, and continuous improvement consistent with organizational values and the Culture of Excellence. • Performs other duties as assigned.

• Serve as the accounting lead for assigned CCRC third-party management contracts • Oversee the month-end close process and support contract compliance • Monitor and enforce financial controls, reporting timelines, and deliverables required under management agreements • Act as the primary accounting contact for client Board of Directors and external stakeholders • Support onboarding of new communities and management contracts • Manage and oversee the full month‑end and year‑end close process • Ensure balance sheet integrity through rigorous reconciliation review and issue resolution • Serve as a senior technical accounting resource, performing research on U.S. GAAP • Prepare formal technical accounting memorandums supporting accounting conclusions • Own the preparation, review, and monthly sign‑off of all balance sheet account reconciliations • Review staff work with a high degree of scrutiny, providing timely feedback and mentorship • Collaborate with external auditors and coordinate audit requests • Identify and drive process improvements in accounting operations • Act as a key accounting stakeholder in system implementations

• Generates and maintains sourcing leads in a designated Region. • Organizes strategic marketing events on site to promote the Community and Transforming Age • Delivers other creative tactics to convert leads to move-ins • Trains new team members as they gain experience to support the sales effort • Reinforces the community’s brand reputation and achieve maximum occupancy goals • Creates and maintains networks to market the community internally and externally and increase its exposure to potential residents. • Effectively markets the community to seniors and their families and initiates the follow through necessary to ensure community census goals are met. • Delivers a first impression aligned with our Culture of Excellence and serves as a resource and point of contact for those interested in senior living. • Performs other duties as assigned.

• Support all aspects of the General Ledger, preparation and reporting of financial statements. • Provides analysis and reconciliation of complex financial data. • Reviews current accounting, internal control and departmental procedures. • Identifies trends or anomalies in accounting system transactions. • Prepares reports of findings and acts as internal consultant for accounting issues. • Provides assistance on compliance related activities, month-end close and general payroll functions. • Monitor and analyze department work for resource efficiency. • Promote the Mission, Vision and Values of Transforming Age.

• Overseeing complex accounting operations, ensuring GAAP‑compliant and timely financial reporting. • Serving as a technical accounting authority for a portfolio of Transforming Age (TA) entities. • Manages and oversees the full month‑end and year‑end close process for assigned Transforming Age (TA) entities. • Ensures timely, accurate, and GAAP‑compliant financial reporting. • Performs research, interpretation, and application of U.S. GAAP and documenting conclusions for complex and non‑routine transactions. • Leads technical accounting analysis and conclusions for acquisitions and other complex transactions. • Owns the preparation, review, and monthly sign‑off of all balance sheet account reconciliations. • Reviews and approves journal entries, reconciliations, and supporting schedules. • Ensures compliance with all regulatory requirements for all affiliates and entities under management.

• Ensures the financial success of the organization by performing full-cycle billing & help with collection procedures for skilled nursing facilities. • Responsible for the full cycle of Accounts Receivable, including but not limited to private and governmental contracts for the skilled nursing facilities. • Ensures all billing is being completed/submitted accurately, timely, and in accordance with set policies and procedures. • Assists with private pay billing at other levels of care as needed. • Participates in Accounts Receivable aging reviews with facility staff and Accounts Receivable Manager on a regular basis. • Assists facilities in collection procedures on private and insurance balances. • Proceeds with collection procedures in collaboration with Accounts Receivable Manager and facility team. • Reconciles Accounts Receivable with general ledger and posts all cash receipts received to appropriate accounts. • Coordinates with Accounts Receivable Manager and facility staff/management to ensure accuracy of records. • Performs reconciliation of billing and collections and is able to identify unbilled or rejected services and accurately rebill. • Assist facilities with various government audits including Medicare RAC audits and appeals as needed.

• Supports full‑cycle subcontract and job cost accounting across multiple construction projects. • Manages pay applications, vendor invoices, bank reconciliations, job‑cost reviews, journal entries, tax filings, and monthly financial reporting. • Works closely with project managers to ensure accurate costing and timely reporting. • Supports detailed requests, presentations, and other high level to granular deliverables for the CFO, C-Suite, and major stakeholders of Transforming Age and GSI in relation to development projects. • Maintain accurate job costing and perform routine reconciliations. • Manage cash balances, payments, and bank reconciliations. • Prepare monthly financials, over/under billing schedules, and tax returns. • Support audits, financial draws, and vendor documentation. • May provide assistance on compliance related activities including various tax filing preparation and cost report preparation. • Perform general Fixed Asset Management as needed. • Support any month-end close, including carrying out all professional accounting activities. • Prepares materials for internal and external audiences, including reports, worksheets, analyses, documentation and other supporting schedules for auditors, tax returns, regulatory agencies; prepares detailed findings, conclusions, and recommendations. • Promotes the Mission, Vision and Values of Transforming Age in all areas of responsibility, and demonstrate commitment to Culture of Excellence and strategic goals. • Performs other duties as assigned.

• Manages and oversee the full month‑end and year‑end close process for assigned Transforming Age (TA) entities, ensuring timely, accurate, and GAAP‑compliant financial reporting. • Serves as a senior technical accounting resource, performing research, interpretation, and application of U.S. GAAP within the FASB Accounting Standards Codification framework, and documenting conclusions for complex and non‑routine transactions. • Leads technical accounting analysis and accounting conclusions related to acquisitions, affiliations, restructurings, and other complex transactions, including purchase accounting, opening balance sheet establishment, consolidation considerations, and intercompany eliminations. • Prepares formal technical accounting memorandums supporting accounting conclusions for areas including revenue recognition, lease accounting, fixed assets and capitalization, impairments, contributions and donor‑restricted funds, and other significant or judgmental areas. • Owns the preparation, review, and monthly sign‑off of all balance sheet account reconciliations, ensuring reconciliations are complete, accurate, properly supported, and maintained in an audit‑ready state. • Reviews and approves journal entries, reconciliations, and supporting schedules prepared by staff, ensuring reconciling items are valid, timely resolved, and appropriately documented. • Ensures the integrity of balance sheet accounts and financial statements through ongoing review, analysis, and corrective action as needed. • Prepares monthly, quarterly, and annual financial packages for the affiliates or entities under your management. • Partners closely with Financial Reporting, Tax & Compliance, Operations, and Finance leadership to ensure accounting treatment aligns with organizational objectives, regulatory requirements, and GAAP. • Collaborates with external auditors by serving as a primary accounting contact, coordinating audit requests, providing support and documentation, and addressing audit questions and findings. • Develops, maintains, and enforces accounting policies, procedures, and internal controls to support accurate financial reporting and compliance. • Identifies and drives process improvements to enhance efficiency, accuracy, standardization, and scalability of accounting operations. • Acts as a key accounting stakeholder in system implementations and enhancements, including Workday Financials, ensuring accounting requirements are appropriately designed and executed. • Directly manages, coaches, and develops accounting staff, setting clear expectations for quality, accountability, and technical rigor. • Reviews staff work with a high degree of scrutiny, providing timely feedback and mentorship to elevate technical accounting skills and professional judgment. • Collaborates cross‑functionally to support new initiatives, contracts, projects, and organizational changes, providing accounting guidance and financial insight. • Serves as main contact for Executive Directors for the affiliates and entities under your management. • Ensures compliance with all regulatory requirements with the assistance of your team members for all affiliates and entities under your management. • Assists in other corporate functions such as intercompany transactions, investment accounting, Form 990 Tax Reporting, company projects, accounting research, etc. • Assist with special projects and ad hoc financial analysis as required. • Promotes the Mission, Vision, and Values of Transforming Age and demonstrate commitment to the Culture of Excellence.