Vimly Benefit Solutions

• Serve as a strategic partner and trusted advisor to clients • Ensure clients achieve desired outcomes through benefits administration and BPO solutions • Lead cross-functional efforts to deliver exceptional service • Foster long-term relationships with customers • Facilitate regular internal and external client meetings • Collaborate with clients to define success metrics and develop actionable plans • Handle escalated inquiries and ensure timely resolution • Identify trends in customer inquiries and feedback to drive improvement • Monitor SLA adherence to ensure consistent service delivery

• Evolve and extend the custom XPA based platform to meet growing business needs. • Design and implement a serverless Node.js system to replace legacy components. • Collaborate with cross-functional teams to ensure a smooth transition with minimal disruption. • Migrate and optimize data from legacy databases to modern cloud-based storage solutions. • Develop APIs, event-driven workflows, and integrations with external systems. • Support and troubleshoot production issues related to both the legacy and new platforms during the transition. • Java/Kubernetes backend application development.

• Build and maintain robust three-statement financial models (Income Statement, Balance Sheet, Cash Flow) • Own and update the company’s monthly and long-range financial model • Develop headcount and operating expense models to support scaling initiatives • Perform scenario analysis and sensitivity modeling for strategic decisions • Support capital allocation analysis and ROI assessments • Own monthly financial model formatting and reporting packages required by investors/lenders (e.g., Rubicon or similar institutional format) • Support bank reporting and covenant compliance calculations • Prepare reconciliations, variance analyses, and financial statement “walks” • Develop executive dashboards and KPI reporting for leadership • Support acquisition evaluation and financial diligence as needed • Develop transaction models including pro forma financial statements • Coordinate with external diligence providers, bankers, and advisors as needed • Own financial model within the company’s EPM system • Enhance forecasting tools and reporting automation • Improve data integrity and modeling processes