• G&A Systems Ownership: Serve as the primary owner for Spreedly's core G&A business systems (e.g., billing, ERP, HRIS, legal/contract tools), ensuring they are stable, well-governed, and aligned with company priorities. • Stakeholder Collaboration: Partner closely with stakeholders across Finance, Accounting, People Operations, Legal, Revenue Operations, and GTM teams to understand current pain points, gather requirements, and define an ideal future-state for our business systems. • End-to-End Process Design: Map, design, and continuously improve end-to-end workflows (e.g., quote-to-cash, hire-to-retire) across multiple systems, ensuring solutions are intuitive and effective for end users. • Automation & Optimization: Identify manual, error‑prone processes and drive automation and optimization across the G&A digital ecosystem to increase efficiency, reduce risk, and improve data quality. • Systems Configuration & Implementation: Configure, maintain, and, where needed, help implement or migrate key tools (such as billing, ERP, and HRIS), translating business requirements into scalable, well-documented system configurations. • Cross-System Data Flow & Governance: Ensure data flows cleanly and reliably between systems (for example, Salesforce → billing → ERP → HRIS), establishing standards and governance that support accurate reporting and auditability. • Roadmapping & Prioritization: Develop and maintain a clear roadmap for G&A systems improvements, prioritizing initiatives based on business impact, risk reduction, and stakeholder needs. • Change Management & Enablement: Lead change management for system and process updates, including communication, training, and documentation, so that end users adopt new capabilities successfully and with minimal disruption.

• Lead day-to-day operational strategy for clinical call center and virtual engagement programs • Design and optimize dialing strategies and campaign prioritization • Own member engagement strategies across various channels • Conduct analyses to diagnose performance issues and identify opportunities • Drive capacity modeling and scheduling strategy in partnership with leadership

• Lead enterprise and multi-site deployment of the DwyerOmega Business System across manufacturing and transactional processes. • Ensure site-level execution aligns with strategy and annual operating plans. • Assist site leadership with the execution of their strategic priorities, operating rhythms, and measurable results. • Partner with Operations, Engineering, Supply Chain, Quality, and EHS leaders to drive cross-functional alignment and participation in DOBS activities. • Establish and sustain Lean Daily Management systems across sites, including tiered meetings, visual management, and escalation routines. • Lead disciplined problem-solving when targets are missed, including root cause analysis, countermeasures, and recovery planning. • Support the development and execution of an event and cost savings funnel in support of the business systems objectives. • Identify, prioritize, and lead enterprise improvement initiatives using value stream thinking and SQDCG priorities. • Facilitate and coach Kaizen events with strong emphasis on preparation, execution, and sustainment. • Act as a visible role model for DwyerOmega values and operating discipline. • Lead cultural transformation by fostering ownership, accountability, transparency, and continuous learning. • Drive employee engagement and involvement in improvement efforts.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Manager, Investments supports the production and ongoing management of investment-related deliverables for the Company’s institutional businesses, including Pension Risk Transfer (PRT), Funding Agreement Backed Notes (FABN), and the offshore reinsurance platform. This role is a senior individual contributor responsible for day-to-day portfolio management, asset-liability management (ALM), liquidity oversight, and reinvestment strategy execution. A core focus of the role is portfolio monitoring and decision support, requiring the ability to synthesize complex information, identify emerging issues, and recommend actionable solutions with limited direction. Duties and Responsibilities - In-force Management/Asset Liability Management (ALM) - Analyze actual versus expected investment deployment related to new business flows; independently identify deviations, diagnose root causes, and recommend corrective actions. - Maintain an enterprise-level view of portfolio liquidity, cash positioning, and reinvestment capacity across products, legal entities, and asset classes. - Monitor portfolio runoff, liquidity needs, and reinvestment timing to support business growth and capital efficiency. - Track and evaluate asset-liability cash flow profiles and portfolio positioning relative to risk limits, investment guidelines, and strategic objectives. - Proactively identify emerging risks, inconsistencies, or misalignments before they become material issues. - Strategic Asset Allocation (SAA)/New Business Planning - Support the design, implementation, and ongoing refinement of Strategic Asset Allocation frameworks for the Company’s institutional business lines and offshore reinsurance entities. - Partner with external asset managers and internal stakeholders to forecast asset needs and future purchase activity. - Evaluate new investment opportunities in the context of portfolio fit, liquidity, capital efficiency, and ALM objectives. - Provide analytical support for pricing, new business onboarding, and long-term portfolio planning. - Tactical Asset Allocation (TAA) - Support intra-year portfolio optimization to align asset allocation with evolving business needs, market conditions, and product-specific pricing considerations. - Assess trade-offs between yield, liquidity, risk, and capital impact when evaluating tactical allocation decisions. - Investment Operations & Stakeholder Coordination - Liaise with Treasury, Middle Office, and Investment Accounting to ensure trade activity, cash movements, and data flows are accurate and timely. - Improve operational efficiency within cash management, portfolio reporting, and data processes through automation and process redesign. - Identify, investigate, and resolve data inconsistencies or errors across investment systems and reports. - Coordinate and manage consolidated portfolio reporting used for internal decision-making, actuarial modeling, and corporate planning. - Communicate investment activity, positioning, and directives clearly to external asset managers on a regular basis. - Collaborate cross-functionally with Actuarial and Finance/FP&A teams to translate investment activity into inputs for forecasting, modeling, and analysis. - Respond to ad hoc analytical requests from senior stakeholders with clear, concise, and decision-oriented outputs. - Assist in the development and informal mentoring of analysts or interns, as appropriate. Qualifications - Bachelor’s degree in mathematics, economics, investments or related field - 7+ years of investment-related experience - CFA and/or ASA designation preferable Knowledge, Skills & Abilities - Advanced technical and financial modeling skills with the ability to automate/streamline current processes - Effective verbal and written communication skills - Superior analytical and problem-solving skills - Proficiency in MS Excel and PowerPoint - Familiarity with Access/database, SQL, VBA, Bloomberg and FactSet (or similar) Other Requirements - Perform other functions, duties and projects, as assigned - Regular and punctual attendance - Ability to travel up to 25% Benefits - Flexible work environment: in-office, hybrid, and remote work arrangements - Compliance with federal and state disability laws with reasonable accommodations