• Calculation of taxes (ICMS, PIS, COFINS, IPI, and ISS); • Analysis of product taxation; • Calculation of ICMS tax substitution (substituted tax regimes); • Generation and validation of ancillary declarations (SPED Fiscal and SPED Contributions); • Verification of invoices (notas fiscais); • Preparation and issuance of tax payment slips/guides; • Other routines related to the Tax Department.

• Develop paid media strategies aligned with the client's marketing and sales objectives; • Identify the best platforms and channels for campaigns; • Define and manage media budgets; • Maintain communication with clients to understand their needs and expectations.

• Perform complex financial analysis to ensure deals originated are within policy limits and establish credit line assignments for manually reviewed applications. • Accurately and consistently identify underlying risks and provide feedback to the Head of Credit for recommended underwriting treatment. • Recognize trends and formulate appropriate responses regarding the feasibility of credit requests. • Provide loan approval recommendations to the appropriate lending authority. • Ensure all deals are within credit policy, note any policy exceptions, and work with the credit team to ensure proper guardrails are in place. • Host deal reviews and post-mortems as deemed necessary to ensure high-quality decision-making. • Review bad debt loans and provide feedback for enhanced underwriting and account management strategies. • Adhere to established service level agreements (SLAs) to maintain operational velocity. • Work closely with Sales and CSMs (Customer Service Managers) to establish and maintain strong customer relationships. • Provide approvals and set credit limits for accounts required to re-verify financials. • Assist with developing and enhancing credit risk assessment capabilities to maintain healthy relationships with clients by balancing risk/reward. • Influence decision-making to find opportunities to improve strategies across the PEX organization.

• Conduct comprehensive Functional Behavior Assessments using caregiver interviews, record review, direct observation (live or video capture), and standardized assessment tools. • Utilize FronteraCare’s video-capture technology to review sessions, analyze behavior patterns, and inform treatment planning. • Develop individualized, data-driven treatment plans and behavior intervention plans aligned with medical necessity. • Ensure all reports meet payer authorization standards and internal quality benchmarks. • Prepare cases for smooth transition to ongoing BCBA and RBT teams. • Maintain clinical documentation accuracy and timeliness. • Serve as the clinical gatekeeper for new cases entering the organization. • Provide clear case summaries and transition notes for assigned clinical teams. • Collaborate with Intake, Scheduling, and Clinical Leadership to ensure efficient onboarding timelines. • Provide feedback to leadership on system improvements, technology optimization, and workflow refinement. • Adhere strictly to the BACB Ethics Code for Behavior Analysts. • Maintain HIPAA compliance and secure handling of video-capture data.