• 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.

• At Frontera, we’re not just providing ABA therapy, we’re transforming how behavioral health is delivered. • Conducting behavior or functional Analytic Assessment Process • Developing the case supervision and clinical management • Developing and implementing an ABA Treatment Plan • Consulting with a Registered Behavior Technicians (RBT) or Behavior Technicians (BT) regarding client/family concerns • Selecting appropriate stimulus materials and treatment modalities for age and ability of person served • Including the client/family in setting treatment goals and training families on specific treatment strategies and carryover skills for the client/family • Giving clear concise instructions in presenting materials and/or techniques in therapy • Recording and tracking daily progress for client/family accurately • Utilizing time in session efficiently to meet objectives • Providing accurate and immediate feedback to the client and/or family • Planning for discharge of the person served

• Prepare monthly, quarterly, and annual PCP and Specialist payments, ensuring that payments are accurate and timely • Compile capitation payment data for analysis, forecasting and trending • Identify drivers for unexpected variances and report findings to leadership • Maintain data integrity of capitation payments by performing ongoing testing, validation and monitoring revenue data for PCP/Specialist payments and health plan capitation • Review and analyze capitation relative to eligibility, providers and expense • Work with health plans and internal organizations to resolve discrepancies and issues • Develop and maintain routine and ad-hoc reports for the MSO Finance Dept and Providers • Provide analysis reports to various internal departments to support business operations, various audits and objectives • Review government healthcare policy directives and collaborate with team for implementation • Review monthly capitation flux reports and research capitation variance across all IPAs • Prepare Maternity Kick AR schedule, keep track of deliveries’ payments status, follow up with Health Plans on unpaid cases, work with hospital partners to reconcile and submit cases list to HPs on monthly basis • Identify any capitation rate change across all IPAs on monthly basis and verify with the corresponding contracts • Prepare Profit & Loss report for various criteria per request • Other duties as assigned