• Lead the annual budgeting process and support multi-year financial planning • Consolidate departmental budgets and align financial plans with strategic priorities • Monitor performance against budget, perform variance analysis, and recommend course corrections • Collaborate with program leaders to promote strong financial stewardship • Maintain a comprehensive grants calendar, including reporting deadlines and renewal cycles • Develop grant budgets for federal, state, and private funders in accordance with allowable cost guidelines • Oversee restricted funding compliance, including cost allocation, time tracking, and indirect cost recovery • Prepare accurate, timely financial reports for funders, leadership, and the board • Create and maintain financial dashboards to support program and executive decision-making • Conduct forecasting and scenario modeling for new initiatives and funding changes • Support annual audit preparation by providing schedules, documentation, and grant-related reporting • Improve and maintain budgeting and grant tracking systems • Strengthen internal controls, policies, and financial procedures • Train staff on budget management and grant compliance to build organization-wide financial literacy

• Serve as the primary system administrator and subject matter expert for all McLeod TMS modules. • Lead the configuration, customization, and ongoing optimization of McLeod TMS and FlowLogix workflows. • Design and implement automated workflows to streamline transportation operations. • Identify opportunities for process improvement and automation within brokerage, dispatch, and carrier management workflows. • Develop and maintain system documentation, standard operating procedures (SOPs), and training materials. • Train and support end users across operations, customer service, and accounting teams. • Monitor system performance, troubleshoot issues, and coordinate with McLeod support as needed. • Manage system updates, testing, and deployment of new features and enhancements. • Generate reports and analytics to support operational and leadership decision-making. • Support business intelligence initiatives and data integration projects (EDI, APIs, flat files). • Collaborate with leadership on AI-assisted development initiatives and code automation projects. • Perform other duties as assigned.

• Develop next generation audit practices for a best-in-class internal audit function • Execute information technology and security related audits • Develop audit reports for executive level audience • Manage internal audit staff and perform ad-hoc audits • Validate effectiveness of control functions • Establish trusted relationships with business unit management

• Responsible for handling nationwide DHS case assignments • Working closely with the DHS Deputy Program Manager, the position requires daily spoken and written communication with investigative personnel, support staff, and management. • Interact with DHS Program Manager, Deputy Program Manager Quality Assurance Officer, Investigative Training Coordinator , Review Operations Manager, Review Team Leads, Field Operations Manager, Regional Managers, Section Leads, Quality Assurance staff, reviewers, field investigators, and the customer to ensure timeliness and thoroughness of investigations. • Maintains an understanding of company business operations and goals and provides information on how workload strategies impact performance goals • Strategically distribute all DHS case work nationally to our workforce in order to maximize employee performance • Assign all leads in Pending (PE) status within 1 business day • Manage daily workload and assignments for Contract Field Investigators (CFI) and Contractor Investigation Technicians (CIT) • Review monthly and quarterly CFI/CIT statistics with Deputy Program Manager to ensure acceptable performance is maintained for all staff supporting the program • Manage all workload priorities, minimize workload and assignment inefficiencies, ensure priority ladder is being followed and identify incorrect case re-assignment practices • Identify new processes, systems or products to enhance performance of the program • Ability to analyze problems and develop solutions. • Be familiar of the financial operational aspects of the program. • Be knowledgeable with the business workload priorities, timeliness parameters, customer priorities, and the DHS Background Investigator’s Report Writing Guide. • Assist Deputy Program Manager with case assignments, workload capacities, and Assigned Completion Date (ACD) changes in a timely manner • Assist in times of surges or reduced case flow and general support, as required, to maintain a functional operational output • Analyze cause and effect solutions in Program Performance • All functions, duties or tasks are to be carried out in an honest, ethical and professional manner, and are to be performed in conformance with applicable company policies and procedures. • In the event of uncertainty or lack of knowledge of company policies and procedures, employees are required to request clarification or explanations from the Program Manager or authorized company representatives • Ability to work evenings/weekends, when needed • Other duties as assigned