• serving as a Data Quality specialist supporting governance and analytics teams • designing, developing, and maintaining Data Quality checks and controls • contributing to the selection and optimization of Data Quality tools • translating business and governance requirements into Data Quality implementations • proactively monitoring Data Quality results and execution logs • initiating and coordinating Data Quality resolution activities • performing impact analysis and ensuring lineage metadata availability • ensuring quality assurance and adherence to defined standards • collaborating with Data Governance, Data Modeling, Architecture, and QA teams • providing training and guidance to stakeholders • supporting releases of Data Quality solution components • participating in Agile delivery processes

• Support the calculation, administration, and payment of third-party (3P) compensation programs** • Interpret complex contract terms and operationalize them into scalable compensation logic** • Partner with Legal and business stakeholders to implement new or amended agreements** • Ensure consistent treatment across third-party populations, including legacy arrangements** • Source, reconcile, and validate large volumes of data from CRM, billing, custody, and accounting systems** • Configure, maintain, and enhance compensation system logic to support 3P programs** • Validate compensation results, identify risks and recommend scalable technical solutions** • Support audits and inquiries related to third-party compensation calculations and payments** • Partner with Accounting, Legal, Compliance, Technology, and business teams to ensure accurate and timely payments** • Serve as a technical escalation point for complex 3P compensation scenarios** • Identify opportunities to standardize and automate third-party compensation processes** • Build and maintain detailed documentation for compensation logic, data sources, and system workflows** • Support system enhancements, migrations, and future-state design related to 3P compensation** • Contribute to training and enablement materials for internal teams supporting third-parties

• Assist in development of the database visualization models • Edit and update internal database systems • Identify library information and update the current systems • Read and interpret government policy, regulations, and directives and applying those to required activities • Lead and facilitate client meetings and exercises • Identify strategies for automating and implementing efficient work management processes • Map complex business processes and communicate processes solutions to the client • Create project status briefings and reports • Develop project artifacts including charters, agendas, minutes, and correspondence • Identify risks to the trajectory of the project and develop risk mitigation strategies • Identify issues and develop issues resolution/escalation strategies • Participate in program management working sessions and support program managers in executing day-to-day project management activities.

• Supports the daily operations of batch/bulk processes in accordance with FSG internal regulations along with SEC and IRS guidelines. • Oversees high-volume retirement plan processing, ensuring accuracy, compliance, and timely completion of daily tasks. • Independently manage high-volume, complex batch processes, including quarterly auto rollovers, plan-term auto rollovers, monthly residual auto rollovers, quarterly loan defaults, involuntary cash-outs, and annual 5498 filings. • Oversee the monthly 1099-R audit process for assigned custodians, ensuring accuracy and timely completion. • Resolve stale-dated checks for designated paying agents by coordinating with internal teams and external partners. • Review and clear outstanding cash items related to batch processing, ensuring timely and accurate reconciliation. • Identify opportunities to improve batch processes and collaborate with the Process Owner to document requirements and support development initiatives. • Build and customize Salesforce reports and monitor daily dashboards to track project status and operational performance. • Manage and resolve cases in the batch processing queue in alignment with established SLA standards. • Serve as the subject matter expert for all Trade Agent processes, providing guidance and oversight to ensure effective project execution. • Take ownership of project-related issues by researching historical activity and coordinating with vendors and internal/external partners to drive resolution. • Communicate promptly with partners via phone or email to ensure timely follow-up and issue resolution. • Apply knowledge of IRS regulations related to retirement accounts and tax reporting, leveraging ongoing training, IRS publications, and other reference materials. • Perform additional duties and support special projects as assigned.