• Managing the overall care management of patient panel by leveraging experience, expertise, and knowledge in both the nursing field and value-based care operations. • Establishing trusting and empathetic relationships with patients and families to provide clinical and emotional support and foster collaboration throughout their care journey. • Serving as an advocate and community liaison for patients to ensure proper and timely resources and support while navigating the health care system and maintaining compliance with the primary care team’s/nephrologist’s treatment plan. • Performing assessments and identifying the needs, including social determinants of health, of panel patients and caregivers based on values, care goals, and individual preferences, and translating these into patient-centric actionable care plans through comprehensive evaluations. • Coordinating the interdisciplinary approach to achieving continuity of care and reducing fragmentation, focusing on kidney disease progression management, utilization management, and provider coordination through active care plan management. • Monitoring and evaluating the effectiveness of care management plans regularly, modifying interventions as necessary. • Following evidence-based care management guidelines and established workflow protocols to deliver high quality, efficient, patient-centered care that aligns with Evergreen’s goals, quality metrics, and regulatory and payer requirements. • Collaborating with physician partners, community providers, APPs, and other clinical disciplines to create, implement, and manage integrated care plans. • Identifying cost-effective measures for patients that support value-based care goals of improving patient outcomes and quality while effectively managing resource utilization. • Facilitating patient and caregiver education on treatment options and empowering patients to make informed decisions about their care. • Supporting seamless transitions of care as patients move between care settings, proactively addressing potential barriers and collaborating with IDTs. • Actively participating in clinical huddles, and patient care conferences for patients under your care management as needed. • Engaging in continuous, organizational process improvement to identify opportunities for improvement and execute action plans to optimize care management workflows, patient engagement processes, customer/patient care efforts, and other protocols. • Preparing reports and other deliverables to communicate program changes or developments to appropriate stakeholders. • Collecting data to prepare and deliver reports alongside program leaders on program success, patient outcomes, and patient/caregiver satisfaction.

• Plan, manage, and guide contracted services for multiple sites for a client or for multiple clients • Lead a team to provide excellent service to our clients • Manage the client and community relationships at the location • Continually assess operations and develop plans to provide optimal service • Build, develop, and lead a management team and staff capable of carrying out organizational objectives • Recommend methods, resources, and implementation for service improvement and growth • Manage a budget in partnership with Finance • Ensure compliance with all local, state and federal regulations and codes

Treewalk is a full-service accounting firm serving a diverse client base across public companies, private enterprises, First Nations, and government entities. We combine deep technical expertise with a forward-thinking culture — and we're looking for someone to lead the next frontier in how our clients operate. We're building out a dedicated AI and automation practice, helping clients modernize their financial and operational processes through smart, practical technology. This is a growing service line, and the AI Solutions Manager will be the driving force behind it. The Role This is a primarily client-facing role. You'll be embedded in client engagements, leading billable AI and automation projects from scoping through delivery. You'll work directly with clients to understand their challenges, design solutions, manage the project lifecycle, and ensure they walk away with tools and processes that actually work. Beyond client work, you'll also shape how Treewalk itself adopts AI internally — evaluating tools, managing vendor relationships, and building the internal capability that supports our growth. You'll report directly to senior leadership and collaborate closely with our accounting and client services teams. This role is ideal for someone who is as comfortable running a client meeting as they are digging into a workflow problem — and who knows how to bring a project in on time, on scope, and with results that stick. What Your Days Will Look Like Client-Facing AI & Automation Projects •          Lead billable client engagements focused on AI and automation, working directly with clients to identify inefficiencies, design solutions, and implement tools that improve their financial and operational workflows. •          Serve as the primary point of contact and project lead for client AI engagements — managing scope, timelines, deliverables, and client relationships throughout. •          Conduct discovery sessions and process assessments with clients to understand their systems, pain points, and goals before recommending solutions. •          Present findings, project plans, and progress updates to client stakeholders clearly and confidently, including executives and non-technical decision-makers.   Project Management •          Own the full project lifecycle for AI implementations — from initial scoping and planning through execution, handoff, and post-implementation review. •          Build and maintain detailed project plans with clearly defined milestones, resource requirements, and timelines; proactively identify and communicate risks before they become issues. •          Manage and lead a team of staff supporting AI and automation engagements — setting clear expectations, allocating work effectively, and maintaining accountability across active projects. •          Coordinate internal team members, external vendors, and client stakeholders to keep projects on track and aligned. •          Manage competing priorities across multiple active engagements, making smart calls about sequencing, resourcing, and escalation. •          Maintain thorough project documentation throughout each engagement, ensuring a clear record of decisions, progress, and outcomes.   AI Tool Integration & Technology Management •          Lead the evaluation, selection, and integration of AI tools that support both client engagements and the firm's internal operations, with a focus on automation, compliance, financial reporting, and client management. •          Manage relationships with AI vendors and technology partners, holding them accountable to performance and reliability standards. •          Ensure all solutions integrate effectively with existing systems, particularly QuickBooks and other core platforms used by clients and the firm. •          Stay current on emerging AI technology and proactively bring forward recommendations that could benefit clients or the business.   Internal Process Optimization •          Identify opportunities to streamline Treewalk's internal processes using AI — including data entry automation, reconciliation, and financial reporting workflows. •          Lead efforts to standardize how AI tools are adopted and used across the firm, ensuring consistent and measurable impact.   Training & Adoption •          Design and deliver training for both client teams and internal staff, ensuring effective adoption of every tool deployed. •          Coach and mentor junior staff on AI tools, project workflows, and client engagement best practices — helping build the team’s capability as the practice grows. •          Serve as the firm's primary internal resource for AI-related questions, troubleshooting, and ongoing support.   Performance Monitoring & Reporting •          Establish KPIs for each client engagement and internal initiative, and deliver regular performance reports to both clients and senior leadership. •          Continuously assess tools in use and recommend improvements or adjustments to enhance their impact.

• Management of Grupo Boticário's Free Cash Flow (FCL); • Management of items related to Operating Cash Generation, Investments, and other cash variations; • Management of receivable prepayments/advances for Grupo Boticário; • Management of Working Capital by sales channel, by company and consolidated for Grupo Boticário (balances and average terms/days for Receivables, Inventory, and Payables/Suppliers); • Management of Corporate Finance indicators such as financial leverage, capital structure, ROE, and others; • Internal Treasury role with cross-functional interaction, mainly with FP&A, Credit, GBBS (CSC), Operations, and other areas.