• Leads monthly benefits reconciliations across all benefit plans (medical, dental, vision, FSA/HSA, 401(k), etc.) • Partners with Payroll and Finance to ensure accurate deductions, employer contributions, and vendor billing • Investigates and resolves discrepancies, ensuring timely and accurate corrections • Develops and maintains reconciliation processes, controls, and documentation to support audit readiness • Provides monthly reporting and insights on benefits spend, trends, and variances • Provides support in managing the financial and operational oversight of the company’s self-insured medical plan • Reviews and analyzes claims data, stop-loss coverage, and funding levels • Partners with brokers, TPAs (Third-Party Administrators), and carriers to monitor plan performance and cost drivers • Tracks and reconciles claims funding, administrative fees, and stop-loss reimbursements • Identifies trends and recommends strategies to manage costs and improve plan efficiency • Analyzes benefits utilization, enrollment trends, and cost drivers to inform strategy • Works with the Director of People Operations to build dashboards and reports to provide visibility into benefits performance • Supports forecasting and budgeting processes related to benefits spend • Provides insights and recommendations to People Ops and leadership • Partner with Finance during the monthly and quarterly close process to ensure accurate accounting of benefits-related expenses and liabilities • Prepare and validate journal entries related to benefits costs, including claims funding, stop-loss premiums, and administrative fees • Reconcile benefits-related general ledger accounts and support variance analysis • Monitor and manage claims funding requirements, ensuring appropriate cash flow for self-insured plan obligations • Partner with Finance to track timing of large claims, stop-loss reimbursements, and vendor payments • Provide visibility into short- and long-term funding needs • Serves as a key point of contact for benefits vendors, brokers, and administrators • Ensures vendor invoices align with contractual terms and enrollment data • Supports vendor performance reviews and issue resolution • Assists in annual open enrollment planning and execution • Owns carrier file processes, including testing, data reconciliation, and diagnosing data file issues to drive timely resolution. • Assists in annual open enrollment planning and execution, including carrier implementation, ensuring system readiness, data accuracy, and smooth execution of enrollment processes • Ensures compliance with all applicable regulations (ERISA, ACA, HIPAA, COBRA, etc.) • Supports audits, filings (e.g., Form 5500), and documentation requirements • Maintains accurate plan documentation, controls, and reporting processes

• Build and scale income verification strategies for personal loans • Leverage credit bureau + vendor data (payroll, cashflow, alternative data) to detect income inconsistencies and risk signals • Define verification playbooks, decision rules, and escalation criteria for manual review • Quantify and optimize trade-offs across: • Approval & conversion rates • Funding / booked loans • Early delinquency & credit losses • Design and run A/B tests and champion/challenger strategies • Monitor performance using funnel metrics, cohort/vintage analysis, and risk segmentation • Partner with Product, Data Science, Fraud, and Credit Underwriting • Turn analysis into clear, high-impact recommendations

• Utilizará as melhores práticas e ferramentas disponíveis de se obter os requisitos funcionais e não funcionais que o sistema a ser desenvolvido deverá apresentar. • Orientar, acompanhar e direcionar os desenvolvedores quanto ao uso das ferramentas do processo de Requisitos. • Capturar um Vocabulário Comum; Classificar os Processos Críticos do Sistema; participar da construção de Protótipo. • Definir Especificação de Relatório. • Definir registro de Trilha de Auditoria. • Descrever a Interface do Usuário. • Desenvolver Especificações Suplementares. • Desenvolver Plano de Gerenciamento de Requisitos. • Documentar a Classificação da Informação. • Elaborar Especificações Suplementares. • Elaborar Glossário. • Elaborar Lista de Requisitos. • Elaborar Matriz de Perfis de Acesso ao sistema. • Elaborar Mensagens de Sistema. • Especificar Requisitos Funcionais / Caso de Uso. • Estruturar o Modelo de Caso de Uso. • Fazer a Reunião de Aprovação de Requisitos. • Levantar, Documentar e Priorizar os Requisitos Preliminares. • Manter Regras de Negócios.

• Partner with Payroll Operations, HR, and IT teams to configure, support, and optimize the Workday US Payroll module. • Collaborate with senior team members to troubleshoot and resolve payroll-related issues, including integrations, data loads, and tax configurations. • Work closely with stakeholders to gather requirements and translate business needs into effective system configurations. • Support end-to-end Payroll projects — from discovery through testing and deployment — with guidance from cross-functional partners. • Identify opportunities for payroll automation, process improvements, and configuration enhancements. • Help maintain Workday Time Tracking configuration to ensure seamless integration with payroll processing. • Ensure absence plans and benefit elections interface accurately with payroll calculations. • Participate in testing and deployment of configuration changes, post-implementation enhancements, and upgrades. • Develop and maintain Workday reports, dashboards, and user documentation. • Stay current with Workday releases and contribute ideas for adopting new features and best practices. • Leverage AI tools, prompt engineering, and other emerging technologies to research solutions, accelerate troubleshooting, and arrive at optimal configurations efficiently.