• Lead client engagement meetings to determine timelines and goals of an audit. • Plan/perform all types of projects related to audit and assurance with increased complexity and independence. • Review team's final financial analysis upon completion of fieldwork to improve client internal controls and accounting procedures. • Assist with the training of new or less experienced staff members. • Network, build relationships and attract new clients or business to the Firm. • Prepare work papers that are informative, well-documented, and can easily be understood and explained. • Demonstrate superior accuracy in work using established firm policies and procedures.

• Ensure staff understand expectations and have the tools to meet those expectations • Productivity • Time gaps • Schedules • Coverage • Educating/working with providers on gaps • WQ aging • WQ ownership • Ensure that you know what each of your colleagues works on daily, weekly…etc. • Ensure colleague understands how to prioritize work • Provide guidance • Ensure they understand what they own and are accountable for • Ensure colleague understands expectations of how to assess problems, take action, and when to escalate • Ensure colleague understands the team objectives/goals • Set individual goals for them • Meet monthly with individuals • Meet with specialty groups biweekly or monthly • Make sure they understand what "success" looks like • Always assess capacity (Inflow/Outflow) • Can they take more, do they have too much, do they have the right volume, are they using effective time management skills

• Supervises hospital or professional coding staff • Assists the management team in day-to-day operations of the department • Implements ongoing medical coding/abstracting, auditing, monitoring, and educational activities • Ensures compliance with federal and state coding healthcare rules and regulations • Responsible for personnel management of coding staff • Develops and maintains coding related policies, procedures, and training materials • Conducts and/or oversees internal and external auditing for compliance

• Provides oversight and leadership to a team of claims adjusters responsible for managing property, automobile, and liability claims from initial review through final resolution. • Oversee policy interpretation and coverage determinations related to loss, damage, or injury, ensuring claims are investigated, evaluated, and resolved in an efficient, compliant, and cost-effective manner. • Responsible for supervising adjusters handling large Self-Insured Retention (SIR) accounts and ensuring timely and accurate assessment of loss exposure, reserving practices, and settlement strategies. • Ensures that claim developments, exposure evaluations, and strategic recommendations are effectively documented and clearly communicated to clients to support informed decision-making.