• Supervises the day-to-day work performed by the Data Services team, with a focus on Data Engineering, BI Reporting, and Data Operations / Production Support • This is a hands-on leadership role responsible for work planning, team execution, and operational reliability of data pipelines, data stores, and reporting deliverables • Partners closely with IT and business stakeholders to deliver trusted data products and analytics while embedding data management and data governance best practices (metadata, lineage, data quality, access controls, and standards) into delivery and operations • Responsible for ensuring corporate data assets and reporting outputs supported by the team align with IT policies, security requirements, and applicable regulatory requirements (e.g., HIPAA, Sarbanes-Oxley) • Participates in technical planning for data platform, database, and reporting initiatives; translates roadmap items into executable work • Evaluates operational data and reporting needs; partners with stakeholders to gather requirements and recommend solutions • Plans and tracks delivery for planned and ad hoc work (work requirements, sequencing, estimates, and status reporting) • Provides technical direction (standards, troubleshooting, work procedures) and supports code/solution reviews and operational readiness • Makes recommendations regarding priorities, operational improvements, and data service practices that influence outcomes for the broader functional area • Leads incident response for data pipelines and reporting: triage, root cause analysis, corrective actions, and documentation • Oversees production support practices (monitoring/alerting, deployments, scheduled jobs, runbooks) to meet reliability and SLA expectations • Evaluates and helps implement new data tools/solutions; supports integration of new technologies and initiatives (readiness, migrations, knowledge transfer) • Ensures adoption of data governance and data management practices (metadata, lineage, data quality monitoring, access controls, and reporting governance) • Ensures data and information security practices are followed, including least-privilege access and secure handling of sensitive data (e.g., PHI) • Ensures work is performed in accordance with company policies, department procedures, and established technical standards; reinforces consistent execution across the team • Coordinates work intake and delivery with customers, vendors/Partners, and other IT teams; communicates status, risks, and dependencies • Monitors individual and team performance (timeliness, quality, and SLA adherence); provides feedback, coaching plans, and follow-up to close performance gaps

• Serve as the primary supervisor and first-line technical resource for corporate travel consultants • Establish individual and team performance goals • Develop and maintain systems for tracking and reporting performance metrics and goal achievement • Act as an on-site trainer and problem-solving resource for team members • Answer customer calls as needed to support service continuity and quality • Monitor real-time Telephone Service Factors (TSF) • Collaborate with the Client Development team to support implementation of new client service programs • Research and recommend cost-effective tools and resources to enhance team performance • Create and manage weekly/monthly work schedules • Work with the Manager of Operations to assess individual team member strengths • Pursue ongoing professional development through mentorship activities and training programs • Provide coaching and development support to travel consultants • Document and manage records of interventions related to service delivery

• 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.

• 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.