Role Description Chevo is hiring an experienced Sr. Financial Management-Business Analyst Lead to join our expanding firm. This position provides the opportunity for significant client interaction by learning the client’s business and becoming a trusted advisor. Ideal candidates will demonstrate versatility in understanding and performing work related to supporting the Program Manager in leading all IT Financial Management activities, ensuring accurate Spend Plan Management, Interagency Agreements (IAA) oversight, financial data reporting, and multi-year budget support aligned with Farm Production & Conservation (FPAC's) complex shared-cost model. NOTE: This position is completely remote, staff supporting this contract may be located in the Kansas City and Washington DC metropolitan areas and/or surrounding areas. - Oversee financial planning, IAA execution, redistribution of funds, and multi-FY spend planning - Produces Monthly Statistical Reports, KPI reports, audits, and operational metrics - Ensures timely updates to the BOB Financial Database and related reporting - Coordinates with Budget, Working Capital Fund processes, and cost performance tracking Qualifications - Completed Bachelor’s degree in related field - 5+ years federal IT financial management experience - Strong understanding of FPAC-style shared cost models and financial data calls - Experience with obligations, accruals, commitments, and financial workflow systems Requirements - Previous experience supporting USDA Benefits - SALARY RANGE: $70K - $100K (subject to change) - ELIGIBLE FOR PERFORMANCE BASE BONUS - Comprehensive benefits package including medical, dental and vision coverage - Paid leave - Observes all 11 federal government holidays - 401K plan with matching - Monthly SMART card employer contribution for commuting expenses - Tuition assistance and more!

• Facilitation, mapping and proposal of solutions for business needs. • Collaborate in analyzing and documenting the client's business needs, proposing business solutions that best meet them. • Assist the Product Owner in decomposing business needs by identifying system requirements generated/impacted in the form of user stories to start sprint execution. • Knowledge of system/software development. • Identify and map business needs in a practical and visual way. • Represent business needs as maps, business requirements and user stories; • Master concepts of business analysis and process, user-centered design and agile methods. • Have facilitation skills and the ability to run workshops using techniques such as: Design Thinking; Design Sprint; Business Model Canvas; UX Design; Lean Inception; BPM. • Knowledge of business analysis practices, MVP (Minimum Viable Product) and agile requirements. • Understand existing business processes, products and services and their rules with the goal of providing IT solutions whenever necessary; • Understand the needs of business managers and clients/users to propose solutions. • Knowledge of the methods: SCRUM; Kanban; Lean IT. • Knowledge of IT tools and solutions to solve business problems, with the ability to identify IT services that can be reused across different businesses or stages of a business process.

Role Description This position provides direct support to the Business Banking client around onboarding, sales and service and ongoing client relationship management in coordination with the Business Banking Relationship Managers and Business Banking Team Leaders. - Develops and facilitates the client’s engagement through managing customer relationships, customer service interaction, credit, deposit, and treasury service processes and other client/internal support responsibilities. - Provides guidance, mentorship, and training to the RSI and RSII roles. Position Accountabilities - Coordinate client sales and service execution with Business Banking Teams and partner groups. - Ensure that daily incoming customer requests, inquiries and escalated issues are solved in a consistent, professional manner. - Perform necessary research and maintenance to provide or facilitate solutions, and if applicable, log and resolve customer complaints and dissatisfactions in accordance with Bank policies and procedures. - Serve as backup to other Relationship Specialists as needed. - Research, troubleshoot and solve customer issues and communicate “best practices” to enable consistent solutions to achieve top level customer service. - Facilitate reporting for Business Banking teams and stakeholders to actively manage workflow around client sales, compliance, credit management, renewals and partner referrals. - Adhere to all applicable laws and regulations governing bank operations, as well as conformity with the bank’s loan documentation & administration policies. - Facilitate new account deposit openings and manage the cross-sell implementation of all related product set-ups. - Actively manage overdrafts, unposted items, and loan payment issues needing correction. - Manage the communication, development and documentation of all policies and procedures. - Create common knowledge within teams and consistent execution of Business Banking customer service procedures. - Participate in projects, initiatives and committees to develop efficient, streamlined work processes. - Open Business Banking deposit accounts according to guidelines and procedures. - Facilitate cross-sell of related products with new deposit openings. - Partner with Relationship Managers and all stakeholders to coordinate the set-up and onboarding of Treasury products to include Positive Pay, ACH, and RDC. - Process payments, advances on loans, account maintenance, research on client accounts including maintaining files and clearing exceptions as needed. - Work directly with Centralized Credit on preliminary loan closing requirements such as credit reports, appraisals, environmental reports, OFAC, UCC searches, or other reports as needed. - Work directly with Centralized Doc Operations as it pertains to business banking loan closings to include perfected title, flood determinations, insurance requirements, and other requirements as needed. - Provide direct support on all Government loans such as SBA 7a, 7a Express, 504 loans. - Provide Construction loan and monitoring support needs to include loan document review, facilitate draws, other monitoring as needed, and update any specific construction procedures. - Provide support and facilitate the renewal process to Small Business Banking loans. - Prepare tickets, OTEs, and/or wire transfers as needed. - Prepare pay off quotes and handle releases. - Mentor, coach, and train new and existing Relationship Specialists to create common knowledge and execution of Business Banking customer service procedures. - Perform Quality Assurance checks on new deposit accounts adhering to guidelines and procedures. - Facilitate more complex client servicing needs that may involve multiple partner lines of business. - Perform other duties as assigned. Qualifications - High school diploma or equivalent. - Seven+ years business, retail banking or industry related experience required. - Customer service and Business Loan experience required. Requirements - Working knowledge of CSI or comparable document preparation banking software. - Superior customer service skills. - Excellent computer skills relevant to Microsoft Office Suites. - Excellent written, oral, and interpersonal communication skills. - Detail oriented and quality focused. - Well organized with attention to detail. - Ability to prioritize and manage multiple priorities. - Flexible, able to adapt to change. - Superior time management and problem-solving skills. - Ability to work independently as well as within a team environment. - Excellent problem solving and analytical skills. Benefits - Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. - This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. - General information on our comprehensive benefits package can be found by visiting this link . Company Description We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

• Interview staff and conduct workflow discovery sessions to understand current business processes, inputs, and desired outputs before designing any AI solution • Design, build, test, verify, and deploy AI-powered workflows and agent instructions using platforms such as Rafio, Claude, and related tools • Break large, complex workflow challenges into manageable, testable components then integrate them into a cohesive solution • Iterate persistently on prompts, agent configurations, and workflows until outputs meet the standard staff need • Use AI tools to debug AI tools, diagnosing why a workflow or agent is not performing and knowing how to fix it • Identify and document bugs and integration issues, and collaborate with platform and technology teams to resolve them • Develop workflow instructions and documentation that support staff in using AI tools proficiently • Collaborate with a manager on prioritization and with cross-functional colleagues on requirements gathering • Contribute to the firm's evolving AI governance practices and help shape how AI is responsibly deployed at Raftelis