• Lead the team that is responsible for implementing new eligibility and claims data integration feeds • Oversee in-depth data analysis and error reporting to validate new feed performance and troubleshoot errors • Assist the team with collaboration with external feed providers as they gather technical requirements, map files, test integrations, and resolve issues for new clients • Lead the continuous improvement of internal tools, documentation, and processes for the feed implementation efforts

• lead and mentor a growing team of Family Services Associates and Seniors. • collaborate with partners and managers on client engagements, timelines, and deliverables. • prepare and review trust financial statements on an income tax basis, modified accrual basis, and/or statutory basis. • oversee the preparation and review of tax returns with a high level of accuracy and due diligence. • prepare documentation to support tax return calculations. • review work for technical accuracy and resolve complex accounting and tax issues. • run quarterly, monthly, and annual reports. • conduct cash management as needed. • lead or participate in special client projects as needed. • communicate appropriately with clients while working on their engagement. • stay current with relevant tax codes and accounting standards. • use and maintain systems such as Sage Intacct and Bill.com. • apply knowledge to real-life situations—thinking outside of the box is encouraged. • share ideas and opinions with your team. • attend professional development and training sessions regularly and apply new skills to your work.

• Oversee accurate and efficient data exchange with external partners while ensuring compliance with industry standards. • Manage the EDI ticket process and serve as the primary point of contact for configuration and process-related questions. • Configure and test ANSI 834 files, gather carrier requirements, and provide ongoing support for file integrations and data reconciliation. • Manage integrated carrier files, payroll vendor APIs, and support renewal and open enrollment processes. • Oversee the shared EDI inbox, create and assign tickets, maintain project documentation, and manage select broker relationships. • Lead a team while maintaining an individual caseload, assisting with workload balancing, coaching, performance reviews, and team-building efforts. • Lead daily scrum meetings and serve as the first point of escalation for urgent issues.

• Manages transaction cycle time (TCT) from Ready to Process to Funding Approval • Coordinates and manages the hiring, training, mentoring, performance, continuous education, and career development of the Funding Specialist Team • Develops and maintains training materials, guides and progress reporting • Management and career development of the Funding Specialists and Lead Funding Specialists that results in self-sufficient performance management • Monitors productivity, quality, and compassion of Funding Specialists • Ensures productivity of Funding Specialist assignments and directs work order caseloads • Coordinates temporary coverage to ensure all orders are worked timely • Shares Key Performance Indicators with direct report team and stakeholders • Manages the credit exception process to expedited delivery when appropriate • Responsible for employee and client conflict resolution • Responsible for payroll/administrative function for all direct reports • Responsible for personal continuing education related to job duties • Performs any related job duties assigned by the Division Funding Director