• Own the Workforce Planning operating calendar, including planning cycles, governance forums, SteerCo meetings, executive reporting, and quarterly org health reviews. • Support delivery across all workstreams by tracking plans, milestones, dependencies, risks, and actions. • Own the Enablement & Adoption operating model and its delivery infrastructure. • Challenge unclear scope, dates, ownership, and dependencies; escalate material risks with recommended options. • Package, schedule, route, and distribute approved Workforce Planning insights and materials. • Manage Talent Acquisition as a scaled distribution channel for Workforce Planning content. • Build and maintain templates, playbooks, standards, self-service resources, and enablement materials. • Coordinate training and education sessions and track adoption of tools, outputs, and processes. • Prepare recurring executive materials using content provided by the relevant workstream owners. • Coordinate with People Analytics and People Technology on tooling, reporting, and delivery infrastructure. • Maintain clear documentation of decisions, ownership, processes, and ways of working.

• Coordinate programs that support the delivery of member benefits • Manage and support initiatives to improve member interactions with plan services and benefits • Develop, monitor, and report on key performance indicators (KPI’s) and operational dashboards • Lead operational reviews to identify trends, risks, and opportunities for improvement • Serve as the operational liaison for contracted service providers

• Own the client relationship and responsibility for client communication ensuring high client satisfaction • Cooperate with the Finance Business Partner to ensure that any systems and system interfaces are functioning • Lead client kick off meeting and discussions with client, establishing client expectations for project delivery, communication, and client specific metrics • Manage the project such that it is completed within budget, schedule and according to contract specifications • Oversee all administrative closeout procedures are completed, according to Project Closeout Checklist • Review initial budget request with SC/CXD for any project specific adaptations

• Lead the Bachelor of Science in Financial Planning and the Associate and Bachelor of Science in Financial Management programs • Provide strategic direction for the programs through academic leadership, curriculum oversight, faculty supervision, teaching, assessment, scholarship, and engagement with industry and professional organizations • Collaborate with Enrollment Management, Student Affairs, Transfer Credit, and other University departments to support student success • Lead annual program assessment activities • Oversee curriculum quality, program assessment, accreditation and certification alignment, faculty development, and continuous improvement initiatives • Teach undergraduate and graduate courses within the discipline • Recruit, mentor, assign, observe, and evaluate faculty while fostering a collaborative and student-centered teaching environment