Financial & Employment Planner Case Mgr Lead

Equus Workforce Solutions; Milwaukee (WI); On-site; USD 55,000 - 75,000; Full time

Job summary

Equus Workforce Solutions in Milwaukee seeks a W-2 Program Administrator to review service track recommendations, ensuring accurate placement and needs assessments. You will lead staffing reviews with case managers and guide program improvements while upholding regulations.

The role emphasizes developing individualized employment plans, monitoring compliance, and mentoring staff, with a focus on integrity and client outcomes in a team-driven environment.

Qualifications

• Associate’s degree in Human Services, Social Work, or related field.
• Minimum of 3 years of experience in case management, workforce development, or W-2 program administration.
• Demonstrated leadership or supervisory experience.
• Strong analytical and decision‑making skills.
• Proficiency in case management systems and Microsoft Office Suite.
• Excellent communication and interpersonal skills.

Responsibilities

• Review service track recommendations to ensure accurate placement based on eligibility criteria and comprehensive needs assessments.
• Conduct regular staffing reviews with case managers to evaluate service plans and participant progress.
• Provide expert guidance on service alignment, resource utilization, and barrier mitigation strategies.
• Collaborate with W-2 leadership to identify trends, gaps, and opportunities for program improvement.
• Support case managers in developing individualized employment and self-sufficiency plans.
• Monitor compliance with W-2 program standards, documentation requirements, and performance benchmarks.
• Facilitate training and mentoring for new and existing case managers.
• Serve as a liaison between frontline staff and leadership to ensure consistent communication and feedback loops.
• Uphold confidentiality and ensure adherence to all applicable employment laws and program regulations.

Skills

Leadership

Analytical skills

Communication skills

Decision-making

Microsoft Office

Case management systems

Education

Associate’s degree in Human Services or related field

Bachelor’s degree in related field (Preferred)

Tools

Case management software

Microsoft Office Suite

Job description

Company Description

At APM, we live our values of iCARE – Integrity, Customer focus, Accountability, Respect, and Excellence – in everything we do. We are a purpose-driven organisation where procurement decisions directly impact the people and communities we serve.

At APM, we live our values of iCARE – Integrity, Customer focus, Accountability, Respect, and Excellence – in everything we do. We are a purpose-driven organisation where procurement decisions directly impact the people and communities we serve.

In the US, our services span rehabilitation, employment, allied health, and community support. What we procure—from clinical supplies and assistive technologies to professional services and digital platforms—enables our teams to deliver life-changing outcomes every day.

Joining APM means being part of a global team that values impact and inclusion. You’ll work in a environment where your expertise will help shape a procurement function that is not only commercially strong but socially meaningful.

Job Description

• Review service track recommendations to ensure accurate placement based on eligibility criteria and comprehensive needs assessments.
• Conduct regular staffing reviews with case managers to evaluate service plans and participant progress.
• Provide expert guidance on service alignment, resource utilization, and barrier mitigation strategies.
• Collaborate with W-2 leadership to identify trends, gaps, and opportunities for program improvement.
• Support case managers in developing individualized employment and self-sufficiency plans.
• Monitor compliance with W-2 program standards, documentation requirements, and performance benchmarks.
• Facilitate training and mentoring for new and existing case managers.
• Serve as a liaison between frontline staff and leadership to ensure consistent communication and feedback loops.
• Uphold confidentiality and ensure adherence to all applicable employment laws and program regulations.

Qualifications

Required

• Associate’s degree in Human Services, Social Work, or related field.
• Minimum of 3 years of experience in case management, workforce development, or W-2 program administration.
• Demonstrated leadership or supervisory experience.
• Strong analytical and decision‑making skills.
• Proficiency in case management systems and Microsoft Office Suite.
• Excellent communication and interpersonal skills.

Preferred

• Bachelor’s degree in a related field.
• Experience in service track development or program evaluation.
• Familiarity with Wisconsin W-2 program policies and procedures.
• Bilingual (Spanish or Hmong) a plus.

Additional Information

Equus Workforce Solutions is a leading provider of workforce development services in North America. With a dedicated and passionate team, Equus puts the industry’s best practices to work by focusing on the development, design, and delivery of demand‑driven workforce solutions.

When you join Equus, you can expect extensive learning opportunities and networking programs. But most of all you can expect to make a lasting impact on the lives of others.

At Equus we are strengthened by diversity. We are committed to providing a work environment in which everyone is included, treated fairly and with respect. Equus Workforce Solutions is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, gender, age, pregnancy, sexual orientation, gender identity, ancestry, religion, national origin, veteran status, physical or mental disability, or reprisal or any other characteristic protected under state, federal, or local law.