Lead Financial & Employment Planner & Case Manager

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

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.