Lead Financial & Employment Planner - W-2 Case Management

Equus; Milwaukee (WI); Presencial; USD 33.000 - 40.000; Jornada completa

Descripción de la vacante

Equus Workforce Solutions in Milwaukee, WI, is looking for a Financial & Employment Planner Case Mgr Lead to oversee W-2 placement and provide strategic guidance to case managers. The role focuses on aligning services with eligibility and participant needs to improve outcomes, while upholding confidentiality and regulatory standards.

The position requires leadership, strong analytical abilities, and proficiency with case management systems and Microsoft Office.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Analytical

Leadership

Communication

Microsoft Office

Educación

Associate’s degree in Human Services or related field

Bachelor’s degree preferred

Herramientas

Case management systems

Microsoft Office Suite

Descripción del empleo

Equus Workforce Solutions in Milwaukee, WI, is looking for a Financial & Employment Planner Case Mgr Lead to oversee W-2 placement and provide strategic guidance to case managers. The role focuses on aligning services with eligibility and participant needs to improve outcomes, while upholding confidentiality and regulatory standards.

The position requires leadership, strong analytical abilities, and proficiency with case management systems and Microsoft Office.