Teams at United Planning Organization

Leads organization-wide risk assessment, compliance, liability insurance, safety protocols, contingency planning, and contract management. Reviews and drafts contracts, leases, policies, and related legal documents; conducts legal research; monitors laws and regulations; maintains compliance records; manages third-party providers and insurance claims; prepares reports and recommendations for leadership; and supports training, audits, procurement, and board matters.

Manages grant and contract finances, including budgeting, financial analysis, reporting, cost allocation, expenditure compliance, process improvement, and audit preparation. Develops organizational and grant budgets, reviews allocation methodologies, analyzes financial trends, supports accounting processes, and ensures adherence to federal, state, private award requirements, GAAP, and Uniform Guidance.

Produces and distributes EBT cards for clients approved for benefits. Maintains card production records, intake forms, files, status logs, daily issuance reports, inventory records, and required signatures. Performs data entry, monitors system integrity, reports equipment issues and suspected fraud, and ensures accurate documentation and timely processing. Provides sensitive, effective service to individuals from diverse backgrounds while complying with program rules and regulations.