Chief Data & Policy Strategy Officer

LeadingAge Wisconsin; Madison (WI); On-site; USD 85,000 - 125,000; Full time

Job summary

LeadingAge Wisconsin is seeking a policy and financial management professional to partner with the President/CEO and committees. The role shapes payment policy positions, analyzes data from cost reports to MDS/OASIS, and coordinates with regulatory staff and contracted lobbyists.

The ideal candidate combines nonprofit finance knowledge with strong communication to support member growth and education. Responsibilities include overseeing budgeting, data infrastructure, and engagement with members,

Qualifications

• Bachelor's degree required; nonprofit accounting experience preferred.
• Proven ability to collect and analyze data to support policy positions.
• Strong written and verbal communication skills; able to translate complex payment information for members.

Responsibilities

• Monitor regulatory changes and policy implications for reimbursement and managed care.
• Model Medicare/Medicaid reimbursement scenarios and inform policy positions.
• Prepare biennial workforce report and administer surveys.
• Provide member education through reimbursement seminars and Finance Network.

Skills

Data analysis

Policy development

Communication skills

Public policy

Education

Bachelor's degree in finance/public policy

Tools

Excel

Job description

As a leader in senior advocacy, education, and formulation of collaborative strategies, LeadingAge Wisconsin is committed to advancing the fields of long-term care, assisted living and retirement living. We serve as a resource for our members, assisting them in problem resolution and providing services and programs to meet their needs.

OVERVIEW:

This position works closely with the President/CEO, Finance Network, Finance, and Public Policy committees in developing payment policy positions that are data-driven and grounded in research, best practices, and support member growth. This individual must develop and build relationships with key members of regulatory departments, other long term care policy stakeholders, Managed Care Organizations and work closely with contracted lobbyists. This individual will work closely with the LeadingAge WI team, along with contract lobbyist in coordinating advocacy strategy and activities. Additionally, this position will work closely with the President/CEO to establish and monitor the operating budget, and financial well-being of the organization. This position supports and grows member value including development of new member offerings, recruitment of new members and retention of existing members.

DUTIES, RESPONSIBILITIES AND AUTHORITY

Finance Policy/Data Analysis

• 1In conjunction with President/CEO and SVP Clinical and Regulatory, monitors and responds to regulatory and sub-regulatory changes, including rule cycles, survey / certification processes, billing / claims processes, RFIs / RFPs, and managed care contracting relationships, IGT implications.

• Works proficiently with existing data sets including cost reports, claims and utilization data, quality / assessment data (MDS, OASIS) to develop data-driven policy positions and messaging, both for members and media.

• Models the impact of Medicare / Medicaid reimbursement scenarios to the extent that he or she can field questions and be recognized as an expert.

• Uses other sources of information in supporting policy positions that advantage LeadingAge Wisconsin members.

• Has a financial understanding of state government and optimizes LeadingAge Wisconsin’s related policy efforts.

• Fields member calls for reimbursement information and technical assistance.

• Equips members with data needed for their organizational policy decision-making
  
  

· Prepares biennial workforce report & administer survey

· Provides ongoing education for members through reimbursement seminars and Finance Network

· Participates in meetings with agency staff responsible for rate setting for members

· Prepares MRA salary survey

· Prepares as needed Excel tools for members

· Facilitates problem solving with payers

LeadingAge Wisconsin Financial Management

• Working with an outsourced accounting agency, ensure routine bookkeeping functions (payroll, payables, receivables, etc.) of the association are completed accurately and on a timely basis.

• Oversees completion of monthly financial statements that reflect actual results in comparison to budget, ensuring input of journal entries to capture LeadingAge Wisconsin monthly operational relationships.

• Provides ongoing expertise to grow revenue and find efficiencies for operations. As needed, provide course correction strategies to grow revenue and/or reduce expenses.

• Works with LeadingAge Wisconsin President/CEO and Finance Committee to develop annual operating budget.
  
  

Membership Services

• Informs development of member education that is grounded on latest regulatory, payment and compliance changes.

• Supports organization’s internal data infrastructure, including tracking dues and member engagement over time. Work with LeadingAge National membership staff to maintain data integrity on member dues.

• Regularly meets with members to gather feedback on member satisfaction and LeadingAge Wisconsin offerings.

• Proactively seeks out new opportunities to support provider members, including education /training, products / services, practice models, etc.

• Monitors trends in senior living and positions LeadingAge Wisconsin and membership with thought leadership, data and other information.

• Serves as liaison to assigned LeadingAge Wisconsin committees. Builds committee engagement and collects feedback on policy proposals.
  
  

Preferred Education, Related Experience and Skills

• A bachelor’s degree in finance, public policy, or related field required; advanced degrees preferred. Non-profit accounting experience highly desired.

• Demonstrated proficiency in data collection and analysis and when contract services are needed.

• Strong working knowledge of reimbursement for post-acute services, with deep knowledge in at least one area of LeadingAge Wisconsin membership: subsidized housing (HUD and tax credit), Medicare / Medicaid for home health / HCBS, nursing facilities, assisted living, senior living finance.

• Has an outgoing personality that easily engages others.

• Strong written and verbal communication skills; ability to quickly digest information and communicate on-the-spot.

• Ability to translate complex payment information for members.

• Is strongly self-motivated and goal oriented; must be able to time manage
  
  

To apply, please send resume and cover letter to Dave Gromacki: [e-mail]

A bachelor's degree in finance, public policy, or a related field is required, with advanced degrees preferred. Candidates should have experience in data collection and analysis, strong knowledge of reimbursement for post-acute services, and proficiency in non-profit accounting. Excellent communication skills and the ability to translate complex payment information are essential. The role requires a self-motivated, goal-oriented individual with strong time management skills.Opportunity to work closely with leadership and influence policy positions. Engage with a network of professionals and stakeholders. Contribute to member growth and organizational financial well-being.