Chief Financial Officer

LeadingAge Virginia; Fond du Lac (WI); On-site; USD 120,000 - 180,000; Full time

Job summary

Candidate will collaborate with CEO and board, oversee treasury, risk management, capital allocation, audits, and ensure fiduciary responsibility while advancing organizational growth and long‑term viability.

Qualifications

• Bachelor’s degree in Finance, Accounting, Public Administration, Business Administration, or related field, or equivalent combination of education and experience.
• 15 years’ experience managing financial reporting and oversight in a governmental, non‑profit or health care organization, preferably within a long‑term care or managed care environment.
• CPA or CFA preferred.
• Strong command of financial management, data analysis, risk management, forecasting, and budgeting is necessary.
• Excellent verbal and written communication skills.

Responsibilities

• Lead financial strategy, planning, and analysis to support organizational goals.
• Oversee budgeting, forecasting, and cost‑benefit analysis.
• Ensure compliance with state and federal regulations and contractual obligations.
• Manage financial reporting, audits, and internal controls.
• Provide guidance on risk management and capital allocation.

Skills

Financial planning

Budgeting

Risk management

Regulatory compliance

Audits

Treasury management

Education

Bachelor's degree in Finance/Accounting

Master’s degree preferred

CPA or CFA preferred

Tools

Financial software

Data analytics

ERP systems

Job description

Join our award winning culture as we serve members in the state of Wisconsin!

The Chief Financial Officer (CFO) of Lakeland Care, Inc. (LCI) and Treasurer of Lakeland Care Plus, Inc. (LC Plus) provides strategic financial leadership and oversight across both entities. This dual role ensures fiscal integrity, compliance, and sustainability for the nonprofit parent organization while managing treasury functions and financial governance for the for-profit subsidiary. This position collaborates with the CEO, Board of Directors, and executive leadership to develop and execute financial strategies that support organizational growth, operational efficiency, and long‑term viability. Responsibilities include financial planning, risk management, investment oversight, and reporting to ensure alignment with corporate objectives and regulatory requirements.

Key Responsibilities:

Lakeland Care, Inc. (CFO)

• Lead financial strategy, planning, and analysis to support organizational goals.
• Oversee budgeting, forecasting, and cost‑benefit analysis.
• Ensure compliance with state and federal regulations and contractual obligations.
• Manage financial reporting, audits, and internal controls.
• Provide guidance on risk management and capital allocation.

Lakeland Care Plus, Inc. (Treasurer)

• Manage financial performance and reporting.
• Oversee treasury functions, including cash flow management and investment strategies.
• Ensure accurate financial reporting and compliance.
• Support organizational development and profitability initiatives.
• Advise on financial implications of strategic decisions.
• Maintain strong governance and fiduciary responsibility.

Essential Competencies:

Accountability

• Foster a success‑oriented, accountable environment within the organization.
• Identify issues, gather information, pull together teams and seek alternatives.
• Responsible for driving the organization to achieve and surpass member satisfaction and retention as well as strategic goals.
• Responsible for the measurement and effectiveness of all internal and external processes.

Critical Thinking

• Translate strategy into actionable goals for performance and growth; helping to implement organization‑wide goal setting, performance management and annual operational planning.
• Engage in the development, communication and implementation of effective financial strategies and processes.
• Identify opportunities for Lakeland Care to leverage cross‑program strengths to take advantage of new opportunities and/or to address organizational challenges.

Commitment to Excellence

• Develop and manage organizational strategic initiatives to accomplish objectives and meet the organization’s fiduciary responsibility.
• Develop plans for growth to increase margin while also reducing/limiting expenditures.
• Handle high workloads, competing demands, vague assignments, interruptions and distractions with poise and ease.
• Remain up to date on technological developments and effectively use technology to achieve results.

Interpersonal Awareness

• Exhibit maturity, resiliency and sound judgement when dealing with organizational challenges.
• Demonstrate emotions appropriate to the situation and continue performing steadily and effectively.
• Respond constructively to emotional situations, high pressure and conflict.
• Respect other opinions and concerns and value diversity in thought and action.

Relationship Building

• Provide day‑to‑day leadership and management that mirrors the adopted mission, vision and values.
• Motivate and lead a high‑performance leadership team; attract, recruit and retain required members of the senior leadership team; provide mentoring as a cornerstone to leadership development.
• Delegate responsibilities to ensure employees grow as capable participants.
• Partner with other C‑level executives to accomplish short and long‑term operational goals.

Organizational Regard

• Collaborate with other organizational leaders to develop and implement plans for the operational infrastructure of systems, processes and personnel designed to accommodate strategic objectives.
• Build and manage the workforce based on organizational goals, budget considerations and staffing needs.
• Unify the organization across operational units to improve the transfer of knowledge and skills among them.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The attributes listed below are representative of the knowledge, skill, and/or ability appropriate for the level of work performed. Bachelor’s degree in Finance, Accounting, Public Administration, Business Administration, or other related field, or equivalent combination of education and experience (includes knowledge, skills, and abilities). Master’s degree preferred. 15 years’ experience managing financial reporting and oversight in a governmental, non‑profit or health care organization, preferably within a long‑term care or managed care environment. Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) Preferred. History of success in managing financial operations, strategic planning, and leading teams. Strong command of financial management, data analysis, risk management, forecasting, and budgeting is necessary. Familiarity with financial management software, data analysis tools, and financial technology paired with a demonstrated ability to read, analyze, and interpret financial documents. Excellent verbal and written communication skills. Ability to identify and define issues and opportunities, analyze and interpret various sources of complex data, and draw valid conclusions to take appropriate action. Demonstrated alignment with LCI’s leadership philosophy, including strengths‑based leadership, servant leadership, and emotionally intelligent decision‑making. Possess a thorough understanding of effective management practices and consistently apply them in a fair, equitable, and person‑centered manner. Current driver’s license, acceptable driving record and proof of adequate insurance required.

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Lakeland Care is a Wisconsin‑based non‑profit organization that focuses on creating a world we all want to live in. With long‑standing roots as a managed care organization (MCO), Lakeland Care provides long‑term care services and supports to eligible frail elders and individuals with physical and intellectual or developmental disabilities to achieve their daily and lifelong goals through Wisconsin’s Family Care program. Currently we serve in 22 counties and have 11 offices in the Central to North East region of Wisconsin.

Our Mission

Empowering individuals. Strengthening communities. Inspiring futures.

Our Vision

To create a world we all want to live in.

Our Core Values

Kindness – We believe kindness is always possible and that no compassionate act is ever wasted.
Inclusion – We believe that open hearts and open minds are the only path to a brighter future.
Trust – We believe that honesty is still in style and that promises still have power.

We are an equal employment opportunity employer functioning under an Aff
We are an organization that participates in E‑Verify.