VP of Data & Financial Policy

LeadingAge Wisconsin; Alabama; On-site; USD 85,000 - 115,000; Full time

Job summary

LeadingAge Wisconsin seeks a Finance Policy/Data Analyst to craft data-driven payment policy positions in collaboration with the President/CEO and key committees. You will analyze cost reports, utilization data, and reimbursement trends to inform advocacy and member guidance.

You will monitor regulatory changes, model Medicare/Medicaid scenarios, and prepare education tools for members. You will also support budgeting and strategic growth alongside the executive team.

Qualifications

• Bachelor’s degree in finance, public policy, or related field required.
• Advanced degrees preferred for deeper policy and research capabilities.
• Strong data collection and analysis proficiency, with ability to translate complex information.

Responsibilities

• Monitor regulatory and sub-regulatory changes and related processes.
• Analyze cost reports, claims, and utilization data to inform policy positions.
• Model Medicare/Medicaid reimbursement scenarios to support member messaging.
• Develop education materials and seminars for members on reimbursement topics.
• Assist in budgeting with President/CEO and Finance Committee.

Skills

Data analysis

Communication

Time management

Policy translation

Self-motivated

Education

Bachelor’s degree in finance/public policy

Advanced degree preferred

Tools

Excel

Job description

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