Finance Director

The Finance Director (FD) is responsible for providing leadership to the organization’s financial operations, data reporting, and technology systems to ensure sound fiscal management and informed decision-making. This role is responsible for financial planning, budgeting, reporting, and analysis; administration of the organization’s retirement plan; and oversight of IT functions and systems. The Director partners with leadership to translate financial and operational data to actionable insights that support organizational sustainability and mission impact.

Primary Duties:

• Provide financial direction to CLA by participating in activities including development of annual budget, strategic planning and leading, organizing and controlling major business operations. 
• Participates as a member of the Leadership Team of CLA by working collaboratively with all directors to insure financial viability and related strategic goals of the organization are met by identifying and reporting financial indicators to monitor and improve program and financial operations.
• Develop, run and maintain monthly financial reports, including budget-to-actual comparisons, variance analysis, and trend analysis across programs.
• Monitor key operational indicators and providing financial reports to Executive Director, Leadership Team, Board of Directors and contracting agencies.
• Provides recommendations of new product lines by evaluating the viability of proposals and reporting back to the appropriate staff.
• Assure the financial viability of CLA through contract negotiations, financial planning and reporting, audit/compliance, tax planning, financial analysis, budgeting, and all other financial functions. 
• Ensure integrity and consistency of financial data across systems by validating, reconciling and maintaining datasets.
• Extract and manipulate data from accounting systems, databases, and program tracking tools to produce accurate, timely reports.
• Lead and monitor the business operations for all contracted services and private pay to assure the operational efficiency by meeting contract requirements, accuracy of billing, and customer service for billing purposes. 
• Compile and prepare data and reports required for audits, funders and regulatory filings (e.g. Form 990 support)
• Ensure financial reporting aligns with GAAP and nonprofit accounting standards.
• Develop and maintain relationships with banking, insurance and other external financial activities.
• Serve as Plan Administrator for the organization’s qualified retirement plan, ensuring compliance with ERISA and applicable regulations. Collaborate with internal stakeholders to identify technology needs and implement solutions that enhance organizational effectiveness.
• Ensure alignment of IT systems with financial reporting, data analysis, and organizational strategy.
• Represents CLA at both internal and external meetings/functions in a professional manner and fostering partnerships.

Education/Experience and Requirements:

Required

• Bachelor’s degree in finance or business administration
  • Combination of education and experience may be considered in lieu of Bachelor’s degree
• Eight (8) years of progressive leadership experience in managing a budget of $10 million or more across multiple programs and funding sources, as well as forecasting feasibility of new programs.
• Must own or have access to reliable transportation to commute to the CLA office, client homes, vendor locations, community partner offices, and other relevant locations to complete essential functions of the position. Must possess a valid driver’s license, current WI auto insurance.
• Pass background check to include WI caregiver requirements, education verification, and credential checks
• Pass Financial Credit Check. 
• Authorized to Work in the United States

Preferred

• Experience in a non-profit organization.
• Experience in an organization with Medicare and Medicaid Programs.
• Experience in community based, healthcare or home health care organization serving people with chronic or physical disabilities.  
• Auditing Experience
• Payroll Experience
• Experience with Business Central