Finance Director

The Role

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.

Key Responsibilities:

• 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.
• Maintain key operational indicators and provide financial reports to Executive Director, Leadership Team, Board of Directors and contracting agencies.
• Provide recommendations of new product lines by evaluating the viability of proposals and reporting back to the appropriate staff.
• Ensure 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.
• Represent CLA at both internal and external meetings/functions in a professional manner and fostering partnerships.

Requirements

• 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.
• Pass background check to include WI caregiver requirements, education verification, and credential checks
• Pass Financial Credit Check.
• Authorized to Work in the United States
• 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

Benefits

• Time Off: 10 Paid Holidays, Vacation, Sick time
• Mileage Reimbursement: Any traveling done on behalf of CLA
• Competitive Benefits Package: Health, Dental, Vision, Life Insurance, Flex Spending, Tuition Assistance, Eligibility for Public Student Loan Forgiveness Program (PSLF), 403B Retirement Plan Options, Employee Assistance Program (EAP)
• Collaborative Team Environment: Work alongside dedicated professionals who value mentorship and teamwork