VP of Data & Financial Policy

As a leader in senior advocacy, education, and formulation of collaborative strategies, Leading Age 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.

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 Leading Age 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.

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  In 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 Leading Age Wisconsin members.
• Has a financial understanding of state government and optimizes Leading Age 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.

• 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 Leading Age 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 Leading Age Wisconsin President/CEO and Finance Committee to develop annual operating budget.

• 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 Leading Age National membership staff to maintain data integrity on member dues.
• Regularly meets with members to gather feedback on member satisfaction and Leading Age 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 Leading Age Wisconsin and membership with thought leadership, data and other information.
• Serves as liaison to assigned Leading Age Wisconsin…