Required Education, Experience, Certifications, Licensure and Credentials: (Where appropriate, education and/or experience may be substituted.)
Minimum Required Education: Bachelor’s degree, preferably in a business, financial, or technology related field; Master’s degree/MBA preferred.
Minimum Required Experience: Minimum of 6 years of work experience related to the delivery of fiscal services, payroll or similar fiscal/business functions.
Must have minimum of 3 years of demonstrated personnel management experience.
Must have minimum 3 years demonstrated financial management, budgeting, and/or utilization management experience.
Demonstrated experience managing software solution/IT related projects is preferred.
Required License/Certification/Registration: N/A
Issued By Governing Body: N/A
Travel outside of office: up to 25%
Required Valid Driver’s License: Wisconsin Driver’s License
Required Auto Insurance: In accordance with Agency rules
Knowledge Skills Abilities:
1. Business acumen to ensure operational excellence and promote business growth opportunities
2. Technical savvy to use and direct use of a variety of complex software systems and equipment for on-site and remote business operations
3. Finance, payroll, and tax knowledge necessary to direct fiscal services
4. Knowledge of Lean, Six Sigma or PMP methodology, certification is preferred
5. Ability to analyze data, identify trends and prepare executive-level reporting
6. Ability to work independently with minimal supervision and use sound judgment to make independent decisions effectively managing daily operations according to contract expectations, policies, procedures, and CFI values.
7. Ability to demonstrate flexibility and willingness to shift priorities in accordance with program and agency demands.
8. Ability to effectively communicate thoughts, ideas, and information both orally and in writing to a diverse audience.
9. Ability to build effective teams including strong interpersonal skills and ability to effectively interact with persons from a variety of different backgrounds and experiences in a professional and courteous manner.
10. Skill and ability to seek solutions using appropriate methodologies. Problem solving ability to apply an appropriate combination of independent thinking, consultation with relevant team members and the collection of facts and data.
11. Must be able to communicate with people using Home & Community Based Services, providers, advocates, and team members in an effective manner via the telephone, in person, and electronically.
12. Knowledge base of the long-term care programs available in Wisconsin is preferred
Physical Requirements, Visual Acuity, and Work Conditions:
Physical Requirements: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.
Occasionally ascends/ descends stairs at various client residences to complete home visits. The person in this position needs to move about inside the participant’s residence and must be able to make observations of the participant and home environment during home visits. Must be able to detect smells to address participant health concerns and concerns related to the participant’s home environment.
Visual Acuity: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal.
Working Conditions: None. The worker is not substantially exposed to adverse environmental conditions.
This is a general outline of the essential functions of this position and shall not be construed as an all-inclusive description of all work requirements and responsibilities that may be inherent in this position. The employee may be required to perform other job-related duties as requested by the designated work leader(s). All requirements are subject to change over time.
CFI is an Equal Opportunity/Affirmative Action Employer and promotes a Drug Free Work Environment