ABOUT THE ROLE
As our Chief Financial Officer & Treasurer, you will serve as a key member of the executive leadership team, partnering directly with the President/CEO and Boards of affiliated entities to guide financial strategy, ensure organizational sustainability, and drive long-term growth.
This is an exciting opportunity for an experienced CFO to oversee financial operations across multiple entities, influence enterprise-wide decision-making, and lead a talented finance and accounting team.
WHAT YOU’LL DO
Strategic Financial Leadership
- Develop and execute long-term financial strategies aligned with organizational goals.
- Lead annual budgeting, forecasting, and long-range financial planning.
- Oversee cash flow, investments, reserves, and liquidity management.
- Assess and manage enterprise risk across multiple business entities.
- Partner with executive leadership on compensation, benefits, and business growth initiatives.
Financial Reporting & Analysis
- Ensure timely, accurate financial reporting and regulatory compliance.
- Oversee accounting operations, financial controls, and reporting systems.
- Analyze financial performance and provide insights that support executive decision-making.
- Maintain compliance with GAAP and applicable regulatory requirements.
Regulatory Compliance & Governance
- Oversee reporting and filings with FINRA, IRS, Wisconsin Department of Financial Institutions, OCI, and other regulatory agencies.
- Lead annual tax reporting, including Form 990 preparation for affiliated nonprofit entities.
- Serve as a fiduciary member of retirement and investment committees.
External Partnerships
- Manage relationships with auditors, actuaries, investment managers, reinsurers, payroll providers, and retirement plan recordkeepers.
- Ensure successful completion of audits and regulatory examinations.
Team Leadership
- Lead and develop a high-performing finance team.
- Foster employee growth through coaching, mentorship, and performance development.
- Establish accountability, clear goals, and a culture of continuous improvement.
WHAT WE’RE LOOKING FOR
Required Qualifications
- Bachelor’s degree in Accounting, Finance, Business, or related field.
- Active CPA designation.
- Significant experience in accounting, financial management, and executive leadership.
- Strong knowledge of GAAP, financial reporting, budgeting, forecasting, and internal controls.
- Demonstrated success leading teams and developing talent.
- Exceptional analytical, problem-solving, communication, and presentation skills.
- Ability to manage multiple priorities and thrive in a dynamic environment.
Preferred Qualifications
- FINRA Series 7, 24, 27, and 63 licenses.
- Experience in financial services, insurance, investment management, nonprofit organizations, or multi-entity structures.
WHY JOIN WEA MEMBER BENEFITS?
- Mission-driven organization serving Wisconsin educators
- Award-winning workplace culture
- Competitive executive compensation package
- Comprehensive health, dental, and vision coverage
- Generous paid time off
- Industry-leading 401(k) retirement plan
- Opportunity to influence strategy and organizational growth