Chief Trust Finance Officer

Position Summary

As the Chief Trust Finance Officer (CTFO), this position serves as the Administrator of the Division of Trust Finance (DTF) and is responsible for the planning and direction of financial activities related to public sector multi‑employer benefit programs, policies, objectives, and initiatives including the Wisconsin Retirement System (WRS) and other programs impacting over 700,000 individual members, and over 1,600 state and local units of government in Wisconsin. The CTFO provides vision and leadership to a team of over 30 staff, guiding managers and staff, collaborating with other key stakeholders, and serving as the primary contact for external parties such as the Legislative Audit Bureau and consulting actuaries. The position also serves on the Department’s Strategic Council and Portfolio Committee to guide strategic transformation and technology modernization.

Salary Information

This position is in the Financial Manager classification (pay schedule/range 81‑01), with an annual salary up to $156,000, plus excellent benefits. Additional $1.00 per hour (or $2,080 annually) is added to the salary for a Certified Public Accountant (CPA) license. Pay for current and new state employees will be set in accordance with the Wisconsin State Compensation Plan in effect at the time of appointment.

Job Details

ETF offers hybrid remote/office work. The selected employee must report to ETF’s office on the first day of employment and may need to report on short notice as operational needs require. All employees are expected to be headquartered and work within the state of Wisconsin. ETF does not sponsor work visas; candidates must proof valid status to work in the United States. Applicants may be subject to a comprehensive criminal background check, and a 2‑year Career Executive trial period or 1‑year probationary period may be required.

Qualifications

Minimally Qualified candidates will have experience in all the following:

• At least 5 years of formal supervisory experience in a financial environment, performing duties such as recruitment, evaluating staff performance, assigning workload/setting priorities, coaching/developing staff, etc.
• Driving organization‑wide strategic and operational financial vision, strategy, policy, and compliance.
• Implementing, monitoring, or auditing internal controls in a financial environment.
• Applying generally accepted accounting principles (GAAP) and related rules, such as preparing or auditing financial statements or an annual comprehensive financial report.
• Experience using an Enterprise Resource Planning system or other large accounting system to record, analyze, or audit financial transactions.
• Developing and implementing financial policies and procedures.
• Collecting, analyzing, and presenting data to inform and support decision‑making.
• Advancing continuous improvement and shepherding change in an organization.

In Addition, Highly Qualified Candidates Will Also Have a Certified Public Accountant License and Experience With Some Of The Following:

• Preparing and presenting financial data to the highest level of leadership or governing boards to inform and support decision‑making.
• Collaborating with internal business partners to identify and assess organizational risks and the effectiveness of internal controls within a risk management framework.
• Experience with actuarial valuations and studies of pension funds or insurance plans, including developing or reviewing financial models used in actuarial valuations, providing or reviewing data that are inputs into valuation, involvement in producing or reviewing reports, and communicating results.
• Experience applying Governmental Accounting Standards Board (GASB) principles.
• Experience with government pension or other employee benefit plans.

Equal Opportunity and EEO Statement

ETF is an Equal Opportunity and affirmative action employer seeking a diverse and talented workforce. Veterans, women, people of color, LGBTQIA+, and people with disabilities are encouraged to apply. We provide reasonable accommodations to qualified applicants and employees with disabilities.