Chief Financial Officer and Treasurer

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Are you a strategic financial leader ready to make a meaningful impact? Join WEA Member Benefits, an organization founded by Wisconsin educators for Wisconsin educators, and help shape the financial future of a mission-driven organization serving public school employees across the state.

At WEA Member Benefits, we are dedicated to serving our members with highly rated retirement savings, financial planning, and personal insurance programs for public school employees. Our employees have a passion for our mission and vision and strive to deliver “A+ Performance” in everything we do. WEA Member Benefits was created by Wisconsin educators for Wisconsin educators over 50 years ago.

Our culture, work environment, and team have made our organization a 6-time “Best Places To Work” winner (Madison Magazine) and 3-time Top Workplaces winner (Wisconsin State Journal). We focus heavily on taking care of our employees with competitive pay, generous health/dental/vision insurance coverage, paid time off, and an industry leading 401(k) retirement savings plan.

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.

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.
• 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.
• 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.

Required Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or related field.
• 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…