Chief Trust Finance Officer

P2F2; Madison (WI); Hybrid; USD 146,000 - 178,000; Full time

Job summary

P2F2 in Madison, Wisconsin seeks a Chief Trust Finance Officer to lead the Wisconsin Employee Trust Funds division. The role directs financial activities for public sector multi-employer programs, guiding policy, compliance, and strategic initiatives.

The CTFO will manage a team of 30+ staff, engage with external auditors and actuaries, and help transform technology to better serve Wisconsin stakeholders. Hybrid work is offered within Wisconsin.

Qualifications

• 5+ years of supervisory experience in a financial environment.
• Experience implementing or auditing internal controls in finance.
• Strong GAAP knowledge and accounting principles understanding.
• Experience with ERP systems for financial recording/analyzing.
• Developing and implementing financial policies and procedures.

Responsibilities

• Provide planning and direction of financial activities for public sector multi-employer programs.
• Lead transformation and modernization initiatives within the division.
• Collaborate with external parties such as audit and actuaries.
• Oversee compliance with financial controls and policy frameworks.

Skills

Supervisory experience

GAAP knowledge

Data analysis

Leadership

Policy & compliance

Education

CPA license

Tools

ERP system

Job description

Chief Trust Finance Officer 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. This position provides vision and leadership to the Division of over 30 staff, providing general direction to managers and staff as well as collaborating with other key stakeholders within the Department. The CTFO is the primary contact for external parties such as the Legislative Audit Bureau and consulting actuaries and serves as a member of the Department’s Strategic Council on guiding the strategic transformation and technology modernization to accelerate the ability to engage and serve customers as they prefer. The position also serves on the Department’s Portfolio Committee, helping prioritize resources toward the Department’s highest operational and strategic priorities.

ETF offers hybrid remote/office work. If interested in hybrid remote/office work, this can be discussed in more detail during the interview process. The selected employee(s) must report to ETF’s office on the first day of employment. In addition, the employee may need to report to ETF 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.Any appointment made will be contingent on the applicant being able to prove valid status to work in the United States.

Prior to any appointments for position(s) filled from this announcement, candidates may be subject to a comprehensive criminal background checkto determine whether the circumstances of any conviction may be related to the duties required of the position.

A 2-year Career Executive trial period or 1-year probationary period may be required.

Position: Chief Trust Finance Officer

Organization: Wisconsin Employee Trust Funds

Location: Madison, WI
United States

Salary: 162,240

Posting Start Date: 6/5/2026

Date Posted: 8/24/2026

Requirements 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), rules, and theories (e.g., implementation of accounting standards, preparing or auditing financial statements or 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 as well as 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 (e.g., developing or reviewing financial models used in actuarial valuations, providing or reviewing data that are inputs into valuation, involvement in producing or reviewing reports, communicating results).
• Experience applying Governmental Accounting Standards Board (GASB) principles.
• Experience with government pension or other employee benefit plans.

Application materials are due by 11:59 pm on Monday, September 14.

P2F2

The Public Pension Financial Forum is organized for education, pension advocacy and networking purposes. To support the ongoing education of our membership, we prepare quarterly newsletters, hold member facilitated conference calls and webinars, and host an annual conference. We also have a Member Forum that allows members to ask questions and receive answers from each other. To participate in P2F2, follow the member enrollment link above.