CHIEF FINANCIAL OFFICER

About the role

WHEDA serves Wisconsin residents and communities by working with others to provide creative financial and technical resources to stimulate and preserve affordable housing, small businesses, and agriculture.

The Chief Financial Officer serves as a strategic member of the executive leadership team and is responsible for the overall financial management, fiscal integrity, and long-term sustainability of WHEDA. This includes oversight of budgeting, treasury, accounting, debt management, and financial reporting, along with the preparation and interpretation of financial statements and trends, strategic planning, resource allocation, auditing functions and regulatory compliance.

Responsibilities

• Ensures adequate funding for WHEDA programs through resource management, issuance of debt and other borrowings.
• Works with external and internal partners to develop innovative funding strategies.
• Monitors credit markets, economic conditions and the interest rate environment making recommendations to meet profitability and mission goals.
• Participates in the creation, oversight, and implementation of the strategic initiatives of WHEDA.
• Participates in new program development.
• Monitors compliance with State and Federal regulations, including State of Wisconsin Statutes and proposed legislation impacting WHEDA, and ensures accurate and timely reporting for rating agencies, SEC regulations, tax-exempt bond law and investor agreements for all debt instruments.
• Manages professional staff, ensuring adequate training and opportunity, prioritization of tasks; monitors individual performance and provides feedback to staff.
• Provides succession planning for the Finance team.
• Provides financial overview training for all staff.
• Provides management of WHEDA resources.
• Makes recommendation on use of surplus assets to meet strategic objectives and mission, maintains credit ratings and ensures long-term financial viability.
• Oversees the financial statements and budget, including preparation and monitoring.
• Communicates financial performance and