At Blue Cross and Blue Shield of Nebraska, we are a mission-driven organization dedicated to championing the health and well-being of our members and the communities we serve.
Our team is the power behind that promise. And, as the industry rapidly evolves and we seek ways to optimize business processes and customer experiences, there’s no greater time for forward-thinking professionals like you to join us in delivering on it! As a member of Team Blue, you’ll find purpose, opportunities and the support you need to build a meaningful career and make a powerful impact in our community.
This position is responsible for the oversight, analysis, and administration of the organization's investment portfolio, treasury operations, cash management activities, and related financial reporting. This role partners closely with senior finance leadership, investment managers, banking partners, consultants, and auditors to ensure prudent stewardship of assets, effective liquidity management, compliance with investment policies, and accurate financial reporting.The position combines strategic financial analysis with hands-on operational execution and plays a key role in supporting investment performance, cash flow forecasting, treasury initiatives, GAAP reporting, debt covenant compliance, and long-term financial objectives and other duties as deemed appropriate.
This role is based in the Omaha Metro area with a Hybrid work designation (1-2 days/week) preferred.
What you'll do:
Investment Management & Portfolio Oversight
- Monitor investment performance, asset allocation, liquidity, and portfolio risk.
- Execute approved investment transactions and portfolio rebalancing activities.
- Prepare investment reporting and analysis for leadership and governance committees.
- Partner with investment managers, consultants, custodians, and banking institutions.
Treasury & Cash Management
- Oversee daily cash management, liquidity planning, and banking relationships.
- Develop and maintain short- and long-term cash flow forecasts.
- Evaluate cash management strategies to preserve capital and optimize returns.
- Implement and administer treasury policies, controls, and procedures.
Financial Reporting, Accounting & Compliance
- Prepare and oversee GAAP financial reporting, including STAT-to-GAAP conversions.
- Perform debt covenant calculations, reporting, and compliance monitoring.
- Ensure accurate accounting and reconciliation of investment and treasury activities.
- Coordinate audit support and maintain compliance with accounting and governance requirements.
Strategic Planning & Stakeholder Support
- Develop financial analyses and recommendations supporting strategic initiatives.
- Prepare presentations and materials for executive leadership, Finance Leadership, and Board committees.
- Provide decision support related to investments, treasury operations, and capital management.
- Serve as a key finance partner across departments and external stakeholders.
To be considered for this position, you must have:
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field required.
- Master's degree preferred.
- Minimum of 8-10 years of progressive experience in treasury, investments, corporate finance, public accounting, accounting, asset management, or institutional investment management.
- Professional certifications such as CPA, CFA, CTP, or CAIA preferred.
The strongest candidates for this position will also possess:
- Strong understanding of treasury management, cash flow forecasting, investment management, and capital markets.
- Knowledge of GAAP financial reporting, statutory accounting principles, and financial statement preparation.
- Experience with STAT-to-GAAP conversions and debt covenant compliance reporting.
- Understanding of investment accounting, portfolio analytics, benchmarking, and fair value reporting (ASC 820).
- Advanced Excel modeling and financial analysis skills.
- Strong presentation and reporting capabilities.
Learn more about what makes BCBSNE such an exceptional place to work by visiting NebraskaBlue.com/Careers.
We strongly believe that diversity of experience, perspective and background will lead to a better workplace for our employees and a better product for our customers and members.
Skills Required
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field
- Minimum of 8-10 years of progressive experience in treasury, investments, corporate finance, public accounting, accounting, asset management, or institutional investment management
- Master's degree
- Professional certifications such as CPA, CFA, CTP, or CAIA
- Knowledge of GAAP financial reporting and STAT-to-GAAP conversions
- Experience with debt covenant calculations, reporting, and compliance monitoring
- Understanding of investment accounting, portfolio analytics, benchmarking, and ASC 820 fair value reporting
- Advanced Excel modeling and financial analysis skills
- Strong presentation and reporting capabilities for executive and board materials
What We Do
To millions of Americans, Blue Cross and Blue Shield symbolizes peace of mind when it's needed most. That’s because, collectively, the Blue Cross and Blue Shield brands represent the largest and most experienced health care benefit companies in the country. At Blue Cross and Blue Shield of Nebraska, our story is all about you – the people we’ve been serving since 1939. As a company born and raised in Nebraska, we believe it’s our responsibility to be an active member of the communities where we live and work alongside our customers. We envision a health care world without confusion that adds more good years to peoples' lives, and we consider it an honor to be there for you when you need us. Thank you for letting us be part of your story. 1939 was the beginning of a long tradition of health care coverage in Nebraska. Blue Cross and Blue Shield of Nebraska is a mid-size Nebraska business whose mission is to lead the way in supporting patient-focused care. We see the future of healthcare as one without confusion that adds more good years to peoples' lives. As a Nebraska-based company, we believe it’s our responsibility to be an active member of the communities in which our customers live and work.
