Mgr Investments & Reporting
Blue Cross Blue Shield of Nebraska
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, ora relatedfieldrequired. 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 ofinvestment 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. #J-18808-Ljbffr Blue Cross Blue Shield of Nebraska
- Nebraska Blue is seeking a Mgr Investments & Reporting in Omaha, NE. The position involves oversight of the investment portfolio, treasury operations, and financial reporting. You'll collaborate with senior finance leadership and ensure prudent asset stewardship. Qualified...Suggested
- ...Cross Blue Shield of Nebraska seeks an experienced finance professional in Omaha to oversee investment portfolios and treasury operations. This role emphasizes financial reporting and compliance while supporting strategic initiatives in a hybrid work environment. Ideal...Suggested
$1,000 per month
...tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our... ...Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours$45k - $100k
...build your career. View our Purpose, Inclusion and Citizenship Report. As a financial advisor with Edward Jones, you’ll develop and grow... ...to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$131.46k - $225.36k
...with internal specialists to provide integrated solutions across investments, banking, and trust services. This role offers strong growth... ...and client data using CRM tools to support growth and reporting. Education & Experience Bachelor’s degree in Business, Finance...Suggested- ...structures, new business initiatives, and U.S./international reporting considerations. Provide clear, well‑supported explanations of... ...management. Senior Accounting Review & Oversight Review complex investment, cash, and general ledger reconciliations for completeness, accuracy...Full timeImmediate start
- ...policies, procedures, and applicable regulations, including BSA, CTR reporting, and KYC protocols Accurately process transactions within... ...hours, employee-led service initiatives, and meaningful investment in the communities we serve. Local Decision-Making No distant...Local areaImmediate startNight shift
- ...About the role As a Mortgage Underwriter (Investment Underwriter) on Unison’s Operations team, you will play a critical role in evaluating... ...guidelines and valuation standards. Review home inspection reports, identify deferred maintenance or risk factors, and document findings...Work at officeLocal area
$41.71k - $50k
...alternative banking channels and provide personal banking and investment advice. Meets customer transaction‑based needs with seamless execution... ...and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be...Local areaDay shift$90.23k
...part in shaping your career journey. Where your co-workers are invested in you and your success. Where you are encouraged and... ...initiatives for the enterprise, including budget, forecast, and ad-hoc reporting to leadership. The successful candidate: • Analyzes...H1b- ...reconciliation, and verification of financial records. This position includes the preparation of internal and external financial reporting, investment accounting, regulatory filings, and ledger analysis.**The ideal candidate will live within driving distance of the Omaha,...Work at officeRemote workWork from home1 day per week
- ...Omaha Community Foundation (OCF) believes in investing in the community, but we realize that starts with our staff. You see it in our... ...Assistant Controller oversees accounting operations, financial reporting, audit readiness, and compliance activities while ensuring strong...Casual workWork at officeWork from home
- .... In this role you will own end-to-end revenue accounting and reporting across our portfolio of licensed software, SaaS subscriptions,... ...Ownership, Build Trust, Drive Innovation and Succeed Together, we have a mission to help organizations get more from their ERP investments....Permanent employmentContract workImmediate startRemote workWorldwide
- ...of Nebraska is looking for a finance professional to oversee investment portfolio and treasury operations in Omaha. This hybrid role combines... .... Strong analytical skills and familiarity with GAAP reporting are essential for success in this position. #J-18808-Ljbffr Blue...
$90k - $140k
A leading international private investment firm is seeking an Investment Accountant to oversee accounting and reporting for investment portfolios backing life and annuity products. This role emphasizes accuracy in financial reporting and compliance with statutory and GAAP...$90k - $140k
...A leading international private investment firm with a long history of cross-border investing across Europe and North America. The firm... ...Overview The Investment Accountant will oversee accounting and reporting for investment portfolios backing life and annuity products....Full timeWorldwide- ...guide a team of six Financial Consultants and drive AUM growth, reporting to the CIO, with a focus on sales, training, and compliance.... ...strong leadership in asset management distribution, deep knowledge of investment products, and FINRA licensing. #J-18808-Ljbffr Axos Bank
- Blue Cross and Blue Shield of Nebraska seeks a senior finance professional to oversee investment portfolio administration, treasury operations, and related financial reporting. You will partner with leadership, auditors, and external managers to ensure asset stewardship...Remote job
- BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments is seeking a Senior Financial Billing Analyst to lead complex billing... ...ensure accuracy in revenue recognition, and support financial reporting. The role collaborates with product development and cross-functional...Work at office
- ...finance professional to lead performance analysis for technology investment portfolios and oversee Internally Developed Software... ...emphasizes FP&A leadership, forecasting, variance analysis, and reporting, with a focus on cost transparency and Total Cost of Ownership...
$90.75k - $188.75k
...Corporate FP&A Manager supports company‑wide planning, forecasting, reporting, and decision support across corporate functions. This role... ...commentaries. Support adhoc analysis on cost structure, investment tradeoffs, and strategic initiatives. Drive process improvements...Work at officeFlexible hours$100k - $120k
...for record and review. Prepare quarterly/annual financial reports as well as manage quarterly/annual budgets and forecasts. Advise... ...on financial analyses and decision-making regarding capital investments, pricing, contract negotiations, significant costs, and...Contract workWork at officeLocal areaFlexible hours$45k - $50k
...Location: In-office work and on-site presence at our properties Reports to: Property Management Director The Scope of Work Act as... ...priority Shows up every day ready to be the best version of self and contribute to the team #J-18808-Ljbffr P.J. MORGAN INVESTMENTS, INC.Full timeWork at officeImmediate startMonday to FridayAfternoon shift- ...Position Summary The Grants Manager researches and facilitates the writing of successful grant proposals, outcomes, and reports to funders and internal sources. This team member collaborates with internal subject matter experts and assists with the overall implementation...Full timeWork experience placementWork at officeRemote workFlexible hours
- ...stewardship, accuracy, and compliance. We are seeking a Financial Reporting Accountant to support statutory reporting, regulatory filings... ...of financial data received from internal departments, investment managers, and custodians Assist Internal Audit by preparing...
- ...Assisting in preparing and delivering timely, accurate, and complete reports. Supporting management in preparation and review of monthly... ...of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic...Work at officeVisa sponsorship
- ...partners regarding general information, audits, inquiries, or reporting requirements. Collaborates with the Fund Accounting, Transfer... ...considered. KNOWLEDGE Accounting and finance principles for basic investment vehicles. Stocks, bonds, options, and futures. Microsoft...InternshipWork at officeLocal areaDay shift
- ...Maintain project files and record drawings • Prepare construction reports • Perform soil erosion control and sediment control... ...Wade Trim is committed to maximizing the value of infrastructure investments. We've been solving complex engineering challenges for a century...Temporary workWork at office
- ...Concentric Corporation is partnering with a growing real estate investment and development organization seeking an experienced Asset... ...assigned real estate assets Analyze property financials, operational reports, and market trends to identify opportunities for growth and...
- ...timely and accurate monthly, quarterly, and annual financial reporting and close processes. Maintain compliance with GAAP, tax regulations... ...activities, fund transfers, and the organization's short-term investment portfolio. Lead, mentor, and develop the accounting team...Temporary workFlexible hours
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