Chief Financial Officer

POSITION SUMMARY

The Chief Financial Officer (CFO) is a strategic member of the Nebraska Bankers Association (NBA) executive leadership team and responsible for overseeing all financial operations of the Association and its subsidiaries and related parties including a health insurance trust entity. This includes fiscal planning, reporting, budgeting, compliance, and investment strategies. In addition, the CFO manages key administrative functions including human resources and building maintenance.  This position ensures the financial and operational integrity of the organization while supporting its mission to advocate for and support member banks.

KEY RESPONSIBILITIES

Financial Management & Strategy

• Ultimate supervisory responsibility over the Accounting Managers of NBA and NBISCO, and the Human Resource Manager.
• Oversee all accounting operations including billing, A/R, A/P, GL, and revenue recognition.
• Prepare timely and accurate monthly, quarterly, and annual financial reports for all companies.
• Develop and implement financial strategies aligned with organizational goals.
• Lead long-term financial forecasting and planning.
• Support strategic decision-making with financial insights.
• Ensure compliance with GAAP, IRS regulations, and any federal or state financial reporting requirements.
• Establish and administer tax policies and procedures of the corporation, including preparing and reviewing all local, state, and federal tax returns.
• Ensure compliance with internal control procedures.
• Coordinate and manage the annual audit/review process with external auditors.
• Monitor and manage cash flow, investments, and financial risk exposure.
• Advise the President & CEO and Board of Directors on financial planning, sustainability, and strategic initiatives.

Budgeting and Cost Management

• Lead the budgeting process and monitor performance against budget for the NBA and related subsidiaries.
• Analyze and control costs to improve operational efficiency.
• Prepare and approve capital expenditures and investment proposals.

Human Resources Oversight

• Oversee HR functions including payroll, benefits administration, and 401K & Deferred Comp compliance
• Ensure compliance with employment laws and organizational policies.
• Maintain employee handbook, job descriptions, and HR records.

Building Operations & Maintenance

• Manage the organization’s physical office and infrastructure.
• Oversee vendor relationships for facilities maintenance, repairs, and office services.
• Monitor leases, insurance, and compliance with safety standards and regulations.

Collaboration & Support

• Work closely with other association staff on association initiatives and events.

Mission & Values Champion

• Actively contributes to carrying out the mission of the NBA in a manner that is consistent with its core values of service, integrity, teamwork, impact, and excellence.

QUALIFICATIONS

• Bachelor's degree in Accounting, Finance, Business Administration, or related field (Master’s or CPA preferred).
• Minimum 5 years of progressive experience in financial leadership, preferably in a non-profit, association, or financial services environment.
• Proven experience overseeing HR, and facilities management.
• Strong knowledge of non-profit/for-profit accounting, fund management, and reporting requirements.
• Excellent leadership, interpersonal, and communication skills.
• Strategic thinker with a hands-on approach and attention to detail.
• Ability to build relationships and engage with a wide range of stakeholders.
• Proficiency in Microsoft Office, financial accounting systems and insurance related accounting.
• Self-motivated and able to manage multiple priorities in a fast-paced environment.