Chad Werner Email & Phone Number

Omaha, Ne, Us

- Key member of executive leadership team that has responsibility for all fiscal and treasury functions of the corporation as well as actuarial, underwriting, data analytics and facilities/real estate. The company has $1.8B in revenue, $1.0B in assets, and $450M in surplus.- Collaborate with executive leadership team and board of directors in establishing strategic objectives as well as operating policies and procedures to ensure attainment of organizational objectives.- Evaluate results within lines of business to determine if financial objectives are being met.- Effectively represent and lead internally and externally, including collaborating with and supporting fellow executive leaders in driving forward the mission and vision of the company.- Partner as an effective member of the executive leadership team by demonstrating behaviors that align with BCBSNE core leadership principles, behaviors, and values.- Establish, implement, and maintain financial policies and controls to safeguard the organization’s assets.- Responsible for product segment pricing, claim reserving, premium and claims forecasting, and risk selection for all lines of business to deliver desired results.- Lead, motivate, inspire, and develop high performing direct and indirect teams.

Omaha, Nebraska, Us

CFO of Health Advocate subsidiary. Directed all finance functions and created a finance organization with a focus on its ability to function on a stand-alone basis once sold. Assisted in development of five year long range plan, quality of earnings analysis, working capital analysis, and due diligence data room support.

Brookfield, Wisc., Us

CFO of Global Financial Solutions segment. Served as a member of the business leadership team as well as the finance leadership team. Led all segment finance functions including financial analysis and reporting, budgeting, forecasting, month end close, earnings releases, segment related SEC filings, cash flow analysis, and deal modeling. Worked with business leadership to set strategy, establish goals and manage the business execution to achieve these goals. Managed large strategic projects to achieve business objectives: revenue growth, expense management, and cash flow maximization.

Brookfield, Wisc., Us

Held a series of progressively challenging leadership roles in Finance and Accounting. Led teams that produced high quality, accurate financial results while maintaining the highest ethical standards during long periods of change.