MF

Megan Holt Cpa, Frm

Chief Financial Officer at Mutual of Omaha Mortgage

Megan Holt, CPA, FRM has extensive work experience in risk management, financial reporting, and assurance. Megan currently holds the position of Chief Financial Officer at Mutual of Omaha Mortgage since July 2023. Prior to this role, they served as the Vice President of Financial Reporting at the same company from July 2022.

Before joining Mutual of Omaha Mortgage, Megan worked at Mutual of Omaha as the Director of Risk Management, where they led a team in identifying and monitoring emerging and strategic risks. Megan also managed financial risks across the enterprise, partnering with finance, actuarial, and investment leaders. Their responsibilities included facilitating risk committees, conducting risk assessments, and leading various risk management initiatives. Megan worked in this role from May 2018 to June 2022.

Prior to their role in risk management, Megan held the position of Manager of ICOFR Assurance and Support, as well as Technical Accountant at Mutual of Omaha from July 2016 to April 2018.

Earlier in their career, Megan worked at KPMG as an Audit Manager from October 2013 to June 2016. Megan provided audit services to public and private companies, specializing in industries such as offshore reinsurance, captive insurance, asset management, and real estate. Megan also held the roles of Senior Associate and Audit Associate at KPMG from 2010 to 2013.

Overall, Megan Holt brings a wealth of experience in risk management, financial reporting, and assurance to their current role as Chief Financial Officer at Mutual of Omaha Mortgage.

Megan Holt, CPA, FRM, received their Bachelor of Science in Business Administration (BSBA) with a focus on Accounting and Finance from the University of Nebraska at Omaha, where they studied from 2005 to 2009. During their undergraduate studies, Megan also participated in a Study Abroad Program at MCI | The Entrepreneurial School®, specializing in International Studies in 2008.

In addition to their academic achievements, Megan has obtained several certifications. Megan is a Certified Public Accountant (CPA) certified by the Nebraska Society of CPAs in February 2017 and by the Massachusetts Society of CPAs, Inc. in September 2011. Megan also holds the title of Certified Financial Risk Manager (FRM) awarded by the GARP FRM Program in July 2022.

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Previous companies

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Timeline

  • Chief Financial Officer

    July, 2023 - present

  • Vice President Financial Reporting

    July, 2022

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