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Senior banking and financial industry professional with over 30 years of progressive experience managing high performance teams that contribute to bottom line results. A resourceful leader who builds trusted partner relationships at all levels including those with executive management and boards. Comprehensive ESG, DEI, FP&A, Reporting and Investor Relations experience. • Expert at communicating highly complex concepts succinctly for internal audiences, board levels, investors and external analysts. • Lead team of business partners who provide financial expertise and reporting for ongoing front-line business processes as well as complex modeling for business expansion, investments and divestitures. • Build diverse, loyal and strong teams through high expectations, candor and leadership.Specialties: Global Team Leadership - Finance & TechnologyComplex Financial Modeling - Deals, Purchases and DivestituresInvestor Relations ManagementE.S.G.- Environmental, Social, Governance ProgramDiversity, Equity, Inclusion and BelongingFinancial Planning & AnalysisManagement Reporting/Product ProfitabilityExpert Presentation SkillsBusiness Intelligence - Power BI, Cognos, Essbase, TM1, Workiva, IR Insight, AlphaSenseAccountingSEC ReportingKey MetricsProgram and Project ManagementIT GovernanceThird Party Contract & Internal Service Level Negotiations
Columbia Bank
View- Website:
- umpquabank.com
- Employees:
- 4643
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Svp, Strategic Impact DirectorColumbia BankTacoma, Wa, Us -
Svp, Esg DirectorUmpqua Bank/Columbia Banking System, Inc. Mar 2023 - PresentTacoma, Washington, United StatesLead a cross-functional team developing and advancing Umpqua’s Environmental, Social & Governance (“ESG”) program in alignment with the company’s corporate strategy and its Do RightTogether culture.Chair the advisory committee for Umpqua’s 401(k) plan responsible to ensure a variety of investment and plan options so participants can accomplish individual retirement goals
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Svp, Corporate Analysis & Reporting; Investor Relations; EsgColumbia Banking System, Inc Dec 2011 - Feb 2023Tacoma, WaLead a cross-functional team developing and advancing Columbia’s Environmental, Social & Governance (“ESG”) program in alignment with the company’s corporate strategy and its DoRight culture.As the IRO, cultivate awareness and confidence in the company thereby expanding the investor base and analyst coverage. Comprehensive FP&A experience includes complex financial investment modeling, forecasting/planning, management reporting, business intelligence, cost accounting and project management.Serve as one of six trustees for the company’s 401(k) plan responsible to ensure a variety of investment and plan options so participants can accomplish individual retirement goals.
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Financial ConsultantGlobal Index Group, Llc Feb 2011 - Dec 2011Tacoma, WaProvide financial consulting, modeling and strategic advice for start up businesses with a focus on raising capital and the implementation of operational structure and controls.
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Division Finance Officer - Coo FunctionsRussell Investments Apr 2009 - Jan 2011Led a financial team driving strategic and tactical business decisions for global support divisions spread across North America, Asia/Pacific and EMEA. Divisions supported included Information Technology, Fund Operations, Finance, Human Resources, Marketing, Legal, Compliance, Risk, Audit and the CEO’s Office. -
Chairman, Russell Retirement Plan CommitteeRussell Investments Jan 2008 - Jan 2011Committee with fiduciary responsibility to participants of Russell’s U.S. profit sharing and retirement plan of $300 million with 1,700 participants. Accountable to participants and the Russell Board of Directors. Oversaw decision process for investment and plan options, plan administration matters and audit concerns. -
Manager, Corporate Management Reporting & SystemsRussell Investments Jan 2000 - Apr 2009Oversaw the development, architecture and control of the company’s matrix management reporting structure. Included management financials, metrics & analysis and the full allocation of $1.6 billion of gross revenues and $700 million of operating expenses across both business lines and regions. Directed several critical financial systems implementations, ensuring a consistent migration toward integrated solutions. -
Advanced Pricing Agreement Tax AnalystRussell Investments Jan 1997 - Dec 1999United StatesReporting and analysis for an international revenue apportionment agreement between seven countries - Australia, Canada, Great Britain, Ireland, Japan, New Zealand and the United States
Amy Betts Skills
Amy Betts Education Details
Frequently Asked Questions about Amy Betts
What company does Amy Betts work for?
Amy Betts works for Columbia Bank
What is Amy Betts's role at the current company?
Amy Betts's current role is SVP, Strategic Impact Director.
What is Amy Betts's email address?
Amy Betts's email address is ajbetts@me.com
What is Amy Betts's direct phone number?
Amy Betts's direct phone number is +120650*****
What schools did Amy Betts attend?
Amy Betts attended Pacific Lutheran University - School Of Business.
What skills is Amy Betts known for?
Amy Betts has skills like Financial Analysis, Finance, Business Intelligence, Strategy, Financial Modeling, Business Analysis, Process Improvement, Program Management, Analysis, Management, Contract Negotiation, Financial Goals.
Who are Amy Betts's colleagues?
Amy Betts's colleagues are Larry Rankos, David Thorsen, Kathi Scarpellino, Heather L. Weitman, Amy (Roth) Bertrand, Gwen Phelps, Kelli Moore.
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Amy Betts
Senior Project Specialist — Medicare Product Implementation Team | Female Entrepreneur | Woman Farmer | Always Learning | Always An AdventureFennville, Mi2spectrumhealth.org, priorityhealth.com -
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