Brian Erickson, Mba Email & Phone Number

Minneapolis, Minnesota, United States

I have been tasked with centralizing the forecasting, planning, and reporting responsibilities done throughout the company. I am supporting monthly capital forecasting, and work with Enterprise FP&A and others across FP&A on operationalizing expense framework expense allocations and working to bring existing FP&A financial models into Planful where it makes sense.

In this role I had a number of responsibilities for the Expense Accounting team such as: creating and distributing quarterly intercompany sub bills, implementing and testing SAP 4Hana for expense accounting, setting up expense allocations and mapping out the required cost centers.

Saint Paul, Minnesota

In this role I worked on our forecasting team, and my primary projects/responsibilities included: JIRA board creation - I created our JIRA board used for agile project management. This tool was created to track tasks needed to complete the overall goals and plans process. The tool increased collaboration and integrated with Microsoft Teams leading to greater efficiency with the overall process.Created forecast reports using Workiva products including WDesk and WData. Maintained master file and ensured data integrity between input templates and reports. Expense Ratio - Created a standard definition across business areas along with a standard view that was used across all areas for reporting purposes. Assets Under Management forecasting - Maintained Midas pulls and analysis to forecast metric on a three year basis. FP&A Technology Lead - Lead the department with the integration of Microsoft Teams, One Drive, and Sharepoint. I worked across the department to determine proper channel setup. I also managed the onboarding on new associates on Workiva products.

Greater Minneapolis-St. Paul Area

My first position at Securian Financial was very exciting. In this role I took over the responsibility of creating and automating the monthly Home Office Counsel and Board reports. I was responsible for the monthly Sales Report, quarterly Performance Metrics Report, and quarterly Earnings Review. Metrics included sales, earnings, revenue, return on equity, assets under management, insurance in force, retention and a number of others. I was able to automate the reports using the Workiva products WDesk and WData. I was the lead on the project and was able to successfully transition our reports out of Excel and into WDesk. This was a huge success because WData was able to act as a central hub for our data storage and we were able to feed multiple reports from a single data source. This significantly reduced the amount of time it took to create and review the reports. I also eliminated the need to distribute Excel input templates as the entire data collection process was moved into the tool. I've also moved a number of power points into the tool and automated their creation process. This role also included a number of ad hoc projects including various market analysis, Essbase pulls, and mock ups of new reports.

United States

I supported the Legal Finance Center of Excellence with their growth and transformation strategy. This was done by using best practices to develop standardized metrics and processes that simplify Finance activities resulting in improved business performance. I uncovered opportunities to simplify Finance activities by connecting with Finance across the Legal organization, to understand challenges encountered in supporting their business partners’ informational needs, and partnered with subject matter experts to develop solutions focusing on efficiency, accuracy and simplification. As a member of the Center of Excellence, I worked on key financial metrics and the story they can tell when presented in a meaningful manner. I acted as a key member in process evaluation and improvement. Key ResponsibilitiesAssisted in process improvement efforts that created quality reporting, enhanced business practices and improved productivity within finance.Supported and provided recommendations to develop standardized reporting for key metrics supporting our organizational goals.Collaborated with Finance teams in an effort to develop strong partnerships and to identify opportunities leading to Finance simplification.Partnered with all business units to understand key requirements and supported common definitions and metrics. Built reporting dashboards in Tableau. Consolidated and reported financial data (revenue, price, and sales) from all finance divisions across Legal. Specialized in annualized and TTM Retention reporting. Partnered with TROVE, EDW (Business Objects) and Hyperion teams to understand data flow, integration and data resources available for accurate financial metric reporting.Added and assisted in the development of new HUB content and assisting in the development of regular communications to the Legal Finance community.Supported Ad hoc requests, development and reporting as required.

This position was responsible for implementing special offer contracts including pricing, content strategies, and legal language that are in accordance with and in support of the field, segment, content and product owners. This role involved frequent communication with personnel from several functional areas, especially Sales and Account Management (SAM), Contracts Counsel, Strategic Marketing, SAM Finance, New Product Development, Order Fulfillment, Product & Pricing Services, Commissions and Billing. The position provided reporting and analysis relating to contract performance, competitive win-loss reporting, and other ad hoc analysis as requested by Finance/Strategic Marketing management. Finally, the Analyst may be called upon to provide training related to special offer processes and/or act generally as a resource for contract information. Primary Responsibilities:Calculate, analyze, price, create contracts, and implement special offer new/renewal process in cooperation with the functional areas listed above. Gather account-level information in cooperation with SAM, analyze usage/revenue trends, review customer content needs and market pricing trends. Work through implementation issues with Order Fulfillment, Product & Pricing Services, Commissions and Billing to ensure appropriate account set-up and billing.Work with Strategic Marketing to develop and implement pricing/content programs that lead to optimal contract sales and renewals. This includes providing feedback about the current market environment, implementing segment programs, and working through implementation issues as programs are expanded and fine-tuned to fit market needs. The analyst also acted as a resource for determining new processes as additional programs and initiatives are launched.The analyst helps to ensure the department adheres to SOX and IFRS reporting and compliance.

This role was primarily an Ad-Hoc analysis role. I analyzed the western half of the United States (Government Segment) pulling large customer data sets from Sales Force. My goals was to identify customer spending trends in an effort to identify sales opportunities for the Sales and Account Management teams (SAM). Key traits that were analyzed were significant drops in revenue, accounts lapse, credit lapse, new product releases and opportunities for pricing plans.

In this role I worked directly with customers on auto loan applications. I would create applications and do initial credit pulls and evaluations. If the customer met certain criteria I would then gather income documents along with loan payoffs if needed to gain approval from our underwriting team. If the customer decided to move forward with the loan terms I would create loan documents and schedule a time with their local branch to complete the closing. I would assist with both new and used car purchases, refinancing current loans, complete lease buyouts and generate loans on free and clear vehicles to consolidate other types of debt.

Eagan

This role was a great first step during college to learn about the Financial Services industry. I worked closely with senior reps meeting potential investment and life insurance clients. I received my certification to sell life insurance in the state of Minnesota and gained experience with different types of investment platforms.

Master'S Degree, Business Aministration - Mba

Bachelor'S Degree, Accounting And Finance