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.

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 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.

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.

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).

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.

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.

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