Brian Engelking Email & Phone Number

Saint Paul, Mn, Us

Greater Minneapolis-St. Paul Area

Lead Global team that provides financial decision support to Columbia Threadneedle Investments, the asset management business of Ameriprise Financial.- Partner with senior leadership team to achieve objectives and drive business growth.- Provide financial decision support to all aspects of the business.- Develop a high performing team and strong culture of accountability and execution focused leadership.

Greater Minneapolis-St. Paul Area

Reported to the head of Corporate Finance in a role that was primarily responsible for executing the planning and forecasting process.- Execute the planning / forecasting process by partnering with Finance teams that support each of the individual business units of Ameriprise.- Support the preparation of presentations on behalf of the CFO highlighting business drivers, risks / opportunities and potential business actions, including presentations made to the Executive Leadership… Show more Reported to the head of Corporate Finance in a role that was primarily responsible for executing the planning and forecasting process.- Execute the planning / forecasting process by partnering with Finance teams that support each of the individual business units of Ameriprise.- Support the preparation of presentations on behalf of the CFO highlighting business drivers, risks / opportunities and potential business actions, including presentations made to the Executive Leadership Team, Rating Agencies, and the Ameriprise Board of Directors. - Perform recurring and ad hoc analysis of monthly / quarterly results to help prepare senior leadership for quarterly conference calls with analysts including items such as Return on Equity, Earnings per Share, individual segment results and material one time events. Show less

Greater Minneapolis-St. Paul Area

Various roles supporting the Advice & Wealth Management Segment starting from a Senior Financial Analyst to Director. Gained experience supporting multiple different business units, including Corporate Marketing, Financial Planning, Brokerage and Cash Products.In my last role I was tasked with re-engineering the planning / forecasting process during the Great Recession to accommodate staff reductions. This effort involved taking a decentralized process that was done in great detail… Show more Various roles supporting the Advice & Wealth Management Segment starting from a Senior Financial Analyst to Director. Gained experience supporting multiple different business units, including Corporate Marketing, Financial Planning, Brokerage and Cash Products.In my last role I was tasked with re-engineering the planning / forecasting process during the Great Recession to accommodate staff reductions. This effort involved taking a decentralized process that was done in great detail across multiple teams into a smaller centralized team. To accomplish this we had to focus on the most critical business drivers to allow for a higher level approach. Show less