Michael Amundsen Email & Phone Number

Minneapolis, MN

Minneapolis, MN

Minneapolis, MN

I continue to be primarily responsible for the client service functions of the Stable Value Team. I provide coaching to audit team members on audit support knowledge and delivery. I am responsible for audit coordination and financial statement preparation functions. I continue to be a resource for the Stable Value team process questions and assist with.

Minneapolis, MN

Stable Value Operations Team LeadAudit Support Team LeadAs Stable Value Operations Team Lead I became responsible for the client service functions of the team. I provided coaching to and was a resource for the Stable Value Operations Team. I identified and lead multiple process improvement implementations to improve the efficiency of the team which lead to.

Minneapolis, MN

- Member of the Stable Value Audit Support Team- Preparation and support of the annual audited financial reports for Stable Value Funds- Daily Stable Value Accounting responsibilities- Monthly Stable Value close processing- Fee and accrual monitoring and processing- Additional responsibilities as assigned by Accounting Manager

Minneapolis, MN

- Daily monitoring and reconciliation of assigned accounts- Be able to complete a full rotation of accounts for the year- Identify gaps in processing and assist in streamlining areas of risk- Additional responsibilities on collective fund processing

Minneapolis, MN

-Act as team lead, mentor and knowledge resource for operations analyst team.-Maintain relationships with client contacts and broker representatives.-Manage client requests for additional reporting or data.-Initial analyst responsibilities on new clients before they are transitioned to team coverage.-Provide input to modify procedures and controls in order.

Minneapolis, MN

-Complete daily reconciliations (cash, position, and mark-to-market) for multiple clients and their multiple portfolios.-Process daily trade entry and amendments across all clients.-Corporate action processing, and other special situation entry in SQL based system.-Security setup and updates across multiple databases.-Daily portfolio pricing, generate.

Edina, MN

-Direct office contact for two sales representatives’ brokers and clients.-Responsible for implementing new coverage and amendments to existing policies.-Coordinate entire pre-sale process including logging requests, rate calculations, and proposals.

Edina, MN

Provide general support to ten sales representatives and team of eight New Business Coordinators.