Michael Anderson
Leading financial strategy and analysis for Employee Benefits segment.
- Role
- Lead Manager, Finance at Equitable
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Michael Anderson
With over 10 years of experience in corporate finance and financial planning, I currently serve as Lead Manager, Finance at Equitable. In this role, I focus on driving the financial and strategic growth of the Employee Benefits segment by building and maintaining complex financial models to support forecasting, buy/sell-side, workforce planning, and decision-making. At Equitable, I contribute to organizational efficiency by leading initiatives, including automating processes that reduced expense allocation timelines significantly. As a member of the Equitable Foundation Board of Directors, I help oversee the management of $100M+ in assets, ensuring sustainability and long-term growth. My expertise in budgeting and strategic planning supports cross-functional collaboration and informed decision-making for sustainable success.
Experience
Lead Manager, Finance
Jun 2023 — Present · Charlotte, NC, US
Responsible for the financial, analytical and strategic growth of Employee Benefits segment. Serve on the Board of Directors for the Equitable Foundation, overseeing the management of $100M+ in assets to ensure the Foundation\'s sustainability and longevity. Led the project to automate the expense allocation process, resulting in a more effective and efficient system, reducing the annual update from 5 months down to 6 weeks. Develop and maintain complex financial models to support strategic planning, forecasting, and workforce planning strategies across cross-functional teams.
Education
Southern Methodist University
Master of Business Administration - MBA, Finance and Investments
2018 — 2020
Spring Hill College
Bachelor of Science (B.S.), Accounting
2011 — 2015
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