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

  1. Lead Manager, Finance

    Equitable

    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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Michael Anderson — Lead Manager, Finance at Equitable in Charlotte, NC, US | Unifers