Brandon Turnbull
Sacramento,CA
Summary
Accomplished Sr. Financial Analyst with a proven track record at Sutter Medical Foundation, adept in process improvement and financial model creation. Excelled in leading cross-functional teams to surpass productivity goals, achieving a notable 102% performance metric increase. Skilled in data analysis and team building, I drive impactful decisions and foster professional growth.
Overview
13
13
years of professional experience
Work History
Sr. Financial Analyst – Decision Support
Sutter Medical Foundation
Sacramento
02.2018 - Current
- Analyze financial data to identify trends, discrepancies, and opportunities for improvement.
- Create detailed reports summarizing financial performance metrics for senior management review.
- Provide technical expertise in developing complex financial models that accurately forecast future company growth.
- Perform sensitivity analysis to assess risk associated with various investment options or scenarios.
- Draft presentations illustrating key insights from financial analyses for use in board meetings and investor relations events.
- Train new professionals on corporate policies and objectives and provided mentoring and assistance, which improved overall retention and morale.
- Create presentations and documentation to deliver financial data to associates and professionals/executives.
- Analyze financial data to identify trends, patterns and strategies.
- Analyze complex financial information to offer recommendations to management, driving decision-making.
- Collaborated with senior management and executives to develop and monitor key financial performance indicators (KPIs).
- Train junior analysts on financial analysis techniques and best practices.
- Utilize financial software and advanced SQL/Excel functions to streamline data analysis and reporting processes.
- Develop financial analysis reports and presentations by applying acquired financial principles. Develop and maintain positive, professional relationships with internal and external partners to improve processes, enhance service levels, and ensure consistency and regulatory compliance of processes.
- Mentor financial analysts on professional development topics such as communication skills, problem-solving, and financial problem-solving.
- Collaborate with executives, legal teams, and fair market value firms to design systems and contracts to meet organizational objectives and maintain compliance.
Supervisor - Central Operations Support
Paychex, Inc.
Folsom, USA
03.2015 - 02.2018
- Oversaw and led a remote team of 11 specialists in the compliant and timely payment, and filing of payroll returns and tax liabilities for approximately 170,000 clients across the western United States.
- Assisted with preparation and management of the capital and operating budget of $5.25M by achieving cost center and productivity projections through labor and administrative expense controls
- Championed process improvement and enterprise standardization efforts to eliminate inefficiencies
- Led a project team with representation from seven divisions in the department to identify best practices, and then document and standardize across teams.
Supervisor - Client Services
Paychex, Inc.
Folsom, USA
06.2011 - 03.2015
- Hired, trained, coached, and supervised 9 direct reports, servicing over 3,500 clients
- Assist with the preparation and management of the capital and operating budget of $22.5M.
- Acted as a regional mentor for new leaders, providing coaching on effective communications, conflict resolution, and performance management
- Developed and managed a monthly program driven at targeting increased client response under the theory that we were only hearing from concerned clients
- Finished the fiscal year at 102% attainment of this performance metric up from 92% the previous fiscal year
- Identified as top 3% of organizational leaders to be nominated for accelerated leadership development
Education
Master of Business Administration - Finance & Marketing
University of California Davis, Graduate School of Management
06.2017
Six Sigma Yellow Belt Certification -
04.2016
Bachelor of Arts - Economics
University of California, Davis
06.2006
Skills
- Data Analysis
- Ad hoc financial analysis
- Financial modeling
- Variance analysis
- Planning and analysis
- Team Building
- New Leader Mentoring
- Project Management
- Reporting
- Conflict Resolution
- Internal Consulting
- Change Management
- Cross-Functional Collaboration
- Organizational Communications
- Presentations
- Coaching & Development
- Performance Management
- Excel
- SQL
Leadership Experience
- Business Plan Development & Execution
- Team Building
- New Leader Mentoring
- Change Management
- Relationship Management
- Cross-Functional Collaboration
- Organizational Communications
- Public Speaking
- Presentations
- Coaching & Development
- Performance Management
Timeline
Sr. Financial Analyst – Decision Support
Sutter Medical Foundation
02.2018 - Current
Supervisor - Central Operations Support
Paychex, Inc.
03.2015 - 02.2018
Supervisor - Client Services
Paychex, Inc.
06.2011 - 03.2015
Master of Business Administration - Finance & Marketing
University of California Davis, Graduate School of Management
Six Sigma Yellow Belt Certification -
Bachelor of Arts - Economics
University of California, Davis
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