Brian L.

Brian L. is a Senior Investment Ops Analyst at Optum Bank since December 2021, with extensive experience in financial analysis and planning. Prior to this role, Brian served as a Principal Financial Analyst in FP&A at Quartzdyne, Inc | A ChampionX Company, where responsibilities included improving FP&A processes, forecasting financial statements, and conducting profitability analysis. Achievements at Quartzdyne include developing a Sales Demand Model and an Inventory Model to enhance business operations. Previously, Brian worked as a Capacity Planning Manager at Cotiviti, where notable accomplishments included developing a cost-saving model that projected significant annual savings and achieving high forecasting accuracy for workload planning. Earlier career roles involved financial analysis at Genesys, focusing on project profitability and process improvements, and client relationship management at Fidelity Investments. Brian holds an MBA from Utah State University and a Bachelor's degree in Finance from Brigham Young University.