Brandon O'Brien Email & Phone Number

Director, Stewardship and Generosity @ Saddleback Church

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Brandon O'Brien Location

Irvine, CA, US

Brandon O'Brien Work

Director, Stewardship and Generosity @ (July 2026 - Present)
Board Member @ (July 2026 - Present)
Principal Consultant and Executive Advisor @ (October 2025 - Present)
Chief Financial Officer @ (October 2018 - September 2025)
Chief Financial Officer, CorVel | President, Symbeo @ (March 2020 - March 2022)
Area Vice President @ (October 2015 - October 2018)
Vice President, Business Operations @ (December 2010 - October 2015)
Director of Finance, CorVel Enterprise Claims @ (January 2007 - January 2011)
Manager, Analytics @ (January 2006 - January 2007)
Financial Analyst @ (January 2003 - January 2006)

Brandon O'Brien Education

USC Marshall School of Business
Bachelor of Science

Brandon O'Brien Skills

AI-Driven Financial Transformation
AI-Driven Process Automation (OCR/ML/RPA)
Accounting
Acquisition Integration
Agile Methodologies
Artificial Intelligence (AI) Strategy
Benefits Administration
Budgeting & Forecasting
Business Intelligence (BI)
Business Process Automation
Business Process Improvement
Business Strategy
Capital Allocation & Investment Strategy
Claims Management
Claims Management System Design
Collaborative Leadership
Collaborative Problem Solving
Compensation & Benefits
Concur Expense Platform
Cross-Functional Team Building
Cross-functional Team Leadership
Customer Engagement
Customer Experience
Digital & AI-Driven Transformation
Employee Benefits
Enterprise Data Warehouses (EDW)
Enterprise Performance Management
Enterprise Software
Executive Leadership & Talent Development
Executive Operational and Sales Leadership
Finance Transformation
Financial Consolidation
Financial Modeling & Forecasting
Financial Planning and Analysis (FP&A)
Generally Accepted Accounting Principles (GAAP)
Google Colab
HR Strategy
Health Insurance
Healthcare
Healthcare Analytics & Insights
Healthcare Management
Insurance
Internal Controls
Investor Presentations
Investor Relations
Investor Relations & Board Communication
Jupyter Notebooks
KPI Dashboards
Key Performance Indicators
Managed Care
Margin Expansion & Cost Optimization
Microsoft Power Automate
Microsoft Power BI
Microsoft SQL Server
NASDAQ
Navan Expense Platform
New Product Rollout
Operations Management
Oracle/Peoplesoft Enterprise Resource Planning (ERP)
P&L Management
Predictive Analytics & Enterprise Data Platforms
Pricing and Revenue Strategist
Product Management
Product Strategy for Tech-Enabled Services
Provider Relations
Public Company Reporting & SEC Compliance
Robotic Process Automation (RPA)
Robotic Process Automation (RPA) & Workflow Automation
SEC Reporting (10-K/10-Q)
SaaS Product Strategy
Sales & Operational Partnership
Sales Commission
Sales Management
Salesforce CPQ (Configure, Price, Quote)
Salesforce CRM Analytics
Simplifying the Complex
Software Project Management
Software as a Service (SaaS)
Spiff Commission/Compensation Platform
Stakeholder Engagement
Strategic Financial Leadership
Strategic M&A
Team Building
Team Leadership
Technology Modernization & Platform Transformation
U.S. SEC Filings
Workers Compensation
Workflow Optimization & Process Re-engineering

Brandon O'Brien Summary

Brandon O'Brien, based in Irvine, CA, US, is currently a Director, Stewardship and Generosity at Saddleback Church. Brandon O'Brien brings experience from previous roles at Irvine Valley College, OBRIVAN LLC and CorVel Corporation. Brandon O'Brien holds a Bachelor of Science @ USC Marshall School of Business. With a robust skill set that includes AI-Driven Financial Transformation, AI-Driven Process Automation (OCR/ML/RPA), Accounting, Acquisition Integration, Agile Methodologies and more. Brandon O'Brien has 2 emails and 3 mobile phone numbers on RocketReach.