Jeff Truitt is a Practice Lead with the Software Division of Kaufman Hall, with a focus on financial institutions. He leads the team that implements the firm’s Profitability, and Relationship Profitability and Pricing (RPP) solutions. Mr. Truitt is responsible for providing guidance and best practices to clients, as well as managing resources, timelines, and budgets during the implementation phase.
Mr. Truitt has 10 years of experience implementing and administrating software and database systems, including several years in the financial industry. Prior to joining Kaufman Hall, he was a Senior Financial Analyst at Baxter Credit Union (BCU), where he led the implementation of Axiom Software’s funds transfer pricing, organizational profitability, customer account profitability, and incentive compensation management solutions. Mr. Truitt utilized the profitability system to support decision making across the organization, including acquisitions, new branch openings, product feature changes, and capital investments. Prior to BCU, he worked in the telecommunications industry conducting financial analyses and administration of various databases. Earlier in his career, Mr. Truitt worked at a startup CRM software company, where he was responsible for implementations, customer service, and training.
Mr. Truitt received his M.B.A. from the University of Illinois, and his B.S. in Finance from the University of Kansas.