Andrew Basile Email & Phone Number

Wilmington, DE, US

• Managing the quarterly earnings process, call materials, investor presentations, related press releases, corporate/industry events, shareholder meetings, and the investor relations website
• Routinely consulting with the CEO, CFO, and executive leadership on new product lines, profitability of divisions, tracking against internal plan and external consensus, potential acquisitions/partnerships, and peer.
• Spearheading automation within the finance organization through Microsoft Power Apps, Oracle, Workiva, and internal RPAs; resulting in an eight day faster quarterly close and earnings process.
• Developed a robust investor relations strategy and framework that including the introduction of an ESG report and various Board updates.
• Articulation of the strategic deal terms for the $976M acquisition of Bryn Mawr Trust while disseminating the strategic positioning and business case to analysts, buy-side firms, and investors

Advisor through early stages, food certification, startup financials, and the recently launched treat brand under HPA called Real Chewsy

New York, NY, US

• Managing client deal valuations for JPMC’s largest merchants ($10B+ annual sales), including client profitability assessments, Merchant Services product pricing, P&L consolidation, forecast/budget generation.
• Strategizing with c-suite, treasury, sales, finance and product owners on how to structure offers and deploy pricing strategies that accelerate market share and drive revenue growth; one of ten nationally recognized.
• Creating several tools to make client pricing decisions easier for senior leadership including real-time scenario templates, a Tableau competitor data dashboard and an automated budget reconciliation tool

New York, NY, US

• Priced 5-10 custom Merchant Services pricing offers for Fortune 500 merchant deals each week; improved average turnaround from two weeks to two/three days through data pull and pricing model efficiencies
• Built ChaseNet and Chase Pay pricing enhancements to allow for real-time scenario testing and revenue optimization of pricing offers; an industry-leading payment platform
• Utilized in-house and external data tools to generate portfolio and vertical-level insights from over $1T annual Chase sales; identifying thousands of merchants with uncompetitive rates that could be repriced and.

New York, NY, US

• Developed an IT Book of Work process to actively manage forecasted benefits, defined expenses and scope changes of projects; sized over 120 IT-backed projects, several marketing initiatives and a handful of M&A.

Valley Forge, PA, US

• Working as a Project and Data Analyst within Vanguard's Procurement Department, I have been involved in several initiatives including:
• Performing in-depth data analysis of the Procurement, Accounts Payable, and Vendor Management environments during the strategy phase of a multiyear effort to reevaluate all third-party relationships and spend. This.
• Uniting stakeholders around a vision for how to increase transparency and planning capabilities. This includes setting up status updates, developing an Access database, and making clear documentation for future users..
• Improving supplier risk awareness and strategy by analyzing over 700 active supplier profiles to introduce merger & acquisition activity, parent-child relationships, and conversion ids. This is to ease the retirement.

Valley Forge, PA, US

• Selected as 1 of 13 participants in Vanguard's AFP Program, which is a one-year rotational finance and leadership development program designed to provide candidates with accelerated exposure to Vanguard's financial.
• Corporate Financial Services: Business Solutions Group (Project Analyst)
• Institutional Investor Group: Vanguard Institutional Advisory Services (Financial Analyst)
• Internal Audit: Global Audit Services (Risk Analyst)
• Fund Financial Services: Investment Data Management (Licensed Data Analyst)

Valley Forge, PA, US

• Developed and presented proposals to upper and middle management.
• Contributed to the strategic vision of the 401(k) Plan Sponsor website.
• Created staffing models and an information portal to improve the client experience of the Plan Sponsor website.

New York, NY, US

• Assisted with various audits for clients within financial services, energy, and other industries.
• Updated internal control procedure documentation and performed substantive testing.

New York, NY, US

• Navigated the Private Equity division through a major accounting system conversion. Tasks included:
• Converting trial balances, investor capital calls, and investment files into standardized templates for upload.
• Generated pivot tables to verify quarterly balance sheet, income, and expense accounts.
• Providing status updates to stakeholders.

London, England, GB

• Directly supported the CEO in several capacities during my tenure. These included:
• Completing trade operations and providing investment advice.
• Aiding the company through FSA Regulation in London and incorporation in Delaware.Managing relationships.
• Managing client relationships and meetings.