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 and industry-related analysis• 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, scenario-testing and peer pricing calculations; supervising three direct reports tied to this process• 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 across the firm with the 2020 President’s Circle Partnership award• 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 generate an incremental $25 million annually

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 valuations including the 2017 WePay acquisition

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 includes being the point person for category, historical, and vendor data requests to consultants, leading voice of client sessions to properly document current state feedback, creating an internal corporate policy framework for purchasing decisions, and maintaining an objective voice in all strategic roundtables. The goal of this enterprise-wide project is to promote decision quality and transparency, increase controls and compliance, and improve cost and value. • 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. This is to be used daily by over 60 employees and will support in-flight engagements, enable workload insights, and improve manager’s tools for evaluation of their employees in Procurement. • 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 of an end-user tool and empower procurement specialists with an enterprise-view when approaching internal clients and when negotiating with suppliers.

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 operations. These were my rotations:• 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.