Brian Mcconnell Email & Phone Number

Houston, Texas, United States

Houston, Texas, United States

Sell-side M&A carve out of a $1B annual revenue consumer brand- Led the finance and accounting separation workstream, created a comprehensive carve-out report, addressed due diligence requests, determined entanglements, developed Day 1 solutions, drafted transition service agreements, constructed an SG&A budget, and ensured post-separation hyper care within the finance and accounting function.Accounting remediation solutions for a power generation and transmission company- Primary scope consisted of bank reconciliations spanning dozens of accounts across a twelve-month period, leading to the identification and reconciliation of outages upward of $70 million. - Provided support to numerous back-end accounting, finance, and IT processes, working to train employees on improved processes and procedures to optimize future reconciliation efforts.

Houston, Texas, United States

• Performed investment valuation testing and coordinated the use of investment valuation specialist groups.• Involved in overseeing engagement planning, ongoing risk assessment, team development, and budgeting.• Organized and led weekly client meetings to discuss engagement status and resolve issues as they arose.• Reviewed accounting procedures performed by associates and interns to provide constructive feedback and upfront coaching on how to improve performance quality as well as increase efficiency.• Assisted managers and directors in setting team goals and timelines to meet legal and client deadlines

Houston, Texas, United States

• Performed auditing and attestation services and assisted in preparation of financial statements for financial service clients including AIG SunAmerica, Invesco, and Goldman Sachs.• Implemented valuation testing over derivative investments such as futures, forwards, and spots utilizing Bloomberg and other independent data providers to obtain inputs and verify client valuation.• Reviewed substantive test of detail and analytical review procedures over balance sheet and incomestatement accounts in preparation of audit work papers in accordance with US GAAP.• Regularly discussed audit findings, issues, risks, and opportunities with client executives.• Involved in all aspects of campus recruiting efforts including early identification of potential candidates, interviewing applicants, organizing recruiting events, and mentoring interns.• Relevant skills and proficiencies include: Excel, Alteryx, VBA, UiPath, Bloomberg, IDC

Houston, Texas, United States

• Rotated between three different engagement teams to assist in the preparation of audit workpapers for publicly traded clients in the oil and gas industry.• Assisted senior associates and management in the review and preparation of annual financial statements.• Created an excel macro to reconcile reports and match receipts for auditing the revenue process which saved future engagement teams 20 hours a year.• Conducted client interviews and risk assessment analytics to assess the potential of fraud and misstatement.

San Antonio, Texas, United States

• Worked alongside the Director of Investor Relations and Chief Financial Officer to develop anunderstanding of investor relations and financial reporting.• Researched market data and created dynamic graphics and reports to provide market evaluation andcomparisons based on financial reporting ratios, banking specific performance indicators, and ESG metrics.• Created quarterly investor presentations and PowerPoint slide decks to help facilitate quarterly earnings calls with investors and analysts.• Utilized Bloomberg to source underlying data and create various ad hoc reports, charts, and screens.

Master'S Degree, Finance

Bachelor Of Business Administration - Bba, Accounting

Activities and Societies: PPA Group 27 Beta Theta Pi - Aggie Cowboys (Treasurer)