Brian Basconi
Financial Analyst · SAE Products
San Diego, CA
In My Own Words
Talented Financial Analyst with exceptional background utilizing data from diverse financial and information systems. Possess keen understanding of financial planning, accounting, and analytics. Skilled communicator, able to build strong working relationships with coworkers. Advanced knowledge of MS Excel (pivot tables, V-lookups, and other complex Excel functions), Access, SQL, Cognos, and MS Great Plains. Academia background includes Management Information Systems, and most recently an MBA in Finance.
Work Experience
Financial Analyst
SAE Products2015 – 2016
• Completed gross margin analysis which identified changes in product mix, volume, and profitability. • Conducted internal rate of return, and break-even analysis to determine potential for new products. • Redesigned sales forecast tool, and month-end financial package for management. • Built KPI’s in order to analyze repeat customers vs new customers, customer lifetime value, sales channels, DSO, and percentage of product defects.
Finacial Analyst
Sonepar USA2006 – 2015
• Consolidated asset management reporting using Cognos. Created and analyzed necessary reports on a monthly basis in order to provide senior executives with key metrics for operational decisions. • Developed and analyzed fixed asset reporting using Asset Keeper. • Performed account reconciliation analysis and general ledger entries for month-end close in MS Great Plains. • Bridged the IT and Finance teams in order to drive process improvement within the Business Intelligence environment. • Prepared financial dashboards while assisting in the preparation of the quarterly Board of Directors financial reporting package. • Lead project to develop and consolidate our Travel Management program across all operating units in order to leverage spending. • Supported the Finance team’s strategic decisions through ad-hoc data reporting and analysis
Information Systems Assosciate
Sunoco2003 – 2004
• Managed technical support for problems related to the intranet. • Assisted in database management for the retrieval of information from the site to end-users. • Studied existing information processing systems to evaluate their effectiveness. • Upgraded system and corrected errors to maintain system after implementation.
