Frank Marchese Email & Phone Number

Denver, Colorado, United States

Te Aro, Wellington, Nz

Te Aro, Wellington, Nz

Atlanta, Georgia, Us

Promoted subsequent to the Assurant acquisition of The Warranty Group

Chicago, Illinois, Us

Reported directly to the VP, Financial Planning & Analysis to aide in the completion of all quarterly forecasts and annual plans and ad hoc projections- Liaison between actuarial and finance for program loss ratio selections and earnings projections for all North America client forecasting- Designed and implemented global Deal Review process and built the financial model for identified new business opportunities. Defined business criteria and financial thresholds for decision elevation, discussion and approval. Chair of the Committee which facilitated the process from presentation through final executive approval- Revamped the Monthly Business Review (MBR) by adding new operational and sales metrics, restructuring layout, and providing substantive financial performance dialogue to guide executive leadership discussion

Schaumburg, Il, Us

Reported directly to the head of Planning and Expense Management to aide in the story telling of the North America business units through development of management discussion and analysis (MD&A), forecasts and annual plan document for an $11 billion portfolio.- Lead analyst in the presentation of eight annual forecasts, one 18 month rolling forecast, and the annual plan for two business units that make up Zurich North America (ZNA)- Worked in parallel to Finance Directors, planning specialists, actuarial, and management to incorporate commentary on the financial performance of ZNA, including writing talking points for CFO’s quarterly Information Share to employees

Chicago, Illinois, Us

Recruited internally to help in the implementation of a centralized planning and forecasting tool to all international business units.

Chicago, Illinois, Us

Evaluates risk submissions, develops rates, and outlines pricing assumptions for new and existing product changes. Assigned to all product requests for the automotive National Account’s team, which include multiple Fortune 500 companies. • Developed pilot program pricing that will revamp the service contract offering for the second largest National Account. • Developed pricing for the Dominican Republic, an international expansion opportunity which is expected to launch in March of 2014.

Chicago, Illinois, Us

- Performed all research, analysis and information collaboration to generate a North America revenue forecast in the hundreds of millions of dollars. - Solely prepared financial statements for TWG Securities, which acts as a separate third party that houses our clients' reinsurance positions. - Created, calculated and managed sales employee bonus program; paying the sales force in excess of $4M annually- Managed entire agent commissions incentive program - Prepared monthly production reporting package for sales management of four distribution channels

Lake Zurich, Illinois, Us

• Corporate accounting lead between all production plants in the preparation and execution of all fixed asset accounting functions.• Performed asset impairment analysis, marketing rebate contra revenue accruals, reporting on capital expenditures, proceeds, gains and losses on fixed asset transactions, and corporate headcount reporting figures.• Project manager liaison for corporate shutdown of multi-million dollar production facility in Puerto Rico.• Prepared fixed asset accounting narratives for all fixed asset procedures for the internal audit department and SOX requirements

Deerfield, Il, Us

- Partnered with Senior Management to perform accounting services including audits, reviews, and tax services.- Analyzed financial statements through auditing techniques including analytics, ratio analysis, observation, examination, and inquiry.- Performed flow-through entity and individual tax returns.

Masters Of Accountancy, Accounting

Bachelors Of Science, Accounting