Frank Marchese

Frank Marchese Email and Phone Number

Finance Executive | SaaS | Hyper Growth | M&A | Insurance | Private Equity @ Xero
Denver, Colorado, United States
Frank Marchese's Location
Denver, Colorado, United States, United States
Frank Marchese's Contact Details
About Frank Marchese

As an experienced finance leader, I promote new ideas and implement lasting change across organizations. I am the Finance Director, and Secretary & Treasurer for the Americas at Xero. I drive the rolling forecast, budgeting and strategic planning process by identifying key business insights that impact our ability to deliver on our financial targets. My responsibilities extend beyond standard FP&A functions and includes long-range planning, building repeatable financial risk mitigation processes (i.e. deal process), leading 401k audit, influencing and managing benefits brokers, and most importantly, opining on capital deployment and GTM employee structure in the highest strategic priority markets. My team functions within the business to help drive profitable growth in a competitive and saturated North America Market.I have 15 years of finance experience (FP&A, strategic finance, auditing, corporate accounting, GTM finance, and pricing), 7 years managing high performing teams, a naturally high business acumen, and an ability to build unbreakable professional relationships. I am fortunate to have gained experience in various types of corporate entity structures, and have worked through a $2.6B public acquisition on the acquired side (data room lead, financial projection cuts, integration management office), and experience on the acquiring side as well. My financial modeling background expands beyond the status quo, and includes creating end to end revenue models, building top line financial projections utilized by start-ups (model utilized by founders to raise capital in excess of $1M), and creating long-range financial plans which supported Executive Teams and BOD 5 year investment decisions.

Frank Marchese's Current Company Details
Xero

Xero

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Finance Executive | SaaS | Hyper Growth | M&A | Insurance | Private Equity
Denver, Colorado, United States
Website:
xero.com
Employees:
6065
Frank Marchese Work Experience Details
  • Xero
    Xero
    Denver, Colorado, United States
  • Xero
    Finance Director, Americas
    Xero Nov 2021 - Present
    Te Aro, Wellington, Nz
  • Xero
    Senior Fp&A Manager
    Xero May 2019 - Oct 2021
    Te Aro, Wellington, Nz
  • Assurant
    Manager Financial Reporting Analysis
    Assurant Jul 2018 - Apr 2019
    Atlanta, Georgia, Us
    Promoted subsequent to the Assurant acquisition of The Warranty Group
  • The Warranty Group
    Lead Financial Analyst
    The Warranty Group Nov 2016 - Jun 2018
    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
  • Zurich North America
    Financial Analyst Iii
    Zurich North America Jun 2015 - Nov 2016
    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
  • The Warranty Group
    Senior Financial Analyst
    The Warranty Group Apr 2015 - Jun 2015
    Chicago, Illinois, Us
    Recruited internally to help in the implementation of a centralized planning and forecasting tool to all international business units.
  • The Warranty Group
    Underwriter Ii
    The Warranty Group Sep 2013 - Apr 2015
    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.
  • The Warranty Group
    Supervisor Of Financial Operations
    The Warranty Group Oct 2010 - Sep 2013
    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
  • App Pharmaceuticals
    Corporate Accountant
    App Pharmaceuticals Nov 2009 - Oct 2010
    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
  • Miller, Cooper & Co., Ltd.
    Public Accountant
    Miller, Cooper & Co., Ltd. Aug 2008 - Apr 2009
    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.

Frank Marchese Skills

Accounting Sarbanes Oxley Act Financial Analysis Internal Controls Financial Reporting Auditing Internal Audit Forecasting Financial Accounting Peoplesoft General Ledger Gaap Account Reconciliation Financial Modeling Microsoft Excel Analysis Business Analysis Us Gaap Analytical Skills Variance Analysis Financial Statements Finance

Frank Marchese Education Details

  • Depaul University
    Depaul University
    Accounting
  • Illinois State University
    Illinois State University
    Accounting

Frequently Asked Questions about Frank Marchese

What company does Frank Marchese work for?

Frank Marchese works for Xero

What is Frank Marchese's role at the current company?

Frank Marchese's current role is Finance Executive | SaaS | Hyper Growth | M&A | Insurance | Private Equity.

What is Frank Marchese's email address?

Frank Marchese's email address is fr****@****oup.com

What schools did Frank Marchese attend?

Frank Marchese attended Depaul University, Illinois State University.

What are some of Frank Marchese's interests?

Frank Marchese has interest in Gardening, Electronics, Home Improvement, Reading, Collecting, Home Decoration.

What skills is Frank Marchese known for?

Frank Marchese has skills like Accounting, Sarbanes Oxley Act, Financial Analysis, Internal Controls, Financial Reporting, Auditing, Internal Audit, Forecasting, Financial Accounting, Peoplesoft, General Ledger, Gaap.

Who are Frank Marchese's colleagues?

Frank Marchese's colleagues are Jon Pawley, Tiana Clouten, Free Iphone Giveaway, Casey-Jane Aldous-Ball, Alistair Hunt, Danielle Pearks, Ca, Stephanie Schroder, Ca..

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