Frank Marchese Email and Phone Number
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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.
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XeroDenver, Colorado, United States -
Finance Director, AmericasXero Nov 2021 - PresentTe Aro, Wellington, Nz -
Senior Fp&A ManagerXero May 2019 - Oct 2021Te Aro, Wellington, Nz -
Manager Financial Reporting AnalysisAssurant Jul 2018 - Apr 2019Atlanta, Georgia, UsPromoted subsequent to the Assurant acquisition of The Warranty Group -
Lead Financial AnalystThe Warranty Group Nov 2016 - Jun 2018Chicago, Illinois, UsReported 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 -
Financial Analyst IiiZurich North America Jun 2015 - Nov 2016Schaumburg, Il, UsReported 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 -
Senior Financial AnalystThe Warranty Group Apr 2015 - Jun 2015Chicago, Illinois, UsRecruited internally to help in the implementation of a centralized planning and forecasting tool to all international business units. -
Underwriter IiThe Warranty Group Sep 2013 - Apr 2015Chicago, Illinois, UsEvaluates 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. -
Supervisor Of Financial OperationsThe Warranty Group Oct 2010 - Sep 2013Chicago, 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 -
Corporate AccountantApp Pharmaceuticals Nov 2009 - Oct 2010Lake 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 -
Public AccountantMiller, Cooper & Co., Ltd. Aug 2008 - Apr 2009Deerfield, 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
Frank Marchese Education Details
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Depaul UniversityAccounting -
Illinois State UniversityAccounting
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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