Marco Trasolini Email & Phone Number

Ontario, Canada

Member of the Executive team, reporting directly to the President. Responsibilities include managing a team of assigned associates, financial and management reporting, FP&A, treasury, credit, customer service, collections and asset recovery, funding and MIS. Oversee capital structure in full compliance maximizing shareholder value, monitoring cash balances, forecasts and arranging for debt and equity financing, support HR and Head of Compliance and ERM/ORM. Provide effective financial leadership for the company. Participate in the development and evaluation of short and long term financial and strategic objectives. Establish and maintain strong relationships with business leaders, board members, shareholders and to incorporate their perspectives when developing business solutions. Liase with internal and external auditors and other business partners. Recruit,train and retain talent. Drive associate development and engagement.

Led the negoitiation and market study to engage new contracts for insurance and technology and for contractors' construction for premisesManage and work with legal team, engineers, architects regarding reserve and milestone study(s)

Toronto

Managed a team of 25+ focused on FP&A, Corporate Controllers, AP and Travel, and Procurement functions. Strategically hired staff creating a team of diverse members to fulfil the demands of the future. Reported directly to the Managing Director who reported to the CFO. Prepared analysis and reporting for the CFO/CEO, Board and Executive team members. Strategically enhanced reporting capabilities, improved processes and reduced headcount generating savings in excess of $1M per year.Directed migration to a new Enterprise Resource Planning (ERP) system as Business Lead. The system was delivered on time and within the budget adding new functionality. Developed and implemented analysis to support the prioritization and costing for new strategic initiatives and projects. Incorporated business cases for new initiatives and headcount and supporting them further with KPIs (i.e. payback, ROR) driving lower incremental cost increases, within 5%, and obligated the enterprise to focus on key areas to grow the enterprise.Set up new regional offices collaborating with senior leaders as key member and contributor, in Investments, Tax, Legal and regulators. Developed FP&A, annual financial statements, travel management and operating policies and procedures for new regions. Developed and implemented a waterfall cost allocation to costs to effectively develop cost/benefit analysis when prioritizing initiatives. Enhanced the model to incorporate business drivers, reducing divisional effort, more decision useful.Promoted to the role of Manager in Charge (MIC) for Ontario Teachers’ (Asia) Limited, to fulfil requirement of the SFC, the regulator in HK, to elect a representative to provide oversight of core functions and key business lines.Mitigated risk ensuring adequate insurance coverage for OTPP and its regional offices.Proactively implemented an automated expense approval process, prior to the ERP, with little disruption during the pandemic.

Toronto, Ontario, Canada

Collaborated with Finance, other divisions and IT to rollout and improve SAP BPC to consolidate and report expenses of the plan of approximately $500M per year (excluding Investment related expenses). The enhancements allowed for reporting different business hierarchies and business lines and automated the allocation process.Collaborated with divisional leaders to promote budget coordinators in each of the divisions whom would be the liaison between finance and the heads of the business lines/divisions to ensure the budget was complete, timely and approved. Developed an in-house workforce planning and reporting tool. Later collaborated with P&C to automate the input and reporting for headcount and recruitment using Workday. Moreover, leveraged the existing technology for employee expense reporting and tracking lending to efficiencies and better reporting especially realized as the enterprise expanded to new regions.Led Finance in opening the first regional office in Hong Kong including negotiating office leases, insurance, working with legal, tax and compliance. Recruited and strategically hired the members for FP&A and corporate controllers to meet the vision for Finance of the future and support the global strategyDeveloped new executive reports, including a flash report that offered a snapshot of expenses, headcount and trends versus budget within 8 days of every month, in addition to new headcount reporting, analysis of Investment related activity.Implemented and collaborated with the CFO/CEO developing the cost allocation framework for OTPP.

Accounting and Controls for the Investment Division focusing on new initiatives/products/acquisitions, IFRS and Accounting model design and implementation.

Toronto, Ontario, Canada

Developed new executive suite of reports with analytics for the leadership team in Investments focusing on costs and different business linesConsolidated operations in Toronto later expanding offering and leading staff in the PhilippiansCollaborated with Investment leaders to compile plan and report to the Corporate division for consolidations

Leadership Program

Cpa

Bachelor Of Business Administration - Bba, Accounting And Finance, Minor In Business Communications