ROBERT A. MARCHELLO, MBA, MAFM, MPM
rmarchelloosu@gmail.com    Lake Mary, FL    407.529.7879    LinkedIn: Robert Marchello

Transformational Leader Driving Results by Leading Strategic Planning, Operations, and Revenue Growth

EXECUTIVE PROFILE
Impact-driven Chief Strategy and Operations Officer with 25+ years of progressive experience leading Operations, Training, Financials, Sales, and Process Optimization. Sees around corners, growing revenue and net profit through cultivation of relationships, efficiency savings, and strategies. Builds and enables ‘crack’ teams, elevating production, systems, and protocols. Attuned to customer needs, leading to automated change and productive delivery. 

AREAS OF EXPERTISE / CORE COMPETENCIES
Leadership: Strategic Planning, Operations, Financial Management, Thought Leadership, Innovation, Process Design, Process Optimization, Market Analysis, Project/Program Management, Performance Management, Business Intelligence, Goal Achievement, Complex Problem-solving, Delivers Results.

Influence: Change Activator, Relationship Building, Training, Mentorship, Team Leadership, Cross-functional Collaboration, Partnerships, Communication, Trusted Advisor, Building Shared Vision.

Business Execution: Revenue Growth, Automation, Systems Design/Implementation, Operations, Risk Mitigation, Business Impact, Analytics, Customer Success.

PROFESSIONAL EXPERIENCE
COOPER SOFTWARE. LTD (PROSCOPE), Director of Delivery, Enablement and PMO, Remote              02/2022 – 8/2025

• Revenue Growth/Goal Achievement:  Developed, implemented, and managed revenue targets and personal goals for all consultants, PMs, and helpdesk staff; led service delivery and increased revenue YoY for 3 years, achieving 17% increase in services revenue in most recent year.
• Training/Optimization: Developed and implemented training library for internal consultants and partners; reduced new employee onboarding time by 4 weeks.
• Customer Success/Communication: Co-authored new Customer Success Model, including communication and tracking plan; drove customer satisfaction across multiple departments; elevated customer interaction and reduced issue resolution time.

RSM US, LLP, Technology Consulting Manager, Remote                                                                                   07/2018 – 02/2022

• Partnerships/Pipeline Expansion: Cultivated partnership with complementary software provider, empowering organization to enter previously untapped industry; grew new vertical underNetSuite umbrella to initial revenue pipeline exceeding $1 million.
• Automation/Business Process Re-engineering: Designed/drove holistic inventory management implementation system globally for warehouse and retail locations in industry-leading fitness company; transitioned from spreadsheets to full automation in <18 months; viewed/managed inventory levels in real time.

EXPLORE CONSULTING, LLC (now RSM), Solution Architect & Engagement Manager, Remote           03/2016 – 07/2018

• Process Improvement/Time Saving: Developed international expansion and technology playbooks aligned with operational processes, expanding client accounts; significantly reduced time-to-market and centralized systems; resulted in operational efficiencies and reduction in manual processes.
• Enterprise Clients/Change Management: Designed and implemented cloud-based solutions for enterprise and midmarket clients; streamlined business processes and reduced client redundancies in disparate systems and reliance on spreadsheets; decreased time to close and report out.
• Project Management/Innovation: Analyzed business needs and designed/spearheaded ERP systems; enhanced reporting of several large non-profits with +$500 million in annual revenue; minimized manual and disparate systems; allowed organizations to allocate additional mission funds.

MORGANFRANKLIN CONSULTING, LLC, Manager, Information Mgt & Technology, McLean, VA        08/2015 – 03/2016

• Financial Reporting/System Alignment: Led team of consultants in implementing ERP and PSA system for large benefits management software provider by eliminating disparate systems and automating processes; removed reliance on manual processes and produced actionable financial reporting, internally and externally to SEC.
• Change Management/Teamwork: Led clients and internal team workshops; identified business process challenges, then developed solutions and closed gaps; reduced redundant/disparate systems, removed manual processes, and reduced non-productive time.

BREVARD ALZHEIMER’S FOUNDATION, INC, Chief Financial Officer, Melbourne, FL                               02/2011 – 06/2015

• Strategic Business Planning/Operations: Created strategic business and operational plan, increasing revenue and reducing costs; aligned company objectives with vision and mission; transformed 8.5% net operating loss into +5% net gain within one year.
• Revenue Generation/Expansion: Developed strategic relationship with major insurance carrier in South Florida, ahead of upcoming legislative changes; positioned organizational expansion of service offering; expanded to +$1 million of gross additional revenue during first year of long-term care program.
• Fundraising/Program Management: Created new fundraising stream, Cycle for Alzheimer’s (2014); raised $30k in funding and elevated awareness of disease during first year; recruited +100 cyclists and several dozen volunteers; converted into new, long-term revenue stream for organization, and event continues today.

MARCHELLO CONSULTING GROUP, LLC, CEO/Managing Member, Melbourne, FL 12/2008 – 08/2014

• Financial Reporting: Successfully designed, implemented, and documented strategic financial reporting and analysis systems for client; provided ‘Outsourced CFO’ support; reduced client software licenses, removed manual processes, and streamlined month-end close.
• Client Services: Provided clients with strategic plan coaching services; drove vision, mission, and objectives alignment with financials; increased client revenue and profitability in higher-performing business units.

Q RESEARCH SOLUTIONS, INC, Director of Finance, Old Bridge, NJ                09/2007 – 09/2012

SOUTHERN BUILDING SYSTEMS, INC, Interim CFO, Melbourne, FL  02/2007 – 09/2007

FLAVIN, NOONEY & PERSON, PA, Staff Accountant, Melbourne, FL 02/2006 – 02/2007

SUNGLASS INTERNATIONAL, INC, Financial/Systems Analyst, Orlando, FL             02/2004 – 02/2006

AMERICA ONLINE, INC, Senior Quality Assurance Analyst, Columbus, OH  12/2001 – 12/2003

EDUCATION, CERTIFICATIONS, CREDENTIALS, PROFESSIONAL DEVELOPMENT

DeVry University, Keller Graduate School of Management, Bethesda, MD

• Master of Project Management
• Master of Accounting and Financial Management
• Master of Business Administration

OHIO STATE UNIVERSITY, Bachelor of Science in Business Administration in Business Economics, Columbus, OH

NetSuite ERP Consultant (#9605), 03/2019
NetSuite Suite Foundation (#9370), 03/2019
NetSuite Advanced Revenue Management Enabled (#3877), 10/2016

PROFESSIONAL AFFILIATIONS, MEMBERSHIPS

Board Member: Ohio State Alumni Association, Alumni of Space Coast, Florida, 01/2015-Present

Member: Construction Financial Management Association (CFMA), Central Florida Chapter, 09/2021-Present

VOLUNTEER SERVICE AND CAUSES

Community Coach: Cocoa High School, Varsity Football Defensive Assistant, 05/2020-10/2021

Ride/Event Advisor: Cycle for Sobriety, Supporting Teen Challenge of Central Florida, 01/2016-12/2016

Ride Director and Founder: Cycle4Alz, Support the Brevard Alzheimer’s Foundation, 01/2014-11/2016

Defensive Coordinator and Co-Founder: Brevard Hurricanes, Inc., 04/2012-05/2014

Community Coach: Satellite High School, Varsity Football Defensive Assistant, 05/2011-05/2012