RSM US, LLC – Remote
July 2018 – Present
Technology & Management Consultant
My primary focus is on Strategic Engagement Management for NetSuite ERP, CRM, and SRP Implementations. Current client engagements are larger in scale and complexity; my goal is to be strategic adviser across all business systems and processes. Clients tend to be disruptive and highly visible in the market place (two primary clients are pre-IPO w/$500M+ in revenue).
Explore Consulting, LLC – Bellevue, WA –
*Acquired by RSM
March 2016 – June 2018
Solution Architect & Engagement Manager
Leverage my knowledge of NetSuite, Project/Program Management, Financial Reporting, Change Management, Data Migration and Procurement to design enterprise and mid-market cloud based solutions. I am currently involved in several high visibility implementation projects at various stages in the project cycle including: Architecture, Project Management, Change Management, Revenue Recognition, Procurement, Data Migration, Reporting and overall solution design/integration. My experience in multiple industries was immediately leverage upon joining the firm and am involved in several $450MM+ revenue generating clients, both in the for profit and not for profit verticals.
MorganFranklin Consulting, LLC – McLean, VA
August 2015 – March 2016
Manager – Information Management & Technology
Focused on ERP and related systems implementation; with an emphasis on NetSuite (ERP, CRM, PSA). Leveraged strong program management, strategic thinking and financial management skill sets to manage project documentation, schedules, budgets, resource allocations in both SharePoint and PSA environments. Requirement gathering including: process mapping, reporting structure, data integration, are skills that play a pivotal role in the success of the implementation projects. My primary focus areas are Record to Report, Custom Reporting (GAAP, Non-GAAP, SEC, EBITDA, etc.), Custom Searches, Statistical Account usage, Dashboard, KPI’s and PSA. Primary client was a leader in health benefits management and billing (organization was listed on the Nasdaq with a market cap of $1billion).
Brevard Alzheimer’s Foundation, Inc. – Melbourne, FL
February 2011 – June 2015
Chief Financial Officer
Served as the Chief Professional Officer, in addition to CFO role, for the organization for the last 14 months, improving the company from a (8.5%) Net Operating Loss in 2013-14 to a 5%+ Net GAIN in 2014-15. Drove several aspects of the business including: Finance, Accounting, IT, Strategic Planning, Marketing & Re-branding, Board Reporting, Endowment Fund Coordination, Grant Writing and Contract Management and development. Implemented NetSuite’s ERP, PSA and CRM SaaS solution. The organization provided Adult Day Care Services (3 Facilities), Alzheimer’s/Dementia Education and Non-Emergency Transportation (25 vehicle fleet). Funding was a combination of private pay, government programs and partial pay (sliding fee scale) backed by government programs.
Successfully contracted a major long-term health care provided to utilize the organizations case management and 3 Adult Day facilities for expansion of the provider’s network into the region. I also formed a partnership with a leading clinical trials organization to screen and accept our clients and other county residents into clinical trials for Alzheimer’s/Dementia related diseases.
- CFO/Finance Consultant (1099) – 2/2011 – 9/2012
- CFO (W2) – 9/2012 – 6/2015
Q Research Solutions, Inc. – Old Bridge, NJ
September 2007 – September 2012
Director of Finance
Contributed to the Finance, Accounting and Strategic Operational aspects of the business. Participated in Strategic Planning, Goal Setting and Measurement initiatives on a regular basis. Delivered performance results and recommendations through monthly meetings with department heads and executives. Served a critical role in the customization and implementation of the NetSuite One World (ERP, PSA, CRM) System.
- Director of Finance/Finance Consultant (1099) – 7/2007 – 12/2009
- Director of Finance (W2) – 1/2010 – 9/2010
- Director of Finance/Finance Consultant (1099) – 10/2010 – 9/2012
Marchello Consulting Group, LLC– Various Locations
December 2008 – August 2014
CEO/Managing Member – Finance Consultant
Primary focus was to provide clients operational efficiency and profit engineering methodologies by utilizing strategic financial planning, analytics and management techniques. Provided “C” level support including: Strategic Planning, ERP Implementation, Reporting, Working Capital Forecasting, Project Management, Financial Analysis, KPI Design & Reporting, and Budget management. Worked with several start-up & early stage organizations to provide business planning and presentation to private equity and venture capital firms.
Praxis Management Group, LLC – Sarasota, FL
September 2007 – December 2008
Vice President / Sr. Turnaround Consultant
Successfully designed, implemented and documented several strategic financial reporting and analysis systems for clients and provided an “Outsourced CFO” level of support. Sound strategic planning and objective management lead a 100% success rate on turnaround engagements.
Southern Building Systems, Inc. – Melbourne, FL
February 2007 – September 2007
Responsible for implementing a comprehensive strategic plan focused on the return to profitability and retention of earnings. Led multiple teams of employees in several disciplines including: estimators, project managers, project coordinators, bookkeepers and administrative staff.
Flavin, Nooney & Person, PA – Melbourne, FL
February 2006 – February 2007
Managed accounting and finance functions for multiple business clients with revenues ranging from $1MM to $50MM. Enabled client’s ability to make sound financial decisions through: period financial reports, auditing, business valuation, personal financial reporting and tax filing. Retained and experienced repeat business with 100% of clients personally serviced while at the firm.
Sunglass International, Inc. – Orlando, FL
February 2004 – February 2006
Financial & Information Systems Analyst
Responsible for implementing the move to QuickBooks in order to automate the accounting system and provide real-time reporting and decision making ability. QuickBooks provided increased reporting capabilities that led to the establishment of Key Performance Indicators (KPI’s) for Sales, Purchasing and Inventory Management. Managed entry of transactions into the G/L and performed all procedures necessary to close the books each period. Assisted in the valuation and sale of the business in 2013.
- 1099 Finance & IT Consultant – 04/2009 – 8/2013 (Marchello Consulting Group)
- Sales & Inventory Management Associate – 1996 – 1998
America Online, Inc. – Columbus, OH
December 2001 – December 2003
Senior Quality Assurance Analyst
Successfully managed a team of 20+ quality analysts that provided the company detailed feedback and analysis that resulted in several million dollars of savings per year. Delivered actionable reports, presentations and metrics to up to Director level decision makers; resulted in the effective management of 7,000+ call center employees.
Keller Graduate School of Management
Master of Project Management (MPM) – 2008
Master of Accounting and Financial Management (MAFM) – 2006
Master of Business Administration (MBA) – 2005
The Ohio State University
Bachelor of Science in Business Administration (BSBA)
Business Economics – 2002
NETSUITE ERP EXPERIENCE (Admin and Implementation): NS ARM Certified, NetSuite ERP, CRM, PSA and various add-on modules. Training includes: NS Essentials, NS Workflows, SuiteAnalytics: Building Executive Dashboards, NetSuite ERP: Period and Year-End Close, SuiteAnalytics: Financial Reports and Searches, SuiteAnalytics: Advanced Searches, Custom Scripts, SuiteAnalytics: Reports and Searches
ADDITIONAL SOFTWARE: QuickBooks, Great Plains, Peachtree, SalesForce.com, MindBody, CIRTS, Creative Solutions, Concur, Retail Pro (RPRO), Office 365, MS Outlook, MS Excel, MS Access, MS Project, MS PowerPoint, Visio, MS Outlook and MS Word.
EVENT MANAGEMENT & VOLUNTEERING:
Brevard Hurricanes, Inc. – Brevard County, FL
April 2012 – May 2014
The Brevard County community was in need of a charitable organization that would provide student athletes guidance and a positive direction through involvement in mentoring (academic and life), coaching, and post high school athletics. I was a Coach/Consultant and one of the founders. (Volunteer)
Cycle4Alz (Cycle 4 Alzheimer’s) – Brevard County, FL
January 2014 – June 2015
We were able to raise approximately $30,000 on the inaugural event which will go directly to services the Brevard Alzheimer’s Foundation provides to the community. Included in the $30,000 raised was a matching donation of $2,000 made by the Community Foundation of Brevard directly for Alzheimer’s Research on behalf of Cycle4Alz. Over 100 Riders attending the inaugural event in November 2014. I was the CFO of the Brevard Alzheimer’s Foundation and also the Ride Director.
Cycle For Sobriety – Seminole County, FL
June 2016 – December 2016
A charity bicycle event to benefit the local Central Florida Teen Challenge and the TC Emerging Leaders College. The goal is to raise awareness for Teen Challenge and its methodology for the treatment of addition in teens, men and women. The long-term goal would to establish this as an annual ride that will benefit both the local chapter and provide for an annual scholarship to the Emerging Leaders College. I am currently a Ride/Event Adviser. Working with the organization on budgeting and event management (Volunteer).