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*Strategic Planning  *NetSuite ERP/CRM *Financial Reporting & Analysis *Project Management

Work experience

Jul 2018Present

Technology Consulting Manager - NetSuite


My primary focus is on Strategic Engagement Management and Solution Architecture for NetSuite and Integrated Solutions Implementation. Projects are larger in scale and clients are highly visible in the marketplace (both middle market and enterprise level) and have operations in multiple regions/countries. Current client engagements are larger in scale and complexity (both a well-funded/high growth pre-IPO organizations). My goal is to be strategic adviser across all business systems and processes. I am also involved in several organization wide cross functional international expansion efforts at my primary client.

Industries: Fitness, Cycling, Content Management, Background Screening, Software-as-a-Service, Non-Profit, Health Services.

Mar 2016Jun 2019

Principal Consultant

Explore Consulting - Acquire by RSM

I am fortunate to be joining a firm that will allow me to leverage my strategy, finance and technology background. My primary focus is on NetSuite ERP, CRM, PSA and SRP. My core strengths are change management, financial leadership and reporting, executive leadership, performance management, program management, report building and strategy. The firm focuses on cloud web-based business systems including NetSuite and Amazon Webstore and has developed industry-leading cloud and mobile platforms for clients like Liberty Mutual, LifeScan, The Onion, Seattle Seahawks, Baltimore Raves, KC Chiefs, American Greetings, the NFL Scouting Combine and Kit and Ace.

Aug 2015Feb 2016

Manager - Information Management & Technology

MorganFranklin Consulting, LLC

I am primarily focused on ERP, CRM related systems implementation; with an emphasis on NetSuite (ERP, CRM, PSA) and Salesforce. I leverage my 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.

Feb 2011Jun 2015

Chief Financial Officer

Brevard Alzheimer's Foundation, Inc

Melbourne, FL- 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: Strategic Planning, Marketing & Re-branding, Board Reporting, Financial Analysis and Forecasting, Budgeting, KPI Development, Grant Writing, Contract Management and development and other highly visible projects. Implemented NetSuite's ERP, CRM and Accounting SaaS solution.

Dec 2008Aug 2014

CEO/Managing Member

Marchello Consulting Group, LLC

Various Locations - Primary focus was to provide clients profit engineering methodologies by utilizing strategic financial planning, analytic and management techniques. Provided CFO, Director/VP of Finance level reporting and analysis to clients including: Strategic Planning, Board Reporting, Working Capital Forecasting and Analysis, Project Management, Periodic Financial Analysis, KPI Reporting, P&L Reports, and Budget management.

Sep 2007Sep 2012

Director of Finance

Q Research Solutions, Inc

Old Bridge, NJ - 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 ERP System.

Sep 2007Dec 2008

Praxis Holdings, LLC

Vice President / Sr. Turnaround Consultant

Sarasota, FL - 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.

Feb 2007Sep 2007

Interim CFO

Southern Building Systems, Inc

Melbourne, FL - 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.

Feb 2006Feb 2007

Staff Accountant

Flavin, Nooney & Person,- PA

Melbourne, FL - Staff Accountant Managed accounting and finance functions for multiple business clients with revenues ranging from $1MM to $50MM. Enabled clients 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.

Feb 2004Feb 2006

Financial Advisor

Sunglass International, Inc

Orlando & Tampa, FL-  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 let 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.

Dec 2001Dec 2003

Senior Quality Assurance Analyst

America Online, Inc

Columbus, OH - 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.

Jan 1995Dec 2001

Buyer, Men's Buyer

Various Companies

Retail Industry Buyer, Men's Buyer, Accessories Buyer, Store Manager, Assistant Manager and Sales. Held several positions in the Retail Industry. Primarily worked in the Surf/Extreme Sports Industry and severed in several managerial and purchasing functions. Manage sales teams, purchased merchandise for several locations, had P&L and Budget responsibility, served as the subject matter expert for various POS systems and was involved in the opening/launch of several new locations.



MPM - Master of Project Management

Keller Graduate School of Management

MAFM - Master of Accounting and Financial Mangement

Keller Graduate School of Management

MBA - Master of Business Administration

Keller Graduate School of Management

BSBA - Business Economics

The Ohio State University