Marcello Anzalone

Marcello Anzalone

CFO/Treasurer

Followers of Marcello Anzalone643 followers
location of Marcello AnzaloneNew York City Metropolitan Area

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  • Timeline

  • About me

    Chief Operating Officer | Championing Strategic Leadership & Operational Excellence | Driving Growth in Health & Wellness | Expert in Financial & Sales Strategy

  • Education

    • Seton Hall University

      -
      Bachelor of Science - BS Finance, Econmics
  • Experience

    • Touchtone Communications, Inc.

      May 2001 - Apr 2015
      CFO/Treasurer

      Privately held corporation, providing telecommunications services throughout the United States to other telecommunications providers and end users with $100 million in annual revenue.• Developed and executed comprehensive internal controls, established firm policies and procedures, introduced a systematic financial reporting framework, and streamlined the employee onboarding process• Implemented a 401(k)-retirement plan and a profit-sharing retention strategy to enhance employee benefits • Successfully led the company's inaugural financial audit, aligning historical financial data with GAAP standards and securing the first credit facility to finance growth initiatives• Drove a $3M increase in working capital by spearheading the adoption of a contract management system, optimizing contract renewals, and enhancing accuracy and organization in collaboration with sales, legal, and finance teams• Assessed creditworthiness of all current and prospective customers, ensuring financial stability and risk management• Managed human resource functions for fifty employees, overseeing payroll, retirement plans, and healthcare benefits, ensuring compliance and employee satisfaction Show less

    • Institute for Integrative Nutrition

      May 2015 - Dec 2019
      President and Chief Financial Officer

      New York State licensed on-line education company with students in 125+ countries. A leader in training health coaches.• Collaborated closely with the CEO, executive team, and Board as a key strategic advisor, driving finance and business strategies to support and advance company objectives• Optimized operational infrastructure, significantly reducing costs and increasing efficiency • Executed a restructuring strategy, leading to a notable 20% increase in revenue and a threefold rise in profits • Orchestrated and led the successful sale of the company to a private equity partner, managing the entire transition and integration process• Headed a senior cross-functional operations committee, effectively addressing cost and process challenges with innovative, profit-enhancing solutions• Transformed core product development and management processes, ensuring stringent internal control over spending, quality, and alignment with customer and market demands• Focused on enhancing employee engagement and communication, resulting in marked improvements in client satisfaction and operational performance Show less

    • SRS Heart

      Jan 2020 - Jan 2021
      Senior Business Operations Consultant

      Physician owned and operated practice focused on mitigating the risk factors of heart disease and women’s heart health.• Actively collaborated with the founder and associates on strategic operational planning, compliance, risk management, governance, and corporate policy, ensuring alignment with organizational goals• Crafted a comprehensive business plan, encompassing long-term financial forecasts, competitive services pricing strategies, and effective patient acquisition approaches• Played a key role in negotiations with a major hospital system, successfully integrating SRS Heart's innovative heart health protocols into a specialized business unit within the hospital• Designed and executed a persuasive pitch deck to facilitate the integration of SRS Heart’s heart health protocols into a popular home-based exercise subscription service, enhancing its market value and user experience Show less

    • XPO Health

      Jan 2021 - now

      Biophysics company that developed a suite of intellectual property and devices originally for clinical settings.• Developed and launched a dynamic business model for innovative direct-to-consumer products, successfully securing $2M for a breakthrough wearable technology and its integrated application• Led a team of 24 direct reports, including direct management of sales, marketing, finance, and BI professionals • Orchestrated and enhanced operations across finance, marketing, sales, support, and education departments, driving substantial improvements in business efficiency and profitability• Cultivated and nurtured pivotal relationships with a diverse network of customers, vendors, and strategic partners, significantly strengthening the company's market position and collaborative ventures• Conceptualized and implemented a targeted go-to-market strategy for a novel educational product, synergizing efforts across sales, marketing, and support for maximum market penetration• Managed and streamlined both domestic and international manufacturing and logistics processes, ensuring optimal efficiency in product distribution and supply chain management• Played a foundational role in establishing The Institute of Bioenergetics, a 501(c)(3) non-profit, fostering advancements in education and biophysical research Show less

      • Chief Executive Officer

        Jan 2023 - now
      • Chief Financial Officer

        Jan 2021 - Jan 2023
  • Licenses & Certifications