Business Unit CFO
2013 - 2017IBM- Drove the valuation process, provided leadership support to the team during due diligence processes, and led the integration teams during the acquisitions of three companies, each worth approximately $125+ million in enterprise value.
- Built detailed, long-term planning model for new product announcements.
- Provided detailed financial decision support for over 100 complex contracts annually.
- Developed, negotiated, and executed global facility/site plan for 300+ developers.
- Provided detailed budget and strategic plan for over $350 million in revenue and $300 million in expenses.
Focus areas: Unit Pricing, Price Analysis, Marginal Costing, Cost Efficiency, Cost Benchmarking, Break-even Analysis, Finance, Real Estate, Intellectual Property Valuation, Valuation Multiples, Valuation Modeling, Revenue & Expense Projections, Revenue Optimization, Revenue Management, Mergers & Acquisitions (M&A), Integrated Financial Statements, Budgeting, Financial Planning & Analysis (FP&A), Finance StrategyController, Safer Planet
2012 - 2013IBM- Integrated two acquired companies, delivering a combined $250 million in annual revenue.
- Prepared external earning call decks for review with senior leadership team.
- Designed process improvements for marketing programs. Resulted in pipeline increase of 10% over a six-month period and in increased effectiveness through a 5% reduction in year-to-year costs.
- Created detailed budget for all functional areas of the business.
Focus areas: Corporate Finance, Finance Strategy, Strategic Planning & Execution, Budgeting, Return Analysis, Purchase Price Allocation, Profit & Loss (P&L), Project Finance, Financial Accounting, Revenue & Expense Projections, Revenue Optimization, Revenue Management, Integrated Financial StatementsDirector, Corporate Accounting
2010 - 2012IBM- Directed team of existing employees through a year of accounting activities after they had been notified that their positions would be eliminated.
- Built financial models for budgeting and forecasting purposes.
- Transitioned accounting practices to IBM standards.
- Revised control environment to comply with IBM standards.
- Transitioned complex commission structure to IBM while maintaining 100% accuracy on commission payments, attainments, and override calculations.
Focus areas: Budgeting, Intangible Asset Valuation, Purchase Price Allocation, Asset Valuation, Financial Modeling, Compensation Plans, Revenue Recognition, IntegrationDirector, Corporate Accounting
2010 - 2010Sterling Commerce- Raised transactional revenue by partnering with marketing team to capture key customer demographics, resulting in more consistent pricing.
- Developed data warehouse to track all customer demographic information as well as pricing and lifetime value metrics.
- Built out reporting and key performance indicators by customer; used by marketing to further segment and drive revenue activity.
- Slashed four weeks from sales cycle and raised margins in the Software as a Service (cloud) business by revamping approval process as well as by documenting and executing discount escalation policy.
- Established standardized pricing approval process for RFP's (request for proposals), including clarification of discount levels and authority levels for delegation purposes.
Focus areas: Balance Sheets, Credit Card Processing, Customer Lifetime Value, Financial Systems, Close Procedures, Quarterly, Revenue & Expense Projections, Revenue Management, Accounting, General LedgersManager, Financial Report
2007 - 2010Sterling Commerce- Aligned organization by creating close and quarterly disclosure processes.
- Provided financial results in SEC reporting format for external reporting; planned and led external audit.
- Enhanced enterprise resource planning system by designing access controls.
- Redesigned security and improved data integrity through best practice assessment and issue remediation process.
Focus areas: Team Building, Financial Systems, Internal Audits, Management, Audits, Compensation Plans, Accounting Consolidation, Internal Financial Reporting, External Financial ReportingController (Director), UPS Business Unit
2005 - 2007Emerson Network Power / Liebert- Rolled out targeted price increases, increasing revenue by about 7%.
- Analyzed and built model to alleviate purchase price variance issues on commodity inputs.
- Redesigned discount authorization process.
- Led annual, worldwide audit of all uninterruptible power supply manufacturing plants.
- Led customer segmentation and demographic models to further differentiate pricing levels.
Focus areas: Pitch Decks, Financial Planning & Analysis (FP&A), Financial Reporting, Unit Pricing, Price Analysis, Management, Audits, Production Accounting, Accounting Consolidation, Strategic Planning & Execution, Operational Finance, Cost Accounting, Decision Support
Timothy A. Martin
Finance Expert in Westerville, OH, United States
Member since June 1, 2017
Tim is an experienced CFO and finance professional in all aspects of financial planning, financial analysis, M&A, corporate accounting, and business case development with companies like IBM and Emerson Electric. He has extensive expertise in building dynamic, executable business/financial plans and enjoys freelancing as it allows him to help multiple clients at various stages of development across a wide range of industries.
Timothy is now available for hire
Career Highlights
- IBM
- IBM
- Sterling Commerce
Education
- The Accountancy Board of Ohio
- The Ohio State University
- Ohio University
Software Expertise
Other Expertise
- CFO
- Contract Review
- Financial Planning & Analysis (FP&A)
- Forecasting
- Mergers & Acquisitions (M&A)
- Purchase Price Allocation
- Valuation
Employment
Education
- Certified Public Accountant (CPA) in Accounting1999 - 2017The Accountancy Board of Ohio - Columbus, OH
- Master of Business Administration (MBA) Degree in Marketing and Logistics2001 - 2004The Ohio State University - Columbus, OH
- Bachelor's Degree in Finance1988 - 1993Ohio University - Athens, OH
