Timothy A. Martin
Verified Expert in Finance
Finance Expert
Westerville, OH, United States
Toptal 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.
Career Highlights
Education Highlights
Software Expertise
Other Expertise
Work Experience
Business Unit CFO
IBM
- 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.
Controller, Safer Planet
IBM
- 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.
Director, Corporate Accounting
IBM
- 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.
Director, Corporate Accounting
Sterling 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.
Manager, Financial Report
Sterling 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.
Controller (Director), UPS Business Unit
Emerson 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.
Education
Certified Public Accountant (CPA) in Accounting
The Accountancy Board of Ohio - Columbus, OH
Master of Business Administration (MBA) Degree in Marketing and Logistics
The Ohio State University - Columbus, OH
Bachelor's Degree in Finance
Ohio University - Athens, OH
Skills
Finance
CFO, Due Diligence, CPA, DCF Valuation, Accounting, Purchase Price Allocation, Financial Planning & Analysis (FP&A), Three-statement Modeling, Forecasting, Mergers & Acquisitions (M&A), Valuation, Finance Strategy, Budgeting, Integrated Financial Statements, Revenue Management, Revenue Optimization, Revenue & Expense Projections, Valuation Modeling, Valuation Multiples, Intellectual Property Valuation, Cost Benchmarking, Cost Efficiency, Marginal Costing, Price Analysis, Unit Pricing, Financial Accounting, Project Finance, Profit & Loss (P&L), Return Analysis, Corporate Finance, Financial Modeling, Asset Valuation, Intangible Asset Valuation, Financial Systems, Customer Lifetime Value (CLV), Credit Card Processing, Balance Sheets, External Financial Reporting, Internal Financial Reporting, Accounting Consolidation, Internal Audits, Operational Finance, Production Accounting, Financial Reporting
Output Software
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Data & Analysis Software
Hyperion, Bloomberg
Industry Expertise
Technology, Financial Services, Real Estate
Geographic Expertise
North America
Other
Gross Margins, Gross Profit Margin Growth, Strategy, Long-range Plans, Variance Reporting, PeopleSoft ERP Application, Revenue Recognition, Revenue Analysis, Operations Reviews, Software Revenue Recognition, Global, Cost Analysis, Budget Modeling, Manufacturing, Analysis of Variance (ANOVA), Interim Corporate Controllers, Financial Controlling, Startups, Financial Controls & Processes, Interim Financial Controllers, Contract Review, Software Integration, Post-merger Integration, People Management, QuickBooks ProAdvisor, Microsoft 365, Pitch Decks, Finance, Break-even Analysis, Strategic Planning & Execution, Integration, Compensation Plans, General Ledgers, Close Procedures, Audits, Management, Team Building, Decision Support, Cost Accounting, Visio, Cognos TM1
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