Timothy A. Martin, Finance Expert in Westerville, OH, United States
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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

Certified Public Accountant (CPA)
The Accountancy Board of Ohio
Bachelor's Degree
Ohio University

Work Experience

Business Unit CFO

2013 - 2017
  • 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 Strategy

Controller, Safer Planet

2012 - 2013
  • 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 Statements

Director, Corporate Accounting

2010 - 2012
  • 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, Integration

Director, Corporate Accounting

2010 - 2010
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.
Focus areas: Balance Sheets, Credit Card Processing, Customer Lifetime Value (CLV), Financial Systems, Close Procedures, Revenue & Expense Projections, Revenue Management, Accounting, General Ledgers

Manager, Financial Report

2007 - 2010
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.
Focus areas: Team Building, Financial Systems, Internal Audits, Management, Audits, Compensation Plans, Accounting Consolidation, Internal Financial Reporting, External Financial Reporting

Controller (Director), UPS Business Unit

2005 - 2007
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.
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
1999 - 2017

Certified Public Accountant (CPA) in Accounting

The Accountancy Board of Ohio - Columbus, OH

2001 - 2004

Master of Business Administration (MBA) Degree in Marketing and Logistics

The Ohio State University - Columbus, OH

1988 - 1993

Bachelor's Degree in Finance

Ohio University - Athens, OH


CFO, Due Diligence, Certified Public Accountant (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


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), Corporate Controller, Financial Controlling, Startups, Financial Controls & Processes, Interim Financial Controller, 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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