Timothy A. Martin
Finance Expert
Location
Westerville, OH, United States
Toptal Member Since
May 19, 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 available for hire
Hire TimothyCareer Highlights
Director, Corporate Accounting
Sterling Commerce
Education
Certified Public Accountant (CPA)
The Accountancy Board of Ohio
Master of Business Administration (MBA) Degree
The Ohio State University
Bachelor's Degree
Ohio University
Software Expertise
Microsoft ExcelOther Expertise
CFOContract ReviewFinancial Planning & Analysis (FP&A)ForecastingMergers & Acquisitions (M&A)Purchase Price AllocationValuationWork Experience
2013 - 2017
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.
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
2012 - 2013
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.
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
2010 - 2012
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.
Focus areas: Budgeting, Intangible Asset Valuation, Purchase Price Allocation, Asset Valuation, Financial Modeling, Compensation Plans, Revenue Recognition, Integration
2010 - 2010
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.
Focus areas: Balance Sheets, Credit Card Processing, Customer Lifetime Value, Financial Systems, Close Procedures, Revenue & Expense Projections, Revenue Management, Accounting, General Ledgers
2007 - 2010
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.
Focus areas: Team Building, Financial Systems, Internal Audits, Management, Audits, Compensation Plans, Accounting Consolidation, Internal Financial Reporting, External Financial Reporting
2005 - 2007
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.
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
Education
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