ROBERT MARTIN
**** ***** **** – Box *** 540-***-****
Hardwick, MA 01037-0152 ***.**********@*****.***
FINANCE EXECUTIVE
25+ Years Working Closely with Executives
Public & Private International Companies up to Billions in Revenue and Assets
Prof. Services, Technology, Higher Education, Banking, CPG Experience
Extensive Experience in Management Reporting, Budgeting and Treasury/Financing
Summary of Key Accomplishments:
Implemented metric-based lead generation program that moved Datatel from untracked
marketing-generated leads to over 35% of funnel in 12 months. Managed muli-million
dollar marketing division budget and forecasting process to align lead waterfall with
marketing spend for highly predictable revenue production.
Oversaw Pillsbury’s Senior Management and Board of Directors reporting process and
developed first executive information system.
Built first cost accounting system for $1 billion bank; required 15,000 cost allocation rules.
Built a similar, fully-absorbed costing program across entire holding company. System used
as basis for analyzing margins and driving pricing changes.
Shortly after starting as CFO at Waldorf College, identified severe cash flow situation.
Facilitated business and pricing facets of transition from a 2-year to 3-year BA institution.
Built entirely new financial reporting system for President’s Cabinet and Board of Trustees.
Structured and executed two $400M asset securitization transactions at Norwest in 90 days.
Managed IT system changes, legal matters and worked with regulators and outside
accounting firm to achieve regulatory, GAAP and tax sale treatment.
Managed royalty audit internationally against Fortune 500 company. Subsequent litigation in
federal court resulted in mid 8-figure settlement.
EDUCATION
MBA, Carlson School of Management, University of Minnesota, Minneapolis, MN
Concentration: Finance Secondary Emphasis: Marketing
BA, Central College, Pella, Iowa
Majors: Accounting & Systems Management
CERTIFICATIONS & PROFESSIONAL AFFILIATIONS
Certified Management Accountant (CMA)
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Institute of Management Accountants
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Instrument-Rated Pilot
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PROFESSIONAL EXPERIENCE
IFR CONSULTING 1996-2007, 2009-Present
President
Leveraging deep experience in banking and financial services, created consultancy that assumed
interim CFO or CMO/VP Marketing roles and projects related to finance and marketing issues.
Most recent client was Datatel (now Ellucian), a higher education ERP vendor.
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Extensive experience engaging cross-functional teams to drive revenue and control costs with
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appropriate financial forecasting, budget analysis, M&A support, new product business cases,
capex analysis, cash flow and headcount right-sizing.
ROBERT MARTIN ***@*************.*** 540-***-****
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AZALEA NETWORKS (Now Aruba Networks) 2007-2008
VP Worldwide Marketing
Wireless mesh networking technology startup based in Beijing, China and Milpitas, CA.
Achieved number one market share in China first displacing Strix Systems, then in
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competition with Cisco, leading to awarding of the Beijing city-wide Wi-Fi network deployed
in conjunction with the 2008 Olympic Games.
Built product marketing, product management and PR function to support direct sales
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approach in China. Built similar marketing functions to support direct sales and channels in
US.
KINGLAND SYSTEMS 1994-1996
VP Marketing and National Sales
Startup in brokerage transaction entry software.
WALDORF COLLEGE 1992-1994
Chief Financial Officer
500 student private college offering 3-year BA degrees
Developed new budgeting, forecasting and financial reporting for Board and President’s
Cabinet.
Restructured college from a 2-year AA granting institution to a 3-year BA granting institution
in less than 2 years. Refinanced $8 million in debt via revenue bonds.
Re-engaged three years after departure to oversee a financial restructuring. Completed $13
million refinancing in 120 days.
NORWEST CORPORATION (now Wells Fargo) 1981-1985, 1988-1992
During tenure it grew from a $15 billion regional bank holding company to a $65 billion
diversified financial services company.
Assistant Vice President, Structured Finance
• Designed, implemented and marketed a $500 million off-balance sheet special purpose
corporation that benefited customers with lower borrowing rates.
Manager, Capital Funding, Corporate Treasury
• Implemented $44 million ESOP with private placement of debt.
• Managed $1.2 billion of publicly underwritten asset securitization transactions. Completed
first two $400 million deals in 90 days. Required coordinating IT development, legal and
accounting work and investment bankers.
• Managed budgeting process for Norwest Capital Markets.
THE PILLSBURY COMPANY (now General Mills) 1985-1988
$6 billion consumer packaged goods and restaurants operation
Manager, Financial Reporting & Analysis
• Responsible for preparing and reporting financial, competitive and diagnostic operational
information to Senior Management and Board of Directors.
• Facilitated consolidation of corporate budget.