Manager Financial
Resume:
JAMES G. MARTIN, JR., MBA, CPA
Washington, DC 20002
**************@*****.***
SUMMARY
Seasoned finance professional with broad and progressive strategy and
corporate finance experience, including a deep understanding of financial
planning and financial reporting. Strong competencies in strategy,
valuation, and execution and integration of M&A transactions.
EXPERIENCE
Jan. 09 - Pres. LAUREATE EDUCATION, INC.
Baltimore, Md.
Director, Business Development/Merger & Acquisition Integration
. Work with senior executives in originating and executing
international acquisitions, divestitures, joint ventures,
equity investments and debt offerings for an extremely
acquisitive (pre-IPO) $4 billion revenue international
education services company.
o Business Development
- Preparation and review of deal valuation models and C
level executive presentations articulating value
proposition of contemplated investments. Using IRR,
NPV and cost/benefit techniques.
- Preparation of strategic and market analysis for
entry into new geographic markets (Eastern Europe and
Sub-Saharan Africa)
- Manage mergers & acquisition due diligence process
including preparation of Letters of Intent,
Confidentiality Agreements, Share Purchase Agreements
and other definitive documents for acquisitions.
o Integration/Operations (All Cross-Border transactions)
- Oversee preparation of annual budgets and forecast
for acquired companies and equity investments.
- Develop and execute integration plan for
international acquisitions into a multi billion
dollar revenue corporate structure. (Finance,
Treasury, Accounting, FP&A, HR, Legal, IT)
- Work with CFO's of acquired businesses to assess
current and future resource needs while
simultaneously designing, managing and integrating
financial reporting, planning and analysis and
treasury functions.
- Perform preliminary, confirmatory and post
acquisition financial and operational due diligence.
- Consultation on deal structuring, financial statement
creation, pro-forma's, working capital adjustments
Sep 04 - Nov. 07 SEDNA SERVICES (acquired by Comcast Interactive Capital:
11/07) Phila., PA
Director of Finance
. Equity stake in cable technology start-up. Hired to prepare
company for monetizing event.
. Responsible for identifying and managing the acquisition of
assets/business with cable technology concentrations
. Strategic advisor to the CEO regarding acquisitions and
licensing activities
. Prepared business valuations, patent infringement valuations,
and presentations for investment committee regarding
potential investments
. Responsible for managing sellers, attorneys, financial
advisors and due-diligence consultants
. Responsible for the design and management of all financial
operations and financial reporting for company
o Raised over $25 million in equity capital fund
operations and several acquisitions.
o Responsible for preparing and managing multi-million
dollar annual budget for organization
o Designed monthly governance process to increase
transparency between organization and investment
committee
o Responsible for treasury function and working capital
management
o Manage monthly financial reporting process and finance
team
. Performed research and decision support analysis for CEO and
technology experts.
Jan 03 - Sep 04 MICROSOFT CORPORATION Redmond,
WA
Senior Finance Integration Manager (Corporate Strategy)
1. Responsible for consultation and negotiation on deal structuring,
financial statement creation, pro-forma's, transition service
agreements, and financial impact of acquisitions on affected
Microsoft Business Groups (Specifically: Office, MSN, Server)
Responsible for developing, coordinating and managing the integration
strategy of the acquired core financial teams and their business processes.
Served on cross functional /cross Business Group teams as the finance lead
for Microsoft acquisitions, divestitures and business integrations.
o Interim finance leader of acquired company during the
integration period.
o Worked with outside counsel in drafting purchase and
ancillary agreements.
o Participated in preliminary due-diligence to determine
operational and financial value drivers that will impact
pro forma models
o Perform confirmatory due-diligence to assess inherent
financial and operation risks
. Team lead in long range planning exercise intended to
improve Microsoft management's ability to forecast and target
future performance (Presented to Microsoft CFO)
Jan 99-
Dec. 02 PRICEWATERHOUSECOOPERS (TRANSACTION SERVICES)
Washington, DC
Manager
. Served as a Senior Liaison with capital investors responsible
for communicating the target company's future financial
projections and key strengths (Specifically The Carlyle
Group).
. Worked with clients to develop key financial projections
communicating target companies future value.
. Responsible for managing project teams while conducting
financial and operational evaluations of potential
acquisition targets in the telecom and government contracting
sectors.
. Performed detail business strategy and financial analysis,
including pro forma and projection analysis to identify
issues, opportunities and risks associated with proposed
acquisitions and divestitures
. Provided written and verbal communications of observations,
findings, and evaluations of the target to the client and
engagement partner.
. Participated in the development and execution of the
Washington, DC practice's growth strategy by identifying
under served middle market companies and retaining as
clients.
1997-1999 RUBY TUESDAY, INC
Fairfax, VA
Financial, Planning and Analysis (Analyst) - Ruby Tuesday
Concept Group
. Hired directly by CEO based prior consulting work to execute
the financial strategy and planning of a region spanning
seven (7) states and generating annual revenues in excess of
$150 million dollars.
. Prepared decision support analysis for Marketing,
Development, Human Resources, and Finance
. Used cash flow projection and site selection models for
capital allocation decisions
. Designed and monitored key performance metrics for multiple
regions
. Conducted 'best practices' study to assist in revenue
enhancement and driving profitability
. Designed and initiated a joint venture proposal of entry into
adjacent markets.
. Arranged and negotiated 'co-branding' opportunities with Ruby
Tuesday supply partners.
1996 - 1997 PRICEWATERHOUSECOOPERS (MANAGEMENT CONSULTING) New York, NY
Financial Services Associate - Capital Markets
. Strategy and operational consulting for commercial,
investment banks and hedge funds.
1991 - 1994 ARTHUR ANDERSEN & COMPANY
Washington, DC
Senior Associate
. Coordinated and supervised management consulting teams in the
financial services industries. Participated in the
privatization of a government agency that now exists as a
Fortune 300 company
. Coordinated and supervised financial statement audit teams in
the financial services and non-profit industries
EDUCATION
UNIVERSITY OF MICHIGAN
Ann Arbor, MI
Master of Business Administration,
Finance and Corporate Strategy, May 1996
HOWARD UNIVERSITY
Washington, DC
Bachelor of Science, Accounting (Magna cum laude), May 1991
. School of Business Trustee academic scholarship
. Athletic Scholarship, Howard University Swimming & Diving
Team
ADDITIONAL
. Completed Wall Street Prep Financial & Valuation Modeling
Boot Camp
. Certified Public Accountant, Maryland
. Completed Advanced Patent & Licensing training program
offered by Birch, Stewart, Kolasch & Birch
. Completed Intellectual Property Valuation and Calculating
Royalties and Damages training offered by the Licensing
Society Institute
. Completed continuing education courses in Telecommunications
Systems architecture (John Hopkins University)
. Language capabilities: Portuguese
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