Martin de San Martin

acy29a@r.postjobfree.com

** ********* *****, **********, ** 15215 412-***-**** FINANCE AND OPERATIONS EXECUTIVE – SUMMARY OF QUALIFICATIONS Performance-driven Finance and Operations executive with nineteen years of executive level experience. Extensive hands-on expertise in leading and developing a wide array of important business functions, including Accounting, Finance, Operations, Human Resources, Information Technology, Purchasing, Collections, Insurance and other functions. Earns respect and recognition through an energized, “can-do” management style, a prudent business approach, the command of sharp financial analysis skills, exceptional organizational abilities, and the vision and tenacity needed for the attainment of goals. Blends creative and leadership abilities to develop and implement ideas that produce bottom-line results. Strong strategic, critical thinker and team builder.

AREAS OF EXPERTISE

Business Organization

Corporate Accounting & Tax Planning

Internal Controls Design and

implementation

Margin Improvement

Strategic / Financial Planning

Relationship and Team Building

Company Formation / Start-up

Consulting

M&A Due diligence

Human Resources Management

Grant Writing

Training and mentoring

PROFESSIONAL EXPERIENCE

de San Martin Consulting Group, LLC.

Pittsburgh, PA – Business Consulting April 2015- Present Principal

Provided small and mid-sized businesses with financial leadership to help them achieve their organizational goals through professional guidance and the implementation of sound, customized systems of financial and operating controls. Guided companies through the implementation of KPIs to evaluate business performance as well as with the implementation of internal controls to reduce operational risks and improve the rate of compliance with GAAP and other applicable regulations.

Drafted significant agreement modifications for clients that secured contracts with additional revenues in excess of Five Hundred Thousand Dollars.

GrapeCity, Inc.

Pittsburgh, PA – Software Development July 2012- April 2015 Divisional Director of Finance and Operations - CFO Consolidated the operations and information systems of three recently acquired entities. Restructured and reorganized the internal financial structures and channels of information, including accounting, budgeting control, liquidity and assets management, which led to a more efficient utilization of assets and personnel. Renegotiated the company’s health benefit package, which resulted in savings of a quarter million dollars per year, without sacrificing the richness of the plan or the extent of the coverage. Revised and amended the entity’s 401(k) retirement plan ensuring compliance with all laws and regulations, restating the plan document to comply with all updated ERISA and DOL mandates. Drafted, designed and implemented company-wide policies and procedures in the areas of human resources, information technology and accounting to strengthen the company’s internal controls, document management and compliance with law, professional pronouncements, contracts and internal company mandates.

Controlled all areas of accounting, finance and operations, including ensuring the provision of proper capitalization of operations and the generation of sustainable cash flow. Identified corporate inefficiencies and led cross-departmental teams to develop and streamline corporate processes to establish resource accountability and custodial responsibilities. Established and administered company’s banking arrangements and maintained adequate sources of capital to support company’s operations.

Produced, executed and released the final drafts of the company’s consolidated financial statements, ancillary notes, representations and disclosures.

Established, tracked and improved the key financial metrics for the company and collaborated on process improvement opportunities with various areas of company’s leadership to enhance overall productivity. Ensured compliance with governmental regulations; registered the company for employment and sales tax purposes with twelve states to accommodate the growing company’s footprint, and reviewed and filed all pertinent company’s tax returns.

Prepared the drafts of and reviewed all company’s agreements, contractual documents and addenda. ComponentOne, LLC

Pittsburgh, PA – Software Development 2000-June 2012 Director of Finance and Operations, CFO

Planned and conducted the due diligence process leading to the formation of the company through the merger of the operations, assets and technologies of its members. Drafted and amended the LLC operating and buy-sell agreements in conjunction with legal counsel engaged to that end. Consolidated the operations of two merging companies; relocated the headquarters and negotiated the terms of the lease of the company’s premises. Restructured and reorganized the operations of the newly formed entity without loss of productivity or continuity and without incurring major relocation costs. Merged and optimized the surviving entity’s 401(k) retirement plan ensuring compliance with all laws and regulations, restating the plan document to comply with all updated ERISA mandates, and reducing overall plan operating costs by 10% .Served as plan’s trustee from its inception through its close. Organized the operational functions of the Operations, Human Resources, Accounting, and IT departments through the design and implementation of company-wide policies and procedures. As the basis for the company’s internal control structure, such policies included segregation of duties, detailed documentation of processes, document retention guidelines and delegation of authority that ensured the efficiency of the decision making process and the solidity of internal controls. Controlled all areas of accounting, finance and operations. Directed the work of accounting, administrative, HR, IT and operations teams. Successfully built and grew effective teams; recruiting and training all levels of talent, from staff to executive personnel positions. Produced, executed and released the final drafts of the company’s financial statements, ancillary notes, representations and disclosures as well as all permanent corporate and board minutes. Served as Secretary and Treasurer of the LLC since its inception. Ensured compliance with government regulations, as well as with professional pronouncements, and reviewed and filed all company’s tax returns. Regularly developed departmental expense budgets, operating benchmarking metrics and forecasts. Successfully brought the company through annual external audits and, in conjunction with external tax preparers, conducted all appropriate tax planning to reduce the members’ exposure to taxation. Prepared the drafts of and reviewed all company’s agreements, contractual documents and addenda. Single-handedly negotiated and obtained a Schedule 70 GSA contract that resulted in new government sales in excess of a Million Dollars thereby opening a new sales channel for the company with great potential for growth.

Applied for and obtained several Pennsylvania State funded grants for the annual training of personnel as well as State market access grants, for the expansion of Pennsylvania businesses abroad through the subsidy of qualified market penetration expenses.

Managed company’s intangible assets, and oversaw the filing and maintenance of trademark and logo registrations. Provided key logistic support, as well as extensive document review, during litigation for the protection of company’s trademarks.

Obtained, implemented and re-negotiated all company’s insurance coverage including health, business liability, workers’ compensation, ERISA bonds and professional errors and omissions that resulted in consistent savings ranging from 10% to 15% over the last three year periods. Organized, designed and coordinated logistics, as well as administrative and clerical support activities, that led to the successful administration of numerous upgrade cycles and launches of new products. Designed and implemented a company-wide plan to replace outdated corporate computer network hardware and software to align systems with corporate requirements to meet critical business needs and abide by rules of compliance.

Developed outstanding relationships with both third parties and professionals at all levels of the organization, liaising between people of various interests, and coordinating team members around common objectives.

Planned and conducted the due diligence process leading to the sale of substantially all of company assets and technologies to an acquiring third party. Drafted and amended the sale and security agreements in conjunction with legal counsel engaged to that end. VS Corporation – dba VideoSoft

Atherton, CA – Software Development 1994-2000

Vice President of Finance and Operations, CFO

Successfully set up the initial structure and operations of a sole proprietorship business and subsequently secured the protection of the owner’s interest by incorporating the business in February 1995. Established all banking and procurement relationships of the company; implemented all accounting systems coupled with solid internal controls that lead to the successful completion of annual audits with clean, unqualified opinions.

Organized the structure and workflow of the Operations, Human Resources and Accounting departments by designing and implementing company policies and procedures that included segregation of duties, detailed documentation of processes, document retention and delegation of authority, to maximize the efficiency of the decision making process through solid internal controls. Controlled all areas of Accounting and Operations. Directed the work of Accounting, Administrative and Operations teams. Compiled, signed and released all issuances of the company’s financial statements, ancillary notes, disclosures and tax returns. Ensured company’s compliance with applicable laws, government regulations, industry standards, and professional pronouncements. Regularly developed departmental expense budgets, operating benchmarking metrics and forecasts, and implemented procurement controls throughout the different levels of the organization. Successfully recruited for executive and managerial positions as well as for Accounting staff and Operations personnel.

Served as Secretary and Treasurer of the company since its inception. Drafted and reviewed all permanent corporate documents - including all necessary filings with the office of the Secretary of State and the minutes of shareholder meetings-, all company agreements, contractual obligations and addenda. Approved and filed all of company’s tax returns.

Managed all company’s intangibles, and oversaw the filing of trademarks and logo registrations. Software Ventures Corporation

Berkeley, CA – Software Development 1992-1994

Accounting Manager

Oversaw all areas of accounting and operations. Managed and reviewed the work of the Accounting and Operations staff, including its proper training and the development of career growth paths. Recruited for accounting, customer service and administrative personnel. Compiled monthly partnership, corporate and consolidated financial statements. Served as a liaison with external auditors and tax preparers and furnished all required audit and tax schedules. Processed and accounted for payroll, reviewed and filed all associated tax returns. Developed company budgets, and implemented budgetary controls.

Developed and implemented internal controls affecting the Accounting, Administrative and Operations departments which allowed for the appropriate segregation of duties among the functions and tighter controls over the company assets and expenses. The implementation of these controls resulted in an immediate reduction of company expenses amounting to 4% of the company’s gross revenue. Organized and coordinated logistics as well as administrative and clerical support activities that led to successful administration of various upgrade cycles and launches of new products. Various Businesses 1985-1995

Business Start-Ups/Real Estate Development/Public Accounting/Banking Various Positions

During this ten year span, worked in positions of increased responsibility in various industries. Started as a financial analyst in a large, private, foreign bank and was subsequently promoted to Credit Manager for agroindustry enterprises. Also, worked in the areas of public accounting as a Staff accountant, in Real Estate Development and Property Management as a Senior accountant and, independently, as a Business Start-Up consultant.

EDUCATION

M.S., Accounting (Argentinean equivalent) - University of Buenos Aires, Argentina. Program included extensive coursework in Business Administration and Economics. FOREIGN LANGUAGES

Spanish (Native Speaker), Portuguese (Brazilian – conversational) AWARDS

Pittsburgh Business Times – CFO of the Year 2010 – Small Business Category PROFESSIONAL ORGANIZATIONS

Financial Executives International – Pittsburgh Chapter – Board Member REFERENCES

Furnished upon request

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