Finance Executive & Leader

Martin Vela, Jr. Austin, Texas

737-***-**** ************@*****.***

FINANCE EXECUTIVE

Financial Planning & Analysis Finance Operations Controllership Business Transformation Commercial Strategy Planning & Operations Results-driven, solutions-focused, and inclusive Finance Leader with 25+ years of progressive experience managing various aspects of financial performance of Fortune 50 enterprises and smaller businesses with high growth potential. Proven track record of driving business and companywide financial results through growth, margin expansion, strategic investments, accurate forecasting, cost controls, and efficiency improvements. Capacity to establish strong relationships with business partners and to successfully execute corporate strategies and deliver commercial and financial commitments. Extensive international experience and comprehensive knowledge of the global marketplace. A resilient and inclusive leader focused on delivering impactful results through a collaborative approach Core Competencies Include:

Financial Planning & Analysis Deal Evaluation AI Enhanced Financial Analysis Marketing ROI monitoring

P&L Management Investment Strategy KPI Monitoring Team-Building/Leadership

Budget Management HW, SW, and Cloud Data Analytics Change Management

Financial Reporting Financial modeling Project Management Oracle/HFM/NetSuite SELECTED CAREER HIGHLIGHTS

Led expansion of ROI framework around direct marketing channels managing an investment portfolio Globally of $600M+

Led key corporate initiative to streamline financial data structure and reporting process, improve productivity, and deliver roadmap for more flexible IT environment. Required complex change management affecting every major business and finance function.

As Expense Management Director for the Americas and Panama Site Lead, developed and executed project plan to centralize spend management and some aspects of finance operations. Impacted 25 financial professionals supporting $3B spend. Reduced support costs by more than 35%.

Collaborated with Latam Credit Manager to develop and implement an alternative credit program, based on a risk-based model incorporating partner history, for Channel Partners in order to increase demand capacity for preferred partners incremental to Dell’s standard credit offering. Increased annual sales for a strategic part of the region by 10% without increasing baddebt.

Worked with R&D Engineers, Service Operations, Sales, and Tech Support to lead a yearlong Warranty Cost Reduction Initiative for Latin America business unit resulting in total cost reduction of $20M.

As Controller for Mexico International Business Unit, drove three-year strategic plan resulting in a three- year CAGR of 76.9% revenue growth and 299.5% Opinc growth. Secured #1 market share for Dell Mexico for first time in history during Q1 2005. PROFESSIONAL EXPERIENCE

Integrated Screening Partners

Controller/CFO — Austin, TX 2023–2024

Ownership for financial strategy, financial planning, controls, regulatory compliance, accounting, and financial services for the business with annual revenues of $5M to $8M. Business was a credit reporter under the FCRA (Fair Credit Reporting Act) providing background checks on consumers that were being hired by clients of the company. Managed the day to day activities of accounting functions and controls for accurate and complete financial reporting statements. Project Management Leader for the creation of new call center organization in El Salvador with the creation of new BPO legal entity. Managed team of 8 which included 3 individuals located in Latin America. Independent Consultant – Clever Devices

Chief of Staff for CFO and Financial Planning & Analysis Lead — Long Island, NY 2022–2023 Support business with relevant, timely, value-added financial analysis and reporting. Manage the budget process with additional drill down and department level reporting and tracking capabilities. Work with accounting to develop month end budget to actuals variance reporting driving clear accountability and facilitating Leaders to take control of their spend. Also work cross functionally to develop KPIs and dashboards for Leadership to keep a pulse of the business at any time. Martin Vela, Jr. Page Two

Enovis (formerly DJO Global)

Director of Finance — Austin, TX 2020–2022

Integral part of the Acquisition & Integration team as the Finance Lead responsible for due diligence and the successful integration of key processes, systems, and tools into the corporate environment. Currently working on the set up of a new Business Unit with separate internal and external financial reporting and bonus structure. Responsibilities include short- and long-term financial planning, controls, controllership of newly acquired assets and Businesses, and financial close. Additional large-scale projects include the successful ERP integration of three separate ERP and tool set environments into the Corporate ERP platform. Ultra Energy (formerly Ultra Electronics / Weed Instrument) Director of Finance — Austin, TX 2019–2020

Senior Management Team member with ownership for financial strategy, financial planning, controls, external audits, accounting, and financial services for Business Unit with annual revenues ranging between $40M to $60M. Business Unit part of Corporate Parent Ultra headquartered in the UK. Business Unit engineered and manufactured temperature and pressure sensors for harsh environments in highly regulated sectors such as Department of Energy and Aerospace. Role also led the the local IT team and the Commercial Manager responsible for Commercial Bids & Proposals and Contract Management. Key responsibilities included driving the financial planning, performing periodic risk assessments, controls reviews, and a key contributor to the Units strategic plan reviewed annually by CEO and CFO of Parent Company.

HomeAway (Expedia Group)

Finance Lead to Chief Marketing Officer —Austin, TX 2017–2019 Finance Leader Finance Leader supporting the FP&A, controls, risk, and ROI investment portfolio globally of company’s marketing spend (growth

& brand) directing impacting traffic to company website and app and converting to net bookings totaling $900M+ annually at a booked level basis with double digit growth rates. This is a new role with the key near term objectives focused at establishing standard reporting for the Executive Leadership team, standing KPIs for daily and weekly monitoring and decision making in Trading meetings, and co-lead development of new ROI framework around longer term marketing investments such as TV and alternative direct marketing channels. Dell, Inc.

NA Sales Strategy & Planning Director —Round Rock, TX 2016–2017 Partnered with General Manager of the East Commercial Sales Organization to develop strategies focused on integration of new capabilities and assets, territory sales planning, other efforts to achieve annual sales goals and move ideas to execution. This role also managed a team of 5 supporting program management & analytics efforts to maintain a close pulse on business and able to act quickly with any needed course corrections to achieve the Annual Operating Plan goals. Americas Fulfillment Ops & Supply Chain Finance Director and Controller— Round Rock, TX 2015–2016 Finance Leader supporting freight, storage, and logistics spend for the Americas Business Operations. The role owns end to end responsibility for the strategic financial direction and controllership of $0.5B of spend and management of 5 Controllers across sub-regions in Canada, Mexico, Brazil, and the US. The role includes Global responsibilities for finance support of procurement activities within the function and five fulfillment facilities based in the US, Mexico, and Brazil. Other responsibilities include leadership in executing strategies for strengthening spend controls and initiatives to drive cost efficiencies, identification and mitigation of potential risks with Business, and offer critical consultation to the Americas Ops Leader. IT Finance Director and Controller—Round Rock, TX 2014–2015 Finance Leader supporting company Chief Information Office with end-to-end responsibility for the strategic financial direction and controllership of $1B+ IT budget and investments. The role includes Global responsibilities and directs a team of over 50 finance and accounting professionals. Provide leadership in executing strategies for strengthening spend controls and initiatives to drive cost efficiencies. Identify and mitigate potential risks with Business and functional support. Offer critical consultation to the CIO and direct staff regarding budgeting and investments.

Martin Vela, Jr. Page Three

Chief of Staff and PMO Lead—Round Rock, TX 2012–2014 Ownership of key operational rhythms and cadences for the CFO and VP of Corporate FP&A and execution of an effective internal communication strategy for disseminating important information and generating an informed and committed CFO organization. Lead efforts to improve, standardize, and simplify core planning and analysis processes across the company with a focus on cost efficiency and value- added activities. Drove internal consulting engagement resulting in a CFO approved recommendation to centralize all financial planning and analysis activities under one organization. The decision impacted over 350 financial professionals globally. The end organizational structure resulted in 30% cost reduction and established FP&A teams in four international Hubs focused on business partnership and consultation and decision support across the company’s business units and key functional organizations. America’s Finance Center of Excellence (COE) Director Finance Site Lead—Panama 2011–2012 Direct budgeting and management of $3B+ operational spend across Regional and Global organizations. Provide leadership for Panama Site, executing strategies for strengthening and retaining best talent across all Finance functions. Identify and mitigate potential risks with Business and functional support. Offer critical consultation regarding budgeting and integration of acquisitions. North Latin America Regional Finance Director—Mexico City 2008–2011 Assumed responsibility and ownership of all financial aspects for North Latin America Commercial Business (12+ Latin America countries accounting for $700M+ in annual revenue). Delivered key financial planning deliverables (forecasts, outlooks, Master Sales Plans, Monthly Financial Reviews) to Corporate in timely manner. Collaborated cross-functionally to ensure successful delivery on key projects and timely execution of business processes. Partnered with GFS to improve customer experience (CE) with key customers in Mexico and streamline invoicing process. Coordinated with Collections team to recover $2M+ of bad debt. Created new Alternative Channel Credit program focused on resolving credit capacity issues with key Channel partners. Interacted with key customers and Channel partners to negotiate payment plans and develop business plans for growing Dell partnerships. Worldwide Warranty Cost & Analysis Finance Director —Round Rock, TX 2005–2008 Oversaw US warranty adequacy financial model and processes, which supports accuracy of $1B of Dell balance sheet assets, requiring cross-functional management of R&D Quality (FIR Projection), Ops Finance, and Services Accounting. Assumed ownership of 11 key Sarbanes-Oxley (SOX) controls and quarterly reviews with external auditors. Conducted warranty SKU cost analysis and supported New Product Introduction (NPI) process (hardware/software launches) for US and Canadian markets. Managed SKU cost accuracy and creation of warranty/service offerings for hardware products. Developed and managed Global New Service Introduction Finance Support in creation of cost models and consistent accounting/reporting methodologies. Drove Global Warranty Cost methodology and tracked/analyzed $22M COGS (cost of goods sold) Council Savings initiatives. Served as Business Lead for Global Warranty Cost Accounting System ($15M IT-funded program providing a single instance of cost accounting system for Dell warranties.) Collaborated with IT and Global Finance Systems program management team and Global Services Finance and Accounting teams.

Dell Mexico Finance Director — Mexico City 2003–2005 Owned all financial aspects for $400M+ Mexico IBU, including financial and strategic business planning, sales compensation, accounting and business controls, treasury, tax planning, statutory reporting, credit analysis, collections, A/R management, invoicing, and facilities planning. Led an organization of 50 finance and accounting professionals. Successfully launched Dell Mexico Financial Services together with Corporate Treasury in 2005 providing 6 additional funding sources and new customer financing programs for Mexico customers. Reorganized credit and collections teams to focus on sales segmentation and outsource majority of responsibilities to outside vendors in order to generate greater opportunities for professional development and increased bandwidth for more one to one focused with each major sales segment. Financial Planning & Analysis Bids & Proposals Manager—Mexico City 2001–2003 Managed daily, weekly, monthly, and quarterly reporting. Managed data hierarchy for proper P&L classification. Managed new reporting requirements resulting from reorganization of Latam and multiple internal Sales groups. Timely submission of Corporate Forecast, Outlook, and Three-Year strategic plans. Managed Bids and Proposals Department, providing valuable project management as well as financial, legal, and operational support to the Sales organization. Managed master sales planning and communication of large projects to Demand Planning team. Managed calculation of quarterly sales commissions and oversaw development and execution of process to set quotas, including sales level review with Segment GM and Regional VP. Delivered accurate and timely Executive presentations for Segment GM and Finance Director. Provided direct support for month-end close process, including ensuring accuracy of accounting entries with Accounting Manager, preparing monthly financial review package, ad hoc reports and analysis, and development of commentary for Executive reviews. Martin Vela, Jr. Page Four

Corporate Planning & Product Group Finance Consultant—Round Rock, TX 1997–2001 Served as Regional Liaison for Executive Committee, providing presentation templates and guidance on issues and topics to be covered by GMs. Delivered executive presentations regarding Executive Committee meetings and Operations Committee meetings for CFO. Delivered executive presentations relative to Board of Directors meetings for Co-Chairman and CFO. Assisted in P&L modeling and analysis for the Office of the Chair for use in setting Regional forecast guidance and Wall Street consensus. Produced quarterly competitive analysis for the OOC and Corporate Executive Management on EMC and Sun Microsystems. Managed WW financial reporting for Storage LOB (daily, weekly, monthly, quarterly). As Opex Analyst, provided budget assistance and actuals reporting for Storage support cost centers. Created WW Tape backup financial reporting, General Manager Financial Package (weekly report of annual revenue projection), and all APP Executive Review core financial slides. Drove the ESG product hierarchy reorganization within Profit Watch and Data Warehouse. Liaised with Global P&L transition, including training ESG Finance on new metrics and ensuring financial report accuracy.

IBM 1996–1997

Finished Goods Analyst Professional Accountant—Austin, Assisted in implementation of inventory accounting system. Responsible for accurate inventory relief for RS6000 production. Maintained accounting for RS6000 Loaner Program and resolved a $1.5M inventory loss issue. Martin Vela, Jr. Page Five

EDUCATION PROFESSIONAL DEVELOPMENT

University of Notre Dame– South Bend, IN May 1996

Bachelor of Business Administration– Accounting

Global Finance Executive Program (GFEP) – Dell 2012 – 2013 Chosen by CFO staff to participate in 18-month executive professional development program. Led class project in developing and implementing global training program for entry-level finance professionals Finance Rotation Program – Dell 1999 – 2001

Professional development program for high-potential, internal candidates; awarded first international AI Enhanced Financial Analysis – Corporate Finance Institute 2024 Professional development program helping to bridge gap between traditional financial analysis and AI technology

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