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Manager, Transaction Services Resume Example

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MANAGER, TRANSACTION SERVICES
Professional Summary
Experienced financial professional who enjoys the challenges of complex transactions, emerging markets and leading projects from concept through to completion.
Skills

     

  • Financial modeling
  • IPO and valuation expert
  • Leveraged buyout analysis
  • Comparable acquisition analysis
  • Strong interpersonal skills
  • International and emerging market research

 
Work History
10/2003 to Current
Manager, Transaction Services PricewaterhouseCoopers LLP Transaction Services – San Jose, CA
  • Responsible for the valuation of business enterprises, intangible assets and complex securities related to financial reporting, M&A transactions, corporate restructurings, tax compliance and litigation support.
  • Managed project teams, staffed projects, tracked progress and updated directors, partners and clients as necessary.
  • Examples of projects include: 
    • Purchase price allocation related to the acquisition of Schooner Information Technology by SanDisk
    • Purchase price allocation related to the acquisition of FlashSoft Corporation by SanDisk.
    • Purchase price allocation related to the acquisition of Novellus Systems by Lam Research.
    • Purchase price allocation related to the acquisition of Pliant Technology by SanDisk.
    • Valuation for tax purposes of VeriSign's Messaging and Mobile Media business related to its sale.
  • Expert in traditional valuation methodologies (e.g., discounted cash flow, guideline public companies, comparable transactions) and advanced methodologies (e.g., contingent claims analysis, option pricing model.
05/2000 to 12/2002
Interim CFO GourmetNet.com Inc – Taipei, Taiwan
  • Founding shareholder of provider of online and offline lifestyle content to the Greater China market.
  • Refocused company's business strategy to concentrate on revenue generating activities, particularly by enhancing and leveraging the GourmetNet brand name.
  • Revised and implemented financial control procedures to reduce operating costs, improve efficiency, and increase profitability.
  • Developed plans for restructuring company's ownership and capital structure.
07/1999 to 03/2000
Chief Financial Officer MediaRing.com Ltd – Singapore and San Jose, CA
  • Provider of VoIP services and products to consumers, businesses, telecommunications carriers and service providers.
  • Successfully completed MediaRing's initial public offering on the Main Board of the Stock Exchange of Singapore, the first loss-making company to be allowed onto the Main Board.
  • Responsible for financial management, accounting and control, including financial reporting, budgeting, financing, and cash management.
  • Reviewed and analyzed potential acquisition and investment opportunities.
09/1997 to 07/1999
Executive Director Canadian Imperial Bank of Commerce Singapore and – Singapore and Taipei, Taiwan
  • Originated and executed corporate finance and M&A transactions in the technology, multimedia and telecommunications sectors throughout Asia under the CIBC World Markets brand name.
  • Originated and advised PT Astra International in the sale of its semiconductor packaging subsidiary as part of Astra's debt restructuring.
  • Responsibilities included marketing and origination, deal structuring and negotiations, coordination with U.S. investment banking organization, client presentations, company valuations and review of financial models.
02/1993 to 07/1997
Director, Technology Investment Banking Cowen & Company – New York, NY
  • Executed and originated corporate finance and M&A assignments in the U.S., Asia and Europe, primarily focused on the technology, new media, and telecommunications sectors.
  • Directed Cowen's business development activities in Asia.
  • Originated and managed relationships with clients (e.g., ASE Test Limited and Brightpoint, Inc.) and strategic partners (e.g., Chinatrust Commercial Bank in Taiwan and DBS Bank in Singapore).
03/1991 to 01/1993
Manager, Corporate Finance Coopers & Lybrand Kft. – Budapest, Hungary
  • Provided valuation and financial structuring advice to Hungarian state-owned companies, foreign investors and the Hungarian State Property Agency, primarily related to Hungary's privatization program and inbound investment.
11/1988 to 02/1991
Senior Associate Coopers & Lybrand – New York, NY
  • Extensive financial modeling and business valuation analyses related to M&A transactions, purchase price allocation, tax services and litigation support.
  • Analyzed leveraged buyout structuring alternatives for potential LBO candidates.
  • Worked directly with partner to develop and build M&A advisory business
Education
1988
MBA: Finance
 The Wharton School, University of Pennsylvania - Philadelphia, PA
 Code Advocate, Judiciary Review Board, 1987-88.  Anvil Award Selection Committee, 1987.
1984
Bachelor of Arts: Economics
 Harvard University -
Graduated Cum Laude in General Studies.  Dean's List, 1980-1984.  Recipient of Harvard College Scholarship for academic achievement, 1981-1984.  Named Winthrop Scholar for academic achievement, 1983-1984.
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Resume Overview

Companies Worked For:

  • PricewaterhouseCoopers LLP Transaction Services
  • GourmetNet.com Inc
  • MediaRing.com Ltd
  • Canadian Imperial Bank of Commerce Singapore and
  • Cowen & Company
  • Coopers & Lybrand Kft.
  • Coopers & Lybrand

School Attended

  • The Wharton School, University of Pennsylvania
  • Harvard University

Job Titles Held:

  • Manager, Transaction Services
  • Interim CFO
  • Chief Financial Officer
  • Executive Director
  • Director, Technology Investment Banking
  • Manager, Corporate Finance
  • Senior Associate

Degrees

  • MBA : Finance
    Bachelor of Arts : Economics

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