Manager Transaction Services resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary
Experienced financial professional who enjoys the challenges of complex transactions, emerging markets and leading projects from concept through to completion.


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


Work History
Manager, Transaction Services, 09/2003 - Current
Eaton Corporation Middlesex, NC,
  • 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.
Interim CFO, 04/2000 - 11/2002
Alvarez & Marsal Philadelphia, PA,
  • 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.
Chief Financial Officer, 06/1999 - 02/2000
Bsd Business Consulting Palo Alto, 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.
Executive Director, 08/1997 - 06/1999
Marquis Companies Canby, OR,
  • 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.
Director, Technology Investment Banking, 01/1993 - 06/1997
American Airlines Los Angeles, CA,
  • 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).
Manager, Corporate Finance, 02/1991 - 1993
Gilead Sciences, Inc. Maryland, LA,
  • 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.
Senior Associate, 10/1988 - 01/1991
Coopers & Lybrand City, STATE,
  • 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
MBA: Finance, Expected in 1988
The Wharton School, University of Pennsylvania - Philadelphia, PA
Code Advocate, Judiciary Review Board, 1987-88.  Anvil Award Selection Committee, 1987.
Bachelor of Arts: Economics, Expected in 1984
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

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


  • MBA
  • Bachelor of Arts

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