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
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Work History
10/2003 to Current
Manager, Transaction ServicesEaton 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.
05/2000 to 12/2002
Interim CFOAlvarez & 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.
07/1999 to 03/2000
Chief Financial OfficerBsd 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.
09/1997 to 07/1999
Executive DirectorMarquis 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.
02/1993 to 07/1997
Director, Technology Investment BankingAmerican 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).
03/1991 to 01/1993
Manager, Corporate FinanceGilead 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.
11/1988 to 02/1991
Senior AssociateCoopers & 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
Education
1988
MBA: Finance
The Wharton School, University of Pennsylvania - City, State
Code Advocate, Judiciary Review Board, 1987-88. Anvil Award Selection Committee, 1987.
The Wharton School, University of Pennsylvania - City, State
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.
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
Degrees
- MBA : Finance
Bachelor of Arts : Economics
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