JAMES E.

MARTIN, CPA, CMA, CEBS

Delaware, OH 43015 www.linkedin.com/in/martinjamese/ Cell: 614-202-8293 Email: JMartin14@aol.com

C hi ef F ina nci a l Of fic er

STRATEGY | LEADERSHIP | PERFORMANCE

Instinctive and meticulous Chief Financial Officer with experience in developing and mentoring teams, managing a dynamic changing environment, and improving processes to increase productivity and profitability. Outstanding strategist and exceptional communicator with strong negotiation and problem resolution aptitude.

Areas Of Expertise
Business Plan Development Internal Control Structure Strategic Planning/Analysis Process Improvement Account Development Performance Measurement Policy/Procedure Development Accounting/Finance Management Employee Benefits

Key Skills Assessment

BUSINESS DEVELOPMENT PERFORMANCE Design and execute processes to improve quality and productivity. Utilize technical, people, and business skills to efficiently analyze, develop, and manage businesses. Proven ability to reconcile financial data, manage budgets, perform audit activities, and resolve financial discrepancies. PROJECT MANAGEMENT Proven ability to execute projects from inception and leverage untapped potential to maximize opportunities. Committed to quarterbacking internal teams through the exchange of knowledge, experience, and goal sharing to optimize strategies and drive business.

Professional Experience
COLUMBUS METROPOLITAN HOUSING A UTHORITY , COLUMBUS, OH 2012 2014 CHIEF FINANCIAL OFFICER Renegotiated current healthcare benefits in order to affordably expand coverage to include vision and dental coverage and add a Flexible Spending Account (FSA). Implemented technology to expand MIS operations throughout the finance function. Resulted in measurable improvements in data accuracy and long range planning. Successfully developed a strategic plan to manage the $694 million annual budget using Great Plains Software in a time of unprecedented Federal government sequestration funding decreases. Upgraded and converted Payroll system to a paperless system. Implemented new processes and procedures to eliminate or convert to electronic storage of records, reducing offsite records storage costs by 46%. OHIO EDUCATION ASSOCIATION , COLUMBUS, OH 2003 2012 ASSISTANT EXECUTIVE DIRECTOR BUSINESS SERVICES (CFO) Chief Financial Officer, responsible for corporations strategic planning, development, and overall leadership of this 130,000 member organization. Provide oversight and successfully manage $60 million annual budget, two defined benefit pension funds (assets totaling $130+ million, and a 401(k) and 457(b) plan with assets totaling approximately $15 million. Led a multi-department team to bring over 450 independent local school entities into compliance with IRS filing requirements for Form 990 and 990EZ. Proactively discovered inconsistencies in the administration of the retiree healthcare program, resulting in changes reducing long-term liability by $48 million. Successfully developed and initiated strategic plan to reduce debt levels, fund pension plans and healthcare retiree program, re-financed the headquarters building, develop better cash flow models, and enhance investment policies of the operations and the pension funds - operating liabilities have decreased by over $29 million since initiating these strategies. Collaborate with external agencies to design and implement internal controls and policies and procedures to ensure compliance with applicable regulations and guidelines. Act as liaison between managers and external agencies for special projects, maintaining consistency with confidentiality parameters. Charged with implementing programs and initiatives in support of relationship management and overall business strategy.

OHIO POLICE AND FIRE PENSION FUND 1998 - 2003 CHIEF FINANCIAL OFFICER Managed and directed a staff of 30 individuals in the membership records, finance, accounting, and compliance areas of this $8.4 billion public pension fund. Led a multiple year project to develop new budget review process, leading to the Government Finance Officers Association (GFOA) Budget Award. Formulated and implemented new internal controls for all areas of the accounting, budgeting, and reporting operations of the Fund. Re-engineered multiple areas, initiating new procedures and personnel to achieve necessary accountability. Established monthly closing schedules and developed monthly/quarterly reporting to senior management and The Board of Trustees. CENTRAL STATE UNIVERSITY , WILBERFORCE , OH 1997 - 1998 UNIVERSITY CONTROLLER Successfully rebuilt universitys internal control structure. Evaluated and re-engineered financial statements to achieve a clean audit opinion by a Big 4 external audit as of June 30, 1998. Prepared this entity for audits by the Department of Health and Human Services, various Department of Education agencies, and the State of Ohio Special Audits Department. Led and supported several executive-level task forces involving strategy and organization structure in achieving re-accreditation of the University, resulting in the University remaining open. Ensured operating standards and best practices were followed when executing activities. Built and maintained relationships and managed stakeholder expectations. Analyzed industry trends and used these trends to execute a project strategy. KPMG PEAT MARWICK , LLP, COLUMBUS, OH 1995 - 1997 BIG 4 A UDIT MANAGER Specialized in the public services area, serving as audit manager for Ohio University, The City of Columbus, and various local school districts; performed various audits, including A-133 audits. Spearheaded a diverse range of initiatives generated and analyzed statistical data, championing the successful execution of relationship management. Participated in a variety of special projects as requested, including explorations of process improvements. Managed relationships, ensuring that standard procedures were followed. Participated in strategic initiatives as set forth by senior management, continuously investigated ways to streamline and improve existing processes. Compiled statistical information; conformed to established practices and regulatory requirements. Defined all components related to program management, capturing, and tracking project deliverables. MILLER PAVEMENT CONSTRUCTION INC., HILLIARD, OH 1991 - 1995 CONTROLLER Played an integral role in the implementation of cost accounting structures in this family owned business. Instrumental in the development of cash flow models to reduce reliance on lines of credit. Created and established job costing system. Led analysis activities and needs assessment, strategic alignment, and project scoping to meet business objectives and deliver quantifiable results through process improvement initiatives. Evaluated processes, determined their effectiveness, and recommended strategies for improvement. DELOITTE & TOUCH , LLP, COLUMBUS, OH 1989 1991 BIG 4 STAFF ACCOUNTANT Specialized in auditing and preparing tax returns of emerging business with sales ranging from $5 to $50 million. Clients include real estate developers, retail operations and food suppliers. Participated in ad hoc analysis and special projects for senior management. Coordinated audits with various taxation authorities.

Education & Training

Master of Business Administration,

Bachelor of Science Accounting/Finance

The Ohio State University, GPA 3.5/4.0

The Ohio State University, GPA 3.6/4.0

CERTIFICATIONS
Certified Public Accountant (CPA) Certified Management Accountant (CMA) Certified Public Finance Officer (CPFO) Certified Employee Benefit Specialist (CEBS) International Foundation of Employee Benefits Plans (IFEBP) and the Wharton School of the University of PA.