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Umbrex is pleased to welcome Oscar Martinez with Whale’s Tail. Oscar brings two decades of corporate finance and operations experience to his clients. He served as CFO of two publicly traded companies and executed two IPOs. Oscar currently serves as a fractional CFO to privately held companies looking to accelerate their growth or prepare to execute a strategic transaction. In this role he has deployed three instances of NetSuite, while also adopting dashboards to revamp reporting and track key drivers. He excels at aligning key processes to develop actionable growth plans and measuring results against expectations.

Prior to starting his fractional CFO practice, Oscar served as COO of a $1 billion revenue division of Equifax overseeing large data onboarding and customer service teams. In this role, he integrated various acquired companies and executed planned synergies while consolidating legacy operations. Additionally, he deployed Salesforce and supervised migration of his organization’s data to the cloud to drive meaningful efficiencies for his team of over 1,600 FTEs.

Prior to that, Oscar was hired as CFO of Huttig Building Products (Nasdaq HBP until acquired) to restore investor communications and reporting as well as stabilize inefficient operations. Before joining Huttig, Oscar oversaw the IPO and successful sale of Foresight Energy (NYSE FELP until acquired). In his first three years as CFO, the company doubled its revenues organically to $1.1 billion while maintaining EBITDA margins of 40% given the alignment between operations. Foresight Energy was backed by private equity sponsor Riverstone Holdings.

Oscar also has experience in capital markets, both within Treasury departments and as an investment banker with JPMorgan Chase. In these roles, Oscar worked on issuances of over $11 billion of debt and nearly $3.0 billion in equity and equity-linked transactions. He has negotiated and structured numerous acquisition financing packages and integrated dozens of acquired companies. In addition to his NetSuite and Salesforce experience, he has participated in the installations of SAP, Oracle, Paycom, Paylocity and Tableau.

Oscar earned a bachelor’s degree in Finance with an additional major in Economics from Trinity University in San Antonio and an MBA from Harvard Business School in Boston. He has a certificate in Artificial Intelligence from Northwestern University. He is a native Spanish speaker and has worked in the US, Mexico, Argentina, Germany and China. Oscar is an avid skier, traveler, and cyclist. He enjoys grilling and spending time with his family and two dogs in St Louis, Missouri.