I am a CFO providing finance, operations, and strategy services to start-ups and small businesses. Recent projects include:* Created a business model to forecast P&L and cash flows for a start-up (pre-launch, pre-revenue) omnichannel businesses focusing on developing luxury brands.* Using data analytics to analyze 25,000 customer order transactions across Amazon FBA, Shopify, and Wholesale channels to develop a KPI dashboard. Calculating and displaying Average Order Value (AOV), Customer Acquisition Cost (CAC), Lifetime Value (LTV), customer repeat purchase rate, and margin profitability by product line and sales channel.* Created a business model to forecast P&L and cash flows for a start-up CPG/Food & Beverage businesses. The model includes a revenue and cost forecast, supply plan, and demand plan.* Optimized the NetSuite setup for a construction company.* Developed financial projections for a professional services company with 20 employees.* Advising multiple clients on how to navigate the SBA's Payroll Protection Program (PPP) loan forgiveness application.You can learn more about my consulting business at www.sackermanconsulting.com.

Thomas Ashbourne creates ready-to-drink (RTD) spirits-based craft cocktails.Finance and operations, financial forecasting, cash flow planning, process control and improvement, payroll.

Clean up three-statement financial forecast model

Cash flow planning, process design, system controls, accounting, operations, payroll

NetSuite Consulting, accounting cleanup, cash flow planning, operations, payroll

Monthly COGS, prepaid inventory, and inventory control

Clean up three-statement financial forecast model

NetSuite Administrator, system maintenance, cleanup, and process optimization

KCM Acquisitions, Inc. is a private investment company headquartered in New York City and focused on investing in and acquiring North American middle-market enterprises.

Troverie is an early stage e-commerce startup selling luxury watches through the www.troverie.com website.Leading several key workstreams for the Troverie startup including:+Order to Cash: Credit Card payment processing (Braintree/Kount), fraud protection (Signifyd), sales tax (Avalara), and customer financing (Affirm).+Logistics Operations: Warehouse and shipping carrier selection and management+Record to Report: NetSuite accounting implementation and integration with outside systemsInvolved with packaging material selection and purchasing and customer service center evaluationAlso responsible for day-to-day hr/payroll management, insurance, sales tax, accounting operations, financial planning and analysis, and cash flow forecasting.

Genuine Origin is an e-commerce, specialty coffee startup with $1 million in revenue ($0 chargebacks); it is an internal startup of Volcafe, the $2 billion in revenue coffee division of the ED&F Man Group. As CFO, I was part of the original core start-up team that took Genuine Origin from drawing board to go-live in one year and then oversaw sales growth to $1 million in year two. I led a team of external consultants and in-house resources to develop and install the NetSuite ERP/CRM/e-commerce platform in a cloud-based environment to provide knowledge and performance data to efficiently manage the order to cash, purchase to pay, and record to report cycles. I established banking relationships, the credit card gateway and payment processor services, and credit card merchant agreements to allow for a seamless online customer ordering and payments. I set up the internal controls, processes, and procedures to insure the continuing growth and success of the business. I insured compliance with ED&F Man minimum control standards, company requirements, transfer pricing policies, and accounting guidelines. I monitored and approved counterparty risk management limits, hedging, and customer financing arrangements. I prepared fair value valuations of physical inventory and forward contracts in accordance with IFRS and external audit guidelines.At Volcafe, I was head of finance for the North and Central America Region, where I was the senior finance leader responsible for overseeing a $400 million in revenue Region covering the financial operations of the coffee businesses in North and Central America. I collaborated with the Managing Director and worldwide Finance Leadership Team, and I led a diverse, international team of 6 direct reports with a staff of 50 indirect reports. I managed costs in the manufacturing plants. And I supported the business operations by leading the real estate lease negotiations for a new office location for a property outside Manhattan.

HEINEKEN Americas Export is Heineken's operating company that manages its business with 3rd party importers in the Americas region. I was based in the Heineken Americas regional office in New York, New York. As head of finance for the Americas Export OpCo, I keep the complex simple. Our operations are in New York (Finance, Marketing), Panama (Sales, Customer Service), and Martinique (Sales). Our business is in 40 markets across North and South America. Our back office is in Amsterdam (Legal, Tax, Treasury) and Poland (Accounting).I co-pilot the business, reporting to the Managing Director. I support the business development agenda. I provide actionable information and prepare appropriate solutions to resolve complex business issues. I drive the financial governance cycle (monthly reporting, annual planning, budgeting). I am responsible for the customer service team in Mexico. And I supervise the Heineken French West Indies (Martinique) Finance Manager.

Heineken Americas is a regional office for the Heineken company based in New York, New York. I joined Heineken Americas after the office in Puerto Rico was closed and operations were consolidated in New York City. As part of the regional finance team I oversaw the financial operations of Heineken's business with 3rd party importers in Canada, the Caribbean and Central & South America.I led the administration and operational functions of the the Heineken Caribbean office including supporting Human Resources payroll processes using ADP systems. I also worked with a local Puerto Rican certified public accountant (CPA) firm to insure timely preparation of tax returns.

Heineken Caribbean is a sub-regional office for the Heineken company based in San Juan, Puerto Rico. I joined Heineken Caribbean at an exciting time when it was going through a transformation and changing its operating strategy in the region. We designed and implemented a plan to reduce complexity in the region by selling 7 company-owned sales offices to local third parties. We increased profitability over 20% by reducing fixed costs and increasing margins. And most importantly we retained over 90% of the local employees. After three years working for Heineken in Puerto Rico the company relocated me to New York City to join the regional finance team.

Mars Caribbean & Central America is a regional office for the Mars candy (Snickers, M&Ms) and pet food (Pedigree) company based in San Juan, Puerto Rico. I moved to Puerto Rico after finishing my MBA where I started as a temp in the planning group. I mastered Excel, learning strong VBA macro programming skills to automate their reporting and save countless man-hours of manual work. After a year I was hired as an Accountant, responsible for preparing accurate financial statements and keeping the month end period close for 8 business units and the regional consolidation running on-time, in-full, no errors.

BorgWarner is an automotive supplier that was based in Chicago, Illinois at the time. Between my first and second year MBA I worked as an intern in the Treasurer's office diving into their five year planning spreadsheet and turning a mess of dead links, poor formatting, and duplicate inputs into a well-oiled, easy to update model. The template was further used to model acquisitions and simulate financing scenarios and their impact on the company profitability and credit rating.

Zacks is a financial research and consulting company in Chicago, Illinois. I was part of the team that brought the investor relations services, targeted to CFOs and investor relations professionals, into the Internet age. We upgraded the service to the Web and added new datasets to the offering, increasing sales by 80% in two years.

Ibbotson Associates is a financial research and consulting company in Chicago, Illinois currently owned by Morningstar. I worked with financial advisors to offer them the tools they needed to teach their clients complicated investment topics in a simple way.

Kemper Funds is a financial services company in Chicago, Illinois currently owned by Deutsche Bank. I answered the phones on the customer service line, helping customers understand how the economy and market movements impacted the mutual funds they owned and recommending funds that would help them meet their investment goals.