Mitchell Sherman
Partner at B2B CFO- Claim this Profile
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Bio
Justin Beidleman, CPIA, CRIS
Mitch understands a clients needs and wants with regards to the financial arena of their respective business. Mitch is professional and committed to obtaining the goals he sets forth for a specific company. I have had the privledge of experiencing first hand the results he achieves through that of a client of mine. I continue to recommend Mitch to clients and would not hesitate to recommend him to any business owner who wants to achieve financial success within their company.
Justin Beidleman, CPIA, CRIS
Mitch understands a clients needs and wants with regards to the financial arena of their respective business. Mitch is professional and committed to obtaining the goals he sets forth for a specific company. I have had the privledge of experiencing first hand the results he achieves through that of a client of mine. I continue to recommend Mitch to clients and would not hesitate to recommend him to any business owner who wants to achieve financial success within their company.
Justin Beidleman, CPIA, CRIS
Mitch understands a clients needs and wants with regards to the financial arena of their respective business. Mitch is professional and committed to obtaining the goals he sets forth for a specific company. I have had the privledge of experiencing first hand the results he achieves through that of a client of mine. I continue to recommend Mitch to clients and would not hesitate to recommend him to any business owner who wants to achieve financial success within their company.
Justin Beidleman, CPIA, CRIS
Mitch understands a clients needs and wants with regards to the financial arena of their respective business. Mitch is professional and committed to obtaining the goals he sets forth for a specific company. I have had the privledge of experiencing first hand the results he achieves through that of a client of mine. I continue to recommend Mitch to clients and would not hesitate to recommend him to any business owner who wants to achieve financial success within their company.
Credentials
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Certified Business Transition Expert™
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Experience
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B2B CFO
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United States
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Business Consulting and Services
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100 - 200 Employee
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Partner
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2011 - Present
Provide contract and part-time CFO/Controller services to small-medium sized companies. Extensive experience in Manufacturing, Construction, Distribution, Information Tech, and Retail Industries. Provide contract and part-time CFO/Controller services to small-medium sized companies. Extensive experience in Manufacturing, Construction, Distribution, Information Tech, and Retail Industries.
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American Management Services, Inc
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United States
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Real Estate
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1 - 100 Employee
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Senior Executive Analyst
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Aug 2010 - Apr 2011
Conduct operational/financial surveys to identify strengths and weakness, find cost savings and profit opportunities for small to medium sized businesses. Conduct operational/financial surveys to identify strengths and weakness, find cost savings and profit opportunities for small to medium sized businesses.
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Hamilton Jewelers
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Retail Luxury Goods and Jewelry
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1 - 100 Employee
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Chief Financial Officer
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Oct 2004 - Jul 2010
Provided leadership and direction to all aspects of executive leadership and financial stewardship of the company. Managed the technical infrastructure of the company. Supervised 13 associates in Finance, HR, IT, and Inventory departments, which included overall company management of 120+ associates as a member of 3-person Senior Executive team. Implemented the new Point-of-Sale/Inventory system. Select Highlights: Prepared monthly financial reports, annual plans, and monthly variance analyses for a company with 6 stores plus internet and corporate sales. Maintained sole accountability for treasury management, international banking, and bank reporting with monthly covenant analysis. Pioneered the implementation of MAS90 Accounting and FRX consolidation software. Championed efforts to restructure the financial systems, which aided in producing detailed monthly financial statements and store-level management reports. Restructured the HR/Payroll department and implemented the use of time clocks, resulting in improved scheduling controls and reduced labor costs. Produced $250K in annual savings by changing merchant services provider, restructuring bank accounts, executing new shipping/insurance contracts, and renegotiating multiple service contracts. Show less
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Robbins Diamonds
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United States
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Book and Periodical Publishing
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1 - 100 Employee
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Chief Financial Officer
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Mar 2002 - Oct 2004
Monthly financial statements, budgets & forecasts, treasury functions for $20mm business with 5 stores + web business. Managed team of 7 associates in Finance, IT & HR departments. Achievements: A Partner buyout facilitated by the procurement of new bank/credit facilities. Termination/liquidation of the defined benefit plan and rollover of the 401k plan to a new administrator. Reorganized the finance department , upgraded financial reporting software, and optimized the layout of the Compaq Alpha platform and POS software. Show less
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Real Enterprise Solutions, Inc
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United States
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Legal Services
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Chief Financial Officer
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Jan 2001 - Mar 2002
Responsibilities & Achievements: Reorganized a multinational IT consulting & engineering company servicing the pharmaceutical, food & beverage and energy industries. Transitioned Oracle Accounting system to Peachtree Accounting. Restructured debt through extended negotiations with the banks, factors and suppliers. Raised working capital through private investment, A/R factoring and restating taxes. Organized and administered a management buyout of U.S. assets. Responsibilities & Achievements: Reorganized a multinational IT consulting & engineering company servicing the pharmaceutical, food & beverage and energy industries. Transitioned Oracle Accounting system to Peachtree Accounting. Restructured debt through extended negotiations with the banks, factors and suppliers. Raised working capital through private investment, A/R factoring and restating taxes. Organized and administered a management buyout of U.S. assets.
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Controller
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Jan 1998 - Jan 2001
Responsibilities & Achievements: Opened a distribution facility for this United Technologies subsidiary. Created the financial reporting infrastructure and procedures. Prepared monthly financial statements, budgets and forecasts and supporting documentation for U.S. operations with consolidations via UTC's Hyperion Enterprise system. Maintained $3 million perpetual inventory. Liason between sister company in Scotland and parent company; Managed a staff of 5 associates. Responsibilities & Achievements: Opened a distribution facility for this United Technologies subsidiary. Created the financial reporting infrastructure and procedures. Prepared monthly financial statements, budgets and forecasts and supporting documentation for U.S. operations with consolidations via UTC's Hyperion Enterprise system. Maintained $3 million perpetual inventory. Liason between sister company in Scotland and parent company; Managed a staff of 5 associates.
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Controller/HR Manager
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Nov 1996 - Dec 1997
TDC Precision, LP Responsibilities & Achievements: Monthly financial statements, weekly cash flow projections for a private equity-funded Tool & Die manufacturer. Month-end job cost summaries and percentage of completion adjustments. HR Manangement including payroll, payroll taxes, 401K and health insurance plans. Daily banking activities, A/R collections, purchasing & A/P functions. TDC Precision, LP Responsibilities & Achievements: Monthly financial statements, weekly cash flow projections for a private equity-funded Tool & Die manufacturer. Month-end job cost summaries and percentage of completion adjustments. HR Manangement including payroll, payroll taxes, 401K and health insurance plans. Daily banking activities, A/R collections, purchasing & A/P functions.
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Gross Metal Products
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United States
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Hospitals and Health Care
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Controller
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Feb 1990 - Nov 1996
Gross Metal Products, Inc. Responsibilities & Achievements: Monthly financial statements, forecasts and annual budgets for a family-owned business providing metal fabrication, powder and wet coating and electrostatic finishing services to the automotive and outdoor lighting industries. Managed a staff of 12 in 3 U.S. and 1 Canadian facility. Maintained a $2 million perpetual inventory & EPA compliance. Implemented and monitored controls of production & quality assurance departments. Managed 150,000 sq. ft Show less
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Fishbein & Company
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India
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Business Consulting and Services
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Staff Accountant
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Feb 1989 - Sep 1989
Responsibilities & Achievements: Prepared annual tax returns for Individuals, Partnerships, and S-Corps. Accumulated 1000+ audit hours at clients in Manufacturing, Distribution, and Construction industries. Responsibilities & Achievements: Prepared annual tax returns for Individuals, Partnerships, and S-Corps. Accumulated 1000+ audit hours at clients in Manufacturing, Distribution, and Construction industries.
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Education
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1998 - 2000
Penn State Great Valley
MBA, FINANCE/ENTREPRENEURSHIP -
1986 - 1988
San Diego State University-California State University
Bachelor of Science (BS), ACCOUNTING
Community
