Welcome to SAMMIK Consulting

  · Fully integrated financial modeling to support strategic decisions

· Automated and detailed monthly financial reporting package

· Monthly/Quarterly management team and board reporting

· Annual budgeting and budget presentation materials

· Profitability by customer, product/service, geography, and other variables

· All encompassing P&L forecasting and variance analysis

· Best in class 13-week cash flow forecasting

· Real time hourly/daily/weekly cash reporting

· Industry leading KPI, dashboard and automated reporting using a data driven approach to optimize decision making 

· Maximizing existing tools and new tools like Power BI to provide maximum business visibility

· Combine predictive and trend analysis to enable clients to optimize resources planning and management

· Capital expenditure and ROI analysis

· Working capital and cash management analysis

· Synergy and restructuring analysis

· Interim CFO/VP of finance/Director of finance/Controller & FP&A services

  · Opening balance sheet accounting

· Acquisition analysis – Needs & requirements

· Add on acquisition integration

· Month end close establishment and process improvement

· Percentage of completion accounting WIP optimization

· Project accounting

· Standard cost optimization

· Cost reductions and optimization initiatives and processes

· Intercompany cleanup

· General Ledger clean and optimization

· Setup accurate and timely reconciliations

· Internal & external audit support and management

· Financial health check

· Implementing revenue and cost processes and policies

· Balance Sheet reconciliation & clean up

· General accounting support

· Evaluate and build teams per the client’s needs

  · Evaluation of current processes and identify areas of continuous improvement

· Implementing processes & policies to optimize output and increase efficiency and productivity

· Maximize ROI on labor costs with targeted metrics and actions to increase efficiency and maximize utilization

· Project management – Implement consistent processes to ensure on-time and under budget completion of projects

· Implement quality control measures to maximize customer satisfaction and minimize cost of double handling

· Hands on approach to asses costs across the board to identify opportunities to increase margins

· Inventory management including implementation of inventory systems as needed

· Initiate and implement supply chain processes and traits to ensure optimal deliverables while increasing margins. Target major costs such as materials, labor, freight etc.

· Waste management – Assess reasons for non customer paid waste in the manufacturing environment and implement processes to minimize costs associated with waste

· Resource management – Utilize predictive analytics to ensure the business is always appropriately staffed 

· Define and set up KPIs to improve productivity, quality, lead times

· Increase the fluidity of communication between operations and other departments like sales, customer service and sales to improve the final output

  · Evaluate current sales structure to identify areas of continuous improvement

· Increase visibility to sales performance by sales person, product/service, geography and other variables

· Asses, review and propose sales compensation plans to align with the goals of the client

· Propose and implement tools and processes to maximize sales efficiencies and increase the close rate

· Work closely with the customer service team to optimize the customer experience

· Propose and implement CRMs that would potentially be more suited to the needs of the client

· Improve current CRM’s performance by implementing processes to optimize the CRM functionality

· Suggest KPIs to track weekly and monthly performance of salespeople and the client as a whole

· Review sale terms & conditions to minimize client’s exposure

· Increase visibility to current and upcoming trends to stay at the forefront of the market needs

· Initiate business development processes to pre-qualify potential customer and maximize efficiency and close rates

 · ERP Implementation – Evaluate the ideal solution, set up time line, budget, targets as per the client’s needs and manage the project from idea to inception

· Asses current ERP usage and implement changes as needed to maximize functionality

· Use tools such as Power BI and Dynamics to generate automatic reports in real time to maximize visibility and ease decision making

· Consolidation of ERPs across divisions and new acquisitions

· CRM Implementation - Evaluate the ideal solution, set up time line, budget, targets as per the client’s needs and manage the project from idea to inception

· Asses current CRM usage and implement changes as needed to maximize functionality

· Train current staff on optimal usage of MS Suite (Excel, Word, PowerPoint, Project etc.)

· Set up a client’s security and IT profile, policies & procedures

 · Assess acquisition fit to conform with the vision of the client

· Review potential acquisitions business operations and financials to give more visibility to the client

· Prepare & implement a fully loaded integration plan to integrate financials, sales, operation, HR, legal, technology etc.

· Asses overlap in costs to find avenues to consolidate to maximize the value of the acquisition

· Identify increase sales opportunities with the combined strengths off the client and the acquired company

· Identify operations opportunities with the combined strengths off the client and the acquired company to minimize costs and maximize efficiencies

· Consolidation of systems

· Sell side – For clients looking to sell the business or bring in new capital. Asses potential market opportunities.

· Gather and prepare client’s information as needed to assist with the transaction

· Implementation of ERP systems