Sarah Soni

848-***-**** ad2lpe@r.postjobfree.com Boca Raton, Florida

Strategic Finance Consultant MAY 2017 – PRESENT

Leveraging 15+ years of experience in strategic finance to provide services, including strategy, finance & accounting, operations and HR management to high-growth, PE and Venture-backed product and services companies

Excellent Excel & PowerPoint Skills. Tableau, Power BI, NetSuite, Sage Intacct & QuickBooks Experience

Areas of Expertise:

C-suite strategic planning

Finance/accounting/HR department leadership

M&A, Partnership modeling

Fundraising & Investor Relations

FP&A and Cash Flow Management

Financial & KPI Reporting

System Implementation

HR Operations

Recent Consulting Engagements:

System Implementation, M&A Integration and Change Management – SAFEbuilt

Supported new Colorado-based CFO with day-to-day management of finance team in Southeast division through systems upgrade to Sage Intacct + new custom ERP system. Provided change management through personnel turnover

Accounting, SEC Reporting, Compliance, Corporate Development – FIRST WAVE BIOPHARMA

Supported understaffed finance+ Exec teams by producing financials, completing SEC reporting and audit requests, creating Sarbanes-Oxley compliance narratives + testing plans and building financial models for M&A efforts

Corporate Development and FP&A – THIRSTIE (SaaS)

Provided M&A and partnerships modeling, data rooms, investor presentation materials, financial budgets, payout waterfalls and scenario analysis

HR and Change Management – HALO HYDRATION

Supported retooling of company staffing plan: creating job descriptions, formulating compensation packages, recruiting for open positions, and onboarding new hires

Financial Strategy, FP&A and Reporting – PET HONESTY

Managed annual budgeting process, cash forecasting and treasury management

Developed and delivered monthly financial and KPI reporting packages with analysis and recommendations to Board

Secured an asset-backed line of credit

Financial Strategy, Reporting, FP&A, System Implementation – KETTLEBELL KITCHEN

Secured liquidity, including venture debt and add-on Series B equity

Organized data and developed performance dashboards for procurement/inventory, direct labor, and logistics

Led FP&A + Reporting. Delivered weekly KPIs and cash forecast reporting packages with analysis and recommendations

Reorganized monthly close and weekly AR/AP processes for accuracy and speed; completed implementation of NetSuite

Financial Strategy, FP&A, Change Management, System Implementation – MATI ENERGY

Identified inefficiencies in pricing, supply chain and overhead; supported CEO to execute process and personnel changes that significantly improved financial results

Supported company in implementation of NetSuite (manufacturing, inventory, finance)

Implemented preventative and detective controls to prepare for first financial audit

Financial Analysis and Reporting, Change Management – FERRARO FOODS

Provided weekly KPI analysis and financial reporting

Reduced monthly closing days by 50% and transitioned financials to GAAP

Consolidated financials for several divisions using multiple accounting systems

Other Experience:

Owner / Operator – THE BROTHERS THAT JUST DO GUTTERS Feb 2022 – Present (currently a passive owner)

Scaled multi-territory franchisee from pre-revenue to $1.2M first year revenue run rate

Revenue management, procurement, job costing, inventory management

Accounting, FP&A, Reporting

HR and insurance management

CFO - FULTONFISHMARKET.COM Sept 2019 – Jun 2021

Implemented and managed a business intelligence department: recruiting FTEs, deploying Tableau, developing KPI dashboards, analytics overlays and forecasting models

Hands-on management of Accounting, Finance & HR departments

M&A and strategic, organic growth planning and forecasting for Board

CFO - CHAMPAGNE ARMAND DE BRIGNAC May 2017 – Dec 2017

Managed finance and accounting, budgeting and supply chain planning for luxury champagne brand, owned by JAY Z

Executed successfully a process overhaul of company’s accounting and tax work

Implemented A/R controls to remedy extreme ageing and delinquent customer accounts and recovered millions of dollars in receivables in first few months

Created automated dashboard to track and analyze KPIs for sales and inventory

VP Strategy & Finance – BULLDOG GIN NOV 2015 – APR 2017; After-transaction consulting client JAN 2018 – DEC 2022

Hands-on strategy, operations and finance role as right-hand to CEO

Developed and executed strategic sales and marketing plans by leading cross-functional and cross-border teams

Led business reviews with distributors to steer brand performance and monitor performance

Vetted and negotiated new distributor agreements

Owned FP&A and budgeting processes

Managed insurance, legal compliance, investor relations

Ran point on corporate development, including relationship with investment bankers

Company successfully exited to a global strategic buyer in 1Q 2017

Hired by investor group to support them in earn-out period, post the transaction

SENIOR ANALYST – ACHIEVEMENT ASSET MANAGEMENT AUG 2012 – AUG 2015

Managed a $200m portfolio of investments in consumer companies at a multi-billion-dollar asset management fund

Education

Emory University Goizueta Business School BBA Finance & Marketing

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