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Thomas E Schmitt & Company, LLC

Linking Merchandising, Finance and IT

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Key Clients
We are proud of the many working relationships we have built over the years.
 
  • Retail
  • Non Profit
  • Small Businesses
  • Individuals

Retail Clients
 
Large National Sales & Marketing Firm
  • Business process architect for retail execution services management system
  • Subject Matter Expert for retail exectuion and service order management & billing activities
  • Planned and managed software deployment and national conversion
  • Led and coordinated business change management
  • Directly supported program and project management

 

Large National Dollar Channel Retailer

  • Led the track responsible for the adoption & implementation of category management
  • Co-led the development of company's annual merchandising & marketing strategic planning
  • Developed and implemented tools for conducting assessments,  and strategy & tactical planning
  • Supported customer segmentation and store clustering & format planning
  • Co-led the integration of space management tools with replenishment systems
  • Worked directly with other consultants engaged by the client

 

Large National Consumer Electronics Retailer

  • Subject Matter Expert for Accounting-to-Merchandising interfaces involved in Oracle upgrade
  • Co-led inventory management track for Oracle Retail upgrade
  • Led business process change in Accounting and Promotions Management areas
  • Identified process and reporting gaps between current state and standard RMS processing
  • Developed functional requirements and supplemental desk-top solutions
  • Worked directly with the client's contracted integrators

 

Global Food Retailer

  • Merchandising segment project manager & lead business architect in enterprise system replacement
  • Compared and Contrasted internal designs against best of breed commercial offerings
  • Led detailed assessments across assortment planning, pricing management, promotions managment space planning and purchase order management activities
  • Balanced needs of US, western Europe and eastern Europe divisions

 

Regional Food Retailer

  • Business process architect for implementing pricing and promotion management & optimizational tools
  • Identified and led the change in  business activities and management control points
  • Coordinated the learnings and helped transfer practices to client's affiliated companies

 

National Outdoor Sports & Recreation Retailer

  • Subject Matter Expert for Accounting-to-Merchandising interfaces for Oracle Retail upgrade
  • Worked with Accounting Management regarding inventory costing and promotional funding issues

 

National Arts and Crafts Retailer

  • Subject Matter Expert for Accounting-to-Merchandising interfaces for Oracle Retail upgrade
  • Identified potentail inventory valuation issues between current state and new Oracle processing options
Non Profit Clients
 
Local Faith-Based Youth Camp
  • Provided management advice on board re-structuring to support camp's growth
  • Led the development of a long term business plan
  • Provided IRS compliance requirements with explanations & advice
  • Provided financial statement compilation services

 

National Pet Policy & Research Organization

  • Prepared IRS form 990 for multiple years
  • Resolved past IRS and state filing issues
  • Prepared and filed 1099's

 

Local Disability Support Organization

  • Performed and independent financial audit for multiple years
  • Provided advice on accounting prodcedures

 

National Health Research Organization

  • Executed agreed upon procedures for compliance with IRS requirements
  • Provided advice on accounting prodcedures