Michael Cohen

Work

A selection of engagements across manufacturing, e-commerce, distribution, and PE-backed operations.

Industrial Automation · PE-Backed

Financial architecture from the ground up

A PE-backed industrial automation manufacturer had no financial infrastructure when the COO arrived. We built a fully automated GL pipeline — job-level profitability, board reporting, and operational dashboards — on top of existing systems.

QuickBooks Online APIPower AutomateSharePointPower QueryPower BIExcel

E-Commerce · Operations · Global

Replacing a broken manual close with an automated reconciliation engine

A global eCommerce platform was reconciling multiple payment processors against its internal transaction layer manually, every month. We designed and delivered a production-grade automated 3-way reconciliation engine and eliminated the manual close cycle.

PythonPandasElectronReactTypeScriptMicrosoft Dynamics NAVPower BIExcel

Government Services · E-Commerce

95% faster. $5.8M in revenue impact.

An online vehicle registration platform had scattered data across ad platforms, operations, and finance with no unified view. Over two years we rebuilt the data layer piece by piece — reconciliation, ROAS tracking, chargeback analysis, and performance dashboards.

Power BIPower QueryM codePower AutomateExcelGoogle Ads APIMicrosoft Ads API

Wholesale Distribution · PE-Backed

$4.1M in revenue opportunities hiding in plain sight

A PE-backed national wholesale distributor had a complete data model of its $65M business sitting unused for a decade. Category managers worked around it with spreadsheets that crashed on open. We unlocked it in two weeks.

SQLPower BIExcelETL roadmap design

Consumer Goods · PE-Backed · Multi-Entity

Three systems. One clean financial picture.

A PE-backed natural pet treats platform had three operating entities across two countries — each on a different accounting system, none connected. No consolidated view, no investor-grade reporting. We built the infrastructure from scratch.

Adagio ODBCSage 50 ODBCQuickBooks Online APIPower QueryMExcelSharePointAnyDesk

Healthcare · Workflow Automation

Pre-visit prep from manual cross-referencing to 30 seconds

A mobile healthcare practitioner visiting patients across five facilities was spending meaningful time before every visit manually cross-referencing patient records against facility census data. We automated it entirely.

Google SheetsGoogle DriveExcelPower QueryGoogle Apps Script

Beverage Manufacturing · Growth

Accounting infrastructure rebuilt at a critical inflection point

A beverage co-manufacturer was mid-expansion — new $70M facility, active debt and equity raises — with books left in poor shape by a prior bookkeeper. A $40,000 depreciation error. Two sets of books. No reporting package.

QuickBooks OnlinePower QueryExcelSharePoint