Tracy Neil CPA, MBA, MST

Chief Financial Officer at American Society of Employers
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Canton, Michigan, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • CPA
    -

Experience

    • United States
    • Human Resources Services
    • 1 - 100 Employee
    • Chief Financial Officer
      • Apr 2017 - Present

      ● Leading process improvement initiatives to strength controls and eliminate non-valued activities ● Partnered with operations to upgrade Microsoft CRM Dynamics and implement Gravity software ● Establishing strategic targets and assisting management team on the development of tactical initiatives ● Secured staffing and direct hire opportunities. ● Leading process improvement initiatives to strength controls and eliminate non-valued activities ● Partnered with operations to upgrade Microsoft CRM Dynamics and implement Gravity software ● Establishing strategic targets and assisting management team on the development of tactical initiatives ● Secured staffing and direct hire opportunities.

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Board Member - Financial Executives International - Detroit Chapter (Past President)
      • Jul 2011 - Present

      Financial Executives International is the leading advocate for the views of corporate financial management. Its 15,000 members hold policy- making positions as chief financial officers, treasurers, and controllers. FEI enhances member professional development through peer networking, career planning services, conferences, publications, and special reports and research. Members participate in the activities of FEI through 75 chapters throughout the United States. Financial Executives International is the leading advocate for the views of corporate financial management. Its 15,000 members hold policy- making positions as chief financial officers, treasurers, and controllers. FEI enhances member professional development through peer networking, career planning services, conferences, publications, and special reports and research. Members participate in the activities of FEI through 75 chapters throughout the United States.

    • Canada
    • Facilities Services
    • 700 & Above Employee
    • VP of Finance - USA
      • Jun 2016 - Feb 2017

      ● Globally recruited to enhance USA operational guidelines and strengthen internal controls ● Initiated accounting and finance group consolidation of multiple locations, resulting in lower costs and strengthened internal controls ● Reduced past due accounts receivable by 30%+ in two months ● Orchestrated budget process with all presidents concluding with senior management presentation and budget approval by the President and Chief Financial Officer ● Assessed existing department staff; consequently, promoted and replaced underperforming individuals. Show less

    • United States
    • IT Services and IT Consulting
    • 400 - 500 Employee
    • Chief Financial Officer
      • Jan 2014 - Jun 2016

      ● Successfully acquired and integrated multiple private equity companies. Defined asset purchase agreements and provided documentation for supporting disclosures ● Achieved synergy and financial system integration targets ● Designed systematic data extracts to build private equity recurring financial and operational dashboard ● Managed cash constraints process by leading and directing cash forecasts and payment reviews. Prepared and delivered a presentation resulting in a $4MM special advance ● Partnered with operations to expand manufacturing in Brazil. Led the due diligence on identifying accountants, banking and legal representation ● Designed a service profitability model that incorporated credit facility cash flow assumptions ● Streamlined back-office operations and reduced costs by over 30%+ ● Led multiple external audits that included first year acquisition purchase accounting Show less

    • Director of Treasury, Risk Mgmt & Compliance
      • May 2010 - Dec 2013

      ● Exceeded cash flow target by $3.5M. Decreased past due balances $5K and greater by $4.9M ● Managed banking relationship, ongoing review of banking products and services, pricing negotiations, and review of credit facilities to insure appropriate and efficient cash management structure ● Established AP, AR, tax, and collections functions post Unisys sale ● Partnered with outsourced tax experts on overall domestic and international tax strategies

    • Board Member
      • Jun 2015 - Apr 2016

      Samaritan Counseling Services, a faith-sensitive provider of client-based professional psychological services, fosters spiritual, emotional, physical and social well-being. Built on the values of quality, teamwork, trust and innovation, dedicated credentialed professionals adhere to the highest standards defined by accrediting agencies and state and federal regulations. Samaritan Counseling Services, a faith-sensitive provider of client-based professional psychological services, fosters spiritual, emotional, physical and social well-being. Built on the values of quality, teamwork, trust and innovation, dedicated credentialed professionals adhere to the highest standards defined by accrediting agencies and state and federal regulations.

    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • VP of Finance/Controller
      • 2005 - 2010

      ● Partnered with executive team developing and executing on strategic objectives ● Developed pricing strategies and customer return on investment models with VP of sales for new and upgraded products ● Developed a repeatable revenue recognition process for largest software contracts. Improved recurring annual revenue recognition from $2M to $11M ● Profitably, prepared annual budgets in which EBITDA and ROIC financial scorecard objectives were met 14 out of 16 years ● Conducted the successful accounting integration of a $228M business acquisition, saving $600K annually in accounting staff expense, while converting newly acquired company to common financial application ● Led financial due diligence and profitable acquisition of a Montreal based company ● Completed a smooth integration of one of McKesson’s business operations into McKesson Pharmacy Systems; resulting in an annual savings of $400K in reduced accounting staff expenses ● Evaluated and negotiated card processor contract, created/leveraged system generated customer profitability report transforming services business from a loss to $1.2MM in annual EBIT contribution ● Hired top talent and managed geographically dispersed staff of differing cultures and wove them into effective teams. Two new hires singled out by corporate and awarded Rookie of the Year Award ● Evaluated, selected, and implemented an enterprise resource planning (ERP) financial system (Epicor and FRx Software) Show less

    • Controller
      • May 1998 - Dec 2004

Education

  • Walsh College
    MBA, Finance
    2000 - 2003
  • Golden Gate University
    MST, Taxation
    1990 - 1993
  • Saint Mary's College of California
    BA, Management
    1987 - 1989

Community

You need to have a working account to view this content. Click here to join now