Sales Management

Tracy Neil Phone: 734-***-****

***** ***** ****: 734-***-****

Canton, MI, 48187 ********@*****.***

Skype id: tracy.neil210

Financial executive

Financial Leadership ( Modeling/Revenue Recognition ( Process

Improvements

Financial executive presenting fact based strategic and financial decisions

that direct/coordinate operational activities at the highest level of

management with the help of subordinate executives and staff managers. A

solution-oriented leadership style in improving financial performance, and

positioning the organization for profitable growth. Strong analytical

thinker delivering technical experience in: financial statement

preparation, budgets/forecasts, and financial system administration.

CORE COMPETENCIES

Strategic Planning & Planning & Analysis Sales/Use Tax

Execution

Cash Flow Management Audit Information Systems

Leadership Contract Six Sigma Champion

Administration

Financial Reporting Talent Management Facilities Management

PROFESSIONAL EXPERIENCE

McKesson Pharmacy Systems, Livonia, MI 2005 - 2010

VP OF FINANCE / CONTROLLER

Responsible for leading all financial activities for five separate legal

entities, including preparation of financial reports according to GAAP,

developing strategic plans, return on investments analysis, cash flow,

capital expenditures, product pricing, and budgets/forecasts for

current/future business growth. Partnered with Vice President of Sales to

develop and execute on pricing strategies. Administered and complied with

all internal and external audits and risk control assessments regarding

Sarbanes Oxley.

Strategic Planning and Execution

. Partnered with leadership team at MPS developing and executing on

strategic plans/objectives. Notably, prepared, delivered and achieved

approval from CEO and CFO for a $30MM X1 software development project

(next generation product).

. Developed pricing strategies with VP of sales for new and upgrade

products. Partnered with marketing department on competitive pricing

intelligence and building customer return on investment models.

. Developed a repeatable revenue recognition process for largest

software contracts. Improved recurring annual revenue recognition

from $2M to $11M.

Financial Planning & Analysis

. Orchestrated budget process with all departments concluding with

senior management presentation of a final budget approved by the

President and Segment President. Profitably prepared annual budgets

in which EBIT and ROIC financial scorecard objectives were met 14 out

of 16 years.

. Delivered analytics and reported on key performance objectives on a

monthly, quarterly and ad hoc basis. Monthly management report was

prepared and distributed highlighting product profitability, store

counts, service business customer counts, Six Sigma and others

critical revenue and cost drivers.

. Dramatically improved budgetary adherence and monthly forecasting

results by implementing regularly scheduled actual versus budget

variance meetings with key stakeholders.

Merger & Acquisition

. Conducted the successful financial/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 on-time integration of one of McKesson's business

operations into McKesson Pharmacy Systems; resulting in an annual

savings of $400K in reduced accounting staff expenses.

Audit/Internal Controls

. Coordinated/managed internal and external audits. Recognized for

exceptional internal controls and guidelines.

. Implemented Sarbanes Oxley resulting in no risk control audit

deficiencies. Prepared and presented fraud prevention awareness to

all employees.

Talent Management

. Applied situational leadership skills when delegating new job

functions and monitoring progress.

. Hired top talent and managed geographically dispersed staff of

differing cultures and weaved them in teams which was demonstrated by

a new hire awarded Rookie of the Year Award.

Facilities Management

. Directed the daily facilities activities for three buildings (100,000

sq ft.), including the subleasing of two properties generating $200K

in annual sublease income.

Controller (1998 - 2004)

Responsibilities included all aspects of accounting, credit/collection and

contract administration. Led the budgeting and forecasting activities and

worked closely with Vice Presidents communicating performance gaps to

ensure corrective actions were understood and implemented. Directly had

operational ownership of credit card processing business that processed

600K transactions and $28.2M in credit card sales activity on a monthly

basis.

Information Systems

. Evaluated, selected, and implemented an enterprise resource planning

(ERP) financial system (Epicor and Frx) to address Year 2000

compliance. Benefits achieved included a faster month-end closing,

implementation of freight carrier best method system, automated

freight handling fees, recurring billing and rate increase

administration, and improved hardware/software call support customer

experience.

. Partnered with internal development resources to rewrite customer

claims processing system in order to strengthen system processing

controls.

Process Improvements

. Championed Six Sigma and identified potential Greenbelt candidates to

drive the methodology which captured 10% EBIT savings annually.

. Led extensive analysis of Merchant Services (Credit Card Process

Offering) revenues and processor costs. Evaluated and negotiated card

processor contract, created/leveraged system generated customer

profitability report transforming the services business from a loss to

a $1.2MM in annual EBIT contribution.

. Developed automated process within the financial system to

addressing/strengthening sales tax adherence. Results included

predetermined taxability of products and sales/use tax audits

generated no tax liabilities for Michigan and several other others.

McKesson Pharmacy Systems, Livonia, MI 1985 - 1998

Director of finacial Planning & Control (1993 - 1998)

McKesson Corporation, San Francisco, CA

Manager of Fixed Assets System (1990 - 1993)

Corp Fixed Assets Coordinator (1987 - 1990)

McKesson Pharmacy Systems, Livonia, MI

Senior Accountant (1986 - 1987)

Staff Accountant (1985 -1986)

EDUCATION

Master of Business Administration, (Finance Concentration)

Walsh College of Accountancy, Troy, MI

Master of Science in Taxation

Golden Gate University, San Francisco, CA

Bachelor of Arts in Management

Saint Mary's College of California, Moraga, CA

CERTIFICATIONS

Passed California Certified Public Accountant Examination

Passed Certified Treasury Professional Examination

TECHNOLOGY

Microsoft Office (Excel, Word and PowerPoint)

Epicor, Frx, Hyperion Planning PeopleSoft, & SAP

PROFESSIONAL AFFILIATIONS

Financial Executives International

American Institute of Certified Public Accountants

Association of Financial Professionals

Michigan Association of Certified Public Accountants

AVAILABLE FOR DOMESTIC AND INTERNATIONAL TRAVEL

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