Neil Shefler

Finance and Accounting Executive, Accounting

Hi, I'm Neil Shefler. Welcome to my profile!

Neil Shefler's Bio:

Neil Shefler's Experience:

• Vice President of Finance/Financial Planning & Analysis at AmeriLife Group LLC

  August 2008

  Planning/Budgeting oEstablished financial planning and budgeting process (company had no prior budgeting/planning process) for the company's seven business units and over 200 operating entities with revenues over $100 million. oRegular communication and analysis provided to private equity investor group. oPrimary responsibility for developing analysis presentations for banks, private equity and other outside parties. Treasury/Banking oManaged corporate banking relationships with major national banks ensured compliance with agreements. oWrote financing memorandums to bank for increased credit facility and use of funds. oNegotiated the refinancing/upsizing of the company's term and revolving credit facility of over $80 million. oSetup treasury management products and structure for company's 250+ accounts. oImplemented corporate credit card program and policies expected to return $100,000 in rebates. Acquisitions oConducted due diligence and analysis for potential acquisitions and provided integration support ensuring a smooth transition. Accounting Systems/IT: oImplemented new GL system, converting from Sage MAS 90 to Microsoft Dynamics SL 7.0 and Microsoft FRx financial reporting. Full implementation and conversion completed in five months. oManaged major upgrade of general ledger and financial reporting systems to SL 2011 and new implementation of Microsoft Management Reporter 2012. Accounting/Financial Reporting oResponsible for all accounting and audit functions on interim basis for period of one year. Managed staff of 18. oProduced comprehensive monthly MD&A and quarterly Board Book to private equity investor group and Board of Directors. oManagement participant in the quarterly Board Audit Committee meetings. Business Operations oManaged Microsoft Dynamics CRM data conversion and development of data warehouse and business intelligence tools. oResponsible for major vendor contracts, renegotiation of contracts resulted in over $500,000 in annual savings.

• Managing Member, Owner at Westchase Products Company, LLC

  March 2003

  Successful worldwide internet retailer in the marine electronics and outdoor products categories. DBA's Scuba Steve's Marine, Scuba Steve's Marine International, Westchase Marine and Navigators Choice.

Neil Shefler's Education:

• Portland State University

  Bachelors of Science Finance
  Concentration: Finance

Neil Shefler's Interests & Activities: