Bill Barlett, CPA CA In 60 Seconds...
Bill is an experienced financial and operational ‘hands-on’ leader. He drives strategic initiatives with the ‘right people, funding, and technology’ for implementation, execution, and on-going measurement. His focus is on formulating strategies, best practices, and increased ROI to bring business success by developing a future 1–3 year vision of profit and growth.
Specialist Skills
Banking Relationship
All facets of banking and funding start with a high level of trust between partners.
Cash Flow Improvement
Business needs to actively manage AR/AP, CapEx, and FX daily and reforecast accordingly to meet both high and low levels of cash generated, paid, and collected.
Raising Funds
For on-going operations and liquidity to capitalize on new opportunities.
Systems and Controls
Growth-oriented businesses run off of scalable and measurable platforms.
People Manager
Our work is done by people, and a high satisfaction level leads to customer satisfaction.
Track Record Highlights
- Responsible for over $4 billion in securitization funding and bank re-financings with Sch. A. banks in multiple sectors.
- The CFO responsible for 45 multi-location, multi-sector businesses and has established a 5-business-day reporting deadline.
- Led the business to 210%, or $6 million, in profit growth over 5 years.
- Responsible as Corporate Controller for financial reporting for two public companies with over $30 billion in assets and over $100 billion under administration.
- Scaled for Growth: as CFO/VP Finance, restructured finance teams and consolidated back-end operations at 4 companies.
- Responsible for building a nationally competitive fleet management services system consisting of custom software, a national supplier network, online audits and approvals, and a corporate sales and account management capability.
- RFP's successfully lowered annual operating costs by tendering Group Benefits, Property, Liability & Cyber, and Fleet Leasing Services.
Sector Experience
- Banking-Financial-Services: Diversified Financial - Banking, Trust, Life, P&C, Fleet, Equipment, Sub-Prime & Securitization.
- Retail-Consumer-Products: Multi-Location, Growth Oriented, Retail Automotive & Recreational Dealerships, Kitchen & Janitorial Equipment.
- Manufacturing-Transport-Logistics: Food Manufacturing, Atlantic Wide Transport / Warehousing / Logistics.
- Technology-Media-Telecoms: Development Of Custom Online Software For Major Business Platforms.
- Property-Real Estate: Private Company Land Development, Facility Construction & Financing.
- Healthcare: B2B Supplier To Healthcare, Government, Hospitality & Government Sectors.
Looking For Something Specific?
Tell us what you're looking for and in as little as 48-hours of contacting us, we'll arrange a meeting with a Fractional CFO from our team of 100+ who has the experience you need to help you achieve the numbers that really matter to you. Let us save you (valuable) time searching. Contact us.