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William Zerter In 60 Seconds...
William is an accomplished CPA and Engineer with over 35 years of proven experience driving financial and operational success across North America. With a deep background in both public and private sectors, William has led high-impact initiatives in diverse industries including manufacturing, publishing, and technology.
His expertise spans strategic planning and execution, banking relations, cash flow optimization, and the development of key performance indicators (KPIs) that align business objectives with measurable results. William excels at business valuations, mergers & acquisitions, and building strategic alliances that propel companies to new growth levels. Additionally, he is a leader in continuous improvement and systems implementation, helping organizations streamline operations for greater efficiency and profitability.
With a results-oriented approach and a track record of success, William is a trusted advisor for businesses looking to enhance their financial performance, drive growth, and navigate complex business transformations.
Specialist Skills
Banking Relationship
M&A Specialist
Budgeting & Forecasting
Cash Flow Improvement
Exit Planning
Track Record Highlights
- CFO & COO, Managing Director of Canadian Operations at Wiley (NYSE: WLY), a global leader in scientific publishing and education technology. Oversaw the $400M Global Education division, based in NYC.
- CFO for Canadian manufacturing companies in diverse sectors: durable medical equipment, agricultural chemicals, gas appliances, and printing. Led accounting, operations, engineering, acquisitions, and system enhancements.
- CFO for multi-location agricultural equipment retail. Drove expansion strategies, improved cash flow, managed minority shareholder exit, strengthened banking relations, replaced payroll system, and oversaw annual audits.
- CFO for custom aerospace electronics manufacturer. Led growth financing, developed budgeting and cash flow models, and implemented financial reporting enhancements.
- CFO for HR software consulting firm. Managed annual reviews, financial statements, and banking relations.
- CFO for book distributor. Led exit planning, operational and cash flow improvements, debt reduction through supplier contract restructuring, and managed annual audits.
Sector Experience
- Agriculture-Farming
- Technology-Media-Telecoms
- Construction
- Engineering
- Manufacturing-Transport-Logistics
- Healthcare: Medical Equipment
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