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?

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