William Zerter In 60 Seconds...

William is a CPA/Engineer with 35+ years of experience in Canada and the US leading the finance and operations of public and private companies in manufacturing, publishing, and technology. He is focused on strategy development and execution, banking relations, cash flow management, KPIs, continuous improvement, business valuations, mergers and acquisitions, strategic alliances, and systems implementation.

Specialist Skills

Banking Relationship

M&A Specialist

Budgeting & Forecasting

Cash flow Improvement

Exit Planning

Track Record Highlights

  • CFO, COO and Managing Director Canadian operations Wiley international scientific publishing and education technology company (NYSE). Global Education division CFO based in NYC, revenue $400 million.
  • CFO Canadian manufacturing companies; durable medical equipment, agricultural chemicals, gas appliances, printing. Managed accounting and operations, engineering roles, acquisitions, system enhanced.
  • CFO multi-location agricultural equipment retail, evaluate expansion strategies, improve cash flow, minority shareholder exit implementation, banking relations, payroll system replaced, annual audits.
  • CFO custom aerospace electronics manufacturer, growth financing, budgeting, cash flow models and enhancements, financial reporting enhancements.
  • CFO human resources software consultants, annual reviews, financial statements, banking relations.
  • CFO book distributor, exit planning, operations improvements, cash flow improvements, debt reduction via restructuring supplier contracts, annual audits.

Sector Experience

  • agriculture-farming
  • technology-media-telecoms
  • construction
  • engineering
  • manufacturing-transport-logistics
  • healthcare medical equipment

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