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Bill Barlett, CPA CA

CFO

Bill is a seasoned financial and operational leader with a hands-on approach to driving impactful business results. With a strong focus on strategy and execution, Bill excels in aligning the right people, funding, and technology to deliver measurable success.

Bill’s expertise lies in formulating actionable strategies, implementing best practices, and optimizing ROI to accelerate business growth. By developing clear, forward-thinking 1–3 year visions, he helps organizations achieve sustainable profit and long-term success.

With a track record of leading strategic initiatives from concept to execution, Bill ensures that businesses are positioned for growth—maximizing resources, driving efficiency, and creating value at every stage.

Partner with Bill to transform your vision into tangible results and unlock your business’s full potential for the future.

Bill-Barlett

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.

Bill's 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.

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