WILLIAM BARTELS
Chief Financial Officer
Marietta,GA
Summary
Financial Executive and Business Consultant with proven experience in business development. Offering keen financial acumen to lead businesses to profitability in both lean times and periods of growth. Known for excellent recruiting, hiring and managing high-performance teams. Experienced in finance and accounting, operations, supply chain management and human resources.
Overview
37
37
years of professional experience
1
1
Certificate
Work History
Chief Financial Officer
CUSTOMIZED DISTRIBUTION, LLC
Norcross, GA
08.2009 - 01.2022
- Oversaw budgets, payroll, accounts payable and receivable.
- Responsible for Information Technology and Human Resourses.
- Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
- Prepared financial statements.
- Created, planned and implemented policies and procedures to increase productivity and maximize return on investments.
- Analyzed operational performance and efficiency to identify and implement cost reduction initiatives and process improvements.
- Oversaw deployment of strategic business plans to accomplish accounting, compliance and revenue targets.
- Built and deployed strategies to achieve company vision and enhance tactical operations.
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
- Analyzed operational issues and implemented corrective action plans to improve profitability and efficiency.
- Provided financial expertise to departments such as human resources and legal.
- Developed and oversaw yearly budgets in excess of $400,000,000.
- Managed and led team of six departmental managers.
- Minority owner and was very successful in selling the company.
President and CFO
Willingham Corporation
Atlanta, GA
08.1994 - 09.2009
- Oversaw budgets, payroll and accounts payable and receivable.
- Responsible for Information Technology and Human Resources.
- Prepared accurate financial statements.
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
- Developed future financial plans to support company objectives.
- Worked closely with audit team to prepare accounts and documentation as well as conduct audits according to all regulatory requirements.
Chief Financial Officer
Interstate Distributors. Inc.
NORCROSS, United States
05.1985 - 07.1994
- Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
- Responsible for Information Technology and Human Resources.
- Oversaw budgets, payroll and accounts payable and receivable.
- Prepared financial statements.
- Created, planned and implemented policies and procedures to increase productivity and maximize return on investments.
- Analyzed operational performance and efficiency to identify and implement cost reduction initiatives and process improvements.
- Oversaw deployment of strategic business plans to accomplish accounting, compliance and revenue targets.
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
- Analyzed operational issues and implemented corrective action plans to improve profitability and efficiency.
- Devised strategies for enhancing business assets and reporting on financial metrics.
- Improved cash flow, retired debt ahead of schedule while controlling costs and improving employee benefits.
- Offered advice to other executive leaders on strategies to improve financial growth.
- Provided financial expertise to departments such as human resources and legal.
- Developed and oversaw yearly budgets in excess of $400,000,000
- Managed and led team of six departmental managers.
- Minority owner and was very successful in selling the company.
Education
Bachelor of Science - Accounting
Florida State University
Tallahassee, FLSkills
- Operational Analysis
- Strategic Planning
- Executive Leadership
- Leadership and People Development
- Human Resources Oversight
- Corporate Strategy and Development
- Monthly Close Reporting
- Business Consulting
- Budgeting and Variance Analysis
- Industry Expertise
Affiliations
Florida Institute CPAs
Georgia Society of CPAs
Certification
Hold CPA Licenses in both Florida and Georgia
Timeline
Chief Financial Officer
CUSTOMIZED DISTRIBUTION, LLC
08.2009 - 01.2022
President and CFO
Willingham Corporation
08.1994 - 09.2009
Chief Financial Officer
Interstate Distributors. Inc.
05.1985 - 07.1994
Bachelor of Science - Accounting
Florida State University
Hold CPA Licenses in both Florida and Georgia
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