William Montero

CFAO at The Center for Empowerment and Education
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Contact Information
us****@****om
(386) 825-5501
Location
Woodbury, Connecticut, United States, US

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Experience

    • United States
    • Civic and Social Organizations
    • 1 - 100 Employee
    • CFAO
      • Jan 2017 - Present

      2 West St Danbury, CT

    • CFO
      • Oct 2013 - Aug 2016

      Danbury, CT Chief Financial Officer in charge of a large multispecialty dental practice in Western Connecticut. Responsible for all financial aspects of the organization which include Financial Reporting, Budgeting, Business Analysis, Cash Management and Accounting Operations.

    • Director of Treasury Services
      • Nov 2001 - Nov 2012

      -Implemented the original cash basis plan filed under the U.S. Bankruptcy Court. Implemented and prepared weekly variance reports and distributed to the court, executives, banks and unsecured creditir advisors. -Initiated new cash management controls and procedures to maximize operational activities and investment opportunities. -Successfully completed and maintained SOX compliance regulations for the Treasury and Compensation areas. -Worked closely with Management on attracting new… Show more -Implemented the original cash basis plan filed under the U.S. Bankruptcy Court. Implemented and prepared weekly variance reports and distributed to the court, executives, banks and unsecured creditir advisors. -Initiated new cash management controls and procedures to maximize operational activities and investment opportunities. -Successfully completed and maintained SOX compliance regulations for the Treasury and Compensation areas. -Worked closely with Management on attracting new credit facilities. Maintained quarterly compliance reports, managed all interest payments including hedge derivatives. -Managed intercompany Treasury agreements among our foreign subsidiaries and evaluated cash requirements for each. -Managed the company's Equity by reporting on all shares and options activities. Show less

    • Assistant Controller
      • Jan 2000 - Nov 2001

      -Supervised a staff of 4 associates overseeing daily operations of Finance department. -Prepared and managed the $50M SG&A budget and reported on variances monthly. -Closely monitored capital expenditures to report progress and performance to the executive team and investors. -Worked extensively with Morgan Stanley on maintaining a $263M credit facility. -Responsible for implementing billing procedures for the initial customer base. -Worked extensively with external auditors in… Show more -Supervised a staff of 4 associates overseeing daily operations of Finance department. -Prepared and managed the $50M SG&A budget and reported on variances monthly. -Closely monitored capital expenditures to report progress and performance to the executive team and investors. -Worked extensively with Morgan Stanley on maintaining a $263M credit facility. -Responsible for implementing billing procedures for the initial customer base. -Worked extensively with external auditors in providing information and guidance to company financials. Show less

    • Finance
      • 1989 - 1999

      -Project Manager, International Operations (March 1999-March 2000) -Manager, General Accounting (May 1995-March 1999) -Supervisor, Financial Reporting (July 1994-May 1995) -Financial Analyst (April 1992-July 1994) -Staff Accountant (June 1989-April 1992)

Education

  • Western Connecticut State University
    Bachelor of Business Administration (BBA), Accounting

Community

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