William Ferentz, CPA, CFA

William Ferentz, CPA, CFA has a diverse work experience spanning over three decades. William currently serves as the Chief Financial Officer at InterMed, P.A., a position they assumed in January 2021. Prior to this, from June 2015 to January 2021, they operated their own consultancy firm, Ferentz Financial Consulting, where they provided comprehensive financial planning and management services to clients, specializing in serving as a part-time CFO.

Before starting their consultancy firm, William held the role of Director of Finance at Spectrum Medical Group from September 1998 to May 2014. In this position, they were responsible for overseeing all financial activities and played a vital role in the development of internal and external growth opportunities for the practice. William also led various financial initiatives, including the establishment of a medical malpractice captive insurance company and multiple mergers and joint ventures.

William began their career at Ernst & Young in 1986, where they spent six years in the audit and tax departments. In the audit department, they led teams in auditing financial statements for a diverse set of clients. William later transferred to the tax department and specialized in tax planning and preparation for corporate, individual, and fiduciary clients.

Prior to joining Ernst & Young, William worked as a Senior Financial Analyst at Anthem (Blue Cross and Blue Shield of Maine) from 1992 to 1998.

Overall, William Ferentz's work experience showcases their expertise in financial management, strategic planning, and tax planning across various industries and organizational settings.

William Ferentz, CPA, CFA has a Bachelor of Business Administration (B.B.A.) degree in Accounting and Finance from the University of Maine, which was obtained from 1982 to 1986. Prior to their university studies, William Ferentz attended Windham Maine High School. In addition to their degree, they have obtained the Certified Public Accountant (CPA) certification from the State of Maine in May 1988, and the Chartered Financial Analyst (CFA) certification from the CFA Institute in January 1996.