Bill Wells
Managing Director
Quick facts
30 years in finance, strategy and outsourcing
20 years of experience in BPO and IT outsourcing
Specializes in improving enterprise performance
Contact info
Download PDF  |  V-Card
+1 415 963 1490
Connect on
Bill Wells is a Managing Director with Alvarez & Marsal in San Francisco. Specializing in improving enterprise performance, he brings 30 years of financial, operational and global sourcing leadership including Chief Financial Officer (CFO), Chief Operating Officer (COO) and Controller positions in the technology and financial services industry.

Mr. Wells’ deep financial experience includes budgeting, forecasting, accounting and strong financial controls. In global sourcing, he has over 15 years of experience in shared service centers, outsourcing, offshoring and real estate planning.

Mr. Wells joined A&M from McKenzie Internet Group, an internet startup company. As CFO and COO, he led the firm to profitability within the first full year. Mr. Wells was responsible for the company’s strategy, financial profitability, predictability, cash flow and reporting. He established strategic relationships with distribution channels and negotiated key contracts with offshore and onshore suppliers.

Previously, Mr. Wells was Senior Vice President of Finance and Strategy at Charles Schwab where he held enterprise CFO positions for the technology organization and for brokerage operations. He improved the predictability of technology and operations spending and implemented numerous cost saving initiatives. Mr. Wells was instrumental in the finance transformation and significantly improved controls.

Recognized for his leadership and ability to influence change, Mr. Wells was selected to be part of Charles Schwab’s Cost Leadership Initiative that saved $1 billion in annual spending. In this capacity, he led the Global Sourcing program, which migrated functions out of San Francisco to low cost regions . Mr. Wells analyzed captive versus vendor / partner opportunities for domestic, nearshore and offshore implementations with numerous visits to the Philippines, India, Indonesia, Costa Rica, Mexico, Canada, Ireland and Russia.

Mr. Wells previously worked in the technology industry for Compaq, Tandem Computers and Digital Equipment Corp., where he held various positions including Vice President of Finance for the Technology Development Group and Assistant Corporate Controller. As Controller, he implemented a new suite of financial systems and consolidated 21 international accounting organizations into four financial service centers, greatly reducing costs and shortening the close process by 10 days. During his tenure at Tandem, Mr. Wells was part of the transition team responsible for preparing the company for sale. Once purchased by Compaq, he was asked to stay on as part of the acquisition transition team.

Mr. Wells earned an MBA from Rutgers University. He is a licensed Certified Public Accountant (inactive) in the state of New Jersey.

NOTE: Alvarez & Marsal employs CPAs but is not a licensed CPA firm.