Andy Schulz Email & Phone Number

Denver, Co

Denver, Co

Greater Denver Area

Recruited and hired to prepare identity security company for potential IPO. Assembled high-performing team, developed operating plan and led newly created FP&A function. Established budgeting and forecasting process. Developed and executed monthly financial review process, consisting of detailed operating deck, monthly forecasting accuracy measurements, and monthly budget reviews with functional leaders. Drove improved financial and operational performance across the enterprise. Co-led 2015 strategic planning process. Instrumental part of management team which secured venture-backed financing from a large, prestigious firm. Improved communication and facilitated positive interactions between the Finance team and the Sales and Marketing teams. Established relationships with key sell-side analysts and bankers.

Englewood, Co

Led Investor Relations function for one of Colorado’s largest publicly traded companies during a time of significant growth. Successfully built credibility with key investors and Wall Street analysts. Contributed to the successful completion of $1B secondary offering.

Greater Denver Area

Orchestrated financial reporting of successful ~$1B IPO. Led technical accounting research, audit facilitation, development of accounting policies and Sarbanes-Oxley compliance. Delivered strong performance as an individual contributor and as a key part of multi-level, cross-functional teams.

Greater Denver Area

Managed SEC reporting, technical accounting and quarterly earnings releases. Created 5-year carve-out and pro forma financial statements. Directed S-1 process for the ~$50M IPO and the ~$46M secondary offering of MarkWest Energy Partners.

Greater Denver Area

Directed 14-person accounting department responsible for internal and SEC reporting, variance analysis, technical accounting research, departmental plan and budget, general ledger closings, cash management, risk management accounting, accounts payable, credit and collections, billing, operational accounting, fixed assets, and tax return and financial audit support.

Greater Denver Area