David Schuler Email & Phone Number

Portland, Oregon Area

Short-term consultant for a variety of clients, including web based retail start-up, solar company, and fast growing vitamin company.Projects include: investor presentations, financial modeling, and process improvement.

Portland, Oregon Area

• Reporting to COO, built and led a team of six analysts responsible for all investor communication, reporting and processing. Designed and implemented standardized systems and processes to handle company’s rapid growth.
• Streamlined all fund and investment operations, improving workflows and reducing errors as business grew over 25% per year.
• Championed Salesforce improvements, as software adopted as system of record for investments, and data source for Accounting and Financial Planning departments.
• Led improved coordination of compliance related activities, putting in place required compliance validations and updates.
• Developed cleaner, clearer and more accurate quarterly reporting process and statements.ACM is an alternative asset management and financial services company. The firm once had over $1 billion in assets under.

Greenwich, CT

• Established all aspects of financial operations, administration, and investor relations for new firm’s 20+ energy related investments around the world, totaling over $1 billion invested. Successes included:
• Accounting and Auditing - implemented and coordinated all local operations, accounting, auditing, and tax compliance for the investment holding company structure with over 50 foreign entities in 10+ countries.
• Treasury and Cash Management – handled all cash management for 15+ bank accounts around the world, including forecasting, reconciliations, reporting, and return maximization. Handled transactions in multiple currencies.
• Modeling and Valuation – created firm’s first financial reporting process and structure, including calculating investment returns on daily, monthly, and annual basis. AMCI Capital is a private equity firm with two.

Ten years of rapid promotions and increasing responsibilities, first at corporate HQ and then building new and rapidly growing business unit in the Northeast. Built and led teams of five analysts and accountants. Broad exposure to all aspects of power business, both regulated and unregulated. Skills and experiences included: corporate planning, financial.

Mba

Msc, Economics

Ab, History