David Walston
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David Walston Email & Phone Number

Experienced CFO ► Business Development Specialist ★ Technology Whiz ★ Helping Organizations Make Decision off Data at Walston Advisory Firm
Location: Herriman, Utah, United States 12 work roles 1 school
1 work email found @walstonadvisoryfirm.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Current company
Role
Experienced CFO ► Business Development Specialist ★ Technology Whiz ★ Helping Organizations Make Decision off Data
Location
Herriman, Utah, United States
Company size

Who is David Walston? Overview

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Quick answer

David Walston is listed as Experienced CFO ► Business Development Specialist ★ Technology Whiz ★ Helping Organizations Make Decision off Data at Walston Advisory Firm, a company with 3 employees, based in Herriman, Utah, United States. AeroLeads shows a work email signal at walstonadvisoryfirm.com and a matched LinkedIn profile for David Walston.

David Walston previously worked as Founder / CEO at Walston Advisory Firm and Secretary of the Board of Directors at Athos Academy Of Utah. David Walston holds Bachelor Of Arts (Ba), Accounting from Liberty University.

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{first}@walstonadvisoryfirm.com
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Profile bio

About David Walston

As a CFO with vast experience leveraging business and technology to achieve organizational goals and increase the accuracy and reliability of financial data, I have the unique ability to view an organization from a high level and assess its strengths and weaknesses to guide employees through the procedure of accessing and improving the processes they govern. Because of my diverse background, I understand not only want external shareholders are looking form a business but also what matters to management and am able to communicate with clarity and in language that both parties understand the information they need to make key decisions.Also because of my understanding of technology and need for cybersecurity, I’m able to assess and implement software solutions that benefit the organization while keeping the need for cybersecurity forefront. Both colleagues and senior leadership have repeatedly recognized me for my exceptional financial acumen and proven ability to manage multiple demands. I am seeking to continue my expertise where I can add value to any organization that I work with. Please feel free to contact me with any potential opportunities.

Listed skills include Accounting, Analysis, Microsoft Office, Microsoft Excel, and 29 others.

Current workplace

David Walston's current company

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Walston Advisory Firm
Walston Advisory Firm
Experienced CFO ► Business Development Specialist ★ Technology Whiz ★ Helping Organizations Make Decision off Data
sandy, utah, united states
Employees
3
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12 roles

David Walston work experience

A career timeline built from the work history available for this profile.

Founder / Ceo

Current

Sandy, Utah

  • Collaborate with clients to develop financial plans and quantify short term and long term goals
  • Partnered with clients to identify business opportunities and develop plans to capitalize on them
  • Develop marketing materials including blog posts, videos, and other social media outreach Highlights:
  • Partnered with clients to save them $50k to $100k in taxes
  • Grew the client base by more than 600% from the first year to the second
  • Increased website traffic by 77%, and Pageviews by 80%
Jan 2016 - Present

Secretary Of The Board Of Directors

Current
Athos Academy Of Utah

Herriman, Utah, United States

  • Partner with the executive director to create financial goals and plans
  • Develop financial forecasts and present results to the board
  • Assist in establishing financial goals/policies while maintaining the organization's finances
  • Create monthly, quarterly, and annual financial reports
Aug 2023 - Present

Treasurer Of The Board Of Directors

Current
Provenmen Ministries

Lynchburg, Virginia Area

  • Partner with the executive director to create financial goals and plans
  • Develop financial forecasts and present results to the board
  • Assist in establishing financial goals/policies while maintaining the organizations finances
  • Create monthly, quarterly, and annual financial reportsHighlights:
  • Designed the financial policies for the entire organization
  • Implemented cloud accounting software
Mar 2012 - Present

Chief Financial Officer / Controller

Sentient Lasers
  • Developed policies and procedure for Sales, HR, and Finance
  • Developed and implemented policies in relation to new nationwide sales tax compliance requirements
  • Lead a team in choosing and implementing a new ERP for the business
  • Developed financial forecast for the business
  • Created KPI dashboards for Operations, Sales, and Executive TeamHighlights
  • Reduced time to close from 20 business days to 5
Oct 2018 - Oct 2019

Cfo / Controller / Consultant

Murray, UT

* Work with a variety of clients to position them for growth and enable them to key decisions based on there finances

Oct 2018 - Dec 2018

Cfo / Director Of Finance

Brentwood Church

Lynchburg, Virginia Area

  • Managed a team of several individuals to meet monthly and yearly reporting deadlines
  • Oversaw the preparation of monthly, quarterly, and yearly financial forecasts
  • Implemented a quarterly and yearly rolling forecast modelHighlights:
  • Transitioned the organization from an annual budget planning to a rolling forecast
  • Saved the organization $100k by implementing expense reporting software
  • Increased accuracy and saved time by administering an electronic A/P process
May 2015 - Mar 2018

Senior Financial Analyst

Lynchburg, Virginia Area

  • Managed a team of analysts
  • Prepared the monthly, quarterly, and yearly management presentations
  • Created quarterly/yearly forecasts, provided ad-hoc financial analysis, and calculated ROIs
  • Worked directly with the CEO and CFOHighlights:
  • Implemented a new reporting software system for the organization
Jul 2016 - Jan 2017

Financial Analyst

Lynchburg, Virginia Area

  • Developed the quarterly/yearly forecasts, provided ad-hoc financial analysis, prepared the management presentations, and calculated ROIs for the division
  • Prepared the monthly, quarterly, and yearly management presentations
  • Researched and presented the yearly actual rate presentation to the governmental auditor
  • Trained/directed co-workers on using the Business Planning and Consolidations addon for SAP
  • Held a Level “L” DOE Security Clearance and served as an SAP Business Planning/Consolidation Report writer and SAP Business Intelligence Super-UserHighlights:
  • Optimized the governmental billing process for a division, reducing the time for each invoice from an average of three hours to 30 minutes
Jun 2012 - Jun 2016

Auditor

Auditor Of Public Accounts

Lynchburg, Virginia Area

  • Planned, performed, and executed more than 40+ audits for the Circuit Courts, General District Courts, J&DR Courts, State Colleges Financial Aid Program, Treasures, and Sheriff's Office
Jun 2011 - Jun 2012

Staff Accountant

Lynchburg, Virginia Area

- Communicated with clients to plan and prepare tax returns for Corporations, LLCs, Partnerships, and Individuals- Planned and completed several compilations- Scheduled, performed, and executed several audits

Feb 2010 - May 2010

Staff Accountant

The Jefferson Cpa Group Ltd

South Boston, VA

- Prepared tax returns for Corporations, Partnerships, LLCs, and Individuals- Reviewed and prepared monthly financial statements for clients- Reviewed, prepared, and processed monthly and quarterly payroll and payroll forms- Prepared year end financial statements for clients- Maintained the books for three clients

May 2009 - Feb 2010

Staff Accountant

Brentwood Church

Lynchburg, Virginia Area

- Maintained the financial framework of the Non-Profit- Designed and created financial reports which were understandable and readable by non-financial individuals

May 2008 - May 2009
Team & coworkers

Colleagues at Walston Advisory Firm

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1 education record

David Walston education

FAQ

Frequently asked questions about David Walston

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What company does David Walston work for?

David Walston works for Walston Advisory Firm.

What is David Walston's role at Walston Advisory Firm?

David Walston is listed as Experienced CFO ► Business Development Specialist ★ Technology Whiz ★ Helping Organizations Make Decision off Data at Walston Advisory Firm.

What is David Walston's email address?

AeroLeads has found 1 work email signal at @walstonadvisoryfirm.com for David Walston at Walston Advisory Firm.

Where is David Walston based?

David Walston is based in Herriman, Utah, United States while working with Walston Advisory Firm.

What companies has David Walston worked for?

David Walston has worked for Walston Advisory Firm, Athos Academy Of Utah, Provenmen Ministries, Sentient Lasers, and Now Cfo.

Who are David Walston's colleagues at Walston Advisory Firm?

David Walston's colleagues at Walston Advisory Firm include Matthew Morris, Mandi Livingston, and Zachary K..

How can I contact David Walston?

You can use AeroLeads to view verified contact signals for David Walston at Walston Advisory Firm, including work email, phone, and LinkedIn data when available.

What schools did David Walston attend?

David Walston holds Bachelor Of Arts (Ba), Accounting from Liberty University.

What skills is David Walston known for?

David Walston is listed with skills including Accounting, Analysis, Microsoft Office, Microsoft Excel, Auditing, Account Reconciliation, Budgets, and Quickbooks.

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