Mark Schulz

Mark Schulz Email and Phone Number

Consulting CFO at Schulz & Company @
Mark Schulz's Location
Santa Ana, California, United States, United States
Mark Schulz's Contact Details

Mark Schulz personal email

n/a

Mark Schulz phone numbers

About Mark Schulz

Seasoned executive with over 40 years of hands-on executive, operational and financial leadership. Skills:• The CFO role and the disciplines involved • Preparing companies/assets for sale and analyzing companies/assets to buy• Data systems, BI tools, analytics, financial planning and analysis, and reporting• Accounting, budgeting, and forecasting• Capital sourcing, institutional investor and lender relations

Mark Schulz's Current Company Details
Schulz & Company

Schulz & Company

Consulting CFO at Schulz & Company
Mark Schulz Work Experience Details
  • Schulz & Company
    Consulting Cfo
    Schulz & Company Nov 2016 - Present
    Orange County, California Area
    Provides fractional, interim or project based CFO support to owners of and investors in middle-market companies.Particular expertise in: (1) Real estate, technology, service, and environmental companies; (2) Business Intelligence, financial planning and analysis, accounting and ERP systems development and implementation, strategic planning, corporate development and market analysis; (3) Mergers, acquisitions and divestitures, capital sourcing and asset management. Representative Assignments:• Consulted with executive management on the development of a Job Description for the role of VP Finance and IS. Participated on the first and second round interview team• Developed the Requirements Document in support of the ERP and CRM Implementation for a national middle-market manufacturer. Participated as an ongoing advisor to the Implementation Team• Updated and enhanced the short-form pro-forma modeling for project acquisition purposes for a multi-family real estate investment fund manager. Developed a long-form acquisition model and a fund level forecasting model as well as a set of fund level, and investor level, IRR models• Fractional CFO assignment for an asset management and investment firm with an initial $100,000,000 fund focused on strategic and financial opportunities in the retail industry• Fractional CFO assignment for an urban infill developer of mixed-use, mixed-income projects• Preparation of an offering memorandum to raise financing for a new restaurant in New York City being created by one of the city’s highest rated existing restaurants
  • Vintage Senior Living
    Chief Financial Officer
    Vintage Senior Living 2008 - 2019
    Owner operator of 23 assisted living and memory care communities in California and Washington. Managed Finance, Accounting and Tax, Risk Management, Legal, IT, Corporate Administration, Institutional Investor, Lender and Audit Relationships. Accomplishments:• Led the transaction support team with document preparation and review, forecasting, modeling and due-diligence/data room management in connection with $1.3 Billion of asset sales• Developed and maintained multi-asset institutional waterfall• Developed and maintained project acquisition pro-forma models• Created and staffed an FP&A department• Led the development of a financial and operational data warehouse and BI system• Managed the IT affairs across the communities, regional and corporate offices• Managed the regular reporting to Institutional Investors and Lenders• Managed the accounting and tax affairs at the community and corporate levels• Converted the 2200 employee organization to self-insured for Worker’s Compensation
  • Sage Community Group
    Chief Financial Officer
    Sage Community Group 2001 - 2008
    Land entitlement and development company with active projects in California, Nevada and Arizona. Responsible for land acquisition, pro-forma modeling, Joint Venture structuring, Institutional Investor and Lender Relations and Reporting. Accomplishments:• Institutionally financed 12 projects with $153 million in equity and placed $16.5 million in land loans• Achieved total debt and equity commitments of $254 million from multiple institutional investors• Designed and documented three programmatic joint ventures with $135 million in forward commitments• Managed the production and negotiation of property and financing transactional documents• Incorporated standardized production of investor materials and electronic data room• Oversaw development of an institutional grade back office and investor reporting systems.
  • Red Sky Interactive
    Evp, Chief Financial Officer
    Red Sky Interactive 1997 - 2001
    National Internet professional services firm focused on developing unique interactive solutions primarily for the large corporate marketplace. Served as Corporate Secretary and Treasurer, and as a Director. Responsible for Finance, Accounting and Tax, Corporate Development, Legal, IT, Corporate Administration, and Human Resources. Equity investor. Accomplishments:• Co-managed growth from less than $1 million to over $42 million annually (in 4 years)• Built a Corporate Development department and completed 6 acquisitions - included strategy, target identification, valuation, negotiation, due diligence and transaction documentation• Raised over $44 million in 6 separate financing events - included preparation of business plans, creation of financial models, presentations, negotiation and documentation• Completed S1 for Initial Public Offering filing (although not filed due to market conditions), completed parent and subsidiary audits for current and prior years, managed underwriter process and handled analyst conference calls• Negotiated a $20 million contract with a Fortune 50 customer that included a $10 million equity investment• Oversaw market analysis, competitor analysis and comparative operating metrics analyses• Implemented Oracle financial and project accounting systems, multi-location management reporting and enterprise wide project management system to prepare company for public reporting requirements
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Mark Schulz Skills

Strategic Planning Asset Management Investments Mergers And Acquisitions Leadership Financial Analysis Management Venture Capital Finance Strategy Financial Modeling Budgets Business Strategy

Mark Schulz Education Details

Frequently Asked Questions about Mark Schulz

What company does Mark Schulz work for?

Mark Schulz works for Schulz & Company

What is Mark Schulz's role at the current company?

Mark Schulz's current role is Consulting CFO at Schulz & Company.

What is Mark Schulz's email address?

Mark Schulz's email address is mj****@****cox.net

What is Mark Schulz's direct phone number?

Mark Schulz's direct phone number is (714)-508*****

What schools did Mark Schulz attend?

Mark Schulz attended Usc Marshall School Of Business.

What are some of Mark Schulz's interests?

Mark Schulz has interest in Exercise, Home Improvement, Donor, Reading, Gourmet Cooking, Sports, Golf, Food, Home Decoration, Health.

What skills is Mark Schulz known for?

Mark Schulz has skills like Strategic Planning, Asset Management, Investments, Mergers And Acquisitions, Leadership, Financial Analysis, Management, Venture Capital, Finance, Strategy, Financial Modeling, Budgets.

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