Schultz is a CPA who has served in senior finance and accounting strategic leadership roles and possesses significant experience on “both sides of the table” as a CFO and mortgage banker. His areas of expertise include financial modeling, debt and equity sourcing and closing, accounting, data analytics, M&A, investments, IT, tax, audit, benefits, and insurance.
Krista Potter possesses more than 25 years of financial and accounting experience working for nonprofits, state agencies, an agricultural DNA technology company, and for a private accounting firm. Her background includes establishing and documenting internal controls, analysis of financial statements, budget preparations, AP/AR, payroll, contract and grant compliance, software implementation, and performing and preparing for audits.
“Our new team members are ideal additions to CFO Systems,” remarked Brett Frevert, Managing Director of CFO Systems. “As CFO Systems continues to grow across the United States, and especially in the Midwest, offering diverse levels of expertise and skills is critical to servicing our clients and helping them grow. Our ability to help clients in every industry with strategy, M&A, and human resources as well as practical approaches to accounting and financial leadership is what sets us apart from other firms.”
CFO Systems is a nationwide company founded in 2005 to provide practical, experienced financial and human resources leadership to middle-market companies. The firm was named on the Inc. 5000 list of fastest growing companies for four consecutive years. Its offices are located across the country in Omaha, Seattle, Colorado, Cedar Rapids, Des Moines, Kansas City, and the Northeast. For more information, visit www.cfosystemsllc.com or call 402-884-0066.