See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

DS

Dave Schultz

Principal Consultant at Schultz Consulting & Review Services, LLC
Intro Book
Seasoned finance professional with 30+ years of experience in financial analysis, accounting, and portfolio management.
  • Claim this Profile
Location
Spokane, Washington, United States, US
Skills
  • Financial Analysis
  • Accounting
  • Banking
  • Financial Reporting
  • Cash Management
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Dave Schultz is a seasoned finance professional with 30+ years of experience in financial analysis, accounting, banking, and portfolio management. He has held various leadership positions in consulting firms, credit unions, and banks, and has expertise in financial reporting, cash management, internal controls, and credit analysis. With a strong educational background in Professional Accounting from Eastern Washington University, Schultz has earned certifications such as CPA, CISA, and Credit Risk Certification. He is currently Principal Consultant at Schultz Consulting & Review Services, LLC, based in Spokane, Washington.

Credentials

  • Credit Risk Certification (CRC)
    Risk Management Association
    Dec, 2017
    - May, 2026
  • CPA (Certified Public Accountant)
    Washington State Board of Accountancy
    Sep, 1989
    - May, 2026
  • CISA (Certified Information Systems Auditor)
    ISACA
    Nov, 2015
    - May, 2026

Experience

  • Schultz Consulting & Review Services, LLC
    • Spokane, Washington Area
    • Principal Consultant
      • Jul 2017 - Present
      • Spokane, Washington Area

      Consulting firm that provides internal audit and credit review services to community banks and credit unions.

  • Moss Adams LLP
    • Spokane, Washington
    • Consulting Manager
      • Jan 2016 - May 2017
      • Spokane, Washington

  • Contineo Technologies
    • Spokane, Washington
    • Consultant / Auditor
      • Jun 2015 - Dec 2015
      • Spokane, Washington

  • RiverBank
    • EVP & CFO
      • Feb 2006 - May 2015

  • F&M Bank
    • Spokane, Washington Area
    • VP Internal Audit / Credit Review
      • 2002 - Jan 2006
      • Spokane, Washington Area

  • Spokane Teachers Credit Union
    • Spokane, WA
    • Controller / Director of Finance
      • May 1995 - May 2002
      • Spokane, WA

      Break in service from June 1998 to July 1999 where I served as VP of Finance at Spokane Postal CU. Attended 2 years of CUNA Management School in Pomona College, CA in 1997-98.

  • Certified Public Accounting
    • Spokane
    • Audit Manager
      • Apr 1994 - May 1995
      • Spokane

      My initial exposure in public accounting was with Schroeder, Simmons & Lochmiller, P.S performing reviews/audits of credit unions and banks. This included supervisory exams, directors' exams, FHLB collateral audits and some compliance review/consulting. The firm merged into LeMaster & Daniels.

  • Farm Credit Bank of Spokane
    • Spokane
    • Director of Internal Audit
      • 1978 - 1994
      • Spokane

      The Federal Land Bank of Spokane is where my career started fresh out of college as an Accounting Assistant. Farm Credit was an excellent employer. I progressed through the accounting department to Manager-Loan Accounting and transferred in 1985 to a special group handling PCA Liquidations, ultimately moving to the Internal Audit area and becoming the Director of Internal Audit for the 12th district prior to the merger with the Omaha district.

Education

  • 1974 - 1978
    Eastern Washington University
    Bachelor of Business Administration (BBA), Professional Accounting

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles