Ward Schultz, CPA

Ward Schultz, CPA, has a diverse work experience in various financial leadership roles. Ward currently serves as the Chief Financial Officer at Optima Partners Compliance Advisory. Prior to this, they were the CFO at Versapay and SkillSurvey.

From 2016 to 2019, Ward held the CFO position at Processing.com, where they implemented a multi-currency SQL financial data warehouse and reporting system. Ward also designed and delivered an automated cohort-based chargeback ratio risk analysis, improving risk management efficiency.

During their time at CBIZ CMF, LLC (2013-2016), Ward served as a Senior Principal Consultant, providing financial consulting services to the Private Equity market. Ward worked with clients, including Resources Investment Advisors, where they played a crucial role in the interim CFO role and process improvements.

From 2010 to 2013, Ward worked as the CEO/CFO at ProfitPoint, Inc., where they successfully developed a new strategy and turnaround plan, pivoting the business from credit and gift card services to enhanced loyalty services.

Earlier in their career, Ward held key financial leadership roles at Citi Prepaid Services, Ecount, Fastnet Corporation, and Asia Access Telecom, where they contributed to financial systems scaling, revenue growth, profitability improvement, and strategic decision-making.

Overall, Ward Schultz, CPA, has a strong track record of driving financial performance, implementing innovative financial systems, and leading strategic initiatives across diverse industries.

Ward Schultz, CPA, holds a Master of Science (MS) degree in Accounting and Finance from Drexel University's LeBow College of Business. Ward also has a Master of Taxation (MT) degree from Villanova University. In terms of certifications, Ward has obtained a PICPA Certificate in Data Visualization from the AICPA in April 2020. Additionally, they are a Certified Public Accountant, although specific details regarding the institution and date of obtaining this certification are not provided.