David K. Waltz

About David K. Waltz

My focus has been on driving the financial relationships of the firm, leading financial operations, performing complex financial / statistical analysis and getting financial deals done.My 15+ years of leadership experience was forged in three distinct environments – mental health, asset-based lending, and corporate finance - in organizations ranging from small to large, private to public, non-profit to profit, demonstrating versatility, adaptability, and getting up to speed quickly in new situations.My professional experience touches almost every area of finance: strategic transactions, including subsequent integration | bank lines of credit | syndicated credit facilities | public equity financing | public, private and structured debt financing | financial analysis | risk management | cash management | ratings agency relationships | benefit plan investment management and administration | accounting | budgeting, forecasting and valuation | compliance | auditing | accounts payable | and insurance. My accomplishments and business acumen have led to a solid reputation for expertise recognized in the professional finance community through conference presentations (Association of Finance Professional’s Annual Conference, Corporate Treasurer’s Forum, EuroFinance International Treasury Management), published articles, quotes and webcasts (Treasury Perspectives, Corporate Treasurer, The Exchange, FP & A Newsletter, gtnews, Corporate Executive Board and The Secured Lender), service as a mentor to new ventures (Cleantech Open) and non-profit board roles.

Experience

1. Director - Assets and Contracts

   Goldwind

   Sep 2017 — Present · Chicago, IL, US

   Manage wind farm assets and associated contracts for both operations and financing activities.

Education

• Goddard College

  MA, Psychology and Counseling

  1992 — 1994

• Eastern Michigan University

  BA, Communication

  1986 — 1989

• University of Chicago

  MBA, Analytic Finance, Strategic Management, Accounting

  1995 — 2000

Skills

• Treasury
• Corporate Treasury
• Business Relationship Management
• Trade Finance
• Treasury Management
• Project Finance
• Business Analysis
• Competitive Analysis
• Treasury Systems
• Relationship Development
• Strategic Leadership
• Banking Relationships
• Lean Sigma
• Team Leadership
• Financial Analysis
• Writing
• Financial Modeling
• Analytics
• Corporate Finance
• Cross-Functional Team Leadership
• Structured Finance
• Treasury Functions
• Quantitative Finance
• Data Analysis
• Accounting