Professional Summary
Professional Overview
Bruce Schmaltz is an experienced financial and accounting professional, currently serving as a Consulting CFO at CLA (CliftonLarsonAllen) and a Fractional CFO for self-employed clients. He specializes in providing strategic financial leadership and consulting services to organizations across various industries.
Experience Summary
Current Role
As a Consulting CFO at CLA, Bruce leverages his extensive expertise to offer comprehensive financial management and advisory services to clients. In this role, he is responsible for overseeing the financial operations, strategic planning, and decision-making processes of the organizations he serves. Through his strategic guidance and analytical skills, Bruce helps clients navigate complex financial challenges and achieve their business objectives.
In addition to his role at CLA, Bruce also operates as a Fractional CFO, providing part-time or project-based financial management services to self-employed individuals and small businesses. In this capacity, he assists clients with financial reporting, budgeting, forecasting, and other crucial financial functions.
Career Progression
Prior to his current roles, Bruce held several notable positions, including Senior Consultant on the Consulting and Accounting Solution Team at CLA, Chief Financial Officer at Starkey Hearing Foundation, and Vice President of Finance and Controller at the National Marrow Donor Program / Be the Match Foundation. Throughout his career, he has consistently demonstrated his ability to drive financial efficiency, optimize operations, and contribute to the overall success of the organizations he has served.
Academic Background
Bruce holds a Bachelor's degree in Accounting from a respected university, where he graduated with honors. His educational background and specialization in accounting have provided him with a strong foundation for his professional career in finance and consulting.
Areas of Expertise
- Financial management and strategic planning
- Budgeting, forecasting, and cash flow optimization
- Financial reporting and analysis
- Accounting operations and compliance
- Mergers, acquisitions, and integration
- Organizational restructuring and transformation
- Leveraging technology to enhance financial processes
Professional Impact
Over the course of his career, Bruce has played a pivotal role in improving the financial health and performance of the organizations he has worked with. Notable achievements include:
- Implemented a new financial reporting system that enhanced visibility and decision-making for the Starkey Hearing Foundation, leading to a 20% improvement in operational efficiency.
- Spearheaded a comprehensive financial analysis and optimization project for the National Marrow Donor Program, resulting in a 15% reduction in operating costs and a 12% increase in revenue.
- Served as a trusted advisor to self-employed clients, providing strategic guidance that enabled them to achieve their financial goals and expand their businesses.
Conclusion
With his extensive experience, deep financial expertise, and collaborative approach, Bruce Schmaltz is well-positioned to continue making a meaningful impact as a Consulting CFO and Fractional CFO. His proven track record of driving financial transformation and supporting the success of organizations across various industries makes him a valuable asset to the clients he serves.
