Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

David N. Schaaf

Castle,OK

Summary

$1.5 Billion public company experienced financial executive with a focus on strategic planning, team-building, collaborative leadership, and effective story telling.

Overview

37
37
years of professional experience
1
1
Certification

Work History

Chief Accounting Officer & Treasurer

CSG Systems International Inc
2002.02 - Current

Key leader during the expansion of CSG's growth from ~$500M to ~$1.175B

Current responsibilities include overseeing:

  • Global team of 100+ professionals
  • Global accounting, account receivable, payables and SEC reporting
  • Treasury, including cash flow and balance sheet management
  • Global tax planning and compliance
  • M&A financial / tax structuring and accounting / financial integration including internal reporting
  • Board of Directors / Audit Committee / Compensation Committee
  • Strategic planning including: revenue planning, customer contract review, expense planning, strategic acquisitions, management compensation structures
  • Quarterly Wall Street guidance and messaging with VP of Investor Relations
  • Manage Credit Agencies and Auditor relationships
  • Director on more than 20 global entities, including payments division
  • Coordination with legal including contract review, IP planning, acquisition planning, diligence, and documentation, board deliverables and directorships

Other Positions held:

  • SVP, Finance & Treasurer
  • VP, Finance & Treasurer
  • Exec. Director of Corporate Development & Treasurer
  • Exec. Director of International Planning & Finance

International / M&A Tax Manager

Arthur Andersen LLP
1995.01 - 2002.01

Calvary Scout, Sargent E-5

U.S. Army / Nebraska Army National Guard
1986.11 - 1999.11

Operation Desert Shield / Desert Storm (Veteran)

Education

Master's of Professional Accountancy - Accounting And Finance

University of Nebraska-Lincoln
Lincoln, NE
1995

Bachelor of Science - Accounting And Finance

University of Nebraska-Lincoln
Lincoln, NE
1993

Skills

Overall

  • Strategy Development and Strategic Planning
  • Team Building and Leadership
  • Team Collaboration
  • Critical Thinking and Analysis
  • Board of Directors

Accounting

  • Audit Management
  • Financial Statements
  • Financial Controls
  • SEC Reporting
  • U.S. GAAP Accounting

Treasury

  • Bank group management
  • Cash Flow Analysis
  • Budget Preparation
  • Global Forecasting
  • Credit Agreement (6 deals) / Convertible Debt (4 deals)
  • Balance Sheet Management including dividend planning and share repurchases

Investor Relations / Wall Street

  • Quarterly Wall Street Guidance
  • Wall Street Messaging
  • Investor / Wall Street Analysts

Tax

  • Global Tax Strategy Planning & Implementation
  • Tax Compliance

Sales

  • Sales support including pricing, structuring, global tax and customer negotiation
  • Sales commission planning

Certification

  • CPA - Certified Public Accountant

Timeline

Chief Accounting Officer & Treasurer

CSG Systems International Inc
2002.02 - Current

International / M&A Tax Manager

Arthur Andersen LLP
1995.01 - 2002.01

Calvary Scout, Sargent E-5

U.S. Army / Nebraska Army National Guard
1986.11 - 1999.11

Master's of Professional Accountancy - Accounting And Finance

University of Nebraska-Lincoln

Bachelor of Science - Accounting And Finance

University of Nebraska-Lincoln
  • CPA - Certified Public Accountant
David N. Schaaf