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Rick Schultz

CFO

Rick is a seasoned CFO with over 20 years of senior finance leadership experience, supporting growth-stage and scaling companies across SaaS, clean energy, consumer products, and technology. Based in Victoria, BC, he partners closely with CEOs and boards to drive growth, secure funding, and strengthen financial foundations.

He has raised over $20M in capital, built and led high-performing finance teams, and implemented the systems, controls, and strategic frameworks required to scale effectively. Known for translating complex financial data into clear, actionable insights, Rick combines deep technical expertise with a pragmatic, hands-on approach. He is a trusted strategic partner to business owners seeking clarity, structure, and sustainable growth.

Rick Schultz

Track record highlights

  • Raised $11M for a SaaS business through a combination of equity, venture debt, and non-dilutive funding.
  • Directed the IPO process for a TSX-V listed company, overseeing financial, legal, and regulatory compliance.
  • Reduced quarterly reporting timelines to one week, improving speed and decision-making at a public company.
  • Implemented a SQL and Power BI analytics layer to support finance, product, and customer success teams.
  • Led multiple accounting system transformations, consistently reducing month-end close to five days.
  • Built and restructured finance teams of up to 20 staff across high-growth and transitional environments.
  • Supported executive leadership through multiple funding rounds with financial modelling and investor communications.

Sector Experience

  • Technology and Media Telecom: SAAS
  • Healthcare: Mental health
  • Mining: Alternate energy development

Rick's specialist skills

Fundraising & Capital Strategy

Raised over $20M across equity, venture debt, and non-dilutive funding; experienced in investor relations, board reporting, and capital structuring.

Financial Planning & Analysis

Develops financial models and budgets up to $100M; specializes in SaaS forecasting, scenario planning, and KPI-driven performance management.

Systems & Automation

Led four full accounting system conversions and multiple implementations; improved reporting accuracy and reduced month-end close to five days.

Strategic Partnering

Advises CEOs and leadership teams on financial strategy, deal structuring, and operational decisions; supported 6x business growth over four years.

Team Leadership

Built and led finance and administrative teams of up to 20; fosters accountability, cross-functional alignment, and scalable team structures.

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