David Coultas
Chief Financial and Operations Officer at Accion Opportunity Fund | San Francisco Bay Area
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David Coultas serves as the Chief Financial Officer at Accion Opportunity Fund, where he leverages his extensive expertise in finance leadership and technology transformation to drive the organization’s mission of empowering small businesses. With a robust foundation in public accounting, David has successfully built finance teams from the ground up, ensuring full Sarbanes-Oxley (SOX) compliance across various industries. His strategic vision has been instrumental in enhancing the organization’s financial infrastructure, enabling better access to capital for underserved small businesses that are vital to local economies.
At Accion Opportunity Fund, David oversees key projects aimed at optimizing treasury management and capital allocation, ensuring that resources are effectively utilized to support the nonprofit's mission. His experience in mergers and acquisitions, coupled with a deep understanding of structured finance, allows him to navigate complex financial landscapes and identify innovative funding solutions. David's leadership in financial risk management and due diligence processes has fortified the organization’s financial health, allowing it to expand its reach and impact.
In addition to his technical skills, David is passionate about fostering a culture of collaboration and transparency within his teams. He believes that empowering finance professionals through mentorship and development is essential for building resilient organizations. As Accion Opportunity Fund continues to champion small businesses, David’s commitment to financial excellence and community upliftment remains a driving force behind its success.
Chief Financial and Operations Officer at Accion Opportunity Fund in May 2023 to Present
Chief Financial Officer at Protego Trust in October 2021 to February 2023
CFO at Clarity Movement Co. in March 2020 to October 2021
Chief Financial Officer at Raise Commercial Real Estate in October 2019 to October 2021
Consulting CFO at Monarch Money in September 2019 to October 2021
Consulting CFO and Bay Area SAAS Practice Leader at Burkland Associates in April 2019 to October 2021
Chief Financial Officer at CXO Nexus, Inc. in September 2019 to February 2021
CFO, Americas Technology and Support Functions, Managing Director at MUFG in August 2016 to September 2018
CFO Commercial and Transaction Banking, Managing Director at MUFG Union Bank in August 2014 to November 2015
CFO, Corporate Treasury and Capital Management at MUFG Union Bank in March 2010 to August 2014
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Corporate Finance
Mergers & Acquisitions
Financial Systems Implementation
Banking
Portfolio Management
Capital Markets
Financial Modeling
Credit Risk
Treasury Management
Finance
Fixed Income
Derivatives
Valuation
Due Diligence
Securities
Strategic Planning
Asset Managment
Mergers
Hedging
Financial Markets
Financial Analysis
Investments
Financial Services
Treasury
Risk Management
Project Planning
Generally Accepted Accounting Principles (GAAP)
Leadership
Executive Management
Digital Transformation
Capital Management
Fixed Income Portfolio Management
Strategy Execution
Finance Transformation
Financial Accounting
Liquidity Risk
Asset Management
Financial Structuring
Loans
Structured Finance
Bloomberg
Management
Auditing
Strategy
Funding
Strategic Sourcing
Financial Risk
Financial Planning
Cash Flow Forecasting
expense management
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Discover more about Accion Opportunity FundWhat is David Coultas email address?
Email David Coultas at [email protected] and [email protected]. This email is the most updated David Coultas email found in 2026.
What is David Coultas phone number?
David Coultas phone number is +12069093115 and +12128387700.
How to contact David Coultas?
To contact David Coultas send an email to [email protected] or [email protected]. If you want to call David Coultas try calling on +12069093115 and +12128387700.
What company does David Coultas work for?
David Coultas works for Accion Opportunity Fund
What is David Coultas's role at Accion Opportunity Fund?
David Coultas is Chief Financial and Operations Officer
What industry does David Coultas work in?
David Coultas works in the Financial Services industry.
David Coultas Email Addresses
David Coultas Phone Numbers
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