SchultzCTP is a dynamic forward-thinking firm that excels in providing cutting-edge financial and treasury solutions to innovative businesses.


Through creative technology-driven solutions we serve businesses seeking automation of financial functions, specializing in treasury and FP&A.
Our vision
Our vision is to be the leading trusted partner of real estate funds and fund administrators, delivering digital transformation solutions to the alternative investment industry.

About
Tim Schultz, CTP, FPAC
Tim has over 15 years of experience performing Financial Planning and Analysis, Treasury Management, and Accounting. Through leadership roles at private real estate firms, he has implemented technology solutions and deployed integrations with other systems in the Alternative Investments industry. Most recently, he was head of FP&A and Treasury at Carter Funds, where he was responsible for driving digital transformation with treasury technology solutions, financial planning and analysis, and implementing an investor management platform servicing more than 2,000 investors across more than 25 investment programs. He constructed scalable processes and models, contributing to the high growth the company experienced during his time. Tim is a Certified Treasury Professional and a Certified Corporate Financial Planning & Analysis Professional.
Tim also serves as Treasurer for Messiah Lutheran Church, an LCMS congregation in Tampa Florida, since 2017.

