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george fort

Executive Finance Leader (CPA/MBA) specializing in IPOs, SEC reporting, and turnaround growth

Fort Associates, LLCUniversity of Texas at AustinBirmingham, AL29 Years ExperienceExecutive Level

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About

CFO with hands-on experience building scalable internal operations for early-stage/growing businesses, including integrating finance and front-end systems (QBO, Expensify, Bill.com, Salesforce) across multiple acquisitions and new entities. Uses product-level P&L and KPI dashboards to drive repricing/profitability improvements, speed up close cycles, and mentor non-ops founders through structured operating models.

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Key Strengths

  • Integrated finance/ops systems across 3 acquisitions and 3 newly formed companies
  • Implemented QBO + Salesforce daily data flow to standardize reporting
  • Built product-level income statements using QBO classes to identify underperforming products
  • Improved profitability through subscription repricing based on product P&L insights
  • Reduced manual AP coding and improved executive experience by implementing Expensify
  • Accelerated monthly close by 2 days through expense process automation
  • Effective remote enablement/training via step-by-step instructional videos
  • Mentored an owner-operator by structuring operations (sales/admin/service/marketing) and implementing KPIs
  • Used KPIs to improve marketing focus, increase service revenue, and reduce nepotism-driven performance issues

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Experience

Principal, OwnerFort Associates, LLC · Jun 2001 – Presentfreelance
CEO, OwnerDH Distributing, LLC · Feb 2009 – Nov 2016
Chief Financial OfficerTennessee Commerce Bancorp, Inc. · Jan 2004 – May 2008
Director of FinancePerformance Food Group, Inc. · Jan 2000 – Jun 2001
Director, Finance, Risk Management & Special ProjectsNATCO Group, Inc. · Apr 1996 – Jul 1999

Education

University of Texas at Austinmaster, Business Administration (MBA)
Furman Universitybachelor, Psychology

Skills

Project managementBudgetingVendor managementRisk managementInventory managementOperations managementSalesforceFinancial reportingFinancial analysisTreasury managementInvestor relationsSEC reportingSEC complianceMergers & acquisitionsDue diligence

Languages

English

Certifications

Certified Public Accountant (CPA)Certified Management Accountant (CMA)Certified Cash Manager (CCM)

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george fortExecutive Finance Leader (CPA/MBA) specializing in IPOs, SEC reporting, and turnaround growth