Professional Summary

Professional Overview

David Forrest is an accomplished Chief Financial Officer with over 35 years of experience in the financial services industry. He specializes in providing strategic financial guidance and leadership to help organizations achieve their growth objectives. With a strong background in audit, accounting, and financial management, David is adept at driving operational efficiency, ensuring compliance, and optimizing financial performance.

Experience Summary

Current Role

As the Chief Financial Officer at Davis-Penn Mortgage Co., David is responsible for overseeing all financial aspects of the organization. He leads a team of finance professionals in managing the company's accounting, budgeting, forecasting, and reporting processes. David's strategic financial insights and data-driven decision-making have been instrumental in driving the company's profitability and supporting its expansion efforts.

Career Progression

Prior to his current role, David held several senior-level positions in the financial services industry. He served as a Director at Cherry Bekaert LLP, where he provided audit and advisory services to clients in the mortgage and real estate sectors. Before that, David was an Audit Partner at PMB Helin Donovan, where he played a pivotal role in growing the firm's client base and expanding its service offerings. Earlier in his career, David held leadership positions at firms such as MaloneBailey, LLP and Scott, Forrest, Adams & Co., PLLC, where he honed his expertise in audit, financial reporting, and client management.

Academic Background

David holds a Bachelor of Business Administration (BBA) in Accounting from The University of Texas at Austin, where he demonstrated academic excellence and developed a strong foundation in the principles of accounting and finance.

Areas of Expertise

• Financial management and reporting

• Audit and assurance services

• Strategic planning and decision-making

• Regulatory compliance and risk management

• Mergers, acquisitions, and integration

• Process optimization and operational efficiency

Professional Impact

Throughout his career, David has played a crucial role in driving financial performance and growth for the organizations he has served. He has led numerous successful initiatives, including the implementation of robust financial controls, the streamlining of accounting and reporting processes, and the successful integration of acquired entities. David's deep industry knowledge, technical expertise, and collaborative leadership style have consistently enabled him to deliver tangible results and positively impact the organizations he has worked with.

Conclusion

With his extensive experience, proven track record, and strong commitment to excellence, David Forrest is positioned to continue making a significant impact as a strategic financial leader in the mortgage and real estate industry. His ability to navigate complex financial environments, identify opportunities for improvement, and drive organizational transformation make him a valuable asset to any organization seeking to enhance its financial performance and achieve its long-term goals.