Amy Stutzman Fortna

About Amy Stutzman Fortna

Waymark Advisors guides businesses from startup to scaleup and beyond by taking the complexity out of accounting and financial reporting. My key clients and partners are CFOs, CAOs and Controllers of small to midsize public and private companies as well as NFPs and start-ups with high growth potential.I help determine and explain the accounting and reporting impacts of significant business transactions. I help with financial due diligence for investments and acquisitions. Reach out to me for help with deals like:• Consolidations• Debt and equity financings• Acquisitions• Equity investments• Stock-based compensation• Embedded derivatives• Pro forma financial statements• Carve out financial statements• SEC preclearance letters• Implementation of new accounting guidanceI also help startups and non-profits understand their financial statements. Key clients are investors, non profit boards and entrepreneurs who want to support their story with meaningful financial results for VC and private equity. Reach out to dig into the details!

Experience

1. Founder & Managing Director

   Waymark Advisors

   Jul 2021 — Present · Tulsa, OK, US

   We’re a team of serial entrepreneurs, investors and community advocates with a knack for accounting and financial reporting.Maybe you\'re starting a business or considering an acquisition, a capital raise, a new debt facility or something else. Whatever the challenge, we\'re here to guide you from an accounting and reporting perspective.We dig in and get to the bottom of complexity. We don\'t stop until we can explain the answer in a simple manner. Because if you can\'t explain it in simple terms, do you really understand it at all?We are passionate about building communities with others who share our enthusiasm for starting and growing businesses and nonprofits.Our communities give meaning and purpose to our work. They help us continually improve through collaboration and shared learning.Ready to Set a

Education

• The University of Tulsa

  Bachelor of Science Business Administration (BBA), Accounting

  1997 — 2001

• Institute for Mergers, Acquisitions and Alliances (IMAA)

  Mergers & Acquisitions Professional (M&AP), M&A Process, Strategy, Deal Types, Hostile Takeovers, Due Diligence, Valuation, Running a successful

  2021 — 2021

• The University of Tulsa

  Master's degree, Information Systems and Accounting

  2001 — 2002

Skills

• Generally Accepted Accounting Principles (Gaap)
• Financial Analysis
• Accounting
• Valuation
• Cpa
• Oil & Gas Accounting
• Oil & Gas Industry
• Business Combinations
• Sec Filings
• External Audit
• Foreign Currency
• Upstream
• Consolidation
• Us Gaap
• Auditing
• Share-Based Compensation
• Assurance
• Financial Statements
• Sarbanes-Oxley
• Gaap
• Financial Reporting
• Internal Controls
• Ifrs
• Conveyancing
• U.s. Sec Filings
• Financial Accounting
• U.s. Generally Accepted Accounting Principles (Gaap)
• Sarbanes-Oxley Act