Robert L.W. Wood Email and Phone Number
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• 20+ years of International Accounting, Audit, Compliance and Fraud experience (11 with a Big 4 accounting firm);• 5 years combined experience as CFO of a 501 (c)(4) and 501 (c)(3) overseeing Information Technology and Finance department day-to-day operations including Payroll, AR, AP & GL, supervise 2 direct reports and 8 indirect reports at two separate organizations.• 6 years of experience working in a developing country (3 years on various small to medium sized audits and 3 years of experience in full Accounting function, General Ledger maintenance, AP, AR, Fixed Assets and Financial Statement preparation for South African Government Entity). • Worked on both sides of the audit – as an auditor as well as accountant preparing clients for audit.• Experience in analysis and assessment of antifraud controls specifically relating to management’s annual fraud self-assessment and their fraud prevention efforts.• Led development of a compliance-monitoring program built specifically for HUD.• Experienced Investigations manager assisting in 2 FDIC bank closings.• Preparation of a complete audit working paper file and adjustment of general ledger balances for a United Nations Organization and responding to issues raised in management letter by UN BoA (United Nations Board of Auditors).• Forensic accounting analysis and General Ledger clean up in preparation for external auditors.• Review and assessment of clients’ internal investigation department, which involved documenting the life cycle process of, company “Whistleblower Hotline”.• 11 years of various Deloitte sponsored trainings including behavioral assessment and deception detection in interviews with fraud suspects.• Strong project and people management skills.• Strong written and verbal communication skills. • Active CPA (licensed in Virginia) and Active CFE (registered with ACFE).• US Citizen currently living in the Dallas-Fort Worth Metroplex area.Specialties: Accounting, Auditing, Fraud Analysis, Compliance & Investigation.
Agile Financial Systems
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Chief Financial OfficerAgile Financial Systems Oct 2023 - PresentSouthlake, Tx, Us
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Vp Of Accounting And Finance - Reporting To CeoAgile Financial Systems Jun 2023 - Sep 2023Southlake, Tx, Us
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Director Of Accounting And Finance - Reporting To CeoAgile Financial Systems Apr 2021 - Jun 2023Southlake, Tx, Us- Streamlined and built out the Accounting Department for this 4 year old Startup organization.- Expanded and reorganized QuickBooks GL account setup to improve financial data reporting for Equity Investors.- Designed and implemented a detailed $19M budget and 4 year forecast process that eliminates waste and establishes much needed budgetary controls.- Manage day-to-day accounting department with 4 direct reports covering AR, AP, Inventory, Treasury and GL.- Act as internal HR liaison for all financial related employee matters, communicate with external HR & Payroll department linked to Equity Investor.- Designed and established month end close checklist and related support workbook reconciliations and roll-forwards. - Implemented Concur expense system to better facilitate employee travel reimbursements.
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Health Focused Sabbatical And Limited Financial ConsultingN/A Jan 2020 - Apr 2021- Took a sabbatical starting in early 2020 to recover from a sport-related injury. - Limited Financial consulting at Not-For-Profit organization. - In addition, I worked on maintaining my CPA credentials and skills by completing continued professional education primary focused on advanced Excel skills. - Oversaw a cross-country relocation from Virginia to Texas in early 2021.
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Chief Financial OfficerNational Law Enforcement Officers Memorial Fund Apr 2018 - Dec 2019Washington, District Of Columbia, Us• Transitioned NLEOMF from outsourced accounting provider utilized for more than 30 years to an in-house internal Accounting department, including hiring and training all in-house accounting staff.• Supported opening the newly built National Law Enforcement Museum (NLEM) by implementing various accounting and finance linked processes and systems.• Developed and implemented Purchasing and Procurement Policy, a purchase order system, and internal accounting controls.• Designed and established a multi-quote purchase order process which eliminated wasteful spending and improved internal budget controls on necessary spending. • Oversaw day-to-day Accounting department operations including updated monthly budgets and forecasts, AR, AP & GL; this includes supervision and mentorship of 2 direct reports.• Responsible for year-end Audit and corresponding consolidated financial statements and coordination and review of form 990 for Not-For-Profit 501(c)(3) entity.• Prepared Executive dashboard for Board and bond holders including monthly budget, year-to-date actuals, and cash flow.• Prepared EMMA (Electronic Municipal Market Access) disclosure related to $103M bonds issued to fund the NLEM.• Oversaw annual $37M budget development for NLEOMF covering 7 departments including 5-year forecast.• Assisted in Request for Proposals (RFP) process for several +$2M vendor transitions saving NLEOMF vital operating cash. -
Chief Financial OfficerReston Association Apr 2015 - Apr 2018Reston, Va, Us• Oversaw Information Technology and Finance department day-to-day operations including Payroll, AR, AP & GL; supervised 2 direct reports and 8 indirect reports.• Responsible for successful year-end Audits and corresponding consolidated Financial Statements and filing forms 990 for Not-For-Profit 501(c)(3) and 501 (c)(4) entities.• Prepared Monthly Finance Committee packs including Agenda, Minutes, Financials and supporting materials.• Led Biannual $18M Budget development for Reston Association covering 28 departments.• Led Request for Proposals for several vendor conversions and capital projects.• Modernized the Association’s Payroll system upgrade from paper-based to modern electronic ADP software.• Advised Board on operating and capital savings including early pay off of long-term loan on historical property purchase.• Liaised between third party investigation relating to purchase and renovation cost overruns on historical property purchase. -
Director Of Accounting OperationsOpower Jul 2014 - Apr 2015Arlington, Va, Us• Oversaw accounting department day-to-day operations including Payroll, International Entities, Fixed Assets, AP & G/L.• Improved month end close process through introduction of standardized reconciliations and work papers.• Improved accuracy and level of customer service to various departments within the company.• Managed the relationship with international accountant vendor responsible for accounting, payroll, tax and compliance.• Improved departmental controls and procedures and helped with SOX 404 readiness.• Supervised and mentored 3 direct and 8 indirect reports including establishing and reviewing goals for accounting team.• Established and maintained strong relationships with inter-departmental peers.• Helped build out and strategically staff the accounting department by adding 8 accountants in various positions. -
Senior Manager - Financial Advisory ServicesRiveron Consulting Jun 2013 - Jul 2014Dallas, Tx, UsRiveron is a unique financial consulting firm serving middle-market private equity funds, mezzanine and senior lenders, family offices, and public and private companies. • Worked on various small and medium sized accounting improvement and cleanup projects for a diverse mix of clients including health care and energy companies. • Supported IPO Audit readiness for a large energy company, this included due diligence of various sections of the balance sheet and income statement and a build out and documentation of several business processes.• Provided accounting transformation and post-acquisition integration for a pharmaceutical company that acquired 2 pharmacies and integrated them into their business operations. -
Manager - Financial Advisory ServiceDeloitte Financial Advisory Services Llp Apr 2006 - May 2013Worldwide, Oo• Led a 22-member team to prepare a client for Audit readiness. This included managing 6 sub teams tasked with reconciling more than 26,000 Income and Balance Sheet accounts. • Led a team of 3 to 10 people for 15 months in assisting the Department of Housing and Urban Development (HUD) implement a program and financial compliance plan for a $1 billion loan program.• Led a 5-member team for 3 months in assisting a American Red Cross Chapter in connection with it's accounting backlog, provided an assessment of their accounting process and procedures and offered recommendations for improvement in the areas assessed.• Served for 2 years as the Investigations PMO for a Federal client. Roles and responsibilities include, briefing and training all Investigation Managers staff that deploy on the Investigation teams, staff upcoming closings, review, comment and approve all Reports and deliverables sent to the client.• Served for 8 months as an Investigation Manager for 2 Banks in Receivership. This included assisting the client in conducting the research necessary to develop information that could be analyzed and used in the investigation of professional liability claims and other documentation to support potential criminal prosecution.• Led a 4 member “Auditibility” work stream to prepare a client for Audit. This included cleanup of the general ledger by reconciling All Balance Sheet accounts and significant Income statement accounts and passing appropriate journal entries to reconstruct and correct the general ledger. Complete Audit and supporting work paper files were prepared and used by the Auditors.• Anti-Fraud assessment and control testing.• Participated in a stock options backdating investigation for a Fortune 500 company. • Assisted in the planning and co-ordination of fraud work for Fraud Audit Assistance clients in the Financial Services, Energy, Business Services, and Real Estate industries.• Assisted in several SAS 99 and Anti-fraud interviews. -
Audit Senior - Energy ServicesDeloitte Financial Advisory Services Llp Nov 2004 - Mar 2006Worldwide, Oo• Audited or reviewed all sections of the Income Statement and Balance Sheet for interim and year end corporate audits.• Coordinated the Consolidated Corporate International Audit in 22 countries during 10Q’s and 10K review.• Involved in working through 2 consolidated financial restatements.• Led SAS 99 Journal testing as well as internal controls, Sarbanes Oxley – 404 testing.
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Controller / Financial AccountantDeloitte Consulting Pty Ltd Dec 2001 - Oct 2004• Full back office accounting function focused on the financial outsourcing of a public company established by the South African Government included monthly and annual financial reporting and audit preparation.• Management of cash flow, AR & AP, salary and bank recons, data capture, monthly journals, and trial balance analysis.• EFT authorization for creditor payments, payroll and grant payments.• Liaising with internal and external auditors and participation in quarterly audit and executive committee meetings.
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Audit Manager - Various Industries And ClientsBennie And Wilson Chartered Accountants (Sa) Jan 1999 - Dec 2001• Managed and involved in numerous small and medium year-end and interim audits of private companies.• Preparation and presentation of small/medium sized companies and close corporation annual financial statements.• Checking and correcting the processing on a financial system done by the client.• Producing and forecasting company budgets and company cash flow projections.
Robert L.W. Wood Skills
Robert L.W. Wood Education Details
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University Of Pretoria[ Equivalent - Us Masters Of Accountancy] -
Acfe - Association Of Certified Fraud ExaminersCfe - Certified Fraud Examiner
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Vboa - Virginia Board Of AccountancyCpa - Certified Public Accountant
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University Of PretoriaAccounting
Frequently Asked Questions about Robert L.W. Wood
What company does Robert L.W. Wood work for?
Robert L.W. Wood works for Agile Financial Systems
What is Robert L.W. Wood's role at the current company?
Robert L.W. Wood's current role is CFO (licensed CPA/CFE) with 20+ years of progressive Accounting, Audit, Finance, Internal Control and Fraud experience..
What is Robert L.W. Wood's email address?
Robert L.W. Wood's email address is ro****@****ton.org
What is Robert L.W. Wood's direct phone number?
Robert L.W. Wood's direct phone number is (703) 435*****
What schools did Robert L.W. Wood attend?
Robert L.W. Wood attended University Of Pretoria, Acfe - Association Of Certified Fraud Examiners, Vboa - Virginia Board Of Accountancy, University Of Pretoria.
What skills is Robert L.W. Wood known for?
Robert L.W. Wood has skills like Internal Controls, Auditing, Financial Reporting, Accounting, Internal Audit, Finance, Sarbanes Oxley Act, External Audit, General Ledger, Private Investigations, Mergers And Acquisitions, Cpa.
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