Robert Watling, Cpa Email & Phone Number

Boston, MA, US

Texas, United States

Irving, TX, US

• Chief Financial Officer for the university with approximately $132 million in net assets responsible for accounting, audit, treasury, procurement, debt management, student accounts, and budget operations.
• Works with the President, other executives, and related University committees to plan and establish financial priorities and objectives.
• Responsible for preparation of audited financial and 403(b) plan statements ensuring preparation in accordance with Generally Accepted Accounting Principles (GAAP); accurate and timely tax reporting to include IRS.
• Staff liaison to Board of Trustees’ Finance, Endowment, and Audit Committees. Created a Board Dashboard to communicate and monitor strategic financial data.
• Created a contribution margin analysis tool for evaluating financial health for all academic degree programs. The tool helped to identify reduction of approximately 7% in the first year and will be used in future years.
• Responsible for managing university cash flow, securing debt, and ensuring compliance with loan and bond covenants.

Denton, TX, US

• Chief financial officer for academic affairs reporting to the Provost and Vice President for Academic Affairs (VPAA) responsible for an expense budget of approximately $300 million.
• Responsible for financial management, strategic planning, process improvement, and compliance for all academic affairs units. Implemented a strategic financial review framework to analyze class margins, faculty.
• Partnered with Toyota to improve faculty onboarding using problem-solving concepts adapted from the Toyota Production System. Implemented operational changes that significantly reduced lead time to hire new faculty and.
• Developed a financial model to fund innovative new academic programs in a sustainable manner.
• Mentor and develop all academic financial officers (assistant deans) for sixteen academic units.

Raleigh, North Carolina, US

• Responsible for the overall leadership and management of the CALS Business Center reporting to the Dean of the College.
• Direct management of state and federal budgets, pre- and post- award grant management, and accounting services for a college with annual expenditures of approximately $300 million.
• Supervise a shared services organization of approximately 60 staff responsible for all accounts payable, accounts receivable, budgeting, planning, and compliance for the college.
• Direct the shared services business process unit responsible for all financial transactions, evaluating staff training needs, and implementing business processes aimed at improving faculty satisfaction.

Dallas, TX, US

• Responsible for the overall direction, leadership and management of capital planning and fiscal control for the division of student affairs reporting to the Vice President.
• Directed the day-to-day business and accounting affairs for a division with an annual budget of approximately $35 million, 175 full-time professional staff, and 30 endowment funds. Ensured that all financial.
• Provided guidance during the development of new strategic initiatives.o Developed financial model to ensure the financial sustainability of a new $134.5 million residential commons building project.o Chaired committees.

• Responsible for division-wide financial planning, budget preparation and execution as the principal budgeting officer for the school division reporting to the Assistant Superintendent for Administration.
• Managed school division’s $250 million budget development and execution. ACPS earned its first ASBO Meritorious Budget Award and GFOA Distinguished Budget Presentation Award during this time period.
• Directed planning and oversight of all competitive and entitlement grant awards, and chaired the school division’s committee charged with ARRA implementation.
• Prepared budget volume in accordance with in GASB 34, Basic Financial Statements—and Management's Discussion and Analysis—for State and Local Governments.

Atlanta, GA, US

• Provided strategic leadership and oversight for the accounting, financial, technology, business, facility, and legal activities for the auxiliary services division reporting to the Vice President. The Division of.
• Chaired a committee tasked with reorganizing the division’s governance structure and evaluating all programmatic activities for congruence with strategic priorities. Substantial organizational changes were made that.
• Served as a member of the enterprise risk management steering committee tasked with developing more than 50 operational plans for all areas of risk at the university.
• Developed a financial model to fund a residence hall building program in excess of $150 million. The model involved identifying inefficiencies and programmatic changes that saved in excess of $1.5 million.

Washington, D.C., US

• Directed and administered budgeting, review, audit, accounting, purchasing, payroll, and long range forecasting activities for the College with an operating budget of $85 million including $22 million of federal grants.
• Implemented an analytical scorecard that provided a detailed evaluation of departmental performance. The project included data from financial systems, enrollment systems, and faculty activity reports.
• Developed and implemented a compliance review program after extensive risk assessments consistent with the COSO framework. The program encompassed both restricted and unrestricted funds that were focused on high risk.
• Extensive experience using Microsoft Access, Excel, and VBA to develop financial models to facilitate modeling and analysis. One model integrated data from disparate systems – Oracle, SCT/Banner, and Cognos – to allow.

Chevy Chase, Maryland, US

Implemented Hyperion Planning web-based budgeting system as site administrator responsible for ETLs, system security, Essbase outline design and maintenance, report development, and data management.

Global, US

Corporate consolidation accountant responsible for balance sheet, income statement, and cash flow statement variance analysis. Implemented Hyperion Planning web-based budgeting system as site administrator.

Earned Armed Forces Expeditionary Medal for service in Bosnia-Herzegovina

Mba, Finance

Bs, Public Administration