Nancy Burgess, CPA
Email: *************@*********.***
SUMMARY OF QUALIFICATIONS
Hands-on CPA experienced in financial reporting, planning and analysis for public subsidiaries and small to medium private
companies including consolidations Commended support for SEC, internal, external and sales tax audits as well as transitional
support for divestiture, merger and acquisition transactions Expertise in cash flow projections, cash management, budgeting and
forecasting Proven leader to coordinate accounting department teamwork to meet closing deadlines Proficient MS 2007 Excel user
(including data migration, pivots and v-lookups) Integration and/or setup experience includes Oracle, Peachtree Accounting, Great
Plains Dynamics, Solomon, QuickBooks and Best Fixed Assets.
PROFESSIONAL EXPERIENCE
Project Associate April 2010
Huron Consulting Group, Inc., Atlanta, GA, National project based professional service firm
• Hughes Telematics, Inc., diagrammed work flowcharts for ordering, procurement supply chain, IT systems and revenue
recognition with internal control gap and failure points to address for SOX compliance.
Controller/HR Manager June 2008-September 2009
Insol (DBA of Marbil Company, Inc.), Atlanta, GA, Network installation and management service provider to regional businesses
• Reported monthly interim and actual financials with trend and plan variance analyses. Reported monthly direct and indirect
labor of engineers. Reformatted financial statements to industry model.
• Automated trend and plan variance reports as well as time and materials billings within Peachtree.
• Managed all HR functions including payroll, benefits, disciplinary actions, terminations and new hires’ enrollment.
• Managed all regulatory compliance, insurance risk exposure, budgeting and collection functions. Delivered graphic
quarterly presentations of financial results and benefit updates at staff meetings.
• Conducted breakeven analysis of new cloud computing data center and assisted in pricing model for existing clients.
Negotiated financing leases for data center computer equipment and facilities lease.
• Supervised engineering support operations for purchasing, help desk and dispatching.
• Provided AR/AP support after corporate downsizing.
Contractor (subsequent to overseeing six month home renovation) June 2007-December
2007
Source Financial Staffing, Inc., Atlanta, GA
• Charys Holding Company, Inc., worked with 20 member team to update multi-system consolidated financials and restate
debt with warrants for 10-K filings. Audited cut-off date valuations for subsidiary sold in Texas with Controller.
Project Associate (subsequent to liquidating estate as executrix) May 2003-October 2006
Accretive Solutions, Inc. and Resources Connection LLC, Atlanta, GA, National project based professional service firms
• Cingular Wireless LLC, provided transitional system billings, expenses and documentation to buyers of business
divestitures required for Cingular/AT&T merger 2004-2006. Settled with buyers and closed sold companies.
• Home Depot, reconciled parent’s 2003 asset and equity accounts for Mexican subsidiary.
• W H Smith, Inc., analyzed and reported inventory margins and stock sub-ledger variances for US, Canada, Dominican
Republic and Chile. Reconciled 2003 cash for ATL & JFK airport stores. Designed inventory valuation for sale of Americas’
businesses in 2004.
Senior Financial Analyst June 2001-September 2002
Kilpatrick Stockton, LLP, Atlanta, Georgia, Top 50 national law firm with over $200 million in revenues
• Provided Executive Committee with graphics for peer averages of the top eight Atlanta law firms and top 50 national
practice groups as well as annual results with plan variances.
• Assisted in preparation of 2002 $230 million budget presentation. Formatted new Elite billable hours budget software for
recommended plan variance reports and KPI’s for management and practice group leaders.
• Updated financials, calculated new partner income distributions and reviewed all partnership returns and K-1’s for
Microsoft trademark and patent firm acquired. Researched lease for settlement recommendation in liquidation.
• Provided foreign tax preparation data for London and Stockholm offices.
Nancy Burgess, CPA
Email: *************@*********.***
PROFESSIONAL EXPERIENCE CONTINUED
Revenue Manager 2000-2001
UrbanMedia Communications, Inc., Alpharetta, Georgia, Start-up by same founder of Excite At Home, providing tenant
broadband, telecom and e-commerce services offered in over 200 commercial buildings nationwide
• Designed revenue mapping from convergent telecommunications billing system for Oracle financials paralleling business
model while capturing intercompany transactions. Coordinated with attorneys, national and regional controllers to finalize
legal entities, their revenue streams and recognition.
• Arranged job costing to test billing triggers initiated by sales order department.
• Participated on Revenue Assurance team to assure billing in place for new products.
Contractor 1999-2000
Atlanta, Georgia
• The Coca-Cola Company, analyzed and reported variances from risk mitigation’s plan for Legal Department during $192
million class action lawsuit. Transferred insured cost of lawsuit.
• Eltrax Systems, Inc., wrote Best Practices Accounts Receivable Policy and Procedures manual for public network
installation and management company with Visio and software quick sheets.
• Gordon Document Products, Inc., reported financials, reconciled accounts and trained personnel including Controller, for
AvData’s former VP of Finance.
Assistant Controller 1998 – 1999
AvData Systems, Inc., acquired by ITC^Deltacom, Inc., Atlanta, GA, $28 Million installation and management company of over
100 high traffic satellite and terrestrial worldwide networks
• Won “Employee of The Month” quicker than any new hire in company’s 10-year history.
• Coordinated staff of four to close 10 periods within first six months.
• Directed, prepared and reviewed account analyses of balance sheet, job margins and recurring revenues.
• Participated on roundtable of eight in 100 employees to streamline company processes. Incorporated resulting workflow
into Great Plains software implementation facilitating job billing triggers and subcontractor payments.
• Researched and resolved $2.5 million in collections unattended for two years.
• Successfully contended with two of Big Five on $1.6 million client use tax liability.
• Transitioned project and service billing to acquiring telecom company.
Sole Practitioner 1995 - 1998
• Directed three staff members of NASDAQ-traded client in monthly closes, provided subsidiary financials with statements
of cash flow, 30 states’ sales and use tax returns, and payroll. Analyzed historical income for budgetary measures and new
hire cost per 13 states of operation to optimize direct labor.
• Set up self-publisher’s accounting system, prepared income tax returns upheld by IRS, provided remaindering
recommendations and subcontracted website that sold multiple foreign publishing copyrights in addition to books.
• Provided accounting services and property tax returns to former employer, LCG/ADAM.
Senior Accountant 1988 –
1995
LCG Associates, Inc./ADAM Investment Services, Inc., Atlanta, GA, Consulting firm with $17 billion of institutional pension funds
and private mutual fund investments under management
Staff Accountant 1985 – 1988
Ameritas, Inc., acquired by Interstate/Johnson Lane Corporation, Atlanta, GA, Renovation and management Company of $150
million historically registered commercial real estate
EDUCATION
Bachelor of Science in Business Administration, Accounting Major
International Honor Society of Social Sciences, Pi Gamma Mu
Samford University, Birmingham, AL