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Chartered Accountant (CPA equivalency)

Cockeysville, Maryland, United States
October 30, 2016

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Christopher J. Burgess



Entrepreneurial consultant with 20 years of diverse accounting / management experience. A multi-industry background includes Financial Services (Retail Banking, Mortgage Banking and Insurance Brokerage), Printing and Publishing, High-Tech, Wholesale & Retail Food, Health Care, Property Management, Not for Profit and Manufacturing. A Stakeholder in two of the companies worked for. A solid strategic thinker who is capable of playing a major role in the management and success of a small / medium sized business. Ten years of consulting experience.. A detail-oriented manager with an excellent reputation as an organizer and leader who consistently achieves committed objectives. Known for strong interpersonal and non-coercive motivational management skills. Extremely knowledgeable of the private equity market. Five years of Sox experience. “Go to” person in the absence of the CEO. QuickBooks specialist.


Start up specialist

Turnaround background

Sox 404 assessments including COSO and COBIT requirements and initial Sox setup. Sox audits, financial restatements, SEC, ERP, financial reporting, fund accounting, finance, treasury, acquisitions, consolidations, derivative accounting, leveraged buyouts Strategic planning, budgeting, partnerships and tax.

Heavy GAAP knowledge including 123R, fin46. IFRS.

Financial analysis & planning

Remotely managed two European subsidiaries of a US Hi-Tech public company in the UK and Belgium.

Acquisition skills include due diligence, debt / equity raising, financial modeling and exit strategy.

General Ledger account reconciliations / account cleanup work / improvement of GL account accuracy.

New accounting/management systems implementation.

QuickBooks expert.


English Chartered Accountant (FCA). CPA Equivalency


MS Excel, MS Access, MS PowerPoint, MS Word, MS Visio, Solomon/Great Plains, PeopleSoft. Quickbooks


Defining and recommending improvements in processes and controls at “Big 4” level.

Streamlining processes through system upgrades and ERP solutions.

Eliminated direct labor by capital investment and achieved three million dollars in cost savings equal to a total cost reduction of 20%.

Strong familiarity with process mapping tools such as MS Visio.


Executive Vice President

Waterford Group 2008 - Present

Clients included:

The second largest TV transmitter manufacturer in the US

Government contractor in the safety business

Start up in the table top miniature games industry


Advised a management team on the acquisition of the business from its foreign parent

Negotiated a sale of the same business to a Japanese electronics firm for a significant profit

Performed a feasibility study and prepared a subsequent business plan for a spin off business from the existing business in the vehicle safety area

Ran the business for a period before hiring a CEO

Managed the financial affairs of a small games company start up using QuickBooks. Responsible for payables, payroll, filings and preparation of monthly financial statements.

Christopher J. Burgess

Contract Consultant

Spherion/Mergis - Various Locations 2006 – 2008

Clients included:

Two large insurance companies – Aon Risk Insurance – Owings Mills, MD & Aegon USA, Baltimore, MD.

A publicly held mortgage company Municipal Mortgage & Equity, LLC. – Baltimore, MD.

A major food wholesaler - US Foods – Columbia, MD.

A small light industrial company - ACI Industries, Inc – Lanham, MD.

Responsibilities ranged from:

Most recently, an 18 month assignment working on the three year restatement of financials and sale of a division for a publicly held company (Municipal Mortgage & Equity, Baltimore) in the multi-family housing mortgage market.

Flow charting the operational departments of a large insurance brokerage company looking to “Offshore” its workforce (Aon Risk Insurance).

Sox 404 audit for a large insurance company (Aegon USA).

Assisting the CFO of a newly acquired company in streamlining the monthly close accounting (ACI Industries).

Sox audit of a major food wholesaler (US Foods).

Chief Financial Officer, Executive Vice President & Owner

Flagship Atlanta Dairy LLC. Atlanta, GA. 2005 – 2006

Entrepreneurial opportunity involving identification of the target company, finding equity sources, arranging bank financing, performing due diligence, acquiring the company and closing the deal.

Target Company owns a milk processing operation with annual sales volume of $70 million.

Achieved profitability in 8 months for a business that had lost $3 Million in the previous fiscal year.

Overhauled production and work flow processes and financial systems to reduce costs.

Eliminated direct labor by capital investment and achieved $3 Million in cost savings equal to a total cost reduction of 20%.

Managed accounting, HR and IT staff of 14.

Complied with lending covenants and managed relationships with bankers and external auditors.

Developed and maintained risk management / insurance benefits and human resource programs

Enhanced the budgeting, cash flow and profit forecasting process and worked with the CEO on the 5 year plan.

Contract Consultant

Spherion/Mergis - Various Locations 2003 – 2005 Clients included:

A large regional HMO – CareFirst Blue Cross Blue Shield of MD – Owings Mills, MD

A publicly held orthopedic manufacturing company – Hanger Orthopedic Company – Bethesda, MD.

A privately held restaurant chain – Chicken Out – Gaithersburg, MD.

Responsibilities ranged from:

Completing the Sox 404 assessments including the identifying and documenting of the key controls in the critical areas of the companies.

Applying MS Visio flow charting techniques in documenting process flows and key controls.

Conducting COSO compliance assessments.

Liaising with internal audit and external auditors to complete assignments on time.

Assisting the CFO of a newly acquired restaurant chain with key reconciliations and instructing permanent staff accordingly.

Contract Consultant

MD & VA Milk Producers Co-Op, Laurel, MD 2001 – 2003

Contract assignment to assist the Division Manager in the streamlining of systems, procedures and controls at this Manufacturing Division of a Farmers Milk Cooperative with sales in excess of $800 Million.

Worked closely with the Division Manager and Controller in implementing the systems and controls.

Documented procedures and controls necessary to produce accurate and timely financials.

Implemented a computer based job cost system producing timely management information such as profitability by customer and product line.

Christopher J. Burgess

Chief Financial Officer

First American Savings Bank, Omaha, NE 1998 – 2001

Lead the executive committee, responsible for the day to day operations of this leading mortgage bank in the Omaha area.

Managed all accounting functions for this institution with total assets of $86 Million.

Converted all banking and accounting operations from an offline to an online service provider in three months with a significant improvement in the timing and quality of management and financial information.

Improved the return from the bond portfolio by 25% putting the bank in the top quartile by investment return.


NY Division of Fleming Foods, Omaha, NE 1997 – 1998

Managed all accounting functions of this $200 million New York supermarket division based in the regional HQ in Omaha, NE.

Reduced the division’s accounting costs by 40% as a result of the relocation of the accounting function to the remote center.

Improved the closing function so that monthly results were published within three days of the close of the month.

Chief Financial Officer

Micro-Integration Corp. Frostburg, MD 1995 – 1997

Managed all accounting, financial reporting and administrative functions of this NASDAQ publicly quoted hi-tech computer hardware/software Company.

Remotely managed the operations of the company’s two European locations in the UK and Belgium. Achieved profitability within 6 months of assuming management for the overseas Division.

Completed the timely and accurate filing of all 10QSB and 10QSK reports with the SEC.

Improved stockholder relations with frequent updates on the company’s health.


Senior Accountant / Auditor

Ernst & Young, London, England

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