Chris Davis
Aon
Ashburn,United States
1
Language
1
Certification
25
years of professional experience
Experienced accounting professional with 25 years in public accounting, internal auditing, and employee benefit plan compliance. Led teams of 3 to 6 in both office and virtual settings. Managed complex projects, including annual U.S. Department of Labor Forms 5500 and defined benefit administration recertification. Expertise in drafting financial statements, interpreting retirement plan documents, and ensuring compliance with IRS regulations.
Work History
Retirement Consultant
16 Years 7 Months- Specialized in ERISA compliance, general compliance matters, and correcting prohibited transactions.
- Advised clients on retirement plan design, compliance, and fiduciary governance.
- Analyzed plan data to identify cost-saving opportunities and service gaps.
- Led client meetings to resolve retirement administration issues and delivery risks.
Vice President
4 Years 2 Months- Prior to our acquisition by Aon, Led JPM Retirement Plan Services (Legacy CCA Strategies) Department of Labor Form 5500 and Compliance Team. My experience in this role included annual employee benefit plan audit consulting, annual employee benefit plan financial statement drafting and reviews, project management (including management of a large, multi-year DB plan administration recertification project and the annual employee benefit plan audit process for a large corporate client), compliance audits, preparing IRS Forms 5330, process documentation, assisting a Fortune 100 client with its annual CASB Disclosure Statement, and annual Forms 5500 preparation / reviews (over 200 plans annually, including DB, DC, Health & Welfare, and Master Trust). In this role, I managed a team of 5 other professionals across multiple offices / virtual locations.
- Directed risk reviews and control enhancements to support regulatory compliance requirements.
Senior Staff Accountant
7 Months- Executed monthly accounting duties, including inter-division invoices, monthly close, fixed asset accounting, and company stock options accounting. Collaborated with Government Accounting to prepare company's annual CASB Disclosure Statement.
- Led month-end close activities, including journal entries, accruals, and account reconciliations.
- Analyzed general ledger activity to identify discrepancies and resolve posting errors.
Senior Staff Consultant
3 Years 1 Month- Specialized in HR and benefits consulting projects (e.g., U.S. Department of Labor Forms 5500, annual employee benefit plan audit consulting, process improvements, HIPAA compliance, ERISA compliance) and internal auditing and process documentation across multiple client locations. Developed a comprehensive proposal for a large government project in response to a request for proposal (RFP).
Staff Consultant
8 Months- Specialized in expatriate tax services and Human Capital practice, preparing individual tax forms and annual U.S. Department of Labor Form 5500 filings while managing various consulting projects.
Education
Bachelor's degree - Accounting and Business/Management
Skills
ERISA compliance
Retirement plan compliance
Regulatory compliance
Plan guidance
Plan compliance
Fiduciary governance
Regulatory adherence
ERISA adherence
Plan advisory
Project Management
Affiliations
- American Institute of Certified Public Accountants
Certification
CPA
Languages
English
Native or Bilingual
Timeline
Retirement Consultant
Aon
04.2010 - CurrentRead More
Vice President
JP Morgan Chase
01.2006 - 03.2010Read More
Senior Staff Accountant
General Dynamics
06.2005 - 01.2006Read More
Senior Staff Consultant
EY
05.2002 - 06.2005Read More
Staff Consultant
Arthur Andersen
09.2001 - 05.2002Read More
Gardner-Webb University
Bachelor's degree from Accounting and Business/Management
Read More
Personal Information
Title: CPA / Retirement Plan & Compliance Consultant