Accounting Management
Resume:
Lone H. Sorensen
Covina, CA 91722
*************@*****.***
Professional strengths
• Results focused problem solver with 25 years business experience
• In depth accounting, budgeting, reporting, cash flow management knowledge
• Eye for detail with excellent analytical and organizational skills
• Great multi task capabilities and ability to work under time constraints and pressure
• Strong commitment and leadership abilities
Professional Experience
Halferty Development Company, Pasadena, CA May 1985 to Present
Commercial Real Estate Development and Property Management Firm
Vice President, Controller May 1995 to Present
Report directly to owner for all accounting, finance, cash management, tax, insurance, and employee
benefit programs.
• Establish and implement all accounting, finance and budget procedures
• Monitor financial performance and cash flow for shopping centers and overhead entities
• Maintain relationships and correspondence with banks and property owners
• Procure construction loans and secure permanent financing for completed projects
• Identify and implement performance targets and cost saving strategies for all departments
• Successful selection and implementation of comprehensive job cost, property management, and
accounting software achieving enhancing departmental effectiveness
• Oversee and ensure timely monthly and annual financial reporting, internal & external
• Prepare select partnership and corporate tax returns and supervise audit and tax functions with
outside CPA firms
• Supervise Accounting Staff
• Maintain all insurance needs incl. comprehensive, construction and professional policies
• Implemented consolidated insurance program saving in excess of 15% annually
• Facilitate employee benefit programs, payroll, medical, disability, and pension plans
Controller October 1992 to May 1995
Upgraded software to integrated property management system
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Prepared construction draw requests and managed contractor disbursements
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Formalized the compilation of monthly and annual financial reports, internal & external
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Fulfill all financial reporting requirements by federal, state, and local authorities
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Assist outside CPA firms in audit and tax functions
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Responsible for budgets and variance reports for shopping centers and construction projects
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Oversee tenant billing functions prepared by property management staff
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Lone H. Sorensen, Page 2 of 2
Harry P. Terrill, Inc, Alhambra, CA August 2000 – Present
General contractor specializing in remodeling of government owned projects
Consultant
Problem solver for all general accounting functions
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Consultant for Quickbooks related issues
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Preparation of corporate and pension tax returns
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Harry P. Terrill, Inc, Alhambra, CA August 1980 – December 1983
General contractor specializing in remodeling of government owned projects
Bookkeeper
General ledger accounting functions for small firm
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Accounts payable for federal monitored projects, including payroll reporting
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A/R including monthly draw request for federal and local government projects
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Process payroll and payroll reporting requirements
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Education
BS Business Admin Accounting, California Polytechnic University, Pomona, CA 1988
Summa Cum Laude, Phi Kappa Phi, Delta mu Delta
Most Outstanding Accounting Student in the School of Business
California Certified Public Accountant Exam 1988
Affiliations
Reading is Fundamental of Southern California, Board of Directors, Treasurer
Rotary Club of Covina Sunrise, Board of Directors
American Society of Women Accountants, Los Angeles, Past President
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