Project Construction

David C. Sorjonen

**** ******** ***

Marietta, GA 30062

Cell: 404-***-****

*************@*****.***

EDUCATION & CREDENTIALS

BS in Accountancy – Auburn University January 97 – December 00

CPA Track – Studying and scheduled to sit for CPA exam.

CAREER PROFILE

A very accurate, organized, and detail oriented accountant with over 8 years of experience working in dynamic work

environments. Self-starter with an entrepreneurial spirit accomplished in developing new programs and processes while

facilitating change to meet organizational operating and financial objectives. Skilled in building effective teams that deliver

results.

PROFESSIONAL HISTORY

Massey Atlanta Distributing, LLC July 07 – September 09

Massey Atlanta Distributing (MAD) wholesales and distributes food and beverage products to every

Walgreens and Whole Foods locations within the state of Georgia. MAD had annual sales of roughly

$500,000. MAD employed one salesman and one route driver.

Owner / Operator – Partial Owner and President of MAD with responsibilities in overseeing all of the day-to-day operations.

• Established and maintained client relations

Handled all purchasing of products

Coordinate shipping and receiving

Develop routes for driver

Handle all bookkeeping and accounting

• Coordinated the development of company website

Roberts Properties, Inc. February 08 – December 08

Roberts Properties is a commercial real estate management, development, and construction firm located in Sandy Springs.

Roberts Properties was established in 1978 and has over $100 million in property owned and under management. Roberts

Properties has a publicly traded entity as well as 15 privately held entities.

Controller – for all accounting and reporting processes for Roberts Properties Investments, Roberts Properties Construction,

and 13 property holding LLC’s. Managed staff of two accounting managers and an accounts payable clerk.

• Reviewed all financial statements, bank draws, construction draws, owner contracts,

subcontracts, change orders, and payables for accuracy and appropriateness

• Assisted CFO with Cash Management

• Coordinated and approved bank draws for all properties with construction loans

Developed a payroll allocation process capturing more overhead cost, allocating that cost to jobs and therefore billing the

client

• Modified chart of accounts and developed metrics to better monitor

the billing of overhead costs through jobs

• Developed a highly complex Excel database with pivot tables and reports that

identified over $200,000 in savings on a cost plus job with a contract amount of $3

Million. Also developed processes, databases and reports for owner change orders

that identified another $100,000 in savings for same contract

• Reconciled all Interest Rate Swap Agreements on monthly basis

•Managed and maintained all insurance requirements and obtained the best policy for

the coverage needed at the lowest possible premium

Managed property tax assessments, appeals, and payments

EPIC Response, LLC November 04 – February 08

EPIC Response is a commercial property disaster remediation and re-construction company that has been in business since

1994. EPIC Response is located in Marietta and was elected as Cobb County’s Small Business of the year for 2008. EPIC

Response has annual revenues of $30 million with a fast paced and dynamic work environment.

Controller – for establishing and developing all accounting and reporting processes for the entire accounting department.

Oversaw and actively participated in all of the day-to-day accounting and reporting for the department. Grew department

from staff of two to four and company annual revenues from $10 million to 30 million.

•

Provided timely and accurate monthly financial statements and

supporting schedules.

Developed the “Contract Schedule” as well as all procedures and deadlines needed for monthly

reporting. The “Contract Schedule” sharply improved the accuracy of reporting actual operating

margins allowing the company to better budget and project financial results.

Identified several key financial metrics to monitor and include in monthly financial dashboard.

• Developed Microsoft Access database to provide graphs and trend lines for several

key financial metrics.

Designed and developed annual budget, format, and processes.

Heavily involved with developing EPIC’s electronic “Time and Material” billings system where personnel scanned in and out

equipment and labor to jobs via Blackberry phone and Bluetooth handheld scanners.

Monitored cash flow and projected cash shortages.

Established and maintained relationship with CPA firm.

Coordinated annual audit. Successful in having very few adjusting entries.

Managed and maintained all insurance requirements.

• Developed, Implemented and Managed all H.R. Policies.

Obtained line of credit, bonding, and state licensing.

• Managed and coordinated with CPA firms, attorneys, and the client an extensive

“Due Diligence” audit initiated by the State of Mississippi on “Time and Material”

billings for work performed on government property damaged by Hurricane Katrina.

Hardin Construction Co, LLC. January 01 – November 04

rdin Construction is a high profile commercial general contractor based out of Atlanta with offices and

projects throughout the Southeast. Hardin’s annual revenues range from $500M to $750M.

Lead Project Accountant – Performed project accounting for complex and high profile projects. Supervised and trained two

project accountants.

• Assisted project management and other project accountants in setting up job cost

structure in accordance with owner contract.

Assisted project management in budget forecasting

Prepared billings to owner for Hardin Construction and Joint Ventures

Reconciled project billings to project costs

Coordinated the processing of and approval of project costs

Primary point of contact for Marriott auditors on all Marriott jobs

Managed the development of Hardin’s imaging and paperless job cost invoice approval system

Developed trial balance for Joint Ventures

Developed financial statements for Joint Ventures

D. S. Robertson and Company, C.P.A. March 98 – January 01

D.S. Robertson is a local CPA firm in Auburn, AL. The firm had two partners and four staff accountants.

Staff Accountant – Wroughly 30hrs / week while attending Auburn University.

•

Provided bookkeeping services and prepared financial statements for 8

companies

Reconciled ledger accounts and prepared working papers for audit work.

Prepared and posted journal entries for bookkeeping services and audit work.

Prepared Personal and Partnership tax returns.

Assisted in preparing weekly payroll for clients.

United States Marine Corps November 92 – November 96

Nuclear, Biological, and Chemical (NBC) Defense Specialist – Instructed Marines on how to protect themselves in an NBC

environment. Obtained the rank of Corporal (E-4) within four years and was awarded a “Letter of Commendation” for a

devotion to duty.

COMPUTER SKILLS

Microsoft Excel – Highly advanced skills in structuring, normalizing, and manipulating data. Advanced

skills in Pivot Tables, Pivot Charts, and Pivot Reports. Advanced skills in professionally and logically

formatting schedules. Able to merge Microsoft Excel data into Microsoft Access therefore providing

better reporting and charting capability.

Microsoft Access – Able to structure a relational database, structure quires, develop reports and charts.

Other Applications - Microsoft Word, Peachtree Accounting, QuickBooks, J. D. Edwards, Timberline,

NetSuite, ODBC, Data Mapping, Web Publishing and Ecommerce.

PERSONAL INTEREST

Family, Technical Reading, Fitness, Sports Related Activities, Building and Working on Classic High Performance Vehicles,

Options Trading, Constant Self-Improvement.

Contact this candidate