Loren Anderson, CPA Resume

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Summary Statement

Certified Public Accountant; passed all four parts of the CPA examination on the first sitting. Five years auditing. Controller 11 years. Experienced in accounting, GL reconciliations, payroll, financial analysis, staff supervision and training, continuous process improvement, accounting system software development projects, corporate income tax documentation. Credit unions, travel, and entertainment industries. Employee of The Year 1996. Experienced in SAP, GL Bible, and Vista Global. Advanced Excel.

Professional Experience

ABC Studios – The Walt Disney Company, Burbank CA

Construction Accountant, Code Black – Season 1 05/2015 – 03/2016

Trained Construction Office Assistant in Excel, payroll, and accounting procedures

Process weekly payroll for the construction workers

Handle accounting for all materials used to build the sets

Prepare daily Hot Cost Reports and reconcile them to the GL Bible and Vista Global cost reports

Inspect the sets daily to see the construction in process and to see exactly how all materials were used.

ABC Studios – The Walt Disney Company, Burbank CA

Wrap Accountant, ABC Studios Production Finance 04/2013 – 05/2015

Prep pilots and series before show accountants start including accounting database setup, check printing, petty cash, P-Cards, purchase order printing, and payroll.

Receive locked budgets and distribute them for approval.

Process SAP journal entries to post Disney corporate transactions to TV shows

At end of season take over the accounting for TV shows from the production accountants to resolve all open accounting issues.

Prepare cost reports for each episode on a monthly or more frequent basis if needed. Modified ABC Studios Cost Report Covers Excel workbook using VLOOKUP to automatically display GL account name on cost reports when GL account number is entered on variance worksheet.

Provide support to various corporate departments like Business Affairs, Production, and Contract Administration. Reporting to Production Finance Executive. Wrap meetings, manage trial balance show assets including petty cash, and accounts receivable. Research and process outstanding and ongoing A/P, Payroll, and P-Cards, GL account analysis, post journal entries.

Reconcile PSL or Vista transactions to SAP corporate transactions and resolve any outstanding items

Reconcile show checking accounts monthly until account is closed.

Provide tax incentive audit information to outside CPA firm and government officials

Source, Inc., and Help Worldwide, Inc., Newhall, CA:

Chief Financial Officer 09/2009 – 12/2012

Cash flow management, reporting, budgeting, forecasting and variance analysis

Developed Excel biweekly payroll information system including variance analysis and charts

QuickBooks pro 2011: Forms design of Estimates, Invoices, and P.O.’s. Chart of accounts redesign, GL maintenance, accounts receivable, accounts payable, payroll, and payroll tax returns

Created a unified chart of accounts spanning nine different business entities including corporations, partnerships, and LLC’s to simplify and speed transaction processing, financial reporting, and income tax preparation.

Developed system for project time tracking and customer billing

Monthly general ledger journal entries, closing, and financial reporting

Budgeting and variance analysis

All general ledger account reconciliations and analysis

Preparation of income tax work papers for nine business entities

AT&T Interactive, Yellowpages.com, Glendale, CA (TenTek Inc.):

Senior Financial Analyst 11/2008 – 12/2008

Created Excel reports for sales and commissions using data exported from data base

Created Excel template to analyze and report sales commissions for individual sales representatives

Kaiser Permanente, Marketing Finance, Pasadena, CA (Ajilon Finance):

Consultant 03/2008 – 08/2008

Health Plan Marketing Finance: Financial analysis, general ledger accruals and reclassifications, forecasting, lease-purchase tracking, and reporting for cost centers.

Recommended that Kaiser Permanente plan for the possibility that health care reform is enacted, and the marketing departments are called upon to meet increased and different demand.

Streamlined and enhanced Excel forecasting and Executive Summary workbooks.

Developed process to insure that actual general ledger expenses are coded only with Official Budget Categories, to achieve proper alignment with budget amounts, and meaningful variance reports.

Created seamless Excel application using pivot charts to graphically present comparison of actuals to forecasts and budgets, to enable executives to quickly determine areas needing attention.

Trained individuals to perform various business processes, and advanced Excel concepts and uses.

Set up industrial-grade scanner to achieve mandated soft copy reporting and OCR capability

Warner Brothers Entertainment, Inc., Warner Brothers Studio Facilities (WBSF) Financial Operations, Financial Reporting Department, Burbank, CA (Genesis Global Staffing):

Senior Financial Analyst 05/2006 – 01/2008

Participated in monthly, quarterly, and year-end closings for Warner Brothers Entertainment, Inc (WBEI) and WBSF using SAP FI, SAP BW, and legacy systems.

Train and supervise new Senior Financial Analysts in all areas of financial analysis and general ledger accounting.

Analyze monthly Profit & Loss (P&L) statements for multiple departments and preparation and parking of general ledger adjusting general journal entries.

Prepare variance explanation reports. Present and discuss reports at monthly meetings.

SOX general ledger journal entry documentation: Refine records retention procedures, train staff, and verify that all journal entries are documented, filed, and secured.

Create and enhance numerous Excel journal entry workbooks to decrease the time required for the month-end closing processes.

FAS-13: Developed Excel application for Warner Brothers to determine if leased assets should be capitalized in the general ledger. Used advanced Excel functions to calculate the present value of cash flows.

IATSE union vacation and holiday general ledger accruals: developed Excel application to calculate for all Warner Brothers Studio Facilities union members.

Fuel sales: Developed Excel application to extract information from general ledger and calculate gross margin and gross margin percentage for each sale of gasoline, diesel, and propane by the Warner Brothers Studios gas station.

Assisted and trained others in advanced uses of SAP and Excel, or troubleshooting, as requested.

Provided financial data and journal entry assistance to other Warner Brothers entities as requested.

Reconciled general ledger accounts using SAP and Excel. Prepare corporate income tax work papers, and U.S. Department of Commerce reports.

Kaiser Permanente, Pharmacy Finance, Downey, CA (Kforce Finance & Accounting Staffing):

Consultant 02/2006 – 04/2006

Streamlined and enhanced large Excel workbook for inventory analysis. Used Excel Compare, and Power Utility Pak add-in programs to analyze existing workbook structures. Wrote accounting manual related to inventory adjustments using MS-PowerPoint

The St. John Companies Accounting Department, Valencia, CA (Robert Half Management Resources):

Consultant 10/2005 – 12/2005

Reconciled high transaction volume checking account not reconciled for six months up to date. Created Excel workbook for bank reconciliation to automatically match bank data from various sources with book transactions. Write bank reconciliation procedures.

The Walt Disney Company, ABC Television Network, Touchstone Television Productions, LLC, Burbank, CA:

Paymaster – Set Construction / Project Accountant………01/2003 - 04/2003 and 01/2004 - 07/2005

Processed weekly payroll using Cast & Crew, and Entertainment Partners, for Disney’s Touchstone Television set construction employees for up to 20 television productions concurrently, through the 2004/2005 season and the 2005 pilot season.

Trained Construction Coordinators to efficiently use Excel templates, MS-Outlook email, and Windows Explorer.

Accurately maintained and published the hourly construction labor rate tables for all productions

Posted Cast & Crew invoices to the PSL general ledger as requested

Developed Excel templates as needed.

Maintained the Set Construction Hot Cost variance reports in Excel

Used optical character recognition to scan construction materials invoices into Excel for competitive pricing analysis.

Set up a computer file sharing system on the Disney network for the Set Construction Department.

STA Travel Inc. (Division USA), Los Angeles, CA:

Corporate Controller 12/1991 – 11/2002

Was part of the management team which grew Division USA from 12 branches to 130 branches and sales from approximately $36 million to $300 million.

Supported all sales locations with excellent service, including last-minute vendor checks, refunds, on-line point-of-sale technical problems, payroll, and financial reporting.

Gave oral presentations about accounting and finance methods and goals at annual meetings

Successfully designed and implemented numerous accounting system computer program enhancements to automatically post airline ticket sales data to the accounting system, allow storage of additional ticket data with on-screen editing available, increase reporting capabilities, and exporting delimited data for ticket reporting to the airlines.

Developed numerous MS-Excel applications for use by Division USA, and other divisions worldwide.

Consistently closed monthly general ledger accurately in accordance with GAAP.

Consistently first compared to other divisions in getting books closed and reported to Head Office

Prepared monthly balance sheets, profit-loss statements, and cash flow statements.

Heavy training, supervision, and review of the work of an average of 20 accounting staff.

Created, documented, and launched an untold number accounting procedures and processes

Accounts payable: set up invoice filing system using best practices by the Association of Records Managers and Administrators (ARMA).

Prepared budget information as requested

Analyzed monthly branch profit-loss statement variances and corrected any errors discovered

Maintained, adjusted, and reconciled all of STA Travel’s asset, liability, and equity GL accounts.

Regularly reconciled high-transaction-volume general ledger accounts by designing, creating, and using advanced Excel applications.

Maintained daily cash balances, flows, and forecasts. Collaborated with bankers to open accounts, perform international wire transfers, and obtain letters of credit.

Prepared interest method amortization schedules for investments and loans for GL posting.

Counted, reconciled and adjusted multi-location general ledger inventory accounts.

Performed monthly maintenance of fixed assets for eight years, using Fixed Assets Management (FAM) software to record acquisitions and dispositions, and calculate book, Federal and state depreciation schedules. Reconciled the FAM system to the G/L monthly, and to the corporate income tax returns annually. Also maintained the paper library of asset purchase and disposition documentation in parallel with the computerized G/L. Also wrote the detailed fixed assets maintenance manual and ultimately delegated this task to a staff accountant.

Provided all subsidiary ledgers to Arthur Andersen or PricewaterhouseCoopers for annual audits.

Compiled all information to prepare federal and multi-state property tax returns. Prepared business tax returns, 1099-Misc forms, property tax returns, and secretary of state filings.

Heffner, Wright, & Fallon Accountants Incorporated (CPA Firm), Mission Hills, CA

Audit Supervisor 02/1987 – 12/1991

Supervised staff conducting financial audits for numerous large, medium, and small credit union clients throughout Southern California, including Hughes Aircraft, McDonnell Douglas, Southern California Edison, City of Los Angeles, Santa Barbara County, San Diego County, Caltech, Farmers Insurance Group, Unocal, USC and others.

Supervised annual audit of STA Travel, Inc. (see above; my future employer) and preparation of Federal and multi-state income tax returns.

Conducted or participated in various fraud audits and agreed-upon-procedures engagements.

Became licensed as a Certified Public Accountant upon completion of all California Department of Consumer Affairs, Board of Accountancy, Form E – Certificate of Experience requirements.

Prepared corporate income taxes for clients.

Education/Affiliations

Financial Issues in Film & Television, Jay Shapiro

–UCLA Extension, Los Angeles, California

Bachelor of Science in Business Administration with accounting emphasis - 1986

–California State University, Northridge

Associate In Arts

–College of The Canyons, Valencia, California

Treasurer, Paseo Dorena Homeowner’s Association – 1990 to 1995

–Santa Clarita, California

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