Daniel Johnson Email & Phone Number

St Charles, Illinois, United States

Northbrook, Illinois, Us

Acting CFO for a regional janitorial and maintenance firm that supports high rise residential, multi family and commercial businesses in the Chicagoland area. We primarily supply staff for routine maintenance of buildings, including door staff, janitors, and maintenance staff.

Intuit Certified QuickBooks ProAdvisor for QuickBooks Online and QuickBooks Desktop. Specializing in QuickBooks support issues for entrepreneurial and middle market entities. Knowledgeable in QuickBooks workflow, Chart of Accounts set up and modification, Bank Feed Setup, User Permissions and Settings, Bookkeeping, Reconciliations, QB Training, Estimating, Purchase Orders, Job Costing, Product Upgrades and Financial Statement Review.

St. Charles, Illinois, Us

Focused on client management and development. I see myself as an advocate and liaison for our clients, using a global approach to provide analytical metrics, improve processes, develop procedures, identify risks, and use financial tools to best identify and then meet their financial goals. My unique background in accounting and banking allows me to work closely with clients to help secure the very best credit terms, most competitive rate, and overall banking relationship to best meet their needs. Also actively building strong relationships with accountants, attorneys, bankers, and financial advisors to maximize client success in the future.

Developed over $10 million in small business loans for $175 million local Community Bank. Loans were primarily to small businesses and real estate owners in the Fox Valley.

Chicago, Il, Us

Responsible for credit underwriting, loan presentation preparation and deposit needs of Commercial and Industrial businesses ranging from $3mil to $25mil in annual sales. Engaged in proactively identifying enterprise risks in existing portolfio during challenging bank environment in 2009 and 2010. Successfully alligned corporate accounts into specific business lines consistent with shift in corporate strategy. Responsibilities include structuring commercial transactions, negotiating loan covenants and continuously monitoring loan portfolio to proactively identify issues and opportunities.

Us

Senior Credit Analyst during transition from EFS Bank to MidAmerica Bank. Responsibilities included preperation of Credit Presentations for Elgin and Carpentersville offices, training new analysts and participating on sales calls with experienced bankers.

EFS Bank was a community Bank with $1.0 billion in assets and 9 locations in the Fox Valley, prior to its sale to MidAmerica Bank in 2006. The Bank's portfolio consisted of mortgage loans, personal loans, auto loans and a $250million commercial loan portfolio at its peak. My responsibilities included preparing Credit Presentations, testing covenants and assisting lenders on calls during strong growth period from 2003 to 2006. During my tenure, I split time between the Elgin office and Carpentersville office, working with a team of 4 lenders, primarily focused on commercial real estate loans, lines of credit and equipment loans. Also assisted in training 2 credit analysts.

Internship in the Audit function of a mid-size CPA firm in Elgin, IL. Supported expereinced CPA's on engagements, including compilations, reviews and audits. Provided reconciliation of general ledgers and basic accounting support during internship.

Neu-Isenburg, De

International Billing and Accounting Internship during college breaks.