Dan Mortensen Email and Phone Number
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Experienced in public accounting, tax, real estate, venture capital and private equity industries. Skilled in audits, financial statement review, budgeting, tax compliance, process improvements, data analysis.
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Chief Accounting OfficerVantage DevelopmentAmerican Fork, Ut, Us
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ControllerOz Development Llc Mar 2019 - Dec 2024- Research and collaborating with management to ensure Opportunity Zone investments are within compliance with IRS regulations. - Track preferred distributions for investors of investment entities - Prepare, financial statements for investment funds & consolidated financials statements for corporate entity in accordance with GAAP, utilizing QuickBooks for preparation and Excel for consolidation.- Simplified expense reporting by implementing Expensify- Supervise A/R & A/P cycles for each entity- Work with insurance brokers to ensure benefits are both affordable to the company and competitive for the employees- Review company-wide payroll and benefits - Developed tax compliance process for payables department - Handling HR duties such as onboarding, benefits, 401(k) & HSA contributions, etc -
ControllerCost Segregation Authority, Llc Mar 2019 - Oct 2022Lindon, Utah, Us- Prepared all financial statements for 30+ investment entities for partners & consolidated financials for corporate entities in accordance with GAAP, utilizing QuickBooks and Excel- Improved internal controls- Simplified & streamlined expense reporting with implementation of Expensify- Supervised accounts receivable and payable processes for all entities- Reviewed company-wide payroll, including sales commissions and benefits - Improved tax compliance process for payables department - Handled duties such as onboarding, benefits, 401(k) & HSA contributions, etc.- Effectively developed process to track and pay outside referral fees for complex affiliate agreements- Performed final reviews on Cost Segregation Reports before final delivery to clients- Researched Tax Code for unusual asset classifications for related to Cost Segregation Reports -
Corporate Accounting ManagerPeak Capital Partners Oct 2018 - Jan 2019Provo, Utah, UsAdditional to previous responsibilities and under direction of the CFO, oversaw the corporate accounting teams for both the private equity firm and the internally developed property management firm. Worked to resolve inter-company receivables. Coordinated with 3rd party HR company to ensure the complex payroll system was funded and recorded appropriately. -
Accounting And Tax AssociatePeak Capital Partners Oct 2017 - Oct 2018Provo, Utah, UsOversaw all tax compliance for private equity firm owning 125+ multi-family housing complexes in 39 states across the U.S & Puerto Rico. Prepared and initiated quarterly distributions to equity partners. Coordinated tax return preparation with outside CPAs and reviewed returns. Recorded acquisition, cost segregation results, refinances and dispositions across portfolio. Prepared and reviewed financial consolidations and special reporting for properties involved in 1031 exchanges and TIC deals. Additionally, prepared the financials related to company's venture capital investments into various successful start-up companies.
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Staff AccountantUlrich & Associates, P.C. Jul 2014 - Sep 2017Prepared tax returns for a wide range of business, personal and not-for-profit entities. Assisted with audits of governmental and not-for-profit entities throughout the state of Utah. Assisted partners with consultation projects preparing information and schedules specific to the needs of client, Prepared payroll and books for clients.
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Tax InternUmb Fund Services Jun 2014 - Jul 2014
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Tax InternUlrich & Associates P.C. Feb 2014 - Apr 2014
Dan Mortensen Skills
Dan Mortensen Education Details
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Western Governors UniversityAccounting -
Weber State UniversityAccounting And Taxation
Frequently Asked Questions about Dan Mortensen
What company does Dan Mortensen work for?
Dan Mortensen works for Vantage Development
What is Dan Mortensen's role at the current company?
Dan Mortensen's current role is Chief Accounting Officer.
What is Dan Mortensen's email address?
Dan Mortensen's email address is da****@****ity.com
What schools did Dan Mortensen attend?
Dan Mortensen attended Western Governors University, Weber State University.
What skills is Dan Mortensen known for?
Dan Mortensen has skills like Customer Service, Microsoft Office, Accounting, Tax, Time Management, Auditing, Leadership, Financial Reporting, Microsoft Excel, Social Media, Team Leadership, Data Analysis.
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