Dan Nakahara
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Dan Nakahara Email & Phone Number

Location: San Francisco Bay Area, United States 8 work roles 2 schools
1 work email found @northberkeleywealth.com 6 phones found area 510 and 530 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 6 phones

Work email d****@northberkeleywealth.com
Direct phone (510) ***-****
LinkedIn Profile matched
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Role
Business Manager
Location
San Francisco Bay Area, United States
Company size

Who is Dan Nakahara? Overview

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Quick answer

Dan Nakahara is listed as Business Manager at North Berkeley Wealth Management, a with 11 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at northberkeleywealth.com, phone signal with area code 510, 530, and a matched LinkedIn profile for Dan Nakahara.

Dan Nakahara previously worked as Controller at Yandell Truckaway, Inc. and Director of Finance at Nolo. Dan Nakahara holds Master Of Arts, Economics from California State University - East Bay.

Company email context

Email format at North Berkeley Wealth Management

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{first}@northberkeleywealth.com
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AeroLeads found 1 current-domain work email signal for Dan Nakahara. Compare company email patterns before reaching out.

Profile bio

About Dan Nakahara

Dan Nakahara is a Business Manager at North Berkeley Wealth Management. He possess expertise in management, budgets, microsoft excel, financial analysis, account reconciliation and 25 more skills. Colleagues describe him as "As VP Sales for Nolo's lawyer directory, I regularly interacted with Dan to review my department's budget and forecast and worked with him on several reports and process improvements. While collaborating with Dan to create reports to evaluate our subscription retention and churn, I was impressed by his analytic mindset. Dan also happily helped me create a custom Excel tool for special deals that produced quicker and more professional looking quotes. Beyond Dan's expert grasp… Show more" and "It’s a pleasure to recommend Dan Nakahara, my colleague, mentor and friend. While working with Dan at Nolo, I found Dan to be the consummate leader as well as team player who quietly and expertly persevered against dramatic odds to improve profitability, communication and opportunity company-wide. Dan maintained an open-door policy, and in parted an open-mind towards resolution to support the goals of both the individual and the company. His wisdom, exceptional excel skills, and… Show more"

Listed skills include Management, Budgets, Microsoft Excel, Financial Analysis, and 26 others.

Current workplace

Dan Nakahara's current company

Company context helps verify the profile and gives searchers a useful next step.

North Berkeley Wealth Management
North Berkeley Wealth Management
Business Manager
berkeley, california, united states
Employees
11
AeroLeads page
8 roles

Dan Nakahara work experience

A career timeline built from the work history available for this profile.

Business Manager

Current

Berkeley, California

Execute, manage, and track business operations in the key areas of area of - Financial Reporting and Systems- Regulatory Compliance- Back-office Operations- Human Resource and People- Risk Management.

Mar 2015 - Present

Controller

Pleasant Hill, Ca

Supervised and controlled all aspects of company financial operations and analysis. Prepared and issued monthly consolidated financial statements, forecasts, variance analysis, and executive reports for three related entities. Lead the strategic planning process. Managed AR, AP, banking, cash flow, financing, HR, payroll, benefit plans, and insurance policies. Supervised a staff of six. Maintained accounting policies and procedures.*Developed and implemented an Excel based, full monthly… Show more Supervised and controlled all aspects of company financial operations and analysis. Prepared and issued monthly consolidated financial statements, forecasts, variance analysis, and executive reports for three related entities. Lead the strategic planning process. Managed AR, AP, banking, cash flow, financing, HR, payroll, benefit plans, and insurance policies. Supervised a staff of six. Maintained accounting policies and procedures.*Developed and implemented an Excel based, full monthly forecast and financial analysis cycle from scratch.*Inherited a department with recent disruptive turnover of several key positions. Quickly rebuilt deficient procedures, returning operations to normal.*Led the deployment of ADP WorkforceNow HR and payroll system.*Evaluated, selected and transitioned to a new bank, and secured equipment financing.*Provided analysis and supported re-negotiations of $1.5mm deal, increasing profitability by 10%.*Developed and deployed a custom MS Access order management system, including accounting and XML EDI modules, for a $1.5mm revenue line creating efficiencies that reduced labor costs by 20%.*Developed and deployed HR policies, including performance evaluations and progressive discipline.*Developed payment application import procedure into Quickbooks saving 10 hours of manual labor per month.*Instituted a cross department AR management process, reducing overdue AR by 50%.*Deployed VOIP system to multiple locations saving an estimated $12k per year. Show less

Mar 2012 - Feb 2015

Director Of Finance

Berkeley, Ca

Responsible for all aspects of financial operations and analysis for a business with four distinct revenue channels and seven cost departments. Supervised accounting group of five and business systems group of three. Issued monthly financial statements and prepared quarterly board of directors and shareholder reporting. Analyzed monthly forecasts and annual budget. Oversaw preparation of audited financial statements and tax returns with CPA firm. Managed cash flow AR, AP, banking… Show more Responsible for all aspects of financial operations and analysis for a business with four distinct revenue channels and seven cost departments. Supervised accounting group of five and business systems group of three. Issued monthly financial statements and prepared quarterly board of directors and shareholder reporting. Analyzed monthly forecasts and annual budget. Oversaw preparation of audited financial statements and tax returns with CPA firm. Managed cash flow AR, AP, banking, insurance. * Key member of the team that prepared and executed the acquisition of Nolo by Internet Brands. Main liaison with M&A broker, Berkery Noyes, and equity attorneys, Scott & Salmanowitz, LLP.* Maintained and refined Excel based forecast and analysis of key business drivers. * Transitioned company GL software.* Assumed leadership of Business Systems department of after company restructuring. * Oversaw the development of the development of a SQL database for business intelligence reporting.* Managed integration of financial reporting into requirements and policies of new parent company.* Managed the transition of trade sales and fulfillment functions from an in-house department to a contractor, Ingram Publisher Services. Show less

Nov 2009 - Mar 2012

Accounting Manager

Berkeley, Ca

Responsible for completion of all monthly general journal entries, account reconciliations, royalty administration, bank reporting, and draft financial statement preparation. Participated in forecasting/budgeting process. Facilitated annual audit and tax preparation. Prepared short term cash forecast. Prepared all property, business, and sales tax filings and handled related audits. * Assumed role with minimal training due to turnover of position twice in 3 months. Quickly learned… Show more Responsible for completion of all monthly general journal entries, account reconciliations, royalty administration, bank reporting, and draft financial statement preparation. Participated in forecasting/budgeting process. Facilitated annual audit and tax preparation. Prepared short term cash forecast. Prepared all property, business, and sales tax filings and handled related audits. * Assumed role with minimal training due to turnover of position twice in 3 months. Quickly learned policies and procedures and maintained operations with no negative impacts. Show less

Jan 2009 - Nov 2009

Financial Analyst

Berkeley, Ca

Coordinated company wide forecast process; met with lead budgeters on a regular basis; maintained and developed Excel based forecasting system; performed & coordinate follow up research and analysis; participate in operational improvement discussions. Maintain and develop product profitability analysis. Perform ROI analysis on special sales opportunities. *Developed an analysis and presentation on deal that saved company $75k of cash flow over a 3 year period.*Participated in a… Show more Coordinated company wide forecast process; met with lead budgeters on a regular basis; maintained and developed Excel based forecasting system; performed & coordinate follow up research and analysis; participate in operational improvement discussions. Maintain and develop product profitability analysis. Perform ROI analysis on special sales opportunities. *Developed an analysis and presentation on deal that saved company $75k of cash flow over a 3 year period.*Participated in a workforce reduction analysis during the economic downturn in a professional and confidential manner. Show less

Aug 2008 - Jan 2009

Founder/Partner

Yes Press

Custom Garment Screen Printingwww.yespress.info* Collected information and analyzed business opportunity, created successful business plan* Implemented business plan, venture profitable in first year* Established all administrative systems, ensuring that operation was successfully handed off to business partner after first year

Nov 2006 - Aug 2008

Full Charge Bookkeeper / Office Manager

www.lenehan.com* Maintained and organized all bookkeeping and critical files for the company; oversaw successful audit by the California Board of Equalization* Involved with project estimation and profitability analysis through several large projects helping the business achieve strong profits.

Aug 2005 - Oct 2007

Baker / Bookkeeper / Member

Arizmendi Bakery & Pizzeria

www.arizmendi-bakery.org* Collaborated with 12 other cooperative members using a democratic, consensus process* Chaired finance and marketing committees* Created and maintained spreadsheets for sales, payroll accrual, and vendor reconciliations

Nov 2003 - Aug 2005
Team & coworkers

Colleagues at North Berkeley Wealth Management

Other employees you can reach at northberkeleywealth.com. View company contacts for 11 employees →

2 education records

Dan Nakahara education

Bachelor Of Arts, Economics

* Outstanding Academic Achievement Award, General Economics Option, 2007-2008, College of Business and Economics. * Dean's List: Fall.

FAQ

Frequently asked questions about Dan Nakahara

Quick answers generated from the profile data available on this page.

What company does Dan Nakahara work for?

Dan Nakahara works for North Berkeley Wealth Management.

What is Dan Nakahara's role at North Berkeley Wealth Management?

Dan Nakahara is listed as Business Manager at North Berkeley Wealth Management.

What is Dan Nakahara's email address?

AeroLeads has found 1 work email signal at @northberkeleywealth.com for Dan Nakahara at North Berkeley Wealth Management.

What is Dan Nakahara's phone number?

AeroLeads has found 6 phone signal(s) with area code 510, 530 for Dan Nakahara at North Berkeley Wealth Management.

Where is Dan Nakahara based?

Dan Nakahara is based in San Francisco Bay Area, United States while working with North Berkeley Wealth Management.

What companies has Dan Nakahara worked for?

Dan Nakahara has worked for North Berkeley Wealth Management, Yandell Truckaway, Inc., Nolo, Yes Press, and Lenehan Architectural Glass, Inc..

Who are Dan Nakahara's colleagues at North Berkeley Wealth Management?

Dan Nakahara's colleagues at North Berkeley Wealth Management include Katherine Campbell King, Cfp® (She/Her), Daniel Smyth, Cfp®, Cpwa®, Shabana Shah, Jim Sertich, and Brian Kozel, Cfp®.

How can I contact Dan Nakahara?

You can use AeroLeads to view verified contact signals for Dan Nakahara at North Berkeley Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Dan Nakahara attend?

Dan Nakahara holds Master Of Arts, Economics from California State University - East Bay.

What skills is Dan Nakahara known for?

Dan Nakahara is listed with skills including Management, Budgets, Microsoft Excel, Financial Analysis, Account Reconciliation, Leadership, Analysis, and Strategic Planning.

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