Business Manager
CurrentExecute, 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.
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@northberkeleywealth.com
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6 phones found area 510 and 530
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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.
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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.
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A career timeline built from the work history available for this profile.
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.
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
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
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
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
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
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.
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
Other employees you can reach at northberkeleywealth.com. View company contacts for 11 employees →
Katherine Campbell King, Cfp® (She/Her)
Colleague at North Berkeley Wealth ManagementBerkeley, California, United States
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DS
Daniel Smyth, Cfp®, Cpwa®
Colleague at North Berkeley Wealth ManagementBerkeley, California, United States
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Shabana Shah
Colleague at North Berkeley Wealth ManagementOakland, California, United States
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Jim Sertich
Colleague at North Berkeley Wealth ManagementSan Francisco, California, United States
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Brian Kozel, Cfp®
Colleague at North Berkeley Wealth ManagementSan Francisco Bay Area, United States
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Sam Wood-Bednarz, Cfp®
Colleague at North Berkeley Wealth ManagementBerkeley, California, United States
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JR
Jena Regan, Cfp®
Colleague at North Berkeley Wealth ManagementGreater Seattle Area, United States
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* Outstanding Academic Achievement Award, General Economics Option, 2007-2008, College of Business and Economics. * Dean's List: Fall.
Quick answers generated from the profile data available on this page.
Dan Nakahara works for North Berkeley Wealth Management.
Dan Nakahara is listed as Business Manager at North Berkeley Wealth Management.
AeroLeads has found 1 work email signal at @northberkeleywealth.com for Dan Nakahara at North Berkeley Wealth Management.
AeroLeads has found 6 phone signal(s) with area code 510, 530 for Dan Nakahara at North Berkeley Wealth Management.
Dan Nakahara is based in San Francisco Bay Area, United States while working with North Berkeley Wealth Management.
Dan Nakahara has worked for North Berkeley Wealth Management, Yandell Truckaway, Inc., Nolo, Yes Press, and Lenehan Architectural Glass, Inc..
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®.
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.
Dan Nakahara holds Master Of Arts, Economics from California State University - East Bay.
Dan Nakahara is listed with skills including Management, Budgets, Microsoft Excel, Financial Analysis, Account Reconciliation, Leadership, Analysis, and Strategic Planning.
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