Dan Johnson Email & Phone Number

Portland, OR, US

SAN Francisco, California, US

• Industry: Architecture, Engineering and ConstructionServing the essential needs of the community through innovative, thoughtful, and respectful design.
• Develop and recommend the firmwide overhead and capital expenditure budgets for approval.
• Consolidate and review the office budgets and annual operating plan.
• Direct monthly and year-end financial statement preparation.
• Ensure annual operating plans are achieved – participate in office and project reviews to find proactive solutions to problems and maximize opportunities.
• Monitor the company’s cash flow to minimize debt through timely billing, receivables collection, and cost control.

Portland, Oregon, US

• Industry: Legal OfficesLitigation Defense Attorneys for the Insurance Industry
• Financial planning and reporting- Maintain general ledger, annual budget, monthly, quarterly, and annual taxes and coordination with CPA firm
• Process all bank transactions and reconcile general ledger. Post adjusting entries.
• Depreciation for fixed assets, both new assets and disposals, calculate and post depreciation for internal and tax books
• Manager for payroll conversion with ADP to biweekly pay periods
• Supervise Accounts Payable and Payroll departments (direct reports). Provide annual assessments and review daily coding to ensure the accuracy and integrity of the payroll process with multi-state employees

Washington, DC, US

• Industry: Government AgencyPurpose: Emergency assistance for disaster survivors with low-interest rates loans
• Office of Capital Access (OCA)
• Employee leave requests program design, management, and supervision
• Financial forecast and modeling
• Ad hoc reports on employee performance, attendance metrics, and adherence
• Designed and managed reporting tools for agent forecasting and program development

Portland, Oregon, US

• Industry: WinePurpose: Wine tours and classes
• Staff training, recruiting, and development
• Accounting/finance manager, ad hoc financial reports, budgets, forecasting, taxes (payroll and corporate)
• Social media management, advertising, and marketing
• Partnership development and contract negotiations
• Highlight: Sales growth of over 300% in four years and consistently ranked in the top two on TripAdvisor

• Industry: Registered Financial AdvisorsPurpose: Financial advice, insurance, and wealth management for individuals and businesses
• Managing Partner, wealth management
• Operations manager focused on internal controls, processes, and productivity
• Accounting management including tax reports and filing (payroll and corporate)
• Human resources, payroll, partnership commissions, and compliance
• Highlight: Creation of a successful financial services firm within a few years

Overland Park, KS, US

• Industry: EngineeringPurpose: Design and construction of power substations and overhead and underground transmission lines
• Project budget, adherence, and performance
• Assisted with union labor rates per contract and strategic long-term agreements
• Contractual performance audit and financial reports
• Ad-hoc reports on revenue trends, forecasting, and performance metrics
• Highlight: Four-year job assignment to grow our CA field office from 1 to 80 employees

Master Of Business Administration - Mba, Business Administration

Bachelor Of Science - Bs, Accounting

Sociology