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. •Develop guidelines and policies for the accounting, budgeting, and auditing requirements of the firm, including compliance with GAAP and FAR.•Develop and monitor project performance, including project reviews and an internal audit process.•Oversee implementation and development of the firm’s financial systems to ensure that firm leaders and managers have useful, understandable, and timely information to manage the firm, offices, and projects effectively.•Responsible for the firm’s tax planning strategy and implementation in collaboration with MWA’s CPA.•Direct the firm’s DCAA Compliance Program to ensure that proper systems and reporting are in place and those specific requirements are achieved.•Review selected contracts to ensure direct (labor), indirect (overhead), billing rate determinations and insurance provisions meet specific contractual requirements and are appropriately reflected in invoices submitted under each contract.

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•Annual budget and FTE creation, CPA audit, and regular ad-hoc reporting•Lead member on implementation of new accounting software (07/2023) and time entry/billing software (09/23) •Project manager for conversion to full-service payroll processing with ADP (11/2023) and report creation and department/firm operations and procedures•

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• Assist with daily review, process, and audit of time & and attendance• Departure: Opportunity for career advancement with Bullivant Houser\

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•Departure: Covid paused operations in 2020. Began to work with the SBA. Sold business in 2021

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 •Departure: Sold shares to my partners to pursue my passion for wine

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•Departure: Completed MBA and wanted to pursue other career challenges

Master Of Business Administration - Mba, Business Administration

Bachelor Of Science - Bs, Accounting

Sociology