Dan Wright

Dan Wright

Tax Intern

Followers of Dan Wright824 followers
location of Dan WrightBoise, Idaho, United States

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  • Timeline

  • About me

    CPA | CFO | Finance Executive | Entrepreneur

  • Education

    • Brigham Young University - Idaho

      1998 - 2004
      Accounting, Business
  • Experience

    • Balukoff, Lindstrom & Co

      Jan 2004 - Apr 2004
      Tax Intern

      Assisted others by completing sections of difficult tax returnsPrepared basic to medium tax returns in Lacerte and GoSystemPrepared depreciation schedules for large multi-state clients.

    • Eide Bailly LLP

      Jan 2005 - Oct 2011
      CPA & Advisor

      Reviewed and prepared complex tax returns and consulted for key clients of the firm. Became a key advisor and integral part of the client’s business strategy. Built and maintained meaningful relationship with long lasting clients. Compiled and reviewed financials statements to allow clients to successfully maintain or obtain bank financing. Controlled budgets, trained and developed staff, and supervised engagements.Eide Bailly LLP is a regional certified public accounting and business advisory firm ranked as a “Top 25 CPA firm” headquartered in Fargo, North Dakota. The firm was founded in 1917 and provides core services of audit & assurance and tax, as well as expanded services, including accounting services, cost segregation,employee benefits, enterprise risk management, financial services, forensic & valuation, health care reform, international services, technology consulting, transaction services, and wealth management. Show less

    • Select Onion Company, LLC

      Oct 2011 - Mar 2012
      Chief Operating Officer

      Managed and oversaw the entire operations of a $15 million dollar company. Developed and implemented sound cost accounting and inventory controls under significant financial constraints. Negotiated terms and contracts with suppliers and vendors. Directed management team and supervised logistics of over 250 employees. Participated in the research, development and expansion of new product lines.

    • Wright & Associates, LLC

      Oct 2011 - now
      Owner & Chief Financial Officer

      Wright & Associates provides executive level financial leadership for high growth companies by improving profits, maximizing cash flow, raising funds through equity and/or debt, and implementing performance management. Designs customized financial strategies to align with business goals, mitigates risk, and supports corporate culture. Expertise in facilitating complex scenarios involving key stakeholders by building strategic relationships and negotiating in the best interest of our clients.

    • Alturas Capital

      Apr 2012 - Mar 2014
      Vice President / Chief Financial Officer

      Deliver insight, expertise and leadership while creating value as an executive team member and key decision maker. Identify, formulate and pursue opportunities for company growth. Design and implement comprehensive financial planning and tax strategy. Alturas Capital was founded with the purpose of creating a successful real estate company. Since 2009, Alturas has made investments of over $50 million, primarily in short and medium term real estate and construction projects. In addition, the company has a growing portfolio of income producing real estate assets and other business interests. Alturas is consistently pursuing additional opportunities in construction, real estate acquisitions, real estate development and private equity. Show less

    • Lucky Bums

      Aug 2014 - Jan 2017
      Chief Financial Officer

      During this eCommerce company’s high-growth phase, I built and executed a profitable three year business plan doubling their revenue. Designed an effective business model and influenced the increase in the line of credit allowing for inventory ordering increases from China. Engineered an intricate investment deal with a key supplier in China which created alignment with suppliers for quicker turnaround and offered cash for expansion.

    • Challenger Hospitality Group

      Dec 2014 - Dec 2020
      Chief Financial Officer

      Consolidated and restructured debt to improve company positioning. Designed a profitable business plan and worked closely with leadership to identify overspending, human capital optimization, and leakage of inventory to reduce unnecessary spending. Implemented incentive programs for key individuals to drive unity and common direction among management with multiple business entities.

    • SeaQuest

      Dec 2016 - Jan 2018
      Chief Financial Officer

      Engaged to introduce structure and accuracy in their accounting systems. Implemented inventory tracking system, identified areas of business where losses were incurred and established a plan to realize significant profitability. During the two year engagement, secured investors to fund future growth, delivered critical business data, created a cohesive leadership team while opening two additional locations and a plan to open two more.

    • Alturas Homes

      Apr 2017 - Oct 2018
      Chief Financial Officer

      Key objective was to achieve business growth through strategic financing and reinvestment of profits. To accomplish this, I sought competitive bids from banks ultimately finding the bank relationship allowing for most favorable leverage, capacity, rate, and structure of specs vs pre-sold. The additional capacity allowed us to buy sufficient lot inventory at reduced prices resulting in increased profit per home. I introduced cost cutting measures allowing for increased profitability resulting in annual EBITDA of more than 15% annually and delivering millions of net profit to owners. Inventory capacity grew from 50 to nearly 100 home sales annually. Show less

    • Alturas Capital Partners

      Apr 2017 - Oct 2018
      Chief Financial Officer - Alturas Real Estate Fund

      As the Chief Financial Officer, grew investors from 50 to over 100 and expanded fund growth from 30M to over 100M over a two year period. Orchestrated complex multi-million dollar investments in both large commercial and multi-family real estate. Headed banking relationship to allow for 65% leverage of investments. In collaboration with the investment team, achieved solid fund growth with a return of over 15% to the investors. Successfully led a financial audit resulting in a positive report for investors. Show less

    • House of Design Robotics

      Jan 2019 - Aug 2022
      Chief Financial Officer

      House of Design (Thomas H Lee Owned) is an ABB Robotics Integration company with strengths in pick and place applications utilizing machine vision systems. We are a lean organization formed by engineers for engineers, with a focus on enabling organizations to implement automation with the highest return on investment. As the CFO, I design financial strategies that align with the over business goals to drive the business forward and while delivering high profitability. A recognized leader in designing financial strategies that offer security to owners, risk mitigation, and steer them for long-term. Show less

  • Licenses & Certifications

    • Certified Public Accountant

      Idaho State Board of Accountacy
  • Volunteer Experience

    • Scout Leader

      Issued by Boy Scouts of America
      Boy Scouts of AmericaAssociated with Dan Wright
    • VP of Memberships, Board Member

      Issued by TREASURE VALLEY CFO FORUM INC on Jan 2012
      TREASURE VALLEY CFO FORUM INCAssociated with Dan Wright