Matthew Lacy, CPA
Matthew is an experienced, enthusiastic Director of Accounting with experience in a wide variety of industries. His background includes more than 10 years of public accounting experience, specializing in financial statement audits. With exposure to a multitude of different business models and client organizations, he quickly adapts to each unique company’s structure and integrates well […]
Maribel Gonzalez
Maribel has more than 23 years of accounting and finance experience. As a Controller at Optima Office, Maribel provides oversight and recommends improvements within the accounting department, including procedures and systems. She has experience implementing accounting best practices, month-end close processes, and internal controls as well as budgeting and forecasting, software implementation, and facilitating data […]
Jovita Lomibao
Jovita is highly knowledgeable, self-driven, and detail-oriented professional with more than 20 years of experience in accounting and finance. With strong analytical, problem-solving skills for understanding the operational requirements in a regulatory environment. Committed to achieve high level of accuracy using ethical work standards as well as strong organizational, analytical and interpersonal skills. A key […]
Jonathan Witkin
Jonathan is a motivated and quality driven professional with experience in managing all aspects of financial and accounting operations. Jonathan has leadership experience within the accounting profession, as well as in an array of manufacturing, distribution, and service industries. He has served on executive, strategic teams, and task teams, and has played a strategic and […]
John Thomas Peck
John joins Optima Office with over 20 years of financial services industry experience having worked in various roles ranging from sales to executive management. Prior to joining Optima, John founded Peck Insurance Agency and an accounting and bookkeeping services business. He began his career at Balboa Capital as an Account Executive before then moving to […]
Joe Jarvis-Segovia
Joseph is a motivated, detailed, and quality-driven professional with experience in managing all aspects of financial and accounting operations. He has worked with a diverse group of industries, including manufacturing, healthcare, building and equipment, hospitality, consulting, automotive, events management, real estate, and shareholder services. His ability to adapt to new industries makes him a valuable […]
Jaye Whittaker
Jaye is a results-driven leader with experience in managing financial and accounting operations. Her diverse industry experience includes SaaS, Cleantech, Engineering, Wireless, Healthcare, Commercial Real Estate, Retail, and Law. Jaye is especially adept at shaping and turning around underperforming teams and departments, streamlining operations, solving problems, and improving collaboration, teamwork, and communication. With over 20 […]
Heather Harris
Heather Harris is a highly motivated and skilled professional with over 28 years of industry experience. She joins Optima after her recent position as VP of Finance / Controller at a consumer-packaged goods company. Prior experience includes telecommunications, bankruptcy, and fulfillment center services. Heather has both hands-on and management experience and is detail-oriented with excellent […]
Edna Steele
Edna is an accounting and financial professional with 22+ years of general accounting management, financial analysis, and knowledge of GAAP. She has experience dealing with all levels of management and coaching teams for greater productivity and understanding. She has strong problem solving and sound decision-making abilities. She collaborates well with management to resolve variances, refine […]
Helen Rosenberg
Helen is a senior financial executive and trusted strategic and implementation partner to companies in a variety of sectors including media, production, market research, event planning, manufacturing and interior design. Her ability to adapt to new industries makes her a valuable resource for many companies. She has over 30 years of financial and operational experience […]