Teams at Optima Office

Leads the organization’s enterprise technology strategy, infrastructure, applications, cybersecurity, AI adoption, business intelligence, and digital platforms. Oversees IT service providers, vendors, contracts, risk management, disaster recovery, access controls, staff support, training, documentation, and technology projects. The role manages cross-functional innovation initiatives and ensures reliable, secure, cost-effective technology aligned with organizational and member experience goals.

Part-time/contract CFO providing strategic financial leadership to client companies: oversee month/quarter/year-end close, financial reporting, audits, budgets, cash flow and financing, forecasting and predictive models, implement accounting systems and controls, manage banking and external auditors, mentor and manage accounting staff, work with boards, and recommend best practices to improve financial operations.

Manage general accounting and bookkeeping functions, supervise accounting staff, maintain G/L, prepare financial statements and supporting schedules, cash flow projections, fixed assets, inventory roll forwards, margin analysis, and communicate with customers about past-due invoices.