Meet Team Optima

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 tactical role in helping companies improve internal processes and migrate to systems scalable with their growth and profitability plans. His ability to adapt to the various needs of for-profit and nonprofit organizations makes him a valuable resource for many companies. Jonathan’s qualifications and experience include strategic planning, budgets, forecasts, audit preparation, financial analysis, internal controls, cash flow management, risk management, and financial reporting.

Jonathan possesses a Bachelor of Accounting from the University of Witwatersrand in Johannesburg, South Africa, and an MBA from Alvernia University in Reading, PA. He was a Chartered Accountant (SA) and successfully completed the Pennsylvania Uniform CPA Examination.