Jennifer Barnes

About Jennifer Barnes

Jennifer Barnes‍🦰 is the dynamic Founder and CEO of Optima Office, Inc, a leading provider of part-time Controllers and CFOs, as well as bookkeeping and human resource services. She has a proven track record of building two successful companies: she scaled her first to become the - and grew Optima Office to be the tenth fastest-growing company in the region, earning recognition on the. list for two consecutive years. Currently, Jennifer leads a team of more than 100 W2 employees and takes pride in winning the “ ” award each year. Jennifer specializes in transforming financial data into strategic insights. Her philosophy of “ ” reflects her dedication to building high-performing teams, optimizing internal operations, and delivering lasting value to [] Financial Management Essentials:[] Understand Your Company’s Numbers [] KPIs That Drive Profitability: IndustrySpecific Metrics That Matter [] Cash Flow Mastery: Strengthening Your [] Business Through Controls🤵Business owners need reliable financial reporting and an experienced HR professional to make informed decisions. The problem is they often don’t have a sound financial and HR reporting system because they don’t think they can afford an experienced Accounting and HR team. At Optima, we have a team of finance and HR professionals who can help you at every level. Our goal is to put the right people in the right position for your business so you can focus on what you are good at.If you are ready to grow with Financial and HR wisdom behind you. Here\'s how to get started. 1⃣ Speak with one of our Financial or HR advisors2⃣ Get a custom plan and team for your business3⃣ Grow with the rigth Accounting and HR teamDon\'t hold your business back because you lack sound Accounting or HR information. Optima Office provides Outsourced Accounting, Fractional CFO & Controllers, and Human Resources Services. We serve nearly 300 companies across the United States, with a concentration on the West Coast. Our team members work onsite with our clients or remotely. We bill hourly so the team can be flexible to our client’s needs. At Optima, we focus on retention so that our clients have the utmost consistency. Our team is reliable, kind, and efficient. To learn more, contact us at 85••••••34 or visit

Experience

1. CEO & Founder

   Optima Office, Inc

   Oct 2018 — Present · San Diego, CA, US

   Jennifer graduated from the University of Arizona with a Bachelor’s degree in Finance and Marketing. Earned her MBA from San Diego State University and completed the Becker CPA courses.She has sat on many boards in her career and currently sits on the non-profit boards of The Better Business Bureau, Tech Coast Angels, and Junior Achievement. She also sits on a publicly traded board- Presidio\'s Property Trust and is on the audit committee. She is also a partner of Social Venture Partners, which supports nonprofit organizations. Jennifer actively volunteers as a mentor at SDSU and REC at Miramar College and enjoys being a speaker and judge in various student competitions. Jennifer is currently a member of Rotary (club 33), Vistage International, Young Entrepreneurs Council, Collective 54, Entrepreneurs Organization (EO), Connected Women of Influence (CWI), National Association of Women Business Owners (NAWBO), and the San Diego Chamber of Commerce.Jennifer is a tenacious, kind, and genuine business executive. Work-life balance is very important to her, so she is adamant about her team having a flexible, friendly, and awesome workplace. Providing opportunities to superstar employees and helping small businesses grow is what keeps her motivated. Jennifer is married, has 7 nieces and nephews, loves spending time with friends and family, and enjoys being outside, especially jogging on the beach or speeding down the mountain on a snowboard.

Education

• San Diego State University

  Executive MBA

  2008

• University of Arizona

  Bachelor of Science (B.S.), Finance and Marketing

  1997 — 2001

Skills

• Acquisitions
• Finance
• Microsoft Excel
• Non-Profits
• Adp Payroll
• Account Reconciliation
• Accounting
• Accounts Payable
• Financial Analysis
• Accounts Receivable
• Nonprofits
• Auditing
• Start-Ups
• Internal Controls
• Budgets
• Program Management
• Business Development
• Forecasting
• Quickbooks
• Managerial Finance
• Management
• Account Management
• P&L Management
• Mergers & Acquisitions
• Financial Statements
• Cash Management
• Budgeting