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Jaye Whittaker, Mba, Ma Email & Phone Number

Finance & Accounting Consultant at Optima Office
Location: San Diego, California, United States 10 work roles 3 schools
1 work email found @jayewhittaker.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Current company
Role
Finance & Accounting Consultant
Location
San Diego, California, United States

Who is Jaye Whittaker, Mba, Ma? Overview

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Quick answer

Jaye Whittaker, Mba, Ma is listed as Finance & Accounting Consultant at Optima Office, based in San Diego, California, United States. AeroLeads shows a work email signal at jayewhittaker.com and a matched LinkedIn profile for Jaye Whittaker, Mba, Ma.

Jaye Whittaker, Mba, Ma previously worked as Controller at Optima Office and Finance & Accounting Consultant at Tekion Corp. Jaye Whittaker, Mba, Ma holds Mba, Finance, E-Commerce from University Of San Francisco.

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Email format at Optima Office

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{first}@jayewhittaker.com
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Profile bio

About Jaye Whittaker, Mba, Ma

EXECUTIVE SUMMARYI can help you improve the way you do business and your bottom line by implementing Finance and Accounting best practices, processes, financial models and reports, streamlining operations and increasing productivity, developing effective cross-functional collaboration, improving team work and communication, solving complex problems, turning around underperforming departments and projects, and cutting costs with sustainability and other initiatives. During my career, I have achieved $150M in savings & profitability. AREAS OF EXPERTISE:• Financial Planning, Analysis & Forecasting• Variance Analysis, Trends, Business Drivers, Metrics, KPIs • Operating Expense & Capital Expense Budget Development & Management• Financial Statements• Excel Financial Modeling• Accounting: Month-End Close, Accruals, Journal Entries, GAAP, Chart of Accounts, General Ledger, Accounts Payable, Accounts Receivable Management & Collections• Leading, Mentoring, Training & Building Teams (Direct Reports & Cross-Functional)• Creating and Presenting Dashboards and Reports to leaders• Performance Metrics & KPIs• Identifying & Driving Cost-Cutting Initiatives• Business Process Improvements• Project Management & Systems Implementation• Communications, including Writing and Public Speaking• Cross-Functional Collaboration• Exceptional Interpersonal Skills - Strong "People Person"INDUSTRY EXPERIENCE:For Profit: Sustainability / Cleantech, Wireless, R&D, Energy Storage, Architecture & Engineering, Healthcare, Commercial & Residential Real Estate and Mortgage, Retail, Law.Nonprofit: Performing Arts, Arts Education, Education, Museum & Cultural CentersSOFTWARE & SYSTEMS:QuickBooks Online, Oracle (Financials, Discoverer, Real Estate, BI, AP), Hyperion, Essbase, Great Plains, BI360, Deltek, advanced Excel (e.g., VLOOKUP, SUMIFS, Pivot tables, Graphs & Charts), PowerPoint, basic Access & SQL.

Listed skills include Financial Analysis, Forecasting, Cross Functional Team Leadership, Financial Modeling, and 46 others.

Current workplace

Jaye Whittaker, Mba, Ma's current company

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Optima Office
Optima Office
Finance & Accounting Consultant
AeroLeads page
10 roles · 19 years

Jaye Whittaker, Mba, Ma work experience

A career timeline built from the work history available for this profile.

Controller

Current

San Diego, CA, US

Manage teams of accounting and finance personnel for nonprofit clients in education, arts and cultural sectors, and for-profit clients in industries such as SaaS, commercial & residential real estate, engineering, executive coaching, biotech, staffing, wireless, and cleantech/sustainability.Manage or supervise month-end close, financial statement.

Sep 2023 - Present

Finance & Accounting Consultant

Pleasanton, California, US

Partnered with CFO to establish formal FP&A function and reports for executives, Board and PE investors. Performed analysis and reporting of metrics (MRR, Average Revenue per Customer). Took over Accounts Receivable collections, researching past due accounts, collaborating cross-functionally with sales and customer success departments, calling customers.

Feb 2023 - Sep 2023

Finance & Accounting Consultant

Green Startup Institute / Green Experts Academy

Advised sustainability entrepreneurs on finance and accounting concepts and practices. Developed financial models and reports for budgeting, forecasting, variance analysis, financial analysis, scenario analysis, pricing, break even, ROI, and financial statements. Built financial models for budget, variance analysis and financial forecast to support.

2019 - 2022 ~3 yrs

Manager, Financial Planning & Analysis (Fp&A)

San Diego, California, US

R&D and manufacturer of energy storage & power delivery with $130M in revenues for renewable, transport, wireless & others. Created new streamlined and more user-friendly financial model for Finance team, Executives, Board and Earnings Calls, including P&L, Balance Sheet, Cash Flow Statement, metrics, and analytical views of revenue, cost of goods sold.

2018 - 2018

Manager, Financial Planning & Analysis (Fp&A)

California Forensic Medical Group (Cfmg)

Medical staffing company with $100 million in annual revenues. Reported to CFO and collaborated closely with COO, CEO, senior and cross-functional leaders. Created new standardized financial reports for operations leaders, who never had exposure to company's finances, and educated them on financial impact of their operations. Responsible for conducting &.

May 2016 - Aug 2017

Manager, Financial Planning & Analysis (Fp&A)

Green Startup Institute

Advised start-up company founder on functional areas, including finance, accounting, operations, IT and HR. Developed basic training for entrepreneurs on finance and accounting.

2015 - 2016 ~1 yr

Manager, Financial Planning & Analysis (Fp&A)

San Diego, California, US

Global architecture & engineering firm with approximately $365M in annual revenues and 1600 employees working in transportation, water, energy, climate mitigation, and commercial real estate projects. Hired by CFO and his deputy to develop and manage the next fiscal year budget for 70 regions and departments in the U.S., Australia and Canada. Created.

2014 - 2015 ~1 yr

Senior Financial Analyst (After Real Estate Dept. Outsourced)

Atlanta, Georgia, US

Wireless carrier in pre-paid sector with $3B in annual revenues and 4,000 employees at its peak; AT&T acquired & moved operations to Atlanta. Background: After outsourcing of Real Estate Dept., HR retained and repositioned me into Finance role, not only due to my extensive background in Finance, but also due to my track record at Cricket, reputation for.

2011 - 2014 ~3 yrs

Real Estate Manager (Promotion)

Atlanta, Georgia, US

Managed Commercial Real Estate transactions and portfolio of retail and office locations, including acquisitions, dispositions (subleases, buyouts, early terminations) and renewals. Advised sales, legal, real estate and finance leaders on best deal terms. Negotiated terms on LOIs and leases with Landlords, brokers and subtenants. Partnered with brokers.

2010 - 2011 ~1 yr

Senior Property Manager

Atlanta, Georgia, US

Hired as Real Estate Department’s first and sole in-house finance & accounting expert to shape newly formed department, taking team from “problem child to model department,” according to Controller. Directed and mentored national and global team of Commercial Real Estate and cell site Lease Administrators & Property Managers, including 6 direct reports and.

2007 - 2010 ~3 yrs
3 education records

Jaye Whittaker, Mba, Ma education

Mba, Finance, E-Commerce

University Of San Francisco

B.S.B.A, Finance

John Carroll University

Master Of Arts - Ma, Nonprofit Arts Management

American University
FAQ

Frequently asked questions about Jaye Whittaker, Mba, Ma

Quick answers generated from the profile data available on this page.

What company does Jaye Whittaker, Mba, Ma work for?

Jaye Whittaker, Mba, Ma works for Optima Office.

What is Jaye Whittaker, Mba, Ma's role at Optima Office?

Jaye Whittaker, Mba, Ma is listed as Finance & Accounting Consultant at Optima Office.

What is Jaye Whittaker, Mba, Ma's email address?

AeroLeads has found 1 work email signal at @jayewhittaker.com for Jaye Whittaker, Mba, Ma at Optima Office.

Where is Jaye Whittaker, Mba, Ma based?

Jaye Whittaker, Mba, Ma is based in San Diego, California, United States while working with Optima Office.

What companies has Jaye Whittaker, Mba, Ma worked for?

Jaye Whittaker, Mba, Ma has worked for Optima Office, Tekion Corp, Green Startup Institute / Green Experts Academy, Maxwell Technologies, and California Forensic Medical Group (Cfmg).

How can I contact Jaye Whittaker, Mba, Ma?

You can use AeroLeads to view verified contact signals for Jaye Whittaker, Mba, Ma at Optima Office, including work email, phone, and LinkedIn data when available.

What schools did Jaye Whittaker, Mba, Ma attend?

Jaye Whittaker, Mba, Ma holds Mba, Finance, E-Commerce from University Of San Francisco.

What skills is Jaye Whittaker, Mba, Ma known for?

Jaye Whittaker, Mba, Ma is listed with skills including Financial Analysis, Forecasting, Cross Functional Team Leadership, Financial Modeling, Budgets, Management, Leadership, and Team Building.

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