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Jonathan Witkin, Mba Email & Phone Number

Finance and Accounting at Optima Office
Location: Tustin, California, United States 11 work roles 2 schools
1 work email found @jccoc.org 5 phones found area 570 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email j****@jccoc.org
Direct phone (570) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Finance and Accounting
Location
Tustin, California, United States

Who is Jonathan Witkin, Mba? Overview

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Quick answer

Jonathan Witkin, Mba is listed as Finance and Accounting at Optima Office, based in Tustin, California, United States. AeroLeads shows a work email signal at jccoc.org, phone signal with area code 570, and a matched LinkedIn profile for Jonathan Witkin, Mba.

Jonathan Witkin, Mba previously worked as Director of Finance And Accounting at Optima Office and Director of Finance at Total Transportation & Distribution, And Westset Logistics. Jonathan Witkin, Mba holds Master Of Business Administration (Mba), Executive Leadership from Alvernia University.

Company email context

Email format at Optima Office

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*@jccoc.org
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Profile bio

About Jonathan Witkin, Mba

Jonny helps businesses visualize and implement strategic outcomes. He is a high energy, roll-up-your-sleeves business manager focused on helping those he works for achieve outsize value, cash flow and productivity.Jonny is a strong communicator who builds consensus across all organizational levels. He is customer and performance driven and is a master of data driven decision-making. He drives results though his positive attitude, competencies, experience, emotional intelligence & commitment to stay refreshed and ready to deliver.

Listed skills include Leadership, Managerial Finance, Forecasting, Management, and 38 others.

Current workplace

Jonathan Witkin, Mba's current company

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Optima Office
Optima Office
Finance and Accounting
AeroLeads page
11 roles · 30 years

Jonathan Witkin, Mba work experience

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

Director Of Finance And Accounting

Current

San Diego, Ca, Us

Quality driven financial and accounting professional leveraging strategies information systems and human capital. Experienced accounting/auditing professional as well as in an array of service, manufacturing and distribution industries. For-profit & non-profit organizations.

Dec 2024 - Present

Director Of Finance

Total Transportation & Distribution, And Westset Logistics

Led project consolidating Accounting, Purchasing, and enabling ADP feed to new Sage Intacct platform, replacing 2 archaic legacy systems with a relevant scalable platform for business growth and profitability. The objective of this project was to enable accurate timely reporting of financial performance and position of the organization. Led reorganization of staffing and internal procedures in Accounting to support the company's restructure and data clean-up efforts, whilst cross-training staff and improving accountabilities throughout. Helped to identify and eliminate a loss-making venture and to eliminate wasteful spending.

May 2023 - Apr 2024

Accounting Controller

Us

Assisted CFO to ensure a reliable high standard of non-profit organization financial reporting consistent with GAAP. Responsible for budgetary control and ensuring accuracy and timely managerial reports, internal controls intact and providing accounting support for the operational departments within the organization. Worked closely with the CFO and Accounting Team to provide business solutions and support for the strategic objectives of the Organization, via CFO, Leadership Team, Finance Committee, Audit Committee and CEO.

Oct 2018 - Apr 2023

President

Irvine, Ca, Us

JWMS-Outsourced CFO provides CFO, Controller and Accounting Services to private companies and their owners/CEO's in Orange County, CA.We provide the perfect solution for companies focused on growing their business smartly while keeping costs and overheads in check.

Feb 2015 - Oct 2018

Audit Consultant

Hbla, Certified Public Accountants, Inc.

Professional audit, accounting & network services.What motivates our accounting team every day is a simple, client-focused idea: Making your business more valuable. We prize our close working relationships with our clients because those relationships help us to identify opportunities to maximize your financial resources, tax benefits and profit potential.

Nov 2017 - May 2018

Cfo

Secura, Inc.

Executive leader in a closely owned group of apparel companies. Strengthen financial controls, planning & revenue generation in a vertically integrated group which provides manufacturing and design solutions, and which sells its brands B2B and B2C in-line and on the web.

Apr 2016 - Jun 2017

Interim Operations Finance Manager (Consulting Role)

Brookfield, Wi, Us

Created operating plan for a $140MM manufacturing company, supporting its VP Operations manage a business moving from Upstate New York to Mexico. Reported on weekly results and presented monthly results to the local management team and its holding company. Assisted the holding company in its monthly close. Mapped SAP GL accounts to Oracle as part of the post-acquisition ERP integration.

Aug 2015 - Nov 2015

Manager - Transaction Advisory Service (Consulting Role)

Philadelphia, Pa, Us

Completed SAP standard process cost project to research existing regimen, identify weaknesses and recommend improvements for a multi-profit center, multi-SBU chemical manufacturer.

Jun 2015 - Jul 2015

Director Of Finance

Shenandoah, Pa, Us

Reported to the President of the leading food manufacturer/marketer in its category with sales approaching $100MM. Supervised Accounting, IT and Supply Chain. Member of executive management and strategic team. Responsible for financial reporting, budgeting, forecasting, cost accounting, treasury, working capital management, purchasing, incentives, risk management. On point liaison with accountants, lawyers, insurance/risk management & other consultants. Officer status for dealings with corporate bankers. Executive sponsor responsible for choosing SAP.Accomplishments:•Executed a $500,000 SAP R/3 implementation providing lot traceability on time on budget with minimal business disruption.•Created SKU P&L and Customer P&L to review profitability across products, customers and markets. Provided insight into marketing and customer programs, BOM's & routings. These tools facilitated actions to reduce costs and achieve double digit improvement in revenue and margins. •Rolled up P&L's by business segment to give clear sight of the results of segment initiatives and to support appropriate budget allocations. •Ensured timely, accurate financial & management reports - monthly close on business day 2. External audit completed 30 days after YE.•Championed a brand new HR performance management process allied to the company's culture, talent brand, onboard & talent development.•Implemented weighted average cost of capital discounted cash flow models to quantitatively compare, justify and rank projects according to criteria relevant to the decisions.•Trained and assisted team to understand and apply business case principles & decision models to motivate sound investment choices.•Used balanced scorecard as measurement tool to complement strategy plans, forecasts, and to understand levels of achievement. •Conducted M&A analysis, due diligence and recommendations. Led a successful negotiation to eliminate an unsuccessful subsidiary.

2005 - Sep 2014

Controller

Shenandoah, Pa, Us

Led 5 member Accounting Team and reported to CFO. Developed suite of management reports for monthly & quarterly publication. Directed cost-effective EDI transaction savings initiatives with key customers. Maintained treasury & working capital reports. Responsible for business legal, auditing, risk management & bank relationships. Achieved substantial loss control savings via effective third party contracts.

2001 - 2005 ~4 yrs

Accounting Manager

Shenandoah, Pa, Us

Supervised accounting team. Maintained standard costs, managed cash flow, fixed assets, AP, AR, credit management and collections. Eliminated superfluous manual tasks in administration. Streamlined EDI trading partner setup for a multiple distribution center customer. Improved standard purchasing procedures and trained managers.

1997 - 2001 ~4 yrs
2 education records

Jonathan Witkin, Mba education

Master Of Business Administration (Mba), Executive Leadership

Alvernia University

Bachelor Of Commerce (B.Com.), Bachelor Of Accountancy (B.Acc), Accounting, Law, Economics

University Of The Witwatersrand
FAQ

Frequently asked questions about Jonathan Witkin, Mba

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

What company does Jonathan Witkin, Mba work for?

Jonathan Witkin, Mba works for Optima Office.

What is Jonathan Witkin, Mba's role at Optima Office?

Jonathan Witkin, Mba is listed as Finance and Accounting at Optima Office.

What is Jonathan Witkin, Mba's email address?

AeroLeads has found 1 work email signal at @jccoc.org for Jonathan Witkin, Mba at Optima Office.

What is Jonathan Witkin, Mba's phone number?

AeroLeads has found 5 phone signal(s) with area code 570 for Jonathan Witkin, Mba at Optima Office.

Where is Jonathan Witkin, Mba based?

Jonathan Witkin, Mba is based in Tustin, California, United States while working with Optima Office.

What companies has Jonathan Witkin, Mba worked for?

Jonathan Witkin, Mba has worked for Optima Office, Total Transportation & Distribution, And Westset Logistics, Merage Jewish Community Center Of Orange County, Jwms-Outsourced Cfo, and Hbla, Certified Public Accountants, Inc..

How can I contact Jonathan Witkin, Mba?

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

What schools did Jonathan Witkin, Mba attend?

Jonathan Witkin, Mba holds Master Of Business Administration (Mba), Executive Leadership from Alvernia University.

What skills is Jonathan Witkin, Mba known for?

Jonathan Witkin, Mba is listed with skills including Leadership, Managerial Finance, Forecasting, Management, Accounting, Financial Reporting, Financial Analysis, and Strategic Planning.

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