Lisa is a CPA with extensive experience in both the financial and operations arenas with broad business, management and consulting experience ranging from tech startups to large multi-state and international corporations. Her experience includes managing all accounting and financial functions as well as construction project management, operations in the areas of secondary marketing, compliance, process enhancement and project management. Lisa brought this experience along with strong analytical and communication skills to Optimus in 2007 to develop the financial tools and reporting of the company which along with the strength of the pipeline and projects performance has enabled the company to grow the bonding capacity from $0 to $60 million. She is responsible for all areas of accounting, financial reporting, business performance metric monitoring, budgeting, and forecasting. In addition, she prepares the semi-annual Compiled Financials, annual Reviewed Financials, and the annual tax return package for the external CPA’s review. She works closely with the surety and the bank and other external parties to ensure clarity on the financial performance of the company and meeting their reporting criteria. Lisa is a graduate of San Diego State University with a Bachelor’s in Business Administration in Accounting.