Stephen Keim in

Stephen Keim

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Chief Financial Officer at Optima Tax Relief
📍 Ladera Ranch, California, United States

Stephen is the Chief Financial Officer at Optima Tax Relief, bringing extensive experience from his time as a consultant at Bain & Company. A licensed CPA and CFA charterholder, he was recently nominated for CFO of the Year by the Orange County Business Journal. He earned his MBA from UC Berkeleys Haas School of Business.

Outside of his financial career, Stephen is a proud supporter of his wife Elizabeths entrepreneurial ventures. He is an Eagle Scout and maintains a strong interest in investing, having previously collaborated with classmates on managing a portfolio. People who have worked with him describe him as having a brilliant analytical mind.

He was recently nominated as CFO of the Year, recognizing his significant contributions to Optima Taxs growth and the Southern California business community.

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Experience
14 Years
Current Role
Chief Financial Officer
Job Level
Leadership
Location
Ladera Ranch, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Stephen cares about

Financial Leadership
As CFO of a fast-growing firm, he was nominated for CFO of the Year by the Orange County Business Journal for his strategic financial leadership and dedication.
Corporate Strategy
His background as a consultant at Bain & Company involved advising corporate clients on investments, M&A, and corporate restructuring.
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Career

Work history

7-2025
Chief Financial Officer
Optima Tax Relief
10-2024 - 7-2025
Interim CFO
PE backed restaurant group
2022 - 2024
Head of Operations
CloudKitchens
2021 - 2023
Director, Regulatory Operations
Carvana
2019 - 2021
Consultant
Bain & Company
In the press

Media appearances

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Education
2017 - 2019
MBA (Full-Time program)
University of California, Berkeley, Haas School of Business
Master of Science (MSc)
University of Southern California
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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