Meet the Team Behind the Books

We’re a group of operators, problem-solvers, and real humans who care deeply about getting it right for your team, your systems, and your business.

  • Jace Lotz

    Founder & CEO

  • Bryan S.

    Director of Accounting
    Operations & Onboarding

  • Sara G.

    Controller

  • Sharan G.

    Controller

  • Alex P.

    Controller

  • Jeanne B.

    Sr. Accountant

  • Elva K.

    Sr. Accountant

  • Bianca T.

    Sr. Accountant

  • Patrick J.

    Sr. Accountant

  • Ishwariya G.

    Sr. Accountant

  • Deari C.

    Staff Accountant

  • Jason O.

    Staff Accountant

  • Putu S.

    Staff Accountant

  • Kavitha R.

    Staff Accountant

  • Akhil B.

    Staff Accountant

  • Ketut R.

    Staff Accountant

  • Michael G.

    Exec Assistant & Ops

Want to Join the Team?

We work smart. We move fast. We care deeply.

At Ursa, you’ll work alongside experienced, thoughtful consultants who take pride in their craft and genuinely enjoy helping businesses grow.

Here’s what you can expect:

  • Purpose-driven work with high-impact clients

  • A team that values clarity, trust, and calm under pressure

  • Flexibility, autonomy, and opportunities to grow