San Diego Oasis
Chief Financial Officer
San Diego Oasis is a nonprofit focused on successful aging through lifelong learning, wellness, volunteer community service and intergenerational programs. The organization operates multiple centers across San Diego County and provides classes, technology training, wellness programs and access initiatives to reduce isolation among older adults.
- Served as senior financial leader for a mission-driven nonprofit, overseeing budgeting, forecasting and cash-flow management across multiple sites.
- Prepared monthly and annual financial reporting for executive leadership and the Board, providing analysis and recommendations to support strategic and resource-allocation decisions.
- Strengthened internal controls and GAAP-compliant processes; led the annual audit and coordinated external auditors to ensure timely completion and clean reporting.
- Built and improved operational finance processes (month-end close, reconciliations, grant and restricted fund tracking) to increase accuracy and transparency.
- Managed operational functions including HR coordination, vendor/contracts oversight and facilities expense management across two locations.
- Served as Interim COO for eight months, providing operational oversight of programs and supervising staff while aligning financial planning with programmatic needs.