Cindy F.

San Diego, CA, USA

Fractional CFO & CPA — Nonprofit & Small Business Finance Leader | Controller Services

I am a detail-oriented finance executive and CPA who partners with nonprofits and small businesses as a fractional CFO and controller. I lead full‑cycle accounting, GAAP financial reporting, budgeting and forecasting, cash‑flow management, internal controls, and systems implementations to streamline processes and improve accuracy. As a trusted advisor to executives and Boards, I translate financial data into clear insight to support strategic and operational decisions. Known for integrity, sound judgment, and a collaborative leadership style, I deliver practical finance solutions tailored to each organization’s needs.
Cindy F.

Experience

  • San Diego Oasis

    San Diego Oasis

    Chief Financial Officer

    Jan 2024 - Present

    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.
  • San Diego Oasis

    San Diego Oasis

    Financial Controller

    Jan 2022 - Jan 2024

    • Acted as the organization’s financial controller and senior finance lead, owning budgeting, forecasting and long-range financial planning.
    • Drove monthly close and financial reporting processes with GAAP-compliant controls to support executive and board-level decision making.
    • Partnered with leadership on strategic planning, pricing discussions and resource allocation to align program growth with financial sustainability.
    • Designed and implemented improved operational finance workflows and internal controls to scale programs and partner operations.
    • Led annual audit preparations and delivered audit schedules, reconciliations and support materials to external auditors.
    • Coordinated cross-functional operational areas (HR, contracts, facilities) to ensure finance-driven operational efficiency.
  • Self Employed

    Controller/Full Cycle Accounting Consultant

    Jan 2014 - Jan 2022

    Self Employed.

    • Delivered full-cycle accounting services for early-stage biotech clients, managing AP, AR, GL and month-end close activities.
    • Prepared GAAP-compliant financial statements, account reconciliations and reporting packages for executive teams and Boards.
    • Designed and implemented scalable accounting processes and internal controls appropriate for startups transitioning from early stage to growth.
    • Led annual audit workstreams: prepared audit schedules, audit-ready workpapers and coordinated fieldwork with external auditors.
    • Managed tax-related activities including 1099 preparation and corporate sales & use tax filings to ensure timely compliance.
    • Provided finance process documentation and training to enable clients to onboard permanent finance staff.
  • GIA (Gemological Institute of America)

    GIA (Gemological Institute of America)

    Senior General Ledger Accountant

    Jan 2014 - Jan 2017

    GIA (Gemological Institute of America) is a global nonprofit authority in gemology, education and research, providing grading, laboratory services and training to support transparency and consumer confidence in gems and jewelry.

    • Executed month-end close activities including journal entries, account reconciliations and variance analysis for the general ledger.
    • Managed fixed asset processes and administered the ERP fixed asset module across ten international campuses, including tagging, depreciation and asset tracking.
    • Supported day-to-day accounting operations across AP, AR, payroll and expense workflows to maintain accurate financial records.
    • Played a key role in ERP migration from PeopleSoft to Workday, focusing on general ledger and fixed asset data integration and testing.
    • Prepared schedules and filings for unclaimed property reporting and supported state compliance requirements.
    • Produced analysis and documentation to support internal stakeholders and external auditors during financial reviews.
  • Quake Global

    Quake Global

    Assistant Controller

    Jan 2012 - Jan 2014

    Quake Global provides synchronized asset intelligence solutions—telematics, modem and RTLS products—enabling global remote visibility and data acquisition across cellular, satellite, GNSS, Wi‑Fi, BLE and RFID for industries including healthcare, construction, logistics and senior living.

    • Managed full-cycle accounting operations and financial close activities in the absence of additional senior finance leadership.
    • Redesigned month-end close processes and shortened close time from approximately 15 days to 5 days through policy standardization and checklist-driven procedures.
    • Developed internal controls and accounting processes to support a company acquisition and the formation of a new subsidiary, ensuring accurate consolidations.
    • Managed domestic and international subsidiary consolidations and intercompany reconciliations to produce consolidated financial statements.
    • Led ERP migration from PeopleSoft to Intuitive, providing implementation support, validating data migration and configuring financial reporting.
    • Designed ERP reporting tools and dashboard metrics to improve financial visibility and support operational decision-making.
  • Quake Global

    Quake Global

    Financial Analyst/Accounts Payable Specialist

    Jan 2011 - Jan 2012

    • Operated as the primary AP and accounts-payable specialist supporting a multi-site telematics company, ensuring timely vendor payments and accurate expense coding.
    • Administered invoice processing workflows, implemented improvements to reduce processing time and supported three‑way matching and approvals.
    • Performed account and bank reconciliations to maintain accurate cash and ledger balances and supported month-end close activities.
    • Managed vendor relationships, resolved billing discrepancies and handled sales/use tax and vendor documentation.
    • Prepared AP schedules and supporting documentation for financial reporting and audit requests.
    • Supported the ERP migration and adoption effort by validating AP data and training end-users on new invoice workflows and reporting tools.
  • CalciMedica

    CalciMedica

    Accountant & Office Manager

    Jan 2007 - Jan 2011

    CalciMedica is a clinical-stage biopharmaceutical company developing CRAC channel inhibitor therapies to treat life‑threatening inflammatory and immunologic diseases. Its lead candidate, Auxora™, has advanced through multiple clinical studies targeting indications such as acute pancreatitis, COVID-19 pneumonia and acute kidney injury.

    • Managed the full-cycle accounts payable function and ensured timely, accurate processing of vendor invoices and expense reimbursements.
    • Performed account and bank reconciliations to confirm ledger accuracy and support month-end close.
    • Oversaw daily administrative and office operations to maintain efficient support for clinical and corporate teams.
    • Partnered with HR consultants to support benefits administration, onboarding processes and other HR-related administrative tasks.
    • Coordinated with external service providers and internal teams to support compliance, vendor payments and basic finance administration.
    • Supported ad hoc finance and operational requests required for clinical-stage operations and regulatory readiness.

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