Lori Donaldson
San Diego
Summary
Dynamic Chief Financial Officer with expertise in financial management, strategic planning, and regulatory compliance. Proven track record in driving financial initiatives that enhance operational efficiency and profitability across departments.
Overview
42
42
years of professional experience
Work History
Chief Financial Officer
UC San Diego Health
07.2010 - 12.2025
- Directed budgeting processes, ensuring resource allocation meets operational needs and strategic priorities.
- Oversaw financial reporting, ensuring compliance with regulatory standards and accurate representation of financial health.
- Implemented cost control measures that streamlined operations and improved overall profitability across departments.
- Collaborated with executive leadership to drive initiatives that support innovation in healthcare financing models.
- Mentored finance team members, fostering professional growth and enhancing departmental performance through training
- programs.
- Analyzed financial data to identify trends, providing actionable insights for decision-making at the executive level.
- Established key performance indicators to monitor financial performance and guide strategic planning efforts effectively.
- Developed strategic financial plans to support company growth and achieve long-term objectives.
- Developed and oversaw yearly budgets and capital structure of company to determine best mix of debt, equity, and internal financing.
- Championed effective communication between finance personnel and other departments to facilitate cross-functional collaboration on projects and initiatives.
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
- Established strong relationships with external stakeholders, including investors, analysts, and regulatory agencies to promote transparency and build trust in the organization''s financial management.
- Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
- Provided insightful financial analysis for mergers and acquisitions, resulting in successful transactions that added value to the organization''s portfolio.
Controller
UC San Diego Health
04.1997 - 07.2010
- Led financial reporting and analysis to ensure compliance with regulatory standards.
- Developed and implemented internal controls to enhance operational efficiency.
- Collaborated with cross-functional teams to optimize budget management processes.
- Oversaw annual audits, ensuring accuracy of financial statements and adherence to policies.
- Developed comprehensive financial models to support strategic decision-making and long-term planning initiatives.
- Analyzed variance reports to inform stakeholders of financial performance and potential risk areas.
- Integrated advanced accounting software systems to optimize data management and reporting capabilities.
- Oversaw all aspects of the month-end close process, ensuring timely completion of accurate financial statements for executive review.
Accounting Manager
UC San Diego Health
12.1990 - 04.1997
Accountant/Financial Analyst
Imperial Corporation of America
01.1984 - 12.1990
Education
Bachelor of Science -
San Diego State University
San Diego, CA12-1983
Skills
- Financial management and reporting
- Strategic and financial planning
- Support for external bond financing for major capital projects
- Revenue cycle improvement
- Governmental reimbursement and supplemental funding programs
- Performance management and margin improvement
- Mentoring and staff development
Timeline
Chief Financial Officer
UC San Diego Health
07.2010 - 12.2025
Controller
UC San Diego Health
04.1997 - 07.2010
Accounting Manager
UC San Diego Health
12.1990 - 04.1997
Accountant/Financial Analyst
Imperial Corporation of America
01.1984 - 12.1990
Bachelor of Science -
San Diego State University