Finance

SARA SHI

Cell: 909-***-**** **********@*****.*** Laguna Niguel, CA

https://www.linkedin.com/in/ming-s88-mba-finance/

PROFESSIONAL PROFILE

Finance professional with 15+ years in Financial Planning and Analysis (FP&A), forecasting & budgeting, and strategic leadership experience. Trusted partner with expertise in analyzing, synthesizing, and presenting well-organized financial data to leadership in high-impact transactions. Skillful in financial modeling, Profit and Loss (P&L) analysis, proformas, dashboards/visualization, revenue growth & cost optimization strategies.

EDUCATION

Kelley School of Business, Indiana University. Bloomington, IN May 2009

Master of Business Administration, Majors in Finance and Marketing GPA 3.8/4.0 TOP 15%

Kelley School of Business, Indiana University. Bloomington, IN May 2007

Bachelor of Science, Majors in Finance, Accounting, Marketing, and Operations

EXPERIENCE

Clarest Healthcare. Dublin, OH June 2026 – Current

Director of FP&A

●Strategic finance partner to the CFO, executive leadership, and private equity sponsors, driving enterprise growth, profitability, and scalability across multi-site healthcare operations, contributing to 15%+ revenue growth and EBITDA.

●Lead Board, lender, and investor reporting and dashboards, KPI scorecards, and monthly business reviews that support strategic decision-making and value creation initiatives.

●Direct/build/scale enterprise-wide financial planning & reporting including long-range planning, annual budgeting, forecasting, cash flow planning, and performance reporting, improving forecast accuracy by 15% and identifying $10M+ in growth and efficiency opportunities.

●Lead financial diligence, valuation, and investment analysis for acquisitions, expansions, and capital investments, supporting $100M+ in transactions and optimizing capital allocation through ROI, IRR, and scenario modeling.

●Partner with clinical and operational leaders to improve payer mix, pricing, labor productivity, and operating performance, delivering 10% EBITDA growth and $5M+ in annual cost savings.

Nextgen Healthcare. Irvine, CA Nov 2021 – Jan 2026

Sr. Finance Manager

●Supervised the development, management, and continuous improvement of a $500M Saas company on their financial P&L and reporting processes (budgeting, forecasting, resource planning, and monthly Board presentations)

●Managed 6 G&A functional teams (IT, HR, Legal, Accounting, Finance, Executive), helping synthesize business challenges via descriptive dashboards and analytics, providing visibility and clear actions for successful execution against key objectives.

●Responsible for building and growing a strong, effective, and purpose-driven team with the ability to deliver on committed targets by supporting business partners with actionable & data-driven recommendations during budget and forecast cycles.

●Proficient with 3-statement financial modeling; skilled with Workday Adaptive Planning, Office Connect, Power BI dashboards to monitor KPI, ROI, and various metrics to track P&L profitability, monthly performance, and expense management.

●Built and maintained OPEX forecasts, Proforma P&L projections, run rate analysis, ROI, and headcount tracking.

Capital Group. Irvine, CA April 2019 – Nov 2021

Sr Finance Manager

●Provide leadership in re-designing and implementing changes and controls to automate and streamline current models and processes in support of Global Finance & IT teams’ $600M financial P&L.

●Lead Finance Transformation initiatives to meet $40M cost reduction and tighten expense management by leveraging technology tools such as Tableau and Power BI, resulting in +15% of efficiency.

●Managed a team of 4 during annual budgeting & monthly forecast cycles, providing business partners with monthly operational review with insights on operating expense, headcount changes, and new investments.

●Work with regional business units to evaluate project scope, investment justifications, and partnerships to drive profitability and L-T stability that encompasses 85% of IT infrastructure investments dollars.

●Support cross-functional teams to integrate goals and strategies into the long-term growth and annual operating plans under new operating model and organizational change.

Verizon. Irvine, CA June 2017 – April 2019

FP&A Finance Manager

●Oversee monthly reporting and operations of the Quota and Commission team for Pacific Retail Channel, setting accurate objectives that are attainable, transparent, and align with corporate profitability.

●Support VP, Finance, and Retail Directors monthly with quota setting guidance, outlook on the cyclical markets, new product launches, volume forecasting, and crucial KPIs that may impact short/long term revenue targets.

●Partner with leadership to develop visually clear financial reporting using advanced excel modeling, Tableau, SQL, to pinpoint anomalies, analyze business trends, and eliminate risks/opportunities for each business division.

●Collaborate with FP&A, Finance, and Marketing Operations on monetary impact of campaign decisions, being attentive to long term financial targets, forecast results, budget constraints, and KPI drivers.

●Adaptive and responsive to continuous changes within the organization while supporting new compensation plan roll outs, shifts in product focus, competitive demands, and sustainable pricing initiatives.

PepsiCo Beverage Company. Purchase, NY Oct 2015 –Feb 2017

Sr. Financial Analyst

●Manage PepsiCo North America beverage business through all stages of FP&A processes, including strategic business plan, Annual Operating Plan, period forecasts, brand P&L, and product innovation.

●Ongoing cross-functional communication with Control, food service, franchise bottlers, Marketing Finance, Supply Chain, Joint Ventures, PBC and PAB FP&A teams to develop strategic plans and provide critical business decisions.

●Support executive directors on projects to ensure financial support keeps pace with rapidly changing business requirements (e.g. evaluate new product platforms/distribution channels/route-to-market strategies, process improvements, adv. financial modeling, automation/streamlining projects, etc.)

●Lead on Brand P&L and overseas internal/external reporting for concentrate & bottling side of business.

The New York Times Company. New York, NY May 2013 - Oct 2015

Sr. Financial Analyst

●Review, coordinate and consolidate departmental budgets, forecasts and variances analysis, profitability reporting and ad hoc financial analysis for management and senior executives.

●Conduct monthly executive management reports and quarterly board reports to provide management with meaningful and insightful financial analysis related to business operations, new growth opportunities as well as existing performance trends against operating plans.

●Compile and identify key drivers in variance analysis and YOY analysis and providing strategic advice for investment decisions impacting the company’s bottom line.

●Manage both the print and digital side of the business covering areas such as magazine profitability, newsroom, mobile market growth initiatives, overseas ancillary business, overall company expense, etc.

●Possess superior analytical, multi-tasking, and organizational and communication skills and can collaborate effectively with cross-functional groups across multiple departments.

Sabra Dipping Company, LLC (US Headquarter). White Plains, NY April 2012 - May 2013

Sr. Financial Analyst

●New product feasibility: Work closely with Marketing & Sales to develop profitable new item offerings. Includes setting manufacturing cost targets, assisting commercial teams with developing optimal pricing and trade strategy, understanding financial impacts on mix, and ensuring SKU offerings are aligned with strategy & objectives.

●Business optimization: Evaluate the commercial, operational, and financial impacts of on-going business decisions and work closely with cross-functional partners to develop recommendations that promote stewardship and continuous improvement

●Financial Planning & Analysis: Perform monthly analytical business reviews, identify risks & opportunities for latest estimates, and propose action plans to improve businesses as needed.

●Leadership and coaching: Provide guidance & mentorship to direct reports in best practices of financial analyses, report/project deliverables, and business communications, as well as career development

Technical Skills. Proficient in Microsoft Excel & PowerPoint Workday Adaptive Planning, Office Connect, NetSuite, Hyperion Essbase, Tableau, Power BI, Oracle, SAP, SAC, SQL. Skilled at translating data into actionable business strategies, optimizing financial performance, and accelerating growth through analytics and automation. Meticulous, strategic, organized, and displays excellent work ethics. Passion for investments. Fluent in Mandarin Chinese.

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