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Dai Shi
Dai Shi

Chief Financial Officer at MissionSquare Retirement
Washington D.C. FP&A Board Ambassador

Dai focuses on driving growth while maintaining sustainable profit margins for MissionSquare Retirement. She believes the financial services industry is the first responder to everyone’s financial health — an extraordinary responsibility to society.

She previously worked as business line Chief Financial Officer for Equitable Holdings and served on the core team for the 2018 IPO. She also assumed senior leadership roles with global companies such as AXA, Prudential, and CITI Group in the United States and emerging markets, supporting business through organic expansion and strategic acquisitions.

Dai serves on the Board of Trustees for The Well in New York City. She supports fundraising for several charities, including Hopes for New York, Restore NYC, and Autism Speaks.

She has a master’s degree in Business Administration from the University of Illinois, and she holds certificates in Sustainability Development and International Organization Management from Columbia University and the University of Geneva.
 

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Event Calendar

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All events for the year

Future Meetings

Face-to-Face Oslo FP&A Board
The Launch of the Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

Register for FP&A Trends Webinar: Five Essential FP&A Team Roles that Power Strategy and Transformation
The FP&A Trends Webinar Five Roles Every High-Performing FP&A Team Needs

September 17, 2025

The Face-to-Face Stockholm FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Stockholm FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

September 18, 2025

The Face-to-Face Amsterdam FP&A Board
The Face-to-Face Amsterdam FP&A Board Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios

September 23, 2025

Register The Digital North American FP&A Circle: The Winning Formula for FP&A Storytelling
The Digital North American FP&A Circle FP&A Storytelling: Craft Stories That Influence and Impact

September 24, 2025

The Face-to-Face Boston FP&A Board: Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
The Face-to-Face Boston FP&A Board Transforming FP&A Together: Human & AI Synergy

October 7, 2025

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