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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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Bridging Today and Tomorrow: FP&A's Strategic Adoption of Present and Future AI Capabilities
 
Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond
 
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Generative AI in FP&A: From Hype to Real Impact
 
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All events for the year

Future Meetings

The FP&A Trends Webinar: FP&A 2026+: Top 5 Trends Through the AI Lens
The FP&A Trends Webinar Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond

December 4, 2025

The Digital North American FP&A Circle
The Digital North American FP&A Circle Generative AI in FP&A: From Hype to Real Impact

December 9, 2025

AI-FPA
AI in FP&A
Data and Analytics
Data & Analytics
esg
ESG in FP&A
FP&A Case Studies
FP&A Case Studies
FP&A Research
FP&A Research
General
General
Integrated FP&A
Integrated FP&A
People and Culture
People and Culture
Process
Process
Technology
Technology

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