Sadat Safi

Assistant CFO at HeartShare

Sadat Safi is an accomplished finance professional with extensive experience in accounting and customer success. Currently serving as Assistant CFO at HeartShare Human Services of New York since January 2015, responsibilities include compliance with HIPAA regulations, managing bank relationships, supervising staff accountants, and overseeing significant financing transactions. Previously, a Senior Auditor at Loeb & Troper, Sadat excelled in client relationship management, team training, and internal control assessment. Additionally, completed a Customer Success Fellowship at SV Academy, acquiring skills in customer engagement and data management. Early career experience includes a sales role at Nordstrom, focusing on client relations and trend analysis. Education includes a Bachelor of Science in Accounting, Finance, and Management and a Master of Science in Business Analytics from Montclair State University's Feliciano School of Business.

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