Sara Nager

Manager, CFO Advisory - FP&A

Professional Overview

Sara Nager is an accomplished finance professional with expertise in financial planning and analysis (FP&A), strategic advisory, and healthcare data solutions. As the Manager of CFO Advisory - FP&A at Cherry Bekaert, she leverages her deep industry knowledge and analytical capabilities to provide strategic guidance to clients across diverse sectors.

Experience Summary

Current Role

In her current role at Cherry Bekaert, Sara is responsible for leading FP&A engagements and providing strategic advisory services to the firm's CFO clients. She collaborates closely with cross-functional teams to develop tailored financial models, optimize budgeting and forecasting processes, and deliver actionable insights to support informed decision-making.

Career Progression

Prior to joining Cherry Bekaert, Sara held several progressive finance roles, including Senior Manager of FP&A and Strategy at Houseplant, where she drove the development of the company's financial planning and reporting capabilities. She also gained valuable experience as a Senior Financial Analyst and Financial Planning & Reporting Analyst at TransUnion, where she specialized in healthcare data solutions.

Earlier in her career, Sara completed an MBA internship at National Veterinary Associates, where she applied her expertise in marketing and finance to support the organization's strategic initiatives.

Academic Background

Sara holds a Master of Business Administration (MBA) degree, with a focus on finance and marketing, from a prestigious university. She has consistently demonstrated academic excellence throughout her educational journey.

Areas of Expertise

• Financial planning and analysis (FP&A)

• Strategic advisory and decision support

• Budgeting and forecasting optimization

• Healthcare data solutions and analytics

• Financial modeling and reporting

• Cross-functional collaboration and team leadership

Professional Impact

During her tenure at Houseplant, Sara played a pivotal role in enhancing the company's financial planning and reporting capabilities, leading to improved decision-making and enhanced operational efficiency. Her contributions were instrumental in supporting the organization's strategic growth initiatives.

Conclusion

With a diverse background in finance, a strong analytical mindset, and a proven track record of driving strategic impact, Sara Nager is well-positioned to continue making valuable contributions to her clients as the Manager of CFO Advisory - FP&A at Cherry Bekaert. Her unwavering commitment to excellence and her ability to translate complex financial data into actionable insights make her a valuable asset to her clients and the firm.