Sara Mocabee
Strategic Finance Leader | Expert in FP&A, Pricing Strategy & Revenue Optimization | Driving Growth Through Data-Driven Planning, Forecasting & Business Transformation
- Role
- Business Initiatives Senior Manager at Wells Fargo
- Location
- Ontario, CA, US
- LinkedIn followers
- 500 followers
About Sara Mocabee
As a finance and strategy leader, I’m passionate about transforming data into direction — and strategy into measurable growth. With 15+ years of experience in financial management, strategic planning, and organizational transformation, I’ve built a career at the intersection of finance, analytics, and leadership.I specialize in helping organizations translate financial insight into strategic action — driving profitability, optimizing investments, and improving operational performance. My expertise spans FP & A, pricing strategy, forecasting, risk management, and cross-functional execution.Throughout my career, I’ve led initiatives that improved visibility into key performance drivers, streamlined financial processes, and aligned business strategies across complex, matrixed organizations. Whether designing dynamic dashboards, leading change management programs, or advising executives on growth and resource allocation, my goal is always the same: to enable smarter, faster, and more sustainable decisions.I’m particularly passionate about building and mentoring high-performing teams that thrive on collaboration, curiosity, and accountability. I believe great financial leadership isn’t just about managing budgets — it’s about inspiring clarity, confidence, and forward momentum across the business.Key Areas of Expertise:• FP & A, Budgeting & Forecasting• Strategic Planning & Business Transformation• Pricing Strategy & ROI Optimization• Risk & Change Management• Executive Decision Support & Performance Analytics• Cross-Functional Leadership in Matrix OrganizationsIf you’re passionate about connecting financial strategy to meaningful business impact, I’m always open to sharing ideas and perspectives.
Experience
Business Initiatives Senior Manager
Sep 2022 — Present · US
Education
Pacific Coast Banking School
Graduate Degree of Banking
2010 — 2012
University of La Verne
Bachelor of Arts - BA, Mathematics
Skills
- Banking
- Loans
- Credit
- Financial Modeling
- Corporate Finance
- Finance
- Strategic Financial Planning
- Commercial Lending
- Forecasting
- Portfolio Management
- Commercial Banking
- Managerial Finance
- Credit Analysis
- Financial Analysis
- Cash Management
- Financial Services
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