Shi (Sam) Yin

Critic
DISC Type : C

Assurance Senior Manager at Baker Tilly US

Los Angeles, California, United States

Overview

Shi (Sam) Yin is an Assurance Senior Manager with over a decade of public accounting experience, specializing in the Technology and Manufacturing sectors. A CPA and ACCA candidate with a Masters from Boston College, he is an expert in PCAOB rules and SEC reporting. His background also includes three years in corporate finance with a global consumer product company.

He has a distinctly international profile, speaking both English and Mandarin fluently. His educational background includes degrees from both the University of International Business and Economics and Boston College, giving him a global perspective in his professional endeavors. He has shown interest in major global corporations like Sony and J. P. Morgan.

Unique Fact: He holds a U. S. CPA license while also being a candidate for the global ACCA credential.

Personality Overview

ROI Driven

Negotiator

Information Seeker

They choose to analyze logically and value facts to emotions.  They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

AI in Accounting
Shared insights on how AI is reshaping the world from a CPA firm's perspective and its impact on the accounting industry.
Efficient Auditing
Promoted a webinar focused on PCAOB audits with the goal of making them more efficient and less disruptive for companies.
Global Finance
Has experience with a global consumer products company and expressed a commitment to serving clients globally at Baker Tilly.

Media Appearances

Shi has no verified media appearances

Work History

6-2025
Assurance Senior Manager at Baker Tilly US
1-2025 - 6-2025
Assurance Senior Manager at Moss Adams
8-2021 - 1-2025
Assurance Manager at Moss Adams
1-2018 - 7-2021
Audit Senior at Gumbiner Savett
9-2014 - 1-2018
Audit Senior at MaloneBailey, LLP

Education

2012 - 2013
Master's degree from Boston College
2005 - 2009
Bachelor's degree from University of International Business and Economics

More Information

Social Presence :

Prographics :

Exp : 14 Location : Los Angeles, California, United States Job Level : Middle Designation : Assurance Senior Manager at Baker Tilly US
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Insights For Selling To Shi (Sam)

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be formal and objective, they will appreciate it more

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Make extra effort to not seem pushy or confrontational
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shi (Sam) is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Shi (Sam)

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Shi (Sam) move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Shi (Sam) take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Shi (Sam)

Personality Compatibility


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