Sarah Whitfield, CPA
Senior Finance Manager - FP&A
City, Country | +00 00000 00000 | your.email@example.com | linkedin.com/in/yourname | CPA Licence No. 000000
Professional Summary
Chartered accountant and FP&A leader with 11+ years in corporate finance, audit and banking. Delivers accurate reporting, sharp forecasting and controls that stand up to audit, while partnering with leadership on capital allocation.
Financial Expertise
Finance: FP&A, Budgeting, Forecasting, Valuation, Capex review
Accounting: IFRS, US GAAP, Consolidation, Month-end close
Risk & Audit: Internal controls, SOX, Credit risk, Treasury
Tools: SAP S/4HANA, Oracle, Excel / VBA, Power BI, Anaplan
Professional Experience
Senior Finance Manager - FP&AJan 2020 - Present
Northbridge HoldingsCity, Country
- Rebuilt the rolling forecast model, improving forecast accuracy from ±9% to ±2.5%.
- Cut month-end close from 10 days to 5 by automating 40+ reconciliations.
- Led the $85M capex review that redirected $12M to higher-return projects.
Audit ManagerSep 2015 - Dec 2019
Sterling & Partners LLPCity, Country
- Managed 15 statutory audits a year under IFRS, with portfolio fees of $2.1M.
- Identified control gaps that prevented an estimated $3.4M of misstatements.
Credit AnalystJul 2013 - Aug 2015
Unity Commercial BankCity, Country
- Assessed 200+ credit proposals with a portfolio default rate under 1%.
Finance Initiatives
Rolling Forecast RedesignAnaplan · Power BI
Driver-based model used by the CFO and board for quarterly guidance.
Fast Close ProgrammeSAP · Automation
Cut the close to 5 days with a reconciliation tool and a close calendar.
Education
B.Com (Hons), Accounting & Finance2010 - 2013
Sample University of Commerce, First Class · University gold medal
Certifications
- Certified Public Accountant (CPA), 2016
- Chartered Financial Analyst (CFA) Level III, 2019
- Financial Modelling & Valuation Analyst (FMVA), 2020