Sarah Whitfield

Senior Finance Manager - FP&A

your.email@example.com
+00 00000 00000
CPA Licence No. 000000
City, Country

Profile

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.

Experience

Senior Finance Manager - FP&AJan 2020 - Present

Northbridge Holdings, City, 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 LLP, City, 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 Bank, City, Country

Assessed 200+ credit proposals with a portfolio default rate under 1%.

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

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

Certificates

Certified Public Accountant (CPA)2016

Chartered Financial Analyst (CFA) Level III2019