Sarah Whitfield, CPA
Senior Finance Manager - FP&A
your.email@example.com · +00 00000 00000 · yourname.finance · 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
Jan 2020
- Present
- Present
Senior Finance Manager - FP&A
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.
Sep 2015
- Dec 2019
- Dec 2019
Audit Manager
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.
Jul 2013
- Aug 2015
- Aug 2015
Credit Analyst
Unity Commercial Bank · City, Country
- Assessed 200+ credit proposals with a portfolio default rate under 1%.
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
Signature Initiative
Anaplan
Rolling Forecast Redesign
Driver-based model used by the CFO and board for quarterly guidance.
Education & Credentials
B.Com (Hons), Accounting & FinanceSample University of Commerce, 2010 - 2013
Certified Public Accountant (CPA)2016
Chartered Financial Analyst (CFA) Level III2019