Sarah
Whitfield.

Senior Finance Manager - FP&A. Numbers that leaders can trust.
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01Profile

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.

02Experience

Senior Finance Manager - FP&A
Northbridge Holdings · Jan 2020 - Present
  • 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 Manager
Sterling & Partners LLP · Sep 2015 - Dec 2019
  • 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 Analyst
Unity Commercial Bank · Jul 2013 - Aug 2015
  • Assessed 200+ credit proposals with a portfolio default rate under 1%.

03Initiatives

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.

Expertise

FP&ABudgetingForecastingValuationCapex reviewIFRSUS GAAPConsolidationMonth-end closeInternal controlsSOXCredit riskTreasurySAP S/4HANAOracleExcel / VBAPower BIAnaplan

Education

B.Com (Hons), Accounting & FinanceSample University of Commerce · 2010 - 2013

Certified

Certified Public Accountant (CPA)2016
Chartered Financial Analyst (CFA) Level III2019
Financial Modelling & Valuation Analyst (FMVA)2020