Statement of Qualifications · Audited
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Finance · FP&A · Audit

Sarah Whitfield, CPA

Role: "Senior Finance Manager - FP&A"   Experience: "11+ yrs"   Location: "City, Country"
Email: "your.email@example.com"   Phone: "+00 00000 00000"   Licence: "CPA Licence No. 000000"

Financial 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.

Competency Ledger

Financial Modelling
FP&A & Forecasting
IFRS Reporting
Audit & Controls
Excel / VBA
Power BI
Risk & Audit: Internal controls, SOX, Credit risk, Treasury
Tools: SAP S/4HANA, Oracle, Excel / VBA, Power BI, Anaplan

Professional Experience

Senior Finance Manager - FP&A @ Northbridge Holdings[Jan 2020 → Present]

FP&A lead for a $650M listed group.

  • 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]

External audit for financial services and manufacturing clients.

  • 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]

SME and mid-corporate lending.

  • 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.

Working Capital ReleaseTreasury · 2021

Released $18M of cash by tightening receivables and inventory terms.

Qualifications

Certified Public Accountant (CPA) (2016)
Chartered Financial Analyst (CFA) Level III (2019)
Financial Modelling & Valuation Analyst (FMVA) (2020)
B.Com (Hons), Accounting & Finance
Sample University of Commerce, 2010 - 2013