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Sarah Whitfield, CPA

Senior Finance Manager - FP&A
your.email@example.com · +00 00000 00000 · City, Country · CPA Licence No. 000000

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.

Milestones →

2013GraduatedB.Com Accounting
2016CPA QualifiedAudit
2020Finance ManagerFP&A lead
NextFinance DirectorGroup finance

Career Ledger

2020–Now
ROLESenior Finance Manager - FP&A
Northbridge Holdings · City, Country
  • Rebuilt the rolling forecast model, improving forecast accuracy from ±9% to ±2.5%.
2015–2019
ROLEAudit Manager
Sterling & Partners LLP · City, Country
  • Managed 15 statutory audits a year under IFRS, with portfolio fees of $2.1M.
2013–2015
ROLECredit Analyst
Unity Commercial Bank · City, Country
  • Assessed 200+ credit proposals with a portfolio default rate under 1%.
2010–2013
EDUCATIONB.Com (Hons), Accounting & Finance
Sample University of Commerce · First Class · University gold medal

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

Certifications

2016 · Certified Public Accountant (CPA)
2019 · Chartered Financial Analyst (CFA) Level III
2020 · Financial Modelling & Valuation Analyst (FMVA)