Sarah Whitney

About Sarah Whitney

I am a versatile CPA with over 13 years of experience specializing in accounting, financial planning, and systems implementation. I have a proven track record in leading large-scale projects and driving strategic financial decisions. I am passionate about using my deep understanding of financial systems, software, and reporting processes to strategically empower businesses to reach their full potential and address complex challenges head on.

Experience

1. Head of Fp & a

   Frank, Rimerman + Co. LLP

   Aug 2022 — Present

   Guide financial strategy for a high-revenue firm, contributing significantly to consistent annual growth.• Implement robust financial planning processes using Excel and Vena Solutions.• Deliver concise, digestible financial reports to a large number of key stakeholders.• Streamline reporting and analysis, considerably reducing generation time.• Centralize all financial and operational reports via Power BI for enhanced data accuracy.• Collaborate on Sage Intacct deployment and chart of accounts reconfiguration, improving alignment with business needs.• Play an instrumental role in the firm\'s technology transformation initiative, driving better data alignment and operational efficiency.

Education

• University of California, Santa Cruz

  BA, Business Management Economics

  2006 — 2010

Skills

• Microsoft Dynamics
• Concur
• Budgets
• Finance
• Cloud Computing
• Accounts Payable
• Cpa
• Accounting
• Bank Reconciliation
• Kpi Dashboards
• Microsoft Sql Server
• Revenue Recognition
• Accounts Receivable
• Netsuite
• Microsoft Crm
• Financial Statements
• Financial Forecasting
• Software Implementation
• Financial Modeling
• Erp
• Business Strategy
• Financial Analysis
• Invoicing
• General Ledger
• Budgeting
• Microsoft Office
• Great Plains Software
• Macro
• Us Gaap
• Forecasting
• Consulting
• Leadership
• Access
• Scribe Insight
• Quickbooks
• Business Intelligence
• Internal Controls
• Fixed Assets
• Enterprise Software
• Customer Service