Sarah Whitney

Head of Fp & a @Frank, Rimerman + Co. LLP

Portland, OR, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2022 — Present

Head of Fp & a @Frank, Rimerman + Co. LLP

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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

2006 — 2010

University of California, Santa Cruz

BA, Business Management Economics

SKILLS

Microsoft DynamicsConcurBudgetsFinanceCloud ComputingAccounts PayableCpaAccountingBank ReconciliationKpi DashboardsMicrosoft Sql ServerRevenue RecognitionAccounts ReceivableNetsuiteMicrosoft CrmFinancial StatementsFinancial ForecastingSoftware ImplementationFinancial ModelingErpBusiness StrategyFinancial AnalysisInvoicingGeneral LedgerBudgetingMicrosoft OfficeGreat Plains SoftwareMacroUs GaapForecastingConsultingLeadershipAccessScribe InsightQuickbooksBusiness IntelligenceInternal ControlsFixed AssetsEnterprise SoftwareCustomer Service

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.

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